From 80c2ac57122f6901d0837b2c9d74c7f72cc7134c Mon Sep 17 00:00:00 2001 From: "Tiffany Chang (tic)" Date: Thu, 20 Feb 2025 16:10:17 +0000 Subject: [PATCH] [I18N] *: re-export pot files As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#12127 X-original-commit: aad8aa13148f0fe02b6ee63ee0bd78472fd47c91 Signed-off-by: Tiffany Chang (tic) --- locale/sources/administration.pot | 6 +- locale/sources/finance.pot | 6506 ++++++++++++++++---------- locale/sources/general.pot | 3889 +++++++-------- locale/sources/inventory_and_mrp.pot | 2924 +++++++----- locale/sources/marketing.pot | 114 +- locale/sources/productivity.pot | 1103 +++-- locale/sources/sales.pot | 2246 ++++++--- locale/sources/services.pot | 96 +- locale/sources/studio.pot | 72 +- locale/sources/websites.pot | 633 +-- 10 files changed, 10084 insertions(+), 7505 deletions(-) diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 2c105fe25..0068d16b3 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -341,7 +341,7 @@ msgid "The iOS app cannot be updated and will be deprecated at some point in the msgstr "" #: ../../content/administration/mobile.rst:67 -msgid "While the store apps support multi-accounts, they are not compatible with SS0 authentication." +msgid "While the store apps support multi-accounts, they are not compatible with SSO authentication." msgstr "" #: ../../content/administration/neutralized_database.rst:3 @@ -4392,7 +4392,7 @@ msgid "The `num2words` Python package - needed to render textual amounts - does msgstr "" #: ../../content/administration/on_premise/packages.rst:135 -msgid "Odoo 18 'rpm' package supports Fedora 36." +msgid "Odoo 18 'rpm' package supports Fedora 38." msgstr "" #: ../../content/administration/on_premise/packages.rst:137 diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index e8ada51df..094d53346 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -119,7 +119,7 @@ msgid "The **Partner Ledger** report displays the balance of your customers and msgstr "" #: ../../content/applications/finance/accounting.rst:129 -#: ../../content/applications/finance/accounting/customer_invoices.rst:204 +#: ../../content/applications/finance/accounting/customer_invoices.rst:245 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/reporting/budget.rst:126 @@ -133,9 +133,9 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:32 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1202 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:452 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:454 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:714 msgid "Financial reports" msgstr "" @@ -144,7 +144,7 @@ msgid "Statement" msgstr "" #: ../../content/applications/finance/accounting.rst:137 -#: ../../content/applications/finance/accounting/customer_invoices.rst:248 +#: ../../content/applications/finance/accounting/customer_invoices.rst:289 msgid "Balance sheet" msgstr "" @@ -173,12 +173,12 @@ msgid "Audit" msgstr "" #: ../../content/applications/finance/accounting.rst:147 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1046 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:149 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1006 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "Trial balance" msgstr "" @@ -195,8 +195,8 @@ msgid "Check register" msgstr "" #: ../../content/applications/finance/accounting.rst:157 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:372 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:146 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:374 msgid "Partner" msgstr "" @@ -355,7 +355,7 @@ msgid "To connect your bank account to your database, go to :menuselection:`Acco msgstr "" #: ../../content/applications/finance/accounting/bank.rst:37 -#: ../../content/applications/finance/accounting/bank.rst:148 +#: ../../content/applications/finance/accounting/bank.rst:150 #: ../../content/applications/finance/accounting/get_started.rst:182 msgid ":doc:`bank/bank_synchronization`" msgstr "" @@ -415,7 +415,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:47 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -440,9 +440,10 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/fiscal_localizations.rst:16 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:894 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:963 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:20 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:715 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1110 #: ../../content/applications/finance/fiscal_localizations/australia.rst:180 #: ../../content/applications/finance/fiscal_localizations/australia.rst:330 #: ../../content/applications/finance/fiscal_localizations/australia.rst:403 @@ -452,28 +453,30 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:39 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:41 #: ../../content/applications/finance/fiscal_localizations/canada.rst:22 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:585 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:759 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:36 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:587 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:761 #: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:16 #: ../../content/applications/finance/fiscal_localizations/germany.rst:260 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:6 +#: ../../content/applications/finance/fiscal_localizations/india.rst:608 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:724 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:86 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:718 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:919 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:982 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:44 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:753 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:887 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:88 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:720 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:921 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:984 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:46 @@ -483,7 +486,9 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:8 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:656 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:42 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:46 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:61 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:240 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/authorize.rst:9 #: ../../content/applications/finance/payment_providers/authorize.rst:62 @@ -507,7 +512,7 @@ msgid ":doc:`get_started/multi_currency`" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:89 -#: ../../content/applications/finance/accounting/bank.rst:149 +#: ../../content/applications/finance/accounting/bank.rst:151 msgid ":doc:`bank/transactions`" msgstr "" @@ -543,11 +548,11 @@ msgstr "" msgid "You can edit the currency used to enter the transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:124 +#: ../../content/applications/finance/accounting/bank.rst:126 msgid "Account number" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:126 +#: ../../content/applications/finance/accounting/bank.rst:128 msgid "If you need to **edit your bank account details**, click on the external link arrow next to your :guilabel:`Account Number`. On the account page, click on the external link arrow next to your :guilabel:`Bank` and update your bank information accordingly. These details are used when registering payments." msgstr "" @@ -555,67 +560,67 @@ msgstr "" msgid "Edit your bank information" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:135 +#: ../../content/applications/finance/accounting/bank.rst:137 msgid "Bank feeds" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:137 +#: ../../content/applications/finance/accounting/bank.rst:139 msgid ":guilabel:`Bank Feeds` defines how the bank transactions are registered. Three options are available:" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:140 +#: ../../content/applications/finance/accounting/bank.rst:142 msgid ":guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will synchronize your bank account with your database or not." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:142 +#: ../../content/applications/finance/accounting/bank.rst:144 msgid ":guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import your bank statements and transactions using a different format." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:144 +#: ../../content/applications/finance/accounting/bank.rst:146 msgid ":guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized with your database." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:154 +#: ../../content/applications/finance/accounting/bank.rst:156 msgid "Outstanding accounts" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:156 +#: ../../content/applications/finance/accounting/bank.rst:158 msgid "By default, payments in Odoo do not create journal entries, but they can easily be configured to create journal entries using **outstanding accounts**." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:159 +#: ../../content/applications/finance/accounting/bank.rst:161 msgid "An **outstanding receipts account** is where incoming payments are posted until they are linked with incoming bank transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:161 +#: ../../content/applications/finance/accounting/bank.rst:163 msgid "An **outstanding payments account** is where outgoing payments are posted until they are linked with outgoing bank transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:164 +#: ../../content/applications/finance/accounting/bank.rst:166 msgid "These accounts are usually of :ref:`type ` :guilabel:`Current Assets` and :guilabel:`Current Liabilities`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:167 +#: ../../content/applications/finance/accounting/bank.rst:169 msgid "Payments that are registered in Odoo are posted to the outstanding receipts and outstanding accounts until they are reconciled. At any moment, the outstanding receipts account's balance in the general ledger shows the balance of registered incoming payments that have not yet been reconciled, and the outstanding payments account's balance in the general ledger shows the balance of registered outgoing payments that have not yet been reconciled." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:174 +#: ../../content/applications/finance/accounting/bank.rst:176 msgid "Bank and cash journal configuration" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:176 +#: ../../content/applications/finance/accounting/bank.rst:178 msgid "To configure payments to create journal entries, set outstanding accounts for the journal's payment methods. This can be done for any journal with the :ref:`type ` :guilabel:`Bank` or :guilabel:`Cash`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:180 +#: ../../content/applications/finance/accounting/bank.rst:182 msgid "To configure the outstanding accounts for a journal's payment methods, first go to :menuselection:`Accounting --> Configuration --> Journals` and select a bank or cash journal. In the :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs, set :guilabel:`Outstanding Receipts accounts` and :guilabel:`Outstanding Payments accounts` for each payment method that you want to create journal entries." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:187 +#: ../../content/applications/finance/accounting/bank.rst:189 msgid "If the main bank account of the journal is added as an outstanding receipts account or outstanding payments account, when a payment is registered, the invoice or bill's status is directly set to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:190 +#: ../../content/applications/finance/accounting/bank.rst:192 msgid "If the outstanding receipts or outstanding payments account for a payment method is left blank, registering a payment with that payment method will not create any journal entry." msgstr "" @@ -1577,7 +1582,6 @@ msgid "The search bar within the :guilabel:`Match Existing Entries` tab allows y msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:103 -#: ../../content/applications/finance/accounting/payments.rst:104 #: ../../content/applications/finance/fiscal_localizations/australia.rst:406 msgid "Batch payments" msgstr "" @@ -1769,27 +1773,27 @@ msgid "Odoo supports multiple file formats to import transactions:" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:24 -msgid "SEPA recommended Cash Management format (CAMT.053);" +msgid "SEPA recommended Cash Management format (CAMT.053)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:25 -msgid "Comma-separated values (.CSV);" +msgid "Comma-separated values (CSV)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:26 -msgid "Open Financial Exchange (.OFX);" +msgid "Open Financial Exchange (OFX)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:27 -msgid "Quicken Interchange Format (.QIF);" +msgid "Quicken Interchange Format (QIF)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:28 -msgid "Belgium: Coded Statement of Account (.CODA)." +msgid "Belgium: Coded Statement of Account (CODA)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:30 -msgid "To import a file, go to the **Accounting Dashboard**, and in the :guilabel:`Bank` journal, click on :guilabel:`Import File`." +msgid "To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal, click on :guilabel:`Import File`." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:34 @@ -1797,55 +1801,51 @@ msgid "Alternatively, you can also:" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:36 -msgid "click :guilabel:`⋮` on the :guilabel:`Bank` journal and select :guilabel:`Import file`;" +msgid "click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon on the :guilabel:`Bank` journal and select :guilabel:`Import file`;" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:37 -msgid "or access the transaction list by clicking :guilabel:`⋮` on the :guilabel:`Bank` journal and selecting :guilabel:`Transactions`, then click the gear icon :guilabel:`(⚙)` and select :guilabel:`Import records`." +#: ../../content/applications/finance/accounting/bank/transactions.rst:38 +msgid "or access the transaction list by clicking the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon on the :guilabel:`Bank` journal and selecting :guilabel:`Transactions`, then click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`Import records`." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:0 -msgid "Import bank transactions from the bank journal" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:44 +#: ../../content/applications/finance/accounting/bank/transactions.rst:42 msgid "Next, select the file and upload it." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:46 +#: ../../content/applications/finance/accounting/bank/transactions.rst:44 msgid "After setting the necessary formatting options and mapping the file columns with their related Odoo fields, you can run a :guilabel:`Test` and :guilabel:`Import` your bank transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:50 +#: ../../content/applications/finance/accounting/bank/transactions.rst:48 msgid ":doc:`/applications/essentials/export_import_data`" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:55 +#: ../../content/applications/finance/accounting/bank/transactions.rst:53 msgid "Register bank transactions manually" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:57 +#: ../../content/applications/finance/accounting/bank/transactions.rst:55 msgid "You can also record your bank transactions manually. To do so, go to :guilabel:`Accounting Dashboard`, click on the :guilabel:`Bank` journal, and then on :guilabel:`New`. Make sure to fill out the :guilabel:`Partner` and :guilabel:`Label` fields to ease the reconciliation process." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:64 +#: ../../content/applications/finance/accounting/bank/transactions.rst:62 msgid "Statements" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:66 +#: ../../content/applications/finance/accounting/bank/transactions.rst:64 msgid "A **bank statement** is a document provided by a bank or financial institution that lists the transactions that have occurred in a particular bank account over a specified period of time." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:69 +#: ../../content/applications/finance/accounting/bank/transactions.rst:67 msgid "In Odoo Accounting, it is optional to group transactions by their related statement, but depending on your business flow, you may want to record them for control purposes." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:73 +#: ../../content/applications/finance/accounting/bank/transactions.rst:71 msgid "If you want to compare the ending balances of your bank statements with the ending balances of your financial records, *don't forget to create an opening transaction* to record the bank account balance as of the date you begin synchronizing or importing transactions. This is necessary to ensure the accuracy of your accounting." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:78 -msgid "To access a list of statements, go to your :guilabel:`Accounting Dashboard`, click on the vertical ellipsis (:guilabel:`⋮`) button next to the bank or cash journal you want to check, then on :guilabel:`Statements`" +#: ../../content/applications/finance/accounting/bank/transactions.rst:76 +msgid "To access a list of existing statements, go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon next to the bank or cash journal you want to check, then click :guilabel:`Statements`." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:83 @@ -1853,31 +1853,59 @@ msgid "Statement creation from the kanban view" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:85 -msgid "Open the bank reconciliation view by clicking on the name of the bank journal, and identify the transaction corresponding to the last transaction of your bank statement. Click on the :guilabel:`STATEMENT` button when hovering on the upper separator line." +msgid "Open the bank reconciliation (kanban) view from the :guilabel:`Accounting Dashboard` by clicking on the name of the bank journal and identify the transaction corresponding to the last (most recent) transaction of your bank statement. Click on the :guilabel:`Statement` button when hovering on the upper separator line to create a statement from that transaction down to the oldest transaction that is not yet part of a statement." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:-1 -msgid "A \"STATEMENT\" button is visible when hovering on the line separating two transactions." +msgid "A \"Statement\" button is visible when hovering on the line separating two transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:92 -msgid "Fill out the statement's details and save. The newly created statement includes the previous transactions following the last statement." +#: ../../content/applications/finance/accounting/bank/transactions.rst:94 +msgid "In the :guilabel:`Create Statement` window, fill out the statement's :guilabel:`Reference`, verify its :guilabel:`Starting Balance` and :guilabel:`Ending Balance`, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:96 +#: ../../content/applications/finance/accounting/bank/transactions.rst:100 msgid "Statement creation from the list view" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:98 +#: ../../content/applications/finance/accounting/bank/transactions.rst:102 msgid "Open the list of transactions by clicking on the name of the bank journal and switching to the list view. Select all the transactions corresponding to the bank statement, and, in the :guilabel:`Statement` column, select an existing statement or create a new one by typing its reference, clicking on :guilabel:`Create and edit...`, filling out the statement's details, and saving." msgstr "" +#: ../../content/applications/finance/accounting/bank/transactions.rst:111 +msgid "Statement viewing, editing, and printing" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:113 +msgid "To view an existing statement, click on the statement amount in the reconciliation (kanban) view or click on the statement name in the bank transaction list view. From here, you can edit the :guilabel:`Reference`, :guilabel:`Starting Balance`, or :guilabel:`Ending Balance`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:118 +msgid "Manually updating the :guilabel:`Starting Balance` automatically updates the :guilabel:`Ending Balance` based on the new value of the :guilabel:`Starting Balance` and the value of the statement's transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:123 +msgid "If the :guilabel:`Starting Balance` doesn't equal the previous statement's :guilabel:`Ending Balance`, or if the :guilabel:`Ending Balance` doesn't equal the running balance (:guilabel:`Starting Balance` plus the statement's transactions), a warning appears explaining the issue. To maintain flexibility, it is still possible to save without first resolving the issue." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:129 +msgid "To attach a digital copy (i.e., JPEG, PNG, or PDF) of the bank statement for enhanced recordkeeping, click the :icon:`fa-paperclip` :guilabel:`Attachments` button and select the file to attach." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:132 +msgid "To generate and print a PDF of the bank statement, click the :guilabel:`Print` button (if accessed via the reconciliation view) or click on the :icon:`fa-cog`:guilabel:`(gear)` icon and click :icon:`fa-print`:guilabel:`Statement` (if accessed via the list view)." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:137 +msgid "When a bank statement is generated to be printed, it is automatically added to the :guilabel:`Attachments`." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:90 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:444 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:365 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:292 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:446 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:296 msgid "Customer invoices" msgstr "" @@ -1885,262 +1913,307 @@ msgstr "" msgid "A customer invoice is a document issued by a company for products and/or services sold to a customer. It records receivables as they are sent to customers. Customer invoices can include amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling fees, and other charges. Odoo supports multiple invoicing and payment workflows." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:14 +#: ../../content/applications/finance/accounting/customer_invoices.rst:13 msgid ":doc:`/applications/finance/accounting/customer_invoices/overview`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:16 +#: ../../content/applications/finance/accounting/customer_invoices.rst:15 msgid "From draft invoice to profit and loss report, the process involves several steps once the goods (or services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:19 +#: ../../content/applications/finance/accounting/customer_invoices.rst:18 msgid ":ref:`accounting/invoice/creation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices.rst:19 msgid ":ref:`accounting/invoice/confirmation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:21 +#: ../../content/applications/finance/accounting/customer_invoices.rst:20 msgid ":ref:`accounting/invoice/sending`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:22 +#: ../../content/applications/finance/accounting/customer_invoices.rst:21 msgid ":ref:`accounting/invoice/paymentandreconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:23 +#: ../../content/applications/finance/accounting/customer_invoices.rst:22 msgid ":ref:`accounting/invoice/followup`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:24 +#: ../../content/applications/finance/accounting/customer_invoices.rst:23 msgid ":ref:`accounting/invoice/reporting`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:29 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:304 +#: ../../content/applications/finance/accounting/customer_invoices.rst:28 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 msgid "Invoice creation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:31 +#: ../../content/applications/finance/accounting/customer_invoices.rst:30 msgid "Draft invoices can be created directly from documents like sales orders or purchase orders or manually from the :guilabel:`Customer Invoices` journal in the :guilabel:`Accounting Dashboard`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:34 +#: ../../content/applications/finance/accounting/customer_invoices.rst:33 msgid "An invoice must include the required information to enable the customer to pay promptly for their goods and services. Make sure the following fields are appropriately completed:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:37 +#: ../../content/applications/finance/accounting/customer_invoices.rst:36 msgid ":guilabel:`Customer`: When a customer is selected, Odoo automatically pulls information from the customer record like the invoice address, :doc:`preferred payment terms `, :doc:`fiscal positions `, receivable account, and more onto the invoice. To change these values for this specific invoice, edit them directly on the invoice. To change them for future invoices, change the values on the contact record." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:43 +#: ../../content/applications/finance/accounting/customer_invoices.rst:42 msgid ":guilabel:`Invoice Date`: If not set manually, this field is automatically set as the current date upon confirmation." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:45 +#: ../../content/applications/finance/accounting/customer_invoices.rst:44 msgid ":guilabel:`Due Date` or :doc:`payment terms `: To specify when the customer has to pay the invoice." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices.rst:46 +msgid ":guilabel:`Journal`: Automatically set and can be changed if needed." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices.rst:47 -msgid ":guilabel:`Journal`: Is automatically set and can be changed if needed." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:48 -msgid ":doc:`Currency `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:49 -msgid ":guilabel:`Product`: Click :guilabel:`Add a line` to add a product." +msgid ":doc:`Currency `. If the invoice's currency differs from the company's currency, the currency exchange rate is automatically displayed." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:50 -msgid ":guilabel:`Quantity`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:51 -msgid ":guilabel:`Price`" +msgid "In the :guilabel:`Invoice Lines` tab:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:52 -msgid ":doc:`Taxes ` (if applicable)" +msgid ":guilabel:`Product`: Click :guilabel:`Add a line`, then search for and select the product." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:53 +msgid ":guilabel:`Quantity`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:54 +msgid ":guilabel:`Price`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:55 +msgid ":doc:`Taxes ` (if applicable)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:57 +msgid "To access the product catalog and view all items in an organized display, click :doc:`Catalog `. When the products and quantities are selected, click :guilabel:`Back to Invoice` to return to the invoice; the selected catalog items will appear in the invoice lines." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:63 msgid "To display the total amount of the invoice in words, go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`Total amount of invoice in letters` option." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:59 -msgid "The :guilabel:`Journal Items` tab displays the accounting entries created. Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions `, :doc:`Incoterms `, and more can be added or modified in the :guilabel:`Other Info` tab." +#: ../../content/applications/finance/accounting/customer_invoices.rst:67 +msgid "The :guilabel:`Journal Items` tab displays the accounting entries created. Additional invoice information such as the :guilabel:`Customer Reference`, :guilabel:`Payment Reference`, :doc:`Fiscal Positions `, :doc:`Incoterms `, and more can be added or modified in the :guilabel:`Other Info` tab." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:65 +#: ../../content/applications/finance/accounting/customer_invoices.rst:73 msgid "Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting impact until they are :ref:`confirmed `." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:69 +#: ../../content/applications/finance/accounting/customer_invoices.rst:77 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:45 msgid ":doc:`/applications/sales/sales/invoicing/proforma`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:74 +#: ../../content/applications/finance/accounting/customer_invoices.rst:82 msgid "Invoice confirmation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:76 -msgid "Click :guilabel:`Confirm` when the document is completed. The document's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each document a unique number from a defined :ref:`sequence `." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:82 -msgid "Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if changes are needed." -msgstr "" - #: ../../content/applications/finance/accounting/customer_invoices.rst:84 -msgid "If required, invoices and other journal entries can be locked once posted using the :ref:`Secure posted entries with hash ` feature." +msgid "Click :guilabel:`Confirm` when the invoice is completed. The invoice's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each invoice a unique number from a defined :ref:`sequence `." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:90 -msgid "Invoice sending" +msgid "Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if changes are needed." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:92 -msgid "To send the invoice to the customer, click :guilabel:`Send & Print`. A :guilabel:`Configure your document layout` pop-up window will appear if a :ref:`default invoice layout ` hasn't been customized. Then, select how to send this invoice to the customer in the :guilabel:`Send` window." +msgid "If required, invoices and other journal entries can be locked once posted using the :ref:`Secure posted entries with hash ` feature." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:97 -msgid "To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices` and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of an ongoing send and print batch. This helps prevent the process from being triggered manually again, as it may take some time to complete for exceptionally large batches." +#: ../../content/applications/finance/accounting/customer_invoices.rst:98 +msgid "Invoice sending" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:100 +msgid "To set a preferred :guilabel:`Invoice sending` method for a customer, go to :menuselection:`Accounting --> Customers --> Customers` and select the customer. In the :guilabel:`Accounting` tab of the contact form, select the preferred :guilabel:`Invoice sending` method in the :guilabel:`Customer Invoices` section." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:106 -msgid "Payment and reconciliation" +msgid "Sending letters in Odoo requires :doc:`In-App Purchase (IAP) <../../essentials/in_app_purchase>` credit or tokens." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:108 -msgid "In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been reconciled with a corresponding bank transaction." +#: ../../content/applications/finance/accounting/customer_invoices.rst:109 +msgid "To send the invoice to the customer, navigate back to the invoice record and follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:111 +msgid "Click :guilabel:`Print & Send`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:112 +msgid "If the :ref:`default invoice layout ` has not been customized yet, a :guilabel:`Configure your document layout` pop-up window appears. Configure the layout and click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:117 +msgid "The document layout can be changed at any time in the general settings." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:118 +msgid "To add a QR code for banking app payments to the invoice, enable the :guilabel:`QR Code` option in the :guilabel:`Configure Your Document Layout` window. To modify this option, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the :guilabel:`Customer Payments` section, and enable/disable the :guilabel:`QR Codes` option." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:123 +msgid "In the :guilabel:`Print & Send` window:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:125 +msgid "If a preferred :guilabel:`Invoice sending` method was set in the contact form, it is selected by default. Select another one if needed." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:127 +msgid "If no preferred :guilabel:`Invoice sending` method was set in the contact form, select the method to use for sending the invoice to the customer." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:130 +msgid "Click :guilabel:`Print & Send` if the :guilabel:`by Email` option is selected, or click :guilabel:`Print`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:136 +msgid "Sending multiple invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:138 +msgid "To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`, select them in the :guilabel:`Invoices` list view and click :guilabel:`Print & Send`. The :guilabel:`Print & Send` window displays the selected invoice sending methods based on the preferred method set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:143 +msgid "A banner is added to the selected invoices to indicate they are part of an ongoing send and print batch. This helps prevent the process from being triggered manually again, as it may take some time to complete for exceptionally large batches." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:147 +msgid "To check all invoices that have not yet been sent, go to :menuselection:`Accounting --> Customers --> Invoices`. In the :guilabel:`Invoices` list view, click into the search bar and filter on :guilabel:`Not Sent`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:154 +msgid "Payment and reconciliation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:156 +msgid "In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been reconciled with a corresponding bank transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:160 msgid ":doc:`payments`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:113 +#: ../../content/applications/finance/accounting/customer_invoices.rst:161 #: ../../content/applications/finance/accounting/payments.rst:19 msgid ":doc:`bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:118 +#: ../../content/applications/finance/accounting/customer_invoices.rst:166 msgid "Payment follow-up" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:120 +#: ../../content/applications/finance/accounting/customer_invoices.rst:168 msgid "Odoo's :doc:`follow-up actions ` help companies follow up on customer invoices. Different actions can be set up to remind customers to pay their outstanding invoices, depending on how much the customer is overdue. These actions are bundled into follow-up levels that trigger when an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the same customer, the actions are performed on the most overdue invoice." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:129 -msgid "Sequence" +#: ../../content/applications/finance/accounting/customer_invoices.rst:177 +msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:131 -msgid "The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number. The prefix combines the journal code and the entry date and is used to group entries by period. The number is unique for each period and is used to identify the entry. The default sequence on customer invoices is INV/YYYY/number. In some specific cases, :ref:`resequencing ` invoices might be necessary." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:140 -msgid "Resequencing" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:142 -msgid "Resequencing is not possible:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:144 -msgid "When entries are before a lock date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:145 -msgid "When the sequence leads to a duplicate." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:146 -msgid "When the :guilabel:`Invoice Date` doesn't match the date contained in the new sequence number, e.g., if the sequence is changed to INV/2023/XXXXX for a document with an :guilabel:`Invoice Date` of 2024." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:150 -msgid "To change the invoice sequence with the structure INV/YYYY/MM/number, add `/MM` with the number of the month of the :guilabel:`Invoice date`. Odoo will recognize the \"/\" term as a month and update the future invoice sequence appropriately with the month of the :guilabel:`Invoice date`. For example, if the invoice date is January, change the sequence to `INV/2024/01/XXXXX`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:155 -msgid "In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a :guilabel:`Validation Error` message appears." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:160 -msgid "All sequence changes are logged in the chatter to keep the information." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:161 -msgid "Sequence changes also affect the format of future invoices' sequences." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:166 -msgid "Resequencing a single invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:168 -msgid "To resequence the last confirmed invoice, click :guilabel:`Reset to Draft`, then change the sequence. The invoice now appears in red on the :guilabel:`Customer Invoices` list." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:174 -msgid "Mass-resequencing invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:176 -msgid "It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:181 -msgid "This feature is only available to users with administrator or advisor access." +#: ../../content/applications/finance/accounting/customer_invoices.rst:179 +msgid "When confirming an invoice, Odoo generates a unique invoice reference number. By default, Odoo uses the following sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which restarts from `00001` each year." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:183 -msgid "Follow these steps to resequence invoice numbers:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:185 -msgid "Activate the :ref:`developer mode `." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:186 -msgid "From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal." +msgid "However, it is possible to :ref:`change the sequence format ` and its periodicity, and to :ref:`mass-resequence invoices `." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:187 -msgid "Select the invoices that need a new sequence." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:188 -msgid "Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:189 -msgid "In the :guilabel:`Ordering` field, choose to" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:191 -msgid ":guilabel:`Keep current order`: The order of the numbers remains the same." +msgid "Changes made to reference numbers are logged in the chatter." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:192 -msgid ":guilabel:`Reorder by accounting date`: The number is reordered by accounting date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:193 -msgid "Set the :guilabel:`First New Sequence`." +msgid "Changing the default sequence" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:194 +msgid "To customize the default sequence, open the last confirmed invoice, click :guilabel:`Reset to Draft`, and edit the invoice's reference number." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:-1 +#: ../../content/applications/finance/accounting/customer_invoices.rst:-1 +msgid "Editing the reference number of an invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:200 +msgid "Odoo then explains how the detected format will be applied to all future invoices. For example, if the current invoice's month is added, the sequence's periodicity will change to every month instead of every year." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:208 +msgid "The sequence format can be edited directly when creating the first invoice of a given sequence period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:214 +msgid "Mass-resequencing invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:216 +msgid "It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:221 +msgid "This feature is only available to users with administrator or advisor access." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:223 +msgid "Follow these steps to resequence invoice numbers:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:225 +msgid "Activate the :ref:`developer mode `." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:226 +msgid "From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:227 +msgid "Select the invoices that need a new sequence." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:228 +msgid "Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:229 +msgid "In the :guilabel:`Ordering` field, choose to" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:231 +msgid ":guilabel:`Keep current order`: The order of the numbers remains the same." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:232 +msgid ":guilabel:`Reorder by accounting date`: The number is reordered by accounting date." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:234 +msgid "Set the :guilabel:`First New Sequence`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:235 msgid ":guilabel:`Preview Modifications` and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:196 +#: ../../content/applications/finance/accounting/customer_invoices.rst:237 msgid "The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list." msgstr "" @@ -2148,46 +2221,46 @@ msgstr "" msgid "Resequence options window" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:209 +#: ../../content/applications/finance/accounting/customer_invoices.rst:250 msgid "Partner reports" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:214 +#: ../../content/applications/finance/accounting/customer_invoices.rst:255 msgid "Partner Ledger" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:216 +#: ../../content/applications/finance/accounting/customer_invoices.rst:257 msgid "The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it, go to :menuselection:`Accounting --> Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:222 +#: ../../content/applications/finance/accounting/customer_invoices.rst:263 #: ../../content/applications/finance/accounting/reporting.rst:102 msgid "Aged Receivable" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:224 +#: ../../content/applications/finance/accounting/customer_invoices.rst:265 msgid "To review outstanding customer invoices and their related due dates, use the :ref:`Aged Receivable ` report. To access it, go to :menuselection:`Accounting --> Reporting --> Aged Receivable`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:231 +#: ../../content/applications/finance/accounting/customer_invoices.rst:272 #: ../../content/applications/finance/accounting/reporting.rst:110 msgid "Aged Payable" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:233 +#: ../../content/applications/finance/accounting/customer_invoices.rst:274 msgid "To review outstanding vendor bills and their related due dates, use the :ref:`Aged Payable ` report. To access it, go to :menuselection:`Accounting --> Reporting --> Aged Payable`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:240 +#: ../../content/applications/finance/accounting/customer_invoices.rst:281 #: ../../content/applications/finance/accounting/reporting.rst:48 msgid "Profit and Loss" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:242 +#: ../../content/applications/finance/accounting/customer_invoices.rst:283 msgid "The :ref:`Profit and Loss ` statement shows details of income and expenses." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:250 +#: ../../content/applications/finance/accounting/customer_invoices.rst:291 msgid "The :ref:`Balance Sheet ` summarizes the company's assets, liabilities, and equity at a specific time." msgstr "" @@ -2989,102 +3062,134 @@ msgid "Odoo supports e-invoicing in many countries. Refer to the country's page msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:18 -msgid ":doc:`Austria `" +msgid ":doc:`Argentina `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:19 -msgid ":doc:`Belgium `" +msgid ":doc:`Austria `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:20 -msgid ":doc:`Croatia `" +msgid ":doc:`Belgium `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:21 -msgid ":doc:`Denmark `" +msgid ":doc:`Brazil `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:22 -msgid ":doc:`Estonia `" +msgid ":doc:`Chile `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:23 -msgid ":doc:`Finland `" +msgid ":doc:`Colombia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:24 -msgid ":doc:`France `" +msgid ":doc:`Croatia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:25 -msgid ":doc:`Germany `" +msgid ":doc:`Denmark `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:26 -msgid ":doc:`Hungary `" +msgid ":doc:`Ecuador `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:27 -msgid ":doc:`Ireland `" +msgid ":doc:`Estonia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 -msgid ":doc:`Italy `" +msgid ":doc:`Finland `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:29 -msgid ":doc:`Latvia `" +msgid ":doc:`France `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:30 -msgid ":doc:`Lithuania `" +msgid ":doc:`Germany `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:31 -msgid ":doc:`Luxembourg `" +msgid ":doc:`Hungary `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:32 -msgid ":doc:`Netherlands `" +msgid ":doc:`Ireland `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:33 -msgid ":doc:`Norway `" +msgid ":doc:`Italy `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:34 -msgid ":doc:`Poland `" +msgid ":doc:`Latvia `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:35 -msgid ":doc:`Portugal `" +msgid ":doc:`Lithuania `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:36 -msgid ":doc:`Romania `" +msgid ":doc:`Luxembourg `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:37 -msgid ":doc:`Slovenia `" +msgid ":doc:`Mexico `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:38 -msgid ":doc:`Spain `" +msgid ":doc:`Netherlands `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:39 -msgid ":doc:`Spain - Basque Country `" +msgid ":doc:`Norway `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:40 +msgid ":doc:`Peru `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:41 +msgid ":doc:`Poland `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:42 +msgid ":doc:`Portugal `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:43 +msgid ":doc:`Romania `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:44 +msgid ":doc:`Slovenia `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:45 +msgid ":doc:`Spain `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:46 +msgid ":doc:`Spain - Basque Country `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:47 +msgid ":doc:`Uruguay `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:50 msgid ":doc:`Fiscal localizations documentation <../../fiscal_localizations>`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:49 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:57 msgid "By default, the format available in the :ref:`send window ` depends on your customer's country." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:60 msgid "You can define a specific e-invoicing format for each customer. To do so, go to :menuselection:`Accounting --> Customers --> Customers`, open the customer form, go to the :guilabel:`Accounting` tab and select the appropriate format." msgstr "" @@ -3092,23 +3197,23 @@ msgstr "" msgid "Select an EDI format for a specific customer" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:60 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:68 msgid "National electronic invoicing" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:70 msgid "Depending on your company's country (e.g., :doc:`Italy <../../fiscal_localizations/italy>`, :doc:`Spain <../../fiscal_localizations/spain>`, :doc:`Mexico <../../fiscal_localizations/mexico>`, etc.), you may be required to issue e-invoicing documents in a specific format for all your invoices. In this case, you can define a default e-invoicing format for your sales journal." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:68 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your sales journal, go to the :guilabel:`Advanced Settings` tab, and enable the formats you need for this journal." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:74 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:82 msgid "E-invoices generation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:84 msgid "From a confirmed invoice, click :guilabel:`Send & Print` to open the send window. Check the e-invoicing option to generate and attach the e-invoice file." msgstr "" @@ -3116,32 +3221,32 @@ msgstr "" msgid "The Peppol option is checked and an e-invoicing XML file is attached to the email." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:83 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:91 #: ../../content/applications/finance/fiscal_localizations/australia.rst:373 msgid "Peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:85 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:93 msgid "The `Peppol `_ network ensures the exchange of documents and information between enterprises and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow enterprises to exchange electronic documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 msgid "Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic invoicing transactions without the need to send invoices and bills by email or post." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:101 msgid "If not done yet, :ref:`install ` the :guilabel:`Peppol` module (`account_peppol`)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:104 msgid "Peppol registration is **free** and available in Odoo Community" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:105 msgid "You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and **Refunds** via Peppol." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:99 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:107 msgid "You can send and receive in one of the following supported document formats: **BIS Billing 3.0, XRechnung CIUS, NLCIUS**." msgstr "" @@ -3153,15 +3258,15 @@ msgstr "" msgid "Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:117 msgid "Registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually save**. Click :guilabel:`Start sending via Peppol` to open the registration form." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 msgid "This registration form also pops up if you choose to :guilabel:`Send & Print` an invoice via Peppol without completing the registration process." msgstr "" @@ -3169,15 +3274,15 @@ msgstr "" msgid "Peppol registration button" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 msgid "You can register either as a sender or a receiver. A sender can only send invoices and credit notes on Odoo via Peppol, without ever registering as a Peppol participant on Odoo SMP. If you have an existing Peppol registration elsewhere that you want to keep, but want to send invoices from your Odoo database and receive other documents in another software, register as a **sender**." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:128 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "You can always register as a sender first and register to receive documents later." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:137 msgid "When registering, you can specify if you would also like to receive documents." msgstr "" @@ -3185,39 +3290,39 @@ msgstr "" msgid "Peppol registration form" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:142 msgid "Fill in the following information:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 msgid "Check the receiver box if you want to register on Odoo SMP. If you are migrating from another service provider, insert the :guilabel:`Migration key` from the previous provider (the field becomes visible after you tick the checkbox)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:147 msgid ":guilabel:`E-Address Scheme`: the Peppol Electronic Address Scheme usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. For example, the preferred EAS code for most companies in Belgium is `0208`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:142 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:150 msgid ":guilabel:`Endpoint`: this is usually a Company Registry number or a VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:143 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:151 msgid ":guilabel:`Phone`: phone number including the country code (e.g., `+32` in Belgium)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:152 msgid ":guilabel:`Email`: this is the email Odoo can use to contact you regarding your Peppol registration." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:147 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:155 msgid "If you want to explore or demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:151 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:159 msgid "Selecting :guilabel:`Demo` simulates everything in Odoo. There is no sending, receiving, or partner verification." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:153 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 msgid "For **advanced users only**, it is possible to run tests on Peppol's test network. The server allows to register on Peppol and send/receive test invoices to/from other participants. To do so, enable the :ref:`developer-mode`, open the **Settings** app, go to :menuselection:`Technical --> System Parameters`, and search for `account_peppol.edi.mode`. Click the parameter and change the :guilabel:`Value` to `test`. Go back to the Peppol setup menu in the **Settings** app. The option :guilabel:`Test` is now available." msgstr "" @@ -3225,15 +3330,15 @@ msgstr "" msgid "Peppol test mode parameter" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:164 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:172 msgid "`Peppol EAS - European Commision `_" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:165 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:173 msgid "`Peppol Endpoint - OpenPeppol eDEC Code Lists `_ (open the \"Participant Identifier Schemes\" as HTML page)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:168 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "When set up, request a verification code to be sent to you by clicking :guilabel:`Send a registration code by SMS`. A text message containing a code is sent to the phone number provided to finalize the verification process." msgstr "" @@ -3241,19 +3346,19 @@ msgstr "" msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:175 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:183 msgid "Once you enter the code and click :guilabel:`Register`, your Peppol participant status is updated. If you chose to only send documents, then the status changes to :guilabel:`Can send but not receive`. If you opted to receive documents as well, the status changes to :guilabel:`Can send, pending registration to receive`. In that case, it should be automatically activated within a day." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:189 msgid "Then, set the default journal for receiving vendor bills in the :guilabel:`Incoming Invoices Journal`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:185 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:193 msgid "To manually trigger the cron that checks the registration status, enable the :ref:`developer-mode`, then go to :menuselection:`Settings --> Technical --> Scheduled Actions`, and search for the :guilabel:`PEPPOL: update participant status` action." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:189 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:197 msgid "Your receiver application status should be updated soon after you are registered on the Peppol network." msgstr "" @@ -3261,31 +3366,31 @@ msgstr "" msgid "receiver application" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 msgid "All invoices and vendor bills can now be sent directly using the Peppol network." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:198 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:206 msgid "To update the email that Odoo can use to contact you, modify the email and click :guilabel:`Update contact details`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:202 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:210 msgid "Configure Peppol services" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:204 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:212 msgid "Once you are registered on Odoo SMP, the :guilabel:`Configure Peppol Services` button becomes visible to allow you to enable or disable document formats that other participants can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending on the installed modules)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:210 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 msgid "Contact verification" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:212 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:220 msgid "Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they are also registered as a Peppol participant." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:215 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:223 msgid "To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity is set to Valid." msgstr "" @@ -3293,15 +3398,15 @@ msgstr "" msgid "verify contact registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:225 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:233 msgid "While Odoo prefills both the EAS code and the Endpoint number based on the information available for a contact, it is better to confirm these details directly with the contact." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 msgid "It is possible to verify the Peppol participant status of several customers at once. To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view. Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:232 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:240 msgid "If the participant is registered on the Peppol network but cannot receive the format you selected for them, the :guilabel:`Peppol endpoint validity` label changes to :guilabel:`Cannot receive this format`." msgstr "" @@ -3309,11 +3414,11 @@ msgstr "" msgid "verify contact ubl format" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:240 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:248 msgid "Send invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:242 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:250 msgid "Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the invoice form. To queue multiple invoices, select them in the list view and click :menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." msgstr "" @@ -3321,7 +3426,7 @@ msgstr "" msgid "Send peppol invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:250 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:258 msgid "Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the corresponding sales journal." msgstr "" @@ -3329,7 +3434,7 @@ msgstr "" msgid "Filter Peppol ready invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:257 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 msgid "Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The status is changed to `Done` after they have been successfully delivered to the contact's Access Point." msgstr "" @@ -3337,11 +3442,11 @@ msgstr "" msgid "Peppol message status" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:273 msgid "By default, the Peppol status column is hidden on the Invoices list view. You can choose to have it displayed by selecting it from the optional columns, accessible from the top right corner of the Invoices list view." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:269 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:277 msgid "A cron runs regularly to check the status of these invoices. It is possible to check the status before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding sales journal on the Accounting dashboard." msgstr "" @@ -3349,11 +3454,11 @@ msgstr "" msgid "Fetch invoice Peppol status" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:277 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:285 msgid "Receive vendor bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:279 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:287 msgid "Once a day, a cron checks whether any new documents have been sent to you via the Peppol network. These documents are imported, and the corresponding vendor bills are created automatically as drafts." msgstr "" @@ -3361,7 +3466,7 @@ msgstr "" msgid "peppol receive bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:286 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:294 msgid "If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." msgstr "" @@ -3369,6 +3474,95 @@ msgstr "" msgid "Fetch bills from Peppol" msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:5 +msgid "Odoo electronic invoicing in Argentina" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Argentina's regulatory standards and compatible with the requirements set forth by the `Administración Federal de Ingresos Públicos (AFIP) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:12 +msgid "Legal framework for e-invoicing in Argentina" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:14 +msgid "In Argentina, e-invoicing is regulated by the :abbr:`AFIP (Administración Federal de Ingresos Públicos)` and is mandatory for most businesses to ensure tax compliance and transparency. The primary regulations governing e-invoicing include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:18 +msgid "`General Resolution No. 4290/2018 `_ which establishes the mandatory use of electronic invoices for specific economic activities and turnover thresholds." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:21 +msgid "Fiscal code regulations: Requires electronic invoices for all VAT-registered businesses, including B2B, :abbr:`B2G (business-to-government)`, and B2C transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:23 +msgid "Implementation of :abbr:`CAE (Código de Autorización Electrónico)`: Every electronic invoice must include a :abbr:`CAE (Código de Autorización Electrónico)` issued by the :abbr:`AFIP (Administración Federal de Ingresos Públicos)`, ensuring its validity and authenticity." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:28 +msgid "Compliance with Argentinian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:30 +msgid "Odoo Invoicing simplifies the process of adhering to Argentina's e-invoicing regulations, offering features designed to ensure compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:33 +msgid "**Supported formats**: Odoo supports Argentina's authorized e-invoice formats, including :abbr:`FE (Factura Electrónica)` with :abbr:`AFIP (Administración Federal de Ingresos Públicos)`-compliant digital validation, XML with :abbr:`CAE (Código de Autorización Electrónico)` authorization for real-time integration with :abbr:`AFIP (Administración Federal de Ingresos Públicos)`, and digitally signed PDF invoices featuring :abbr:`CAE (Código de Autorización Electrónico)` and QR codes for secure validation." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:39 +msgid "**Secure storage and retrieval**: Complying with Argentina’s ten-year storage requirement, Odoo provides tamper-proof archiving and easy retrieval for audits or tax inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:41 +msgid "**Automatic VAT calculation and reporting**: Odoo ensures compliance with Argentina's VAT regulations by automatically calculating VAT, incorporating it into invoices, and adhering to legal reporting requirements for accurate tax submissions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:46 +msgid ":doc:`Argentinian fiscal localization documentation <../../../fiscal_localizations/argentina>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:48 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:46 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:47 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:47 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:46 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:46 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:45 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:51 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:40 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:38 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:49 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:48 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:52 +msgid "Disclaimer" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:50 +msgid "This page provides a general overview of Argentine e-invoicing laws and how Odoo’s invoicing module supports compliance with AFIP regulations and the Fiscal Code. It is not intended as legal advice. We recommend consulting with a tax advisor or legal professional familiar with Argentinian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:5 msgid "Odoo electronic invoicing in Austria" msgstr "" @@ -3415,31 +3609,6 @@ msgstr "" msgid ":doc:`Austria fiscal localization documentation <../../../fiscal_localizations/austria>`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:46 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/basque_country.rst:44 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/belgium.rst:47 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:44 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/denmark.rst:41 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:41 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:41 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/france.rst:44 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/germany.rst:41 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/hungary.rst:40 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ireland.rst:40 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/italy.rst:44 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/latvia.rst:39 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/lithuania.rst:40 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/luxembourg.rst:41 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:40 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/norway.rst:38 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:39 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/portugal.rst:41 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/romania.rst:48 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/slovenia.rst:39 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/spain.rst:44 -msgid "Disclaimer" -msgstr "" - #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/austria.rst:48 msgid "This page provides an overview of Austrian e-invoicing laws and how Odoo Invoicing supports compliance with the Austrian VAT Act (UStG) and related regulations. It does does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Austrian e-invoicing regulations to ensure full compliance tailored to your specific business requirements." msgstr "" @@ -3524,6 +3693,186 @@ msgstr "" msgid "This page provides an overview of Belgian e-invoicing laws and how Odoo Invoicing supports compliance with the Belgian VAT Code, Peppol standards, and related regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Belgian e-invoicing regulations to ensure full compliance tailored to your specific business requirements." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:5 +msgid "Odoo electronic invoicing in Brazil" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Brazil's regulatory standards and compatible with the requirements set forth by the `Secretaria da Fazenda (SEFAZ) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:12 +msgid "Legal framework for e-invoicing in Brazil" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:14 +msgid "In Brazil, e-invoicing is highly regulated and mandatory for most businesses to ensure tax compliance and transparency. The key regulations governing e-invoicing include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:17 +msgid ":abbr:`NF-e (Nota Fiscal Eletrônica)`: A mandatory e-invoice for goods and services used in B2B and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:19 +msgid ":abbr:`CT-e (Conhecimento de Transporte Eletrônico)`: Specific to freight and logistics services." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:20 +msgid ":abbr:`NFS-e (Nota Fiscal de Serviços Eletrônica)`: Issued for service-based transactions, with implementation varying by municipality." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:22 +msgid "Integration with :abbr:`SEFAZ (Secretaria da Fazenda)`: Every electronic invoice must be authorized by :abbr:`SEFAZ (Secretaria da Fazenda)` and issued with a unique authorization code (Autorização de Uso)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:27 +msgid "Compliance with Brazilian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:29 +msgid "Odoo Invoicing simplifies the process of adhering to Brazil’s complex e-invoicing regulations, offering features designed to ensure compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:32 +msgid "**Supported formats**: Odoo supports Brazil's authorized e-invoice formats, including :abbr:`NF-e (Nota Fiscal Eletrônica)` for goods and services compliant with :abbr:`SEFAZ (Secretaria da Fazenda)`, :abbr:`NFS-e (Nota Fiscal de Serviços Eletrônica)` customizable for municipal requirements, :abbr:`CT-e (Conhecimento de Transporte Eletrônico)` for logistics and transportation, and digital PDF invoices with :abbr:`SEFAZ (Secretaria da Fazenda)` authorization codes and QR codes." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:38 +msgid "**Secure storage and retrieval**: Complying with Brazil's five-year storage requirement, Odoo offers tamper-proof archiving for easy retrieval during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:40 +msgid "**Automatic tax calculation and reporting**: Odoo automates tax calculations for ICMS, IPI, and ISS, ensuring compliance with regional tax rules and generating reports compatible with :abbr:`SEFAZ (Secretaria da Fazenda)` and municipal requirements." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:45 +msgid ":doc:`Brazilian fiscal localization documentation <../../../fiscal_localizations/brazil>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/brazil.rst:49 +msgid "This page provides a general overview of Brazilian e-invoicing laws and how Odoo’s invoicing module supports compliance with :abbr:`SEFAZ (Secretaria da Fazenda)` regulations. It is not intended as legal advice. We recommend consulting with a tax advisor or legal professional familiar with Brazilian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:5 +msgid "Odoo electronic invoicing in Chile" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Chile's regulatory requirements and compatible with standards set by the `Servicio de Impuestos Internos (SII) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:12 +msgid "Legal framework for e-invoicing in Chile" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:14 +msgid "Chile is a pioneer in mandatory electronic invoicing, with comprehensive regulations to ensure tax compliance and enhance transparency. Key elements include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:17 +msgid "**Factura Electrónica**: Mandatory for most businesses to issue invoices digitally through the :abbr:`SII (Servicio de Impuestos Internos)`'s system." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:19 +msgid "**Boleta Electrónica**: Required for retail transactions to report sales and tax information." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:20 +msgid "**Guía de Despacho Electrónica**: Necessary for tracking the transport of goods." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:21 +msgid "**Integration with SII**: All electronic invoices must be validated by the :abbr:`SII (Servicio de Impuestos Internos)`, assigned a unique Folio authorization code, and reported for tax purposes." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:26 +msgid "Compliance with Chilean e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:28 +msgid "Odoo Invoicing simplifies adherence to Chile's e-invoicing requirements with features designed to ensure compliance:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:31 +msgid "**Supported formats**: Odoo supports all major Chilean e-invoice formats, including Factura Electrónica, Boleta Electrónica, and Guía de Despacho Electrónica, ensuring :abbr:`SII (Servicio de Impuestos Internos)` compatibility with digital validation and Folio assignment." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:34 +msgid "**Integration with SII**: Odoo seamlessly connects with :abbr:`SII (Servicio de Impuestos Internos)`'s systems, automating invoice submission and ensuring real-time validation for compliant issuance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:37 +msgid "**Secure storage and retrieval**: Complying with Chile's mandatory storage period of six years, Odoo provides tamper-proof archiving for invoices, enabling easy access for audits or tax inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:40 +msgid "**Automatic tax calculation and reporting**: Odoo automates calculations for VAT (IVA) and other applicable taxes, ensuring accurate invoicing and adherence to Chile's tax reporting standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:44 +msgid ":doc:`Chilean fiscal localization documentation <../../../fiscal_localizations/chile>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/chile.rst:48 +msgid "This page provides a general overview of Chilean e-invoicing laws and how Odoo supports compliance with :abbr:`SII (Servicio de Impuestos Internos)` regulations. It is not intended as legal or tax advice. We recommend consulting a tax advisor or legal professional familiar with Chilean e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:5 +msgid "Odoo electronic invoicing in Colombia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Colombia's regulatory requirements and fully compatible with the guidelines established by the `Dirección de Impuestos y Aduanas Nacionales (DIAN) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:13 +msgid "Legal framework for e-invoicing in Colombia" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:15 +msgid "Colombia has implemented mandatory e-invoicing for most businesses to enhance tax compliance and improve transparency. Key elements include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:18 +msgid "**Factura Electrónica**: Mandatory for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions, requiring compliance with :abbr:`DIAN (Dirección de Impuestos y Aduanas Nacionales)`'s technical specifications." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:21 +msgid "**Integration with DIAN**: All electronic invoices must be submitted to :abbr:`DIAN (Dirección de Impuestos y Aduanas Nacionales)` for validation, where they are assigned a unique :abbr:`CUFE (Código Único de Factura Electrónica)` authorization code." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:24 +msgid "**Adoption of XML Standards**: Colombian e-invoicing uses XML as the standard format for electronic invoices, ensuring interoperability and standardized reporting." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:28 +msgid "Compliance with Colombian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:30 +msgid "Odoo Invoicing simplifies the complexities of e-invoicing compliance in Colombia, offering tailored features:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:33 +msgid "**Supported formats**: Odoo supports Factura Electrónica in :abbr:`DIAN (Dirección de Impuestos y Aduanas Nacionales)`-compliant XML formats, including legally required :abbr:`CUFE (Código Único de Factura Electrónica)` codes and additional fields for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:37 +msgid "**Secure storage and retrieval**: In compliance with Colombia's six-year mandatory storage requirement, Odoo provides tamper-proof invoice archiving, ensuring easy access for audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:40 +msgid "**Automatic tax calculation and reporting**: Odoo automates tax calculations for VAT (IVA) and other applicable taxes, ensuring accuracy and compliance with DIAN's tax reporting standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:44 +msgid ":doc:`Colombian fiscal localization documentation <../../../fiscal_localizations/colombia>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/colombia.rst:48 +msgid "This page provides a general overview of Colombian e-invoicing regulations and how Odoo supports compliance with DIAN requirements. It is not intended as legal or tax advice. We recommend consulting with a tax advisor or legal professional familiar with Colombian e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/croatia.rst:5 msgid "Odoo electronic invoicing in Croatia" msgstr "" @@ -3596,6 +3945,62 @@ msgstr "" msgid "This page provides an overview of Danish e-invoicing laws and how Odoo Invoicing supports compliance with NemHandel, OIOUBL standards, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Danish e-invoicing regulations to ensure compliance tailored to your specific business needs." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:5 +msgid "Odoo electronic invoicing in Ecuador" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Ecuador's regulatory requirements and fully compatible with the guidelines established by the `Servicio de Rentas Internas (SRI) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:13 +msgid "Legal framework for e-invoicing in Ecuador" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:15 +msgid "Ecuador has implemented mandatory electronic invoicing for most businesses aimed to enhance tax compliance and transparency. Key elements include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:18 +msgid "**Factura Electrónica**: All businesses must issue electronic invoices in XML format for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions, ensuring compliance with :abbr:`SRI (Servicio de Rentas Internas)`'s technical specifications." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:21 +msgid "**Transmission Requirements**: E-invoices must be transmitted to the SRI within 24 hours of issuance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:23 +msgid "**Record Storage**: E-invoices, including the :abbr:`SRI (Servicio de Rentas Internas)`'s acceptance messages, must be stored for a minimum of seven years." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:27 +msgid "Compliance with Ecuadorian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:29 +msgid "Odoo Invoicing simplifies compliance with Ecuador's e-invoicing requirements by offering tailored features:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:32 +msgid "**Supported formats**: Odoo supports the Ecuadorian e-invoice format (XML) and ensures compatibility with the :abbr:`SRI (Servicio de Rentas Internas)`'s system for validation and authorization, including the necessary digital signature." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:35 +msgid "**Secure storage and retrieval**: In compliance with Ecuador's seven-year storage requirement, Odoo offers tamper-proof archiving so that invoices can be easily accessed during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:38 +msgid "**Automatic tax calculation and reporting**: Odoo automates tax calculations for VAT (IVA) and other applicable taxes, ensuring accurate invoicing and adherence to Ecuador's tax reporting standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:43 +msgid ":doc:`Ecuadorian fiscal localization documentation <../../../fiscal_localizations/ecuador>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/ecuador.rst:47 +msgid "This page provides a general overview of Ecuadorian e-invoicing regulations and how Odoo supports compliance with SRI requirements. It is not intended as legal or tax advice. We recommend consulting with a tax advisor or legal professional familiar with Ecuador's e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/estonia.rst:5 msgid "Odoo electronic invoicing in Estonia" msgstr "" @@ -4000,6 +4405,70 @@ msgstr "" msgid "This page provides an overview of Luxembourg's e-invoicing laws and how Odoo Invoicing supports compliance with EU Directive 2014/55/EU, European Standard EN 16931, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Luxembourg’s e-invoicing regulations to ensure compliance tailored to your specific business needs." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:5 +msgid "Odoo electronic invoicing in Mexico" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Mexico's regulatory requirements and fully compatible with the guidelines established by the :abbr:`SAT (Servicio de Administración Tributaria)`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:12 +msgid "Legal framework for e-invoicing in Mexico" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:14 +msgid "Mexico has one of the most advanced e-invoicing systems globally, with electronic invoicing :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` being mandatory for most taxpayers. Key elements include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:18 +msgid "**CFDI**: A mandatory electronic invoice format for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions, fully compliant with SAT requirements." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:20 +msgid "**Digital tax receipt validation**: All :abbr:`CFDIs (Comprobante Fiscal Digital por Internet)` must be digitally signed and validated by :abbr:`SAT (Servicio de Administración Tributaria)`-authorized :abbr:`PACs (authorized certification providers)` before issuance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:23 +msgid "**Complementos**: Specific complements are required for certain transaction types, such as payroll or foreign trade." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:25 +msgid "**XML Format**: The XML format is mandatory, ensuring interoperability and compliance with :abbr:`SAT (Servicio de Administración Tributaria)`'s technical standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:29 +msgid "Compliance with Mexican e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:31 +msgid "Odoo Invoicing simplifies compliance with Mexico’s e-invoicing requirements by offering tailored features:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:34 +msgid "**Supported formats**: Odoo supports :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` in :abbr:`SAT (Servicio de Administración Tributaria)`-compliant XML formats, including all mandatory fields, digital signatures, and complements for specialized transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:37 +msgid "**Integration with PACs**: Odoo integrates with :abbr:`SAT (Servicio de Administración Tributaria)`-authorized :abbr:`PACs (authorized certification providers)` to automate the validation, certification, and issuance of :abbr:`CFDIs (Comprobante Fiscal Digital por Internet)`, ensuring real-time compliance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:41 +msgid "**Secure storage and retrieval**: In compliance with Mexico's five-year mandatory storage requirement, Odoo provides tamper-proof archiving for easy access to invoices during audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:44 +msgid "**Automatic tax calculation and reporting**: Odoo automates tax calculations for VAT (IVA) and other applicable taxes, ensuring accuracy and compliance with :abbr:`SAT (Servicio de Administración Tributaria)`'s tax reporting standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:49 +msgid ":doc:`Mexican fiscal localization documentation <../../../fiscal_localizations/mexico>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/mexico.rst:53 +msgid "This page provides a general overview of Mexican e-invoicing regulations and how Odoo supports compliance with :abbr:`SAT (Servicio de Administración Tributaria)` requirements. It is not intended as legal or tax advice. We recommend consulting with a tax advisor or legal professional familiar with Mexico's e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/netherlands.rst:5 msgid "Odoo electronic invoicing in the Netherlands" msgstr "" @@ -4084,6 +4553,66 @@ msgstr "" msgid "This page provides an overview of Norwegian e-invoicing laws and how Odoo Invoicing supports compliance with the EHF standard, Peppol network, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Norwegian e-invoicing regulations to ensure compliance tailored to your specific business needs." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:5 +msgid "Odoo electronic invoicing in Peru" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:7 +msgid "Odoo Invoicing provides secure, efficient, and legally compliant e-invoicing solutions tailored to meet Peru’s regulatory requirements and fully compatible with the guidelines established by the `Superintendencia Nacional de Aduanas y de Administración Tributaria (SUNAT) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:13 +msgid "Legal framework for e-invoicing in Peru" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:15 +msgid "Peru has mandated electronic invoicing for most taxpayers to enhance tax compliance, reduce fraud, and improve transparency. Key elements include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:18 +msgid "**Comprobante de Pago Electrónico (CPE)**: A mandatory electronic document required for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions, fully compliant with :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)`'s technical specifications." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:21 +msgid "**Integration with SUNAT**: E-invoices must be submitted to :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)` for validation and authorization. Upon approval, :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)` assigns a unique identification code to the invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:25 +msgid "**XML Format**: All electronic invoices must be issued in XML format, ensuring standardization and interoperability." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:27 +msgid "**Mandatory adoption timeline**: Electronic invoicing is mandatory for most businesses, with specific deadlines for smaller entities." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:31 +msgid "Compliance with Peruvian e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:33 +msgid "Odoo Invoicing simplifies compliance with Peru’s e-invoicing requirements by offering tailored features:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:36 +msgid "**Supported formats**: Odoo supports the Peruvian :abbr:`CPE (Comprobante de Pago Electrónico` in :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)`-compliant XML formats, including all required fields and authorization codes." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:39 +msgid "**Secure storage and retrieval**: In compliance with Peru's five-year mandatory storage requirement, Odoo offers tamper-proof archiving, ensuring easy access for audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:41 +msgid "**Automatic tax calculation and reporting**: Odoo automates tax calculations for :abbr:`IGV (Impuesto General a las Ventas) and other applicable taxes, ensuring accuracy and compliance with :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)`'s reporting standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:47 +msgid ":doc:`Peruvian fiscal localization documentation <../../../fiscal_localizations/peru>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/peru.rst:51 +msgid "This page provides a general overview of Peruvian e-invoicing regulations and how Odoo supports compliance with :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)` requirements. It is not intended as legal or tax advice. We recommend consulting with a tax advisor or legal professional familiar with Peru's e-invoicing regulations to ensure compliance tailored to your specific business needs." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/poland.rst:5 msgid "Odoo electronic invoicing in Poland" msgstr "" @@ -4292,6 +4821,66 @@ msgstr "" msgid "This page provides an overview of Spanish e-invoicing laws and how Odoo Invoicing supports compliance with the Ley de Facturación Electrónica, FACe platform, SII system, Peppol standards, and other relevant regulations. It does not constitute legal advice. We recommend consulting with a tax advisor or legal professional familiar with Spanish e-invoicing regulations to ensure compliance tailored to your specific business needs." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:5 +msgid "Odoo electronic invoicing in Uruguay" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:7 +msgid "Odoo Invoicing is your trusted partner for safe, efficient, and legally compliant e-invoicing solutions tailored to meet Uruguay's regulatory requirements and fully compatible with the guidelines established by the `Dirección General Impositiva (DGI) `_." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:13 +msgid "Legal framework for e-invoicing in Uruguay" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:15 +msgid "Uruguay has mandated electronic invoicing under the :abbr:`CFE (Comprobante Fiscal Electrónico)` system, which applies to most businesses to promote tax transparency and streamline financial transactions. Key elements include:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:19 +msgid "**Comprobante Fiscal Electrónico**: A mandatory e-invoice format required for B2B, B2C, and :abbr:`B2G (business-to-government)` transactions, fully compliant with :abbr:`DGI (Dirección General Impositiva)`'s technical standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:22 +msgid "**Integration with DGI**: All :abbr:`CFE (Comprobante Fiscal Electrónico)` must be submitted to the :abbr:`DGI (Dirección General Impositiva)` for validation. Upon approval, the :abbr:`CFE (Comprobante Fiscal Electrónico)` receives a unique identification code and authorization for issuance." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:26 +msgid "**XML Format**: Uruguay mandates the use of XML as the standard format for e-invoices, ensuring compatibility and interoperability with various systems." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:28 +msgid "**Adoption Timeline**: E-invoicing is mandatory for most businesses, with specific deadlines for smaller enterprises to transition into the system." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:32 +msgid "Compliance with Uruguayan e-invoicing regulations" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:34 +msgid "Odoo Invoicing simplifies the complexities of compliance with Uruguay's e-invoicing requirements by offering tailored features:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:37 +msgid "**Supported formats**: Odoo supports the :abbr:`CFE (Comprobante Fiscal Electrónico)` format in :abbr:`DGI (Dirección General Impositiva)`-compliant XML, including all legally required fields, such as the unique identification code, authorization number, and digital signature. Odoo allows the automated submission, validation, and issuance through the :abbr:`DGI (Dirección General Impositiva)`'s e-invoicing platform to ensure compliance in real time." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:42 +msgid "**Secure storage and retrieval**: In line with Uruguay’s mandatory five-year storage requirement, Odoo provides tamper-proof archiving solutions, ensuring easy access to invoices for audits or inspections." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:45 +msgid "**Automatic tax calculation and reporting**: Odoo automates tax calculations for IVA (Value-Added Tax) and other applicable taxes, ensuring accuracy and compliance with :abbr:`DGI (Dirección General Impositiva)`'s reporting standards." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:50 +msgid ":doc:`Uruguayan fiscal localization documentation <../../../fiscal_localizations/uruguay>`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/uruguay.rst:54 +msgid "This page provides a general overview of Uruguayan e-invoicing regulations and how Odoo supports compliance with DGI requirements. It is not intended as legal or tax advice. We recommend consulting with a tax advisor or legal professional familiar with Uruguay's e-invoicing regulations to ensure full compliance tailored to your specific business requirements." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4944,7 +5533,7 @@ msgid "Product Sales" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:136 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:197 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:199 msgid "1000" msgstr "" @@ -5163,22 +5752,22 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:83 #: ../../content/applications/finance/accounting/taxes.rst:5 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:169 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:175 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:36 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:254 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:256 #: ../../content/applications/finance/fiscal_localizations/canada.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:126 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:298 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:375 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:128 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:300 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 #: ../../content/applications/finance/fiscal_localizations/spain.rst:39 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:65 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:241 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:245 msgid "Taxes" msgstr "" @@ -6041,19 +6630,19 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:21 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:220 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:222 #: ../../content/applications/finance/fiscal_localizations/canada.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:358 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:262 #: ../../content/applications/finance/fiscal_localizations/germany.rst:13 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:982 #: ../../content/applications/finance/fiscal_localizations/romania.rst:69 #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:53 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:213 msgid "Chart of accounts" msgstr "" @@ -6563,6 +7152,7 @@ msgid "Accounts Receivable" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:172 +#: ../../content/applications/finance/fiscal_localizations/india.rst:658 msgid "Invoice 1" msgstr "" @@ -6587,6 +7177,7 @@ msgid "70" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:176 +#: ../../content/applications/finance/fiscal_localizations/india.rst:663 msgid "Invoice 2" msgstr "" @@ -6609,6 +7200,7 @@ msgid "Payment 2" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:182 +#: ../../content/applications/finance/fiscal_localizations/india.rst:668 msgid "Invoice 3" msgstr "" @@ -6785,12 +7377,12 @@ msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Charts o msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:254 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:260 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:235 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 #: ../../content/applications/finance/fiscal_localizations/france.rst:216 #: ../../content/applications/finance/fiscal_localizations/india.rst:111 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:347 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:349 msgid "Journals" msgstr "" @@ -6949,164 +7541,346 @@ msgid "`Odoo Tutorials: Bank Configuration ` **receipts** or **payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill changes to the :guilabel:`Paid` status." +msgid "Several payment methods are available in Odoo to allow different configurations for different types of payments. Examples of payment methods include manual payments (such as cash), :doc:`checks `, and batch payment files (such as :ref:`NACHA ` and :doc:`SEPA `). Payment methods can be configured in the :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs of a bank or cash journal." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:35 -msgid "The :icon:`fa-info-circle` information icon next to the payment line displays more information about the payment. To access additional information, such as the related journal, click :guilabel:`View`." +#: ../../content/applications/finance/accounting/payments.rst:36 +msgid ":doc:`../../sales/point_of_sale/payment_methods` for Point of Sale" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:-1 -msgid "See detailed information of a payment." +#: ../../content/applications/finance/accounting/payments.rst:41 +msgid "Preferred payment method" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:43 -msgid "The customer invoice or vendor bill must be in the :guilabel:`Posted` status to register the payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:45 -msgid "If a payment is unreconciled, it still appears in the books but is no longer linked to the invoice." +msgid "A contact's preferred payment method can be set so that when a payment is created for that contact, the payment method is automatically selected by default. Invoices and bills can be filtered by :guilabel:`Payment Method` to simplify :ref:`group ` payments." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:47 -msgid "If a payment is (un)reconciled in a different currency, a journal entry is automatically created to post the currency exchange gains/losses (reversal) amount." +msgid "To set a preferred :guilabel:`Payment Method` for a customer or a vendor, go to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting --> Vendors --> Vendors` and select the customer or vendor. In the :guilabel:`Sales & Purchase` tab of the contact form, select the preferred :guilabel:`Payment Method` in the :guilabel:`Sales` section for invoice payments or for vendor bill payments in the :guilabel:`Purchase` section." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:49 -msgid "If a payment is (un)reconciled and an invoice with cash-basis taxes, a journal entry is automatically created to post the cash-basis tax (reversal) amount." +#: ../../content/applications/finance/accounting/payments.rst:54 +msgid "Access a full list of all contacts from the :guilabel:`Customers` or :guilabel:`Vendors` list view by removing the :guilabel:`Customers` or :guilabel:`Vendors` filter. Alternatively, access the full contact list through the Contacts app." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:53 -msgid "If the main bank account is set as an :ref:`outstanding account `, and the payment is registered in Odoo (not through a related bank transaction), invoices and bills are directly registered as :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/payments.rst:61 +msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:60 -msgid "Registering payments not tied to an invoice or bill" +#: ../../content/applications/finance/accounting/payments.rst:63 +msgid "To register a payment for an invoice or a bill, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:62 -msgid "When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not directly linked to an invoice or bill. Instead, the account receivable or the account payable is matched with the **outstanding account** until it is manually matched with its related invoice or bill." +#: ../../content/applications/finance/accounting/payments.rst:65 +msgid "Click :guilabel:`Pay` on a customer invoice or vendor bill. In the :guilabel:`Pay` window, select the :guilabel:`Journal` and the :guilabel:`Payment Date`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:70 -msgid "Matching invoices and bills with payments" +#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:261 +msgid "If previously set, the contact's preferred :guilabel:`Payment Method` is automatically selected by default but can be updated if necessary." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:69 +#: ../../content/applications/finance/accounting/payments.rst:263 +msgid "If using :doc:`payment terms `, the :guilabel:`Amount` is automatically set based on the installment amounts defined by the payment term. To pay the full amount instead, click :guilabel:`full amount`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:72 -msgid "A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists for this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." +msgid "If necessary, edit the :guilabel:`Memo`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." +#: ../../content/applications/finance/accounting/payments.rst:73 +#: ../../content/applications/finance/accounting/payments/checks.rst:76 +msgid "Click :guilabel:`Create Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:79 -msgid "The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with its corresponding bank transaction." +#: ../../content/applications/finance/accounting/payments.rst:75 +msgid "After the payment is registered, the customer invoice or vendor bill is marked as :guilabel:`In payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 -msgid "Group payments" +#: ../../content/applications/finance/accounting/payments.rst:80 +#: ../../content/applications/finance/accounting/payments.rst:138 +#: ../../content/applications/finance/accounting/payments.rst:170 +#: ../../content/applications/finance/accounting/payments.rst:195 +#: ../../content/applications/finance/accounting/payments.rst:219 +#: ../../content/applications/finance/accounting/payments.rst:272 +#: ../../content/applications/finance/accounting/payments.rst:331 +#: ../../content/applications/finance/accounting/payments.rst:359 +msgid "Without outstanding accounts" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:87 -msgid "Group payments allow combining outgoing and incoming payments from the same contact into a single payment to simplify the process and improve payment usability. To register a group payment:" +#: ../../content/applications/finance/accounting/payments.rst:82 +msgid "If no :ref:`outstanding accounts ` are configured, no journal entry is created. To display more information about the payment, click the :guilabel:`Payments` smart button." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:86 +msgid "When the invoice or vendor bill is :doc:`reconciled ` with a bank transaction, its status is updated to :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:90 -msgid "Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or :menuselection:`Accounting --> Vendors --> Bills/Refunds`." +msgid "If a bank transaction is reconciled in a different currency, a journal entry is automatically created to post the currency exchange gains/loss amount." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:92 -msgid "Select the relevant invoices/credit notes or bills/refunds linked to a specific contact." +msgid "When a bank transaction is reconciled with an invoice with cash-basis, a journal entry is automatically created to post the cash-basis tax amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 -msgid "Click the :icon:`fa-cog` (:guilabel:`Action menu`) icon and select :guilabel:`Register Payment`." +#: ../../content/applications/finance/accounting/payments.rst:95 +#: ../../content/applications/finance/accounting/payments.rst:146 +#: ../../content/applications/finance/accounting/payments.rst:175 +#: ../../content/applications/finance/accounting/payments.rst:200 +#: ../../content/applications/finance/accounting/payments.rst:228 +#: ../../content/applications/finance/accounting/payments.rst:277 +#: ../../content/applications/finance/accounting/payments.rst:337 +#: ../../content/applications/finance/accounting/payments.rst:366 +msgid "Using outstanding accounts" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 -msgid "In the :guilabel:`Register Payment` window, select the :guilabel:`Journal`, the :guilabel:`Payment Method`, and the :guilabel:`Payment Date`." +#: ../../content/applications/finance/accounting/payments.rst:97 +msgid "By default, payments in Odoo do not create journal entries, but they can easily be configured to create journal entries using :ref:`outstanding accounts `." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:96 -msgid "Enable the :guilabel:`Group Payments` option and click :guilabel:`Create payment`." +#: ../../content/applications/finance/accounting/payments.rst:101 +msgid "Registering a payment on a customer invoice or vendor bill generates a new journal entry and reduces the :guilabel:`Amount Due` based on the payment amount. The counterpart is reflected in an :ref:`outstanding ` **receipts** or **payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the payment is :doc:`reconciled ` with a bank transaction, the invoice or vendor bill status changes to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:98 -msgid "The invoices or bills are now marked as :guilabel:`In payment` until they are reconciled with the corresponding bank transactions. The credit notes or refunds are marked as :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/payments.rst:108 +msgid "The :icon:`fa-info-circle` information icon next to the payment line displays more information about the payment. To access additional information, such as the related journal, click :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 -msgid "Batch payments allow grouping payments from multiple contacts to ease :doc:`reconciliation `. They are also useful when depositing :doc:`checks ` to the bank or for :doc:`SEPA payments `. To do so, go to :menuselection:`Accounting --> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view of payments, to group several payments in a batch, select them and click :menuselection:`Action --> Create Batch Payment`." +#: ../../content/applications/finance/accounting/payments.rst:0 +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:114 -msgid ":doc:`payments/batch`" +#: ../../content/applications/finance/accounting/payments.rst:116 +msgid "Unreconciling a payment unlinks it from the invoice or bill but does not delete the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 -msgid ":doc:`payments/batch_sdd`" +#: ../../content/applications/finance/accounting/payments.rst:118 +msgid "If a payment is (un)reconciled in a different currency, a journal entry is automatically created to post the currency exchange gains/losses (reversal) amount." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:120 +msgid "If a payment is (un)reconciled on an invoice with cash-basis taxes, a journal entry is automatically created to post the cash-basis tax (reversal) amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:124 +msgid "If the main bank account is set as the outstanding account on the bank journal's payment method, registering the full payment on an invoice or bill moves the invoice/bill directly to the :guilabel:`Paid` status without requiring bank reconciliation." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:131 +msgid "Registering payments not tied to an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:133 +msgid "When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not directly linked to an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:140 +msgid "Payments that are not linked to an invoice or bill should not be registered without using :ref:`outstanding accounts `, as there is no way to associate the payment with the invoice or bill since no journal entry is created for the payment. The amount paid or received is not reflected in the accounting and the :guilabel:`Amount Due` is not updated based on the payment amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:148 +msgid "Instead, the payment's journal entry matches the :guilabel:`outstanding account` with the account receivable or the account payable until the payment is manually matched with its related invoice or bill. Then, :doc:`reconciling ` the payment with the bank transaction completes the payment workflow." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:156 +#: ../../content/applications/finance/accounting/payments.rst:306 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:122 -msgid "The :guilabel:`Payments matching` tool opens all unreconciled customer invoices or vendor bills and allows them to be processed individually, matching all payments and invoices in one place. Go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> Accounting --> Reconciliation`." +#: ../../content/applications/finance/accounting/payments.rst:159 +msgid "During the :doc:`bank reconciliation ` process, a remaining balance is identified if the total debits and credits do not match when records are compared with bank transactions. This balance must either be reconciled later or written off immediately." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:166 +msgid "For a single invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:172 +msgid "By default, payments in Odoo do not create journal entries. As a result, there is no payment to match." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:177 +msgid "A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists for this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`Add` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:0 +msgid "Shows the Add option to reconcile an invoice or a bill with a payment." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:184 +msgid "The invoice or bill is then marked as :guilabel:`In payment` until the payment is :doc:`reconciled ` with its corresponding :doc:`bank transaction(s) `." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:191 +msgid "For multiple invoices or bills" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:197 +msgid "By default, payments in Odoo do not create journal entries. As a result, there is no payment to match, but this feature can still be used to match miscellaneous journal items." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:202 +msgid "The :guilabel:`Payments matching` or :guilabel:`Auto-reconcile` tool allows reconciling journal items with each other (i.e., payments with customer invoices or vendor bills) either individually or in batches. Access the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`. Alternatively, go to :menuselection:`Accounting --> Accounting --> Reconcile`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:209 +msgid "To manually :guilabel:`Reconcile` journal items, select the individual items from the list view and click :guilabel:`Reconcile`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:215 +msgid "Auto-Reconcile Feature" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:221 +#: ../../content/applications/finance/accounting/payments.rst:230 +msgid "To use the :guilabel:`Auto-Reconcile` feature, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:223 +#: ../../content/applications/finance/accounting/payments.rst:232 +msgid "In the :guilabel:`Journal Items to reconcile` list view, click :guilabel:`Auto-Reconcile` next to the receivable or payable account (or a specific contact's group of journal items in that account)." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:226 +msgid "In the :guilabel:`Reconcile automatically` window, click :guilabel:`Reconcile`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:235 +msgid "In the :guilabel:`Reconcile Automatically` window, set the :guilabel:`Reconcile` field depending on how you want to match journal items:" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:238 +msgid ":guilabel:`Perfect Match`: Each debit journal item will be matched with the corresponding credit journal item of the same value." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:240 +msgid ":guilabel:`Clear Accounts`: All reconciled journal items will have the same matching number, as they are selected from the same account." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:243 +msgid "Click :guilabel:`Reconcile`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:245 +msgid "Invoices and bills are automatically matched to their corresponding payments and marked as :guilabel:`In payment` until they are :doc:`reconciled ` with their corresponding :doc:`bank transactions `." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:252 +msgid "Registering payments on multiple invoices/credit notes or bills/refunds (group payments)" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:254 +msgid "To register payments on multiple invoices/credit notes or bills/refunds, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:256 +msgid "Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or :menuselection:`Accounting --> Vendors --> Bills/Refunds`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:258 +msgid "In the list view, click into the search bar, group by :guilabel:`Payment Method`, select the relevant invoices/credit notes or bills/refunds and click :guilabel:`Pay`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:260 +msgid "In the :guilabel:`Pay` window, select the :guilabel:`Journal` and the :guilabel:`Payment Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:266 +msgid "To combine all payments from the same contact into a single payment, enable the :guilabel:`Group Payments` option, or leave it unchecked to create separate payments." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:268 +msgid "Click :guilabel:`Create payment`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:274 +msgid "The invoices or bills are then marked as :guilabel:`In payment` until they are :doc:`reconciled ` with the bank transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:279 +msgid "The invoices or bills are then marked as :guilabel:`In payment` until the bank transactions are :doc:`reconciled ` with the payments." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:285 +msgid "Registering a single payment for multiple customers or vendors (batch payments)" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:287 +msgid "Batch payments allow grouping payments from multiple contacts to ease :doc:`reconciliation `. They are also useful when depositing :doc:`checks ` to the bank or for generating bank payment files such as :doc:`SEPA ` or :ref:`NACHA `. To do so, go to :menuselection:`Accounting --> Customers --> Payments` or :menuselection:`Accounting --> Vendors --> Payments`. In the payments list view, select the payments to be grouped in a batch, click :icon:`fa-cog` :guilabel:`Actions`, and select :guilabel:`Create Batch Payment`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:296 +msgid "All payments in a batch must have the same :ref:`payment method `." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:300 +msgid ":doc:`payments/batch`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:301 +msgid ":doc:`payments/batch_sdd`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:308 +msgid "The :guilabel:`Payments matching` tool opens all unreconciled journal items and allows them to be processed individually, matching all payments and journal items. Go to the :guilabel:`Accounting Dashboard`, go to :menuselection:`Accounting --> Accounting --> Reconcile` or click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:-1 msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:133 +#: ../../content/applications/finance/accounting/payments.rst:318 msgid "During the :doc:`reconciliation `, if the sum of the debits and credits does not match, there is a remaining balance. This either needs to be reconciled at a later date or written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:140 -msgid "Batch payments matching" -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:142 -msgid "Use the batch reconciliation feature to reconcile several outstanding payments or invoices simultaneously for a specific customer or vendor. Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged Payable`. All transactions that have not yet been reconciled for that contact are visible, and when a customer or vendor is selected, the :guilabel:`Reconcile` option is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:-1 -msgid "The batch payment reconcile option." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:154 +#: ../../content/applications/finance/accounting/payments.rst:325 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:156 -msgid "To register a partial payment, click on :guilabel:`Register Payment` from the related invoice or bill. In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field displays the outstanding balance. There are two options:" +#: ../../content/applications/finance/accounting/payments.rst:327 +msgid "To register a partial payment, click on :guilabel:`Pay` from the related invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:161 +#: ../../content/applications/finance/accounting/payments.rst:333 +msgid "In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the invoice or the bill), fill in the :guilabel:`Amount` in the :guilabel:`Pay` window." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:339 +msgid "In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field displays the outstanding balance. There are two options:" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:343 msgid ":guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a :guilabel:`Partial` banner;" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:163 +#: ../../content/applications/finance/accounting/payments.rst:345 msgid ":guilabel:`Mark as fully paid`: Select an account in the :guilabel:`Post Difference In` field and change the :guilabel:`Label` if needed. A journal entry will be created to balance the accounts payable or receivable with the selected account." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:-1 +#: ../../content/applications/finance/accounting/payments.rst:0 #: ../../content/applications/finance/accounting/vendor_bills.rst:-1 msgid "register a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:173 +#: ../../content/applications/finance/accounting/payments.rst:355 msgid "Reconciling payments with bank transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:175 -msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` it with the related bank transaction line to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/payments.rst:361 +msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` the related :doc:`bank transaction ` line with the invoice or bill to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:368 +msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` the payment with the related :doc:`bank transaction ` line to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7413,10 +8187,6 @@ msgstr "" msgid ":guilabel:`Memo`: enter the check number;" msgstr "" -#: ../../content/applications/finance/accounting/payments/checks.rst:76 -msgid "Click :guilabel:`Create Payment`." -msgstr "" - #: ../../content/applications/finance/accounting/payments/checks.rst:-1 msgid "Check payment info" msgstr "" @@ -9788,7 +10558,7 @@ msgid "Audit all accounts, being sure to fully understand all transactions and t msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:65 -msgid "Optionally, run :ref:`payments matching ` to validate any open vendor bills and customer invoices with their payments. While this step is optional, it could assist the year-end closing process if all outstanding payments and invoices are reconciled, potentially finding errors or mistakes in the system." +msgid "Optionally, :ref:`match payments ` to validate any open vendor bills and customer invoices with their payments. While this step is optional, it could assist the year-end closing process if all outstanding payments and invoices are reconciled, potentially finding errors or mistakes in the system." msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:70 @@ -9909,7 +10679,7 @@ msgid "The **tax name** is displayed for backend users in the :guilabel:`Taxes` msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:73 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:398 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:400 msgid "Tax computation" msgstr "" @@ -10396,7 +11166,7 @@ msgid "but we want to sell it at 10€, tax included, in our shops or eCommerce msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:99 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:575 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:577 msgid "eCommerce" msgstr "" @@ -10653,14 +11423,14 @@ msgid "Next, ensure that the Odoo *AvaTax* module is installed. To do so, naviga msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:161 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:29 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:32 #: ../../content/applications/finance/fiscal_localizations/australia.rst:12 #: ../../content/applications/finance/fiscal_localizations/austria.rst:14 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:51 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 #: ../../content/applications/finance/fiscal_localizations/canada.rst:36 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:30 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:48 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:50 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:202 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:14 @@ -10668,8 +11438,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 #: ../../content/applications/finance/fiscal_localizations/peru.rst:21 #: ../../content/applications/finance/fiscal_localizations/romania.rst:14 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 @@ -10677,27 +11447,28 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:62 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:54 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:58 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:17 msgid "Name" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:162 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:30 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:33 #: ../../content/applications/finance/fiscal_localizations/australia.rst:13 #: ../../content/applications/finance/fiscal_localizations/austria.rst:15 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:52 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:54 #: ../../content/applications/finance/fiscal_localizations/canada.rst:37 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:31 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:49 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:51 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:15 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 #: ../../content/applications/finance/fiscal_localizations/peru.rst:22 #: ../../content/applications/finance/fiscal_localizations/romania.rst:15 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 @@ -10705,22 +11476,23 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:63 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:55 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:59 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:18 msgid "Technical name" msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:163 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:34 #: ../../content/applications/finance/fiscal_localizations/australia.rst:14 #: ../../content/applications/finance/fiscal_localizations/australia.rst:73 #: ../../content/applications/finance/fiscal_localizations/australia.rst:101 #: ../../content/applications/finance/fiscal_localizations/australia.rst:155 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:55 #: ../../content/applications/finance/fiscal_localizations/canada.rst:38 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:32 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:50 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:52 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:52 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:69 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:16 @@ -10728,8 +11500,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:121 #: ../../content/applications/finance/fiscal_localizations/peru.rst:23 #: ../../content/applications/finance/fiscal_localizations/romania.rst:16 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 @@ -10737,7 +11509,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:64 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:56 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:60 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:19 msgid "Description" msgstr "" @@ -11320,12 +12093,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax/avalara_portal.rst:144 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1166 #: ../../content/applications/finance/fiscal_localizations/australia.rst:237 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:89 #: ../../content/applications/finance/fiscal_localizations/canada.rst:213 #: ../../content/applications/finance/fiscal_localizations/germany.rst:27 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:960 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:962 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:59 #: ../../content/applications/finance/fiscal_localizations/spain.rst:48 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:269 @@ -12061,10 +12834,10 @@ msgid "Odoo can :ref:`automatically apply fiscal positions ` when you receive the products." +msgid ":guilabel:`Bill Reference`: add the sales order reference provided by the vendor and is used to do the :ref:`matching ` when you receive the products." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:41 @@ -14268,78 +15041,94 @@ msgstr "" msgid "`Smart Tutorial - Localización de Argentina `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:20 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:42 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:16 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Argentina <../accounting/customer_invoices/electronic_invoicing/argentina>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:23 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:44 #: ../../content/applications/finance/fiscal_localizations/canada.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:39 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:39 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:41 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:45 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:49 msgid "Modules installation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:22 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:25 msgid ":ref:`Install ` the following modules to get all the features of the Argentinean localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:32 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:35 msgid ":guilabel:`Argentina - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:33 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:36 msgid "`l10n_ar`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:34 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:37 msgid "Default :ref:`fiscal localization package `, which represents the minimal configuration to operate in Argentina under the :abbr:`AFIP (Administración Federal de Ingresos Públicos)` regulations and guidelines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:37 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:40 msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:38 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:41 msgid "`l10n_ar_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:39 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:42 msgid "VAT Book report and VAT summary report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:40 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:43 msgid ":guilabel:`Argentinean Electronic Invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:41 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:44 msgid "`l10n_ar_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:42 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:45 msgid "Includes all technical and functional requirements to generate electronic invoices via web service, based on the AFIP regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:44 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 msgid ":ref:`Argentinean eCommerce `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:45 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:48 msgid "`l10n_ar_website_sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:46 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:49 msgid "(optional) Allows the user to see Identification Type and AFIP Responsibility in the eCommerce checkout form in order to create electronic invoices." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:51 +msgid ":ref:`Argentina - Payment Withholdings `" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/argentina.rst:52 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:75 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:89 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:103 +msgid "`l10n_ar_withholding`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:53 +msgid "Allows registering withholdings during the payment of an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:58 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:77 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:91 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:105 msgid "Configure your company" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:54 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:60 msgid "Once the localization modules are installed, the first step is to set up the company's data. In addition to the basic information, a key field to fill in is the :guilabel:`AFIP Responsibility Type`, which represents the fiscal obligation and structure of the company." msgstr "" @@ -14348,23 +15137,23 @@ msgstr "" msgid "Select AFIP Responsibility Type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:63 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:69 msgid "Chart of account" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:65 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:71 msgid "In Accounting, there are three different :guilabel:`Chart of Accounts` packages to choose from. They are based on a company's AFIP responsibility type, and consider the difference between companies that do not require as many accounts as the companies that have more complex fiscal requirements:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:70 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:76 msgid "Monotributista (227 accounts);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:71 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:77 msgid "IVA Exento (290 accounts);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:72 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:78 msgid "Responsable Inscripto (298 Accounts)." msgstr "" @@ -14372,29 +15161,29 @@ msgstr "" msgid "Select Fiscal Localization Package." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:79 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:217 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:257 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:85 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:219 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:259 msgid "Configure master data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:82 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:88 msgid "Electronic Invoice Credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:85 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:91 msgid "Environment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:87 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:93 msgid "The AFIP infrastructure is replicated in two separate environments, **testing** and **production**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:89 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:95 msgid "Testing is provided so that the companies can test their databases until they are ready to move into the **Production** environment. As these two environments are completely isolated from each other, the digital certificates of one instance are not valid in the other one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:93 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:99 msgid "To select a database environment, go to :menuselection:`Accounting --> Settings --> Argentinean Localization` and choose either :guilabel:`Prueba (Testing)` or :guilabel:`Produccion (Production)`." msgstr "" @@ -14402,19 +15191,19 @@ msgstr "" msgid "Select AFIP database environment: Testing or Production." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:101 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:107 msgid "AFIP certificates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:103 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:109 msgid "The electronic invoice and other AFIP services work with :guilabel:`Web Services (WS)` provided by the AFIP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:106 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:112 msgid "In order to enable communication with the AFIP, the first step is to request a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:109 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:115 msgid ":guilabel:`Generate Certificate Sign Request (Odoo)`. When this option is selected, a file with extension `.csr` (certificate signing request) is generated to be used in the AFIP portal to request the certificate." msgstr "" @@ -14422,11 +15211,11 @@ msgstr "" msgid "Request a certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:116 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:122 msgid ":guilabel:`Generate Certificate (AFIP)`. Access the AFIP portal and follow the instructions described in `this document `_ to get a certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:120 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:126 msgid ":guilabel:`Upload Certificate and Private Key (Odoo)`. Once the certificate is generated, upload it to Odoo using the :guilabel:`Pencil` icon next to the field :guilabel:`Certificado` and select the corresponding file." msgstr "" @@ -14434,7 +15223,7 @@ msgstr "" msgid "Upload Certificate and Private Key." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:128 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:134 msgid "In case you need to configure the Homologation Certificate, please refer to the AFIP official documentation: `Homologation Certificate `_. Furthermore, Odoo allows the user to test electronic invoicing locally without a Homologation Certificate. The following message will be in the chatter when testing locally:" msgstr "" @@ -14443,11 +15232,11 @@ msgid "Invoice validated locally because it is in a testing environment without "certificate/keys." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:143 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:149 msgid "Identification type and VAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:145 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:151 msgid "As part of the Argentinean localization, document types defined by the AFIP are now available in the **Partner form**. Information is essential for most transactions. There are six :guilabel:`Identification Types` available by default, as well as 32 inactive types." msgstr "" @@ -14455,19 +15244,19 @@ msgstr "" msgid "A list of AR Localization document types in Odoo, as defined by AFIP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:154 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:160 msgid "The complete list of :guilabel:`Identification Types` defined by the AFIP is included in Odoo, but only the common ones are active." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:158 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 msgid "AFIP responsibility type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:160 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:166 msgid "In Argentina, the document type and corresponding transactions associated with customers and vendors is defined by the AFIP Responsibility type. This field should be defined in the **Partner form**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:171 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:177 msgid "As part of the localization module, the taxes are created automatically with their related financial account and configuration, e.g., 73 taxes for :guilabel:`Responsable Inscripto`." msgstr "" @@ -14475,31 +15264,31 @@ msgstr "" msgid "A list of AR Localization taxes with financial amount and configuration in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:179 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:185 msgid "Taxes types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:181 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:187 msgid "Argentina has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:183 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:189 msgid ":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:184 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:190 msgid ":guilabel:`Perception`: advance payment of a tax that is applied on invoices;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:185 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:191 msgid ":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:188 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:194 msgid "Special taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:190 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:196 msgid "Some Argentinean taxes are not commonly used for all companies, and those less common options are labeled as inactive in Odoo by default. Before creating a new tax, be sure to check if that tax is not already included as inactive." msgstr "" @@ -14508,25 +15297,25 @@ msgid "A list showing less common Argentinean tax options, which are labeled as "by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:202 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:249 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:250 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:251 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:254 msgid "Document types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:204 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:210 msgid "In some Latin American countries, like Argentina, some accounting transactions such as invoices and vendor bills are classified by document types defined by the governmental fiscal authorities. In Argentina, the `AFIP `__ is the governmental fiscal authority that defines such transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:209 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:215 msgid "The document type is an essential piece of information that needs to be clearly displayed in printed reports, invoices, and journal entries that list account moves." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:212 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:218 msgid "Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the document type includes the country in which the document is applicable (this data is created automatically when the localization module is installed)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:216 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:222 msgid "The information required for the :guilabel:`Document Types` is included by default so the user does not need to fill anything on this view:" msgstr "" @@ -14534,31 +15323,31 @@ msgstr "" msgid "A list of document types in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:224 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:230 msgid "There are several :guilabel:`Document Types` types that are inactive by default, but can be activated as needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:228 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:234 msgid "Letters" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:230 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:236 msgid "For Argentina, the :guilabel:`Document Types` include a letter that helps indicate the type of transaction or operation. For example, when an invoice is related to a(n):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:233 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:239 msgid ":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:234 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:240 msgid ":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:235 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:241 msgid ":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:237 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 msgid "The documents included in the localization already have the proper letter associated with each :guilabel:`Document Type`, so there is no further configuration necessary." msgstr "" @@ -14566,52 +15355,52 @@ msgstr "" msgid "document types grouped by letters." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:245 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:266 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:251 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:268 msgid "Use on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:247 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:253 msgid "The :guilabel:`Document Type` on each transaction will be determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:249 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:255 msgid "The journal entry related to the invoice (if the journal uses documents);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:250 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:256 msgid "The onditions applied based on the type of issuer and receiver (e.g., the type of fiscal regime of the buyer and the type of fiscal regime of the vendor)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:256 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:262 msgid "In the Argentinean localization, the journal can have a different approach depending on its usage and internal type. To configure journals, go to :menuselection:`Accounting --> Configuration --> Journals`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:260 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:266 msgid "For sales and purchase journals, it's possible to activate the option :guilabel:`Use Documents`, which enables a list of :guilabel:`Document Types` that can be related to the invoices and vendor bills. For more detail on invoices, please refer to the section :ref:`2.3 document types `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:265 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:271 msgid "If the sales or purchase journals do not have the :guilabel:`Use Documents` option activated, they will not be able to generate fiscal invoices, meaning, their use case will be mostly limited to monitoring account moves related to internal control processes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:270 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:276 msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:272 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:278 msgid "The :guilabel:`AFIP POS System` is a field only visible for the **Sales** journals and defines the type of AFIP POS that will be used to manage the transactions for which the journal is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:275 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:281 msgid "The AFIP POS defines the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:277 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:283 msgid "the sequences of document types related to the web service;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:278 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:284 msgid "the structure and data of the electronic invoice file." msgstr "" @@ -14619,23 +15408,23 @@ msgstr "" msgid "A AFIP POS System field which is available on Sales journals in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:285 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:291 msgid "Web services" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:287 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:293 msgid "**Web services** help generate invoices for different purposes. Below are a few options to choose from:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:290 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:296 msgid ":guilabel:`wsfev1: Electronic Invoice`: is the most common service, which is used to generate invoices for document types A, B, C, M with no detail per item;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:292 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:298 msgid ":guilabel:`wsbfev1: Electronic Fiscal Bond`: is for those who invoice capital goods and wish to access the benefit of the Electronic Tax Bonds granted by the Ministry of Economy. For more details go to: `Fiscal Bond `__;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:296 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:302 msgid ":guilabel:`wsfexv1: Electronic Exportation Invoice`: is used to generate invoices for international customers and transactions that involve exportation processes, the document type related is type \"E\"." msgstr "" @@ -14643,69 +15432,69 @@ msgstr "" msgid "Web Services." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:304 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:310 msgid "Here are some useful fields to know when working with web services:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:306 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:312 msgid ":guilabel:`AFIP POS Number`: is the number configured in the AFIP to identify the operations related to this AFIP POS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:308 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:314 msgid ":guilabel:`AFIP POS Address`: is the field related to the commercial address registered for the POS, which is usually the same address as the company. For example, if a company has multiple stores (fiscal locations) then the AFIP will require the company to have one AFIP POS per location. This location will be printed in the invoice report;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:312 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:318 msgid ":guilabel:`Unified Book`: when the AFIP POS System is Preimpresa, then the document types (applicable to the journal) with the same letter will share the same sequence. For example:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:315 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:321 msgid "Invoice: FA-A 0001-00000002;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:316 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:322 msgid "Credit Note: NC-A 0001-00000003;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:317 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:323 msgid "Debit Note: ND-A 0001-00000004." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:320 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:326 msgid "Sequences" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:322 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:328 msgid "For the first invoice, Odoo synchronizes with the AFIP automatically and displays the last sequence used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:326 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:332 msgid "When creating :guilabel:`Purchase Journals`, it's possible to define whether they are related to document types or not. In the case where the option to use documents is selected, there would be no need to manually associate the document type sequences, since the document number is provided by the vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:332 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:394 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:390 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:396 msgid "Usage and testing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:335 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:341 msgid "Invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:337 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:343 msgid "The information below applies to invoice creation once the partners and journals are created and properly configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:341 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:347 msgid "Document type assignation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:343 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:349 msgid "When the partner is selected, the :guilabel:`Document Type` field will be filled in automatically based on the AFIP document type:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:346 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:352 msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A** is the type of document that shows all the taxes in detail along with the customer's information." msgstr "" @@ -14713,7 +15502,7 @@ msgstr "" msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:352 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:358 msgid "**Invoice for an end customer, prefix B** is the type of document that does not detail the taxes, since the taxes are included in the total amount." msgstr "" @@ -14721,7 +15510,7 @@ msgstr "" msgid "Invoice for an end customer, prefix B." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:358 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:364 msgid "**Exportation Invoice, prefix E** is the type of document used when exporting goods that shows the incoterm." msgstr "" @@ -14729,35 +15518,35 @@ msgstr "" msgid "Exportation Invoice, prefix E" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:364 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:370 msgid "Even though some invoices use the same journal, the prefix and sequence are given by the :guilabel:`Document Type` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:367 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:373 msgid "The most common :guilabel:`Document Type` will be defined automatically for the different combinations of AFIP responsibility type but it can be updated manually by the user before confirming the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:372 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:378 msgid "Electronic invoice elements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:374 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:380 msgid "When using electronic invoices, if all the information is correct then the invoice is posted in the standard way unless there is an error that needs to be addressed. When error messages pop up, they indicate both the issue that needs attention along with a proposed solution. If an error persists, the invoice remains in draft until the issue is resolved." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:379 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:385 msgid "Once the invoice is posted, the information related to the AFIP validation and status is displayed in the AFIP tab, including:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:382 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:388 msgid ":guilabel:`AFIP Autorisation`: CAE number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:383 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:389 msgid ":guilabel:`Expiration Date`: deadline to deliver the invoice to the customers (normally 10 days after the CAE is generated);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:385 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:391 msgid ":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en AFIP` and/or :guilabel:`Aceptado con Observaciones`." msgstr "" @@ -14765,15 +15554,15 @@ msgstr "" msgid "AFIP Status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:393 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:399 msgid "Invoice taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:395 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:401 msgid "Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply differently on the PDF report:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:398 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:404 msgid ":guilabel:`A. Tax excluded`: in this case the taxed amount needs to be clearly identified in the report. This condition applies when the customer has the following AFIP Responsibility type of **Responsable Inscripto**;" msgstr "" @@ -14781,23 +15570,23 @@ msgstr "" msgid "Tax excluded." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:405 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:411 msgid ":guilabel:`B. Tax amount included`: this means that the taxed amount is included as part of the product price, subtotal, and totals. This condition applies when the customer has the following AFIP Responsibility types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:409 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:415 msgid "IVA Sujeto Exento;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:410 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:416 msgid "Consumidor Final;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:411 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:417 msgid "Responsable Monotributo;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:412 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:418 msgid "IVA liberado." msgstr "" @@ -14805,16 +15594,16 @@ msgstr "" msgid "Tax amount included." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:419 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:650 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:425 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:656 msgid "Special use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:422 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:428 msgid "Invoices for services" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:424 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:430 msgid "For electronic invoices that include :guilabel:`Services`, the AFIP requires to report the service starting and ending date, this information can be filled in the tab :guilabel:`Other Info`." msgstr "" @@ -14822,7 +15611,7 @@ msgstr "" msgid "Invoices for Services." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:431 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:437 msgid "If the dates are not selected manually before the invoice is validated, the values will be filled automatically with the first and last day of the invoice's month." msgstr "" @@ -14830,11 +15619,11 @@ msgstr "" msgid "Service Dates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:439 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:445 msgid "Exportation invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:441 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:447 msgid "Invoices related to :guilabel:`Exportation Transactions` require that a journal uses the AFIP POS System **Expo Voucher - Web Service** so that the proper document type(s) can be associated." msgstr "" @@ -14842,27 +15631,27 @@ msgstr "" msgid "Exporation journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:448 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:454 msgid "When the customer selected in the invoice is configured with an AFIP responsibility type :guilabel:`Cliente / Proveedor del Exterior` - :guilabel:`Ley N° 19.640`, Odoo automatically assigns the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:452 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:458 msgid "Journal related to the exportation Web Service;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:453 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:459 msgid "Exportation document type;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:454 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:460 msgid "Fiscal position: Compras/Ventas al exterior;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:455 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:461 msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:456 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:462 msgid "Exempt Taxes." msgstr "" @@ -14870,7 +15659,7 @@ msgstr "" msgid "Export invoice fields autofilled in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:463 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:469 msgid "The Exportation Documents require Incoterms to be enabled and configured, which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" @@ -14878,87 +15667,87 @@ msgstr "" msgid "Export invoice - Incoterm." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:471 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:477 msgid "Fiscal bond" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:473 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:479 msgid "The :guilabel:`Electronic Fiscal Bond` is used for those who invoice capital goods and wish to access the benefit of the Electronic Tax Bonds granted by the Ministry of Economy." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:476 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:482 msgid "For these transactions, it is important to consider the following requirements:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:478 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:484 msgid "Currency (according to the parameter table) and invoice quotation;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:479 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:485 msgid "Taxes;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:480 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:486 msgid "Zone;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:481 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:487 msgid "Detail each item;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:483 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:489 msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:484 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:490 msgid "Complete description;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:485 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:491 msgid "Unit Net Price;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:486 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:492 msgid "Quantity;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:487 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:493 msgid "Unit of measurement;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:488 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:494 msgid "Bonus;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:489 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:495 msgid "VAT rate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:492 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:498 msgid "Electronic credit invoice MiPyme (FCE)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:494 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:500 msgid "For SME invoices, there are several document types that are classified as **MiPyME**, which are also known as **Electronic Credit Invoice** (or **FCE** in Spanish). This classification develops a mechanism that improves the financing conditions for small and medium-sized businesses, and allows them to increase their productivity, through the early collection of credits and receivables issued to their clients and/or vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:500 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:506 msgid "For these transactions it's important to consider the following requirements:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:502 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:508 msgid "specific document types (201, 202, 206, etc);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:503 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:509 msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:504 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:510 msgid "the amount should be bigger than 100,000 ARS;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:505 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:511 msgid "A bank account type CBU must be related to the emisor, otherwise the invoice cannot be validated, having an error message such as the following." msgstr "" @@ -14966,7 +15755,7 @@ msgstr "" msgid "Bank account relation error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:512 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:518 msgid "To set up the :guilabel:`Transmission Mode`, go to settings and select either :guilabel:`SDC` or :guilabel:`ADC`." msgstr "" @@ -14974,11 +15763,11 @@ msgstr "" msgid "Transmission Mode." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:519 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:525 msgid "To change the :guilabel:`Transmission Mode` for a specific invoice, go to the :guilabel:`Other Info` tab and change it before confirming." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:523 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:529 msgid "Changing the :guilabel:`Transmission Mode` will not change the mode selected in :guilabel:`Settings`." msgstr "" @@ -14986,19 +15775,19 @@ msgstr "" msgid "Transmission Mode on Invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:530 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:536 msgid "When creating a :guilabel:`Credit/Debit` note related to a FCE document:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:532 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:538 msgid "use the :guilabel:`Credit and Debit Note` buttons, so all the information from the invoice is transferred to the new :guilabel:`Credit and Debit Note`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:534 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:540 msgid "the document letter should be the same as than the originator document (either A or B);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:535 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:541 msgid "the same currency as the source document must be used. When using a secondary currency there is an exchange difference if the currency rate is different between the emission day and the payment date. It is possible to create a credit/debit note to decrease/increase the amount to pay in ARS." msgstr "" @@ -15006,15 +15795,15 @@ msgstr "" msgid "Credit & debit notes buttons." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:543 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:549 msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:545 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:551 msgid "the FCE is rejected so the :guilabel:`Credit Note` should have the field :guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:547 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:553 msgid "the :guilabel:`Credit Note`, is created to annulate the FCE document, in this case the field :guilabel:`FCE, is Cancellation?` must be *empty* (false)." msgstr "" @@ -15022,11 +15811,11 @@ msgstr "" msgid "FCE: Es Cancelación?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:557 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:563 msgid "Invoice printed report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:559 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:565 msgid "The :guilabel:`PDF Report` related to electronic invoices that have been validated by the AFIP includes a barcode at the bottom of the format which represents the CAE number. The expiration date is also displayed as it is a legal requirement." msgstr "" @@ -15034,11 +15823,11 @@ msgstr "" msgid "Invoice printed report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:568 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:574 msgid "Troubleshooting and auditing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:570 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:576 msgid "For auditing and troubleshooting purposes, it is possible to obtain detailed information of an invoice number that has been previously sent to the AFIP. To retrieve this information, activate the :ref:`developer mode `, then go to the :menuselection:`Accounting` menu and click on the button :guilabel:`Consult Invoice` button in AFIP." msgstr "" @@ -15050,7 +15839,7 @@ msgstr "" msgid "Details of invoice consulted in AFIP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:583 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:589 msgid "It is also possible to retrieve the last number used in AFIP for a specific document type and POS Number as a reference for any possible issues on the sequence synchronization between Odoo and AFIP." msgstr "" @@ -15058,7 +15847,7 @@ msgstr "" msgid "Consult the last invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:594 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:600 msgid "Based on the purchase journal selected for the vendor bill, the :guilabel:`Document Type` is now a required field. This value is auto-populated based on the AFIP Responsibility type of Issuer and Customer, but the value can be changed if necessary." msgstr "" @@ -15066,7 +15855,7 @@ msgstr "" msgid "Changing journal and document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:602 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:608 msgid "The :guilabel:`Document Number` field needs to be registered manually and the format will be validated automatically. However, in case the format is invalid, a user error will be displayed indicating the correct format that is expected." msgstr "" @@ -15074,27 +15863,27 @@ msgstr "" msgid "Vendor bill document number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:610 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:616 msgid "The vendor bill number is structured in the same way as the customer invoices, excepted that the document sequence is entered by the user using the following format: *Document Prefix - Letter - Document Number*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:615 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:621 msgid "Validate vendor bill number in AFIP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:617 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:623 msgid "As most companies have internal controls to verify that the vendor bill is related to an AFIP valid document, an automatic validation can be set in :menuselection:`Accounting --> Settings --> Argentinean Localization --> Validate document in the AFIP`, considering the following levels:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:621 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:627 msgid ":guilabel:`Not available:` the verification is not done (this is the default value);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:622 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:628 msgid ":guilabel:`Available:` the verification is done. In case the number is not valid, it only displays a warning but still allows the vendor bill to be posted;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:624 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:630 msgid ":guilabel:`Required:` the verification is done, and it does not allow the user to post the vendor bill if the document number is not valid." msgstr "" @@ -15102,11 +15891,11 @@ msgstr "" msgid "Verify Vendor Bills validity in AFIP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:632 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:638 msgid "Validate vendor bills in Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:634 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:640 msgid "With the vendor validation settings enabled, a new button shows up on the vendor bills inside of Odoo, labeled :guilabel:`Verify on AFIP`, which is located next to the :guilabel:`AFIP Authorization code` field." msgstr "" @@ -15114,7 +15903,7 @@ msgstr "" msgid "Verify on AFIP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:642 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:648 msgid "In case the vendor bill cannot be validated in AFIP, a value of :guilabel:`Rejected` will be displayed on the dashboard and the details of the invalidation will be added to the chatter." msgstr "" @@ -15122,15 +15911,15 @@ msgstr "" msgid "AFIP authorization Rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:653 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:659 msgid "Untaxed concepts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:655 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:661 msgid "There are some transactions that include items that are not a part of the VAT base amount, such as fuel and gasoline invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:658 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:664 msgid "The vendor bill will be registered using one item for each product that is part of the VAT base amount, and an additional item to register the amount of the exempt concept." msgstr "" @@ -15138,15 +15927,15 @@ msgstr "" msgid "VAT exempt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:666 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:672 msgid "Perception taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:668 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:674 msgid "The vendor bill will be registered using one item for each product that is part of the VAT base amount, and the perception tax can be added in any of the product lines. As a result, there will be one tax group for the VAT and another for the perception. The perception default value is always :guilabel:`0.10`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:673 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:679 msgid "To edit the VAT perception and set the correct amount, you should use the :guilabel:`Pencil` icon that is the next to the :guilabel:`Perception` amount. After the VAT perception amount has been set, the invoice can then be validated." msgstr "" @@ -15154,11 +15943,171 @@ msgstr "" msgid "Enter the perception amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:682 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:690 +msgid "Withholding management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:692 +msgid "The Argentinean fiscal localization module is already loaded with the necessary withholdings records, which can be seen by navigating to :menuselection:`Accounting app --> Configuration --> Taxes` and removing the default :guilabel:`Sale or Purchase` filter. To verify these records, the **Argentina Payment Withholdings** (`l10n_ar_withholding`) module must be :ref:`installed `:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:698 +msgid "Journal entries are *not* created when payments are posted unless :ref:`outstanding accounts ` are set up. Thus, for this feature to work properly, it is important to verify that *all* payment methods within the bank journals have an outstanding payment and receipt account set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:-1 +msgid "An outstanding payment account must be set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:706 +msgid "This configuration is crucial for the proper accounting of withholding transactions with clients and vendors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:710 +msgid "In Argentina, withholdings represent the cancellation of a specific portion of the total debt owed to a supplier or a reduction in the total payment to be collected from a customer. Therefore, one or multiple withholdings can be recorded for each payment applied to an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:717 +msgid "While Odoo already creates most of the required withholdings inside the :guilabel:`Taxes` menu, in several cases, it is necessary to apply or modify certain configurations to correctly calculate the withholding amount on vendor payments. The following withholding types are available:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:721 +msgid ":ref:`Earnings `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:722 +msgid ":ref:`Earnings Scale `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:723 +msgid ":ref:`IIBB Total Amount `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:724 +msgid ":ref:`IIBB Non-Taxable `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:729 +msgid "Earnings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:731 +msgid "For :guilabel:`Earnings` withholdings, Odoo already has a record for each regime group, which is stated under the name of the tax and the AFIP code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:734 +msgid "Each of these records are ready to be used. As a good practice, the configuration should be double checked to make sure the configuration is updated and well-applied. The fields to validate are:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:737 +msgid ":guilabel:`Amount`: This is the percentage of the total payment amount which is withheld." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:738 +msgid ":guilabel:`Non-Taxable Amount`: Up to this amount, the withholding does not apply." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:739 +msgid ":guilabel:`Minimum Withholding`: If the calculated withholding amount is smaller than this value, the total withholding amount is set to `0.0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:741 +msgid ":guilabel:`Withholding Sequence`: This field helps to automate the capture of a withholding number under the payment line. If this field is not set, a number is manually captured while adding a withholding to a payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:-1 +msgid "Earnings withholding type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:751 +msgid "Earnings Scale" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:753 +msgid "In this particular case, a percentage does not need to be set. Instead, this withholding is calculated based on the value of the :guilabel:`Scale` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:756 +msgid "To view, modify, or create new scales, navigate to :menuselection:`Accounting app --> Configuration --> Earnings Scale`. By default, the Argentinian localization is preconfigured with two main scales. However, scales should be created and updated as necessary to suit a business's needs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:761 +msgid "Earnings scales are cumulative, which means that Odoo keeps track of the different records created for a bill and automatically calculates the proper withholding amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:767 +msgid "IIBB Total Amount" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:769 +msgid "In this case, the necessary records related to the applicable province need to be created. The withholding amount is calculated based on the percentage :guilabel:`Amount` set on the tax configuration. Since Odoo does not automatically synchronize the percentages applicable to each province, this information needs to be manually updated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:774 +msgid "The recommendation, in this case, is to always duplicate and apply the different configurations for each record to safeguard any technical configurations that allow the proper calculation and accounting of the withholding." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:781 +msgid "IIBB Untaxed" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:783 +msgid "The configuration of non-taxable gross income withholdings is very similar to that of a :ref:`total amount withholding `, so the percentage :guilabel:`Amount` in each of the records needs to be maintained. However, Odoo comes preconfigured with several records that apply to different provinces. The difference, in this case, is that it is not necessary to establish a non-taxable amount or minimum withholding for this record type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:790 +msgid "Partner withholding assignation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:792 +msgid "Once the proper configuration is set on each possible withholding for partners, the applicable withholdings need to be assigned to each contact. To do this, open the :guilabel:`Contacts` app and select the desired partner. In the :guilabel:`Accounting` tab, find the :guilabel:`Purchase Withholdings` table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:797 +msgid "By using the additional fields :guilabel:`From Date` and :guilabel:`To Date`, the applicability of multiple withholdings can be automated across different date ranges. The :guilabel:`ref` field allows you to apply an internal control number to each withholding line, which is just for internal reference, so it does not affect any transactions and is not visible on them. These fields are accessible from the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:803 +msgid ":guilabel:`From Date`: the start of the withholding date range." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:804 +msgid ":guilabel:`To Date`: the end of the withholding date range." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:805 +msgid ":guilabel:`ref`: apply an internal control number to each withholding line that is only visible for internal reference and does not affect any transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:809 +msgid "Automatic withholding calculation and application per payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:811 +msgid "By applying new payments to vendor bills, Odoo automatically applies and calculates the proper withholding into the payment. Based on the record's configuration, it may be necessary to use a reference number for each withholding line." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:815 +msgid "More withholdings can be added, or computed withholdings can be edited if necessary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:-1 +msgid "Payment with applied withholdings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:821 +msgid "The total amount of the debt to be canceled is the total amount of the payment. However, Odoo still captures the net amount (i.e. the amount to be reconciled with the bank), which will be represented as the payment amount after the withholding application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:0 +msgid "Payment registered form." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:829 msgid "Check management" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:684 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:831 msgid "To install the *Third Party and Deferred/Electronic Checks Management* module, go to :menuselection:`Apps` and search for the module by its technical name `l10n_latam_check` and click the :guilabel:`Activate` button." msgstr "" @@ -15166,51 +16115,51 @@ msgstr "" msgid "l10n_latam_check module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:692 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:839 msgid "This module enables the required configuration for journals and payments to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:694 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:841 msgid "Create, manage, and control your different types of checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:695 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:842 msgid "Optimize the management of *own checks* and *third party checks*" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:696 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:843 msgid "Have an easy and effective way to manage expiration dates from your own and third party checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:698 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:845 msgid "Once all the configurations are made for the Argentinian electronic invoice flow, it is also needed to complete certain configurations for the own checks and the third party checks flows." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:702 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:849 msgid "Own checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:704 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:851 msgid "Configure the bank journal used to create your own checks by going to :menuselection:`Accounting --> Configuration --> Journals`, selecting the bank journal, and opening the :guilabel:`Outgoing Payments` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:708 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:855 msgid ":guilabel:`Checks` should be available as a :guilabel:`Payment Method`. If not, click :guilabel:`Add a line` and type `Checks` under :guilabel:`Payment Method` to add them" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:710 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:857 msgid "Enable the :guilabel:`Use electronic and deferred checks` setting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:713 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:860 msgid "This last configuration **disables** the printing ability but enables to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:715 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:862 msgid "Enter check numbers manually" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:716 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:863 msgid "Adds a field to allocate the payment date of the check" msgstr "" @@ -15218,15 +16167,15 @@ msgstr "" msgid "Bank journal configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:723 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:870 msgid "Management of own checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:725 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:872 msgid "Own checks can be created directly from the vendor bill. For this process, click on the :guilabel:`Register Payment` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:728 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:875 msgid "On the payment registration modal, select the bank journal from which the payment is to be made and set the :guilabel:`Check Cash-In Date`, and the :guilabel:`Amount`." msgstr "" @@ -15234,11 +16183,11 @@ msgstr "" msgid "Payment pop-up window with own check options enabled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:736 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:883 msgid "To manage current checks, the :guilabel:`Check Cash-In Date` field must be left blank or filled in with the current date. To manage deferred checks, the :guilabel:`Check Cash-In Date` must be set in the future." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:740 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:887 msgid "To manage your existing own checks, navigate to :menuselection:`Accounting --> Vendors --> Own Checks`. This window shows critical information such as the dates when checks need to be paid, the total quantity of checks, and the total amount paid in checks." msgstr "" @@ -15246,7 +16195,7 @@ msgstr "" msgid "Own checks menu location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:748 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:895 msgid "It is important to note that the list is pre-filtered by checks that are still *not reconciled* with a bank statement - that were not yet debited from the bank - which can be verified with the :guilabel:`Is Matched with a Bank Statement` field. If you want to see all of your own checks, delete the :guilabel:`No Bank Matching` filter by clicking on the :guilabel:`X` symbol." msgstr "" @@ -15254,11 +16203,11 @@ msgstr "" msgid "Own checks menu organization and filtering." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:758 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:905 msgid "Cancel an own check" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:760 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:907 msgid "To cancel an own check created in Odoo, navigate to :menuselection:`Accounting --> Vendors --> Own Checks` and select the check to be cancelled, then click on the :guilabel:`Void Check` button. This will break the reconciliation with the vendor bills and the bank statements and leave the check in a **cancelled** state." msgstr "" @@ -15266,40 +16215,40 @@ msgstr "" msgid "Empty Check button to cancel Own Checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:770 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:917 msgid "Third party checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:772 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:919 msgid "In order to register payments using third party checks, two specific journals need to be configured. To do so, navigate to :menuselection:`Accounting --> Configuration --> Journals` and create two new journals:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:776 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:923 msgid "`Third Party Checks`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:777 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:924 msgid "`Rejected Third Party Checks`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:780 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:927 msgid "You can manually create more journals if you have multiple points of sale and need journals for those." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:783 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:930 msgid "To create the *Third Party Checks* journal, click the :guilabel:`New` button and configure the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:786 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:933 msgid "Type `Third Party Checks` as the :guilabel:`Journal Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:787 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:821 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:934 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:968 msgid "Select :guilabel:`Cash` as :guilabel:`Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:788 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:935 msgid "In the :guilabel:`Journal Entries` tab, set :guilabel:`Cash Account`: to `1.1.1.02.010 Cheques de Terceros`, input a :guilabel:`Short Code` of your choice, and select a :guilabel:`Currency`" msgstr "" @@ -15307,19 +16256,19 @@ msgstr "" msgid "Automatically created cash account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:795 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:942 msgid "The available payment methods are listed in the *payments* tabs:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:797 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:944 msgid "For new incoming third party checks, go to :menuselection:`Incoming Payments tab --> Add a line` and select :guilabel:`New Third Party Checks`. This method is used to create *new* third party checks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:800 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:947 msgid "For incoming and outgoing existing third party checks, go to :menuselection:`Incoming Payments tab --> Add a line` and select :guilabel:`Existing Third Party Checks`. Repeat the same step for the :guilabel:`Outgoing Payments` tab. This method is used to receive and/or pay vendor bills using already *existing* checks, as well as for internal transfers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:806 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:953 msgid "You can delete pre-existing payment methods appearing by default when configuring the third party checks journals." msgstr "" @@ -15327,35 +16276,35 @@ msgstr "" msgid "Payment methods automatically created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:813 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:960 msgid "The *Rejected Third Party Checks* journal also needs to be created and/or configured. This journal is used to manage rejected third party checks and can be utilized to send checks rejected at the moment of collection or when coming from vendors when rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:817 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:964 msgid "To create the *Rejected Third Party Checks* journal, click the :guilabel:`New` button and configure the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:820 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:967 msgid "Type `Rejected Third Party Checks` as the :guilabel:`Journal Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:822 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:969 msgid "In the :guilabel:`Journal Entries` tab, set :guilabel:`Cash Account`: to `1.1.1.01.002 Rejected Third Party Checks`, input a :guilabel:`Short Code` of your choice, and select a :guilabel:`Currency`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:826 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:973 msgid "Use the same payment methods as the *Third Party Checks* journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:829 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:976 msgid "New third party checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:831 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:978 msgid "To register a *new* third party check for a customer invoice, click the :guilabel:`Register Payment` button. In the pop-up window, you must select :guilabel:`Third Party Checks` as journal for the payment registration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:835 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:982 msgid "Select :guilabel:`New Third Party Checks` as :guilabel:`Payment Method`, and fill in the :guilabel:`Check Number`, :guilabel:`Payment Date`, and :guilabel:`Check Bank`. Optionally, you can manually add the :guilabel:`Check Issuer Vat`, but this is automatically filled by the customer's VAT number related to the invoice." msgstr "" @@ -15363,15 +16312,15 @@ msgstr "" msgid "Payment pop-up window with New Third Party Check options enabled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:845 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:992 msgid "Existing third party checks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:847 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:994 msgid "To pay a vendor bill with an *existing* check, click the :guilabel:`Register Payment` button. In the pop-up window, you must select :guilabel:`Third Party Checks` as journal for the payment registration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:851 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:998 msgid "Select :guilabel:`Existing Third Party Checks` as :guilabel:`Payment Method`, and select a check from the :guilabel:`Check` field. The field shows all **available existing checks** to be used as payment for vendor bills." msgstr "" @@ -15379,11 +16328,11 @@ msgstr "" msgid "Payment pop-up window with Existing Third Party Check options enabled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:859 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1006 msgid "When an **existing third party check** is used, you can review the operations related to it. For example, you can see if a third party check made to pay a customer invoice was later used as an existing third party check to pay a vendor bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:863 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1010 msgid "To do so, either go to :menuselection:`Accounting --> Customers --> Third Party Checks` or :menuselection:`Accounting --> Vendors --> Own Checks` depending on the case, and click on a check. In the :guilabel:`Check Current Journal` field, click on :guilabel:`=> Check Operations` to bring up the check's history and movements." msgstr "" @@ -15391,63 +16340,63 @@ msgstr "" msgid "Check Operations menu." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:872 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1019 msgid "The menu also displays critical information related to these operations, such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:874 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1021 msgid "The :guilabel:`Payment Type`, allowing to classify whether it is a payment *sent* to a vendor or a payment *received* from a customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:876 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1023 msgid "The :guilabel:`Journal` in which the check is currently registered" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:877 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1024 msgid "The **partner** associated with the operation (either customer or vendor)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:882 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1029 msgid "Ecommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:885 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1032 msgid ":ref:`Install ` the *Argentinian eCommerce* (`l10n_ar_website_sale`) module to enable the following features and configurations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:888 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1035 msgid "Clients being able to create online accounts for eCommerce purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:889 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1036 msgid "Support for required fiscal fields in the eCommerce application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:890 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1037 msgid "Receive payments for sale orders online." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:891 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1038 msgid "Generate electronic documents from the eCommerce application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:896 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1043 msgid "Once all of the configurations are made for the Argentinian :ref:`electronic invoice ` flow, it is also necessary to complete certain configurations to integrate the eCommerce flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:901 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1048 msgid "Client account registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:903 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1050 msgid "To configure your website for client accounts, follow the instructions in the :doc:`checkout <../../websites/ecommerce/checkout_payment_shipping/checkout>` documentation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:907 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1054 msgid "Automatic invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:909 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1056 msgid "Configure your website to generate electronic documents in the sales process by navigating to :menuselection:`Website --> Configuration --> Settings` and activating the :guilabel:`Automatic Invoice` feature in the :guilabel:`Invoicing` section to automatically generate the required electronic documents when the online payment is confirmed." msgstr "" @@ -15455,38 +16404,38 @@ msgstr "" msgid "Feature activated to invoice automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:918 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1065 msgid "Since an online payment needs to be confirmed for the :guilabel:`Automatic Invoice` feature to generate the document, a :doc:`payment provider <../payment_providers>` **must** be configured for the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:923 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:279 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1070 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:281 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:274 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:821 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:994 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:250 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:689 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:802 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:823 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:996 msgid "Products" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:925 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1072 msgid "To allow your products to be invoiced when an online payment is confirmed, navigate to the desired product from :menuselection:`Website --> eCommerce --> Products`. In the :guilabel:`General Information` tab, set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:931 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:945 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1078 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:947 msgid "Invoicing flow for eCommerce" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:933 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1080 msgid "Once the configurations mentioned above are all set, clients can complete the following required steps in the *Argentinian eCommerce* flow to input fiscal fields in the checkout process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:936 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1083 msgid "Fiscal fields are available for input in the checkout process once the :guilabel:`Country` field is set as `Argentina`. Inputting the fiscal data enables the purchase to conclude in the corresponding electronic document." msgstr "" @@ -15494,59 +16443,59 @@ msgstr "" msgid "Fiscal required fields for electronic invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:944 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1091 msgid "When the client makes a successful purchase and payment, the necessary invoice is generated with the corresponding layout and fiscal stamps stated in the :ref:`Invoice printed report `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:949 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1096 msgid ":doc:`Client account creation <../../websites/ecommerce/checkout_payment_shipping/checkout>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:952 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1099 msgid "Liquidity product direct sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:954 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1101 msgid "Liquidity product direct sales are used for sales involving third parties. For such sales, the seller and the proprietary company of the goods can each register their corresponding sales and purchases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:959 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1106 msgid ":ref:`Install ` the *Argentinian Electronic Invoicing* module (`l10n_ar_edi`) to use this feature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:966 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1113 msgid "Purchase journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:968 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1115 msgid "A purchase journal is needed to generate an electronic vendor bill with a document type *Liquidity Product*. This journal needs to be synchronized with the AFIP as it will be used to generate the liquidity product electronic document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:972 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1119 msgid "To modify the existing purchase journal or create a new one, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, select the existing purchase journal or click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:976 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1123 msgid ":guilabel:`Type`: select :guilabel:`Purchase`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:977 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1124 msgid ":guilabel:`Use Documents`: check this field to to be able select the electronic document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:978 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1125 msgid ":guilabel:`Is AFIP POS`: check this field to be able to generate electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:979 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1126 msgid ":guilabel:`AFIP POS System`: select :guilabel:`Electronic Invoice - Web Service` from the drop-down menu in order to send the electronic document to AFIP via web service." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:981 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1128 msgid ":guilabel:`AFIP POS Number`: is the number configured in the AFIP to identify the operations related to this AFIP POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:983 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1130 msgid ":guilabel:`AFIP POS Address`: is the field related to the commercial address registered for the POS, which is usually the same address as the company. For example, if a company has multiple stores (fiscal locations) then the AFIP will require the company to have one AFIP POS per location. This location will be printed in the invoice report." msgstr "" @@ -15554,23 +16503,23 @@ msgstr "" msgid "l10n_ar Purchase Journal Configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:993 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1140 msgid "Sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:995 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1142 msgid "A sales journal is needed to register the invoice when a product is sold to a third party that will then sell the same product. This journal will not be synced with AFIP as the invoice will not be electronic." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:999 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1146 msgid "To modify the existing sales journal or create a new one, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, selecting the sales journal or click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1003 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1150 msgid ":guilabel:`Type`: select :guilabel:`Sales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1004 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1151 msgid ":guilabel:`Use Documents`: check this field on the journal to select the electronic document type (in this case the electronic invoice)." msgstr "" @@ -15578,40 +16527,40 @@ msgstr "" msgid "l10n_ar Sales Journal Configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1012 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1159 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1014 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1161 msgid "Once the configurations are all set, the *Liquidity Product Vendor Bill* will be generated by the company that is selling the product on behalf of another party. For example, a distributor of a specific product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1021 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1168 msgid "As part of the localization installation, financial reporting for Argentina is available in the :guilabel:`Accounting` dashboard. To access these reports, navigate to :menuselection:`Accounting --> Reporting --> Argentinean Statements`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1025 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1172 msgid "To access the VAT book report, go to :menuselection:`Accounting --> Reporting --> Tax Report`, click the :icon:`fa-book` (:guilabel:`book`), and select :guilabel:`Argentinean VAT book (AR)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1176 msgid "The VAT book report can be exported as a `.zip` file by selecting it in the dropdown menu in the top-left corner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1180 msgid "VAT summary" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1035 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1182 msgid "This pivot table is designed to check the monthly VAT totals. This report is for internal use and is not sent to the AFIP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1039 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1186 msgid "IIBB - Sales by jurisdiction" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1188 msgid "This pivot table allows you to validate the gross income in each jurisdiction. It serves as an affidavit for the corresponding taxes due but is not submitted to the AFIP." msgstr "" @@ -15619,11 +16568,11 @@ msgstr "" msgid "IIBB Sales by jurisdiction." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1048 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1195 msgid "IIBB - Purchases by jurisdiction" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1050 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:1197 msgid "This pivot table allows you to validate the gross purchases in each jurisdiction. It serves as an affidavit for the corresponding taxes due but is not submitted to the AFIP." msgstr "" @@ -15636,8 +16585,9 @@ msgid "Australia" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:6 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:22 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:24 #: ../../content/applications/finance/fiscal_localizations/peru.rst:13 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:10 msgid "Modules" msgstr "" @@ -16448,7 +17398,7 @@ msgid "To create a new :guilabel:`Super Fund`, start typing its name and click : msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:575 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:98 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:100 #: ../../content/applications/finance/fiscal_localizations/germany.rst:276 msgid ":guilabel:`Address`" msgstr "" @@ -17677,8 +18627,8 @@ msgid "This section explains how to configure the database to ensure all the inf msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:56 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:65 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:78 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:43 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 @@ -17694,33 +18644,33 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:63 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:75 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:64 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:234 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:65 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:236 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:66 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:168 msgid ":guilabel:`Country`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:68 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:96 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:337 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:294 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:98 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:339 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:103 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:296 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:59 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:170 msgid ":guilabel:`Phone`" @@ -17767,7 +18717,7 @@ msgid "For partners that are companies, fill in the VAT number (including the co msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:92 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:87 msgid "Accounting settings" msgstr "" @@ -17845,10 +18795,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:31 #: ../../content/applications/finance/fiscal_localizations/canada.rst:126 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 #: ../../content/applications/finance/fiscal_localizations/romania.rst:83 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:218 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:222 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -18281,8 +19231,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:138 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:258 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Electronic invoicing" msgstr "" @@ -18291,7 +19241,7 @@ msgid "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing f msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:202 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:204 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" @@ -18531,7 +19481,7 @@ msgid "the Mac address of your IoT Box." msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 -msgid "Once your IoT box is certified, :doc:`connect <../../general/iot/config/connect>` it to your database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the :guilabel:`IOT Device` section, which should display the FDM." +msgid "Once your IoT box is certified, :doc:`connect <../../general/iot/connect>` it to your database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the :guilabel:`IOT Device` section, which should display the FDM." msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:-1 @@ -18590,132 +19540,139 @@ msgstr "" msgid "`YouTube playlist - Tutoriais Odoo em Português `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:44 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:37 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Brazil <../accounting/customer_invoices/electronic_invoicing/brazil>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:46 msgid ":ref:`Install ` the following modules to get all the features of the Brazilian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:54 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:56 msgid ":guilabel:`Brazilian - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:55 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:57 msgid "`l10n_br`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:56 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:58 msgid "Default :ref:`fiscal localization package `, which represents having the Generic Brazilian chart of accounts and Taxes, together with document types and identification types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:59 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:61 msgid ":guilabel:`Brazil - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:60 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:62 msgid "`l10n_br_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:61 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:63 msgid "Accounting reports for Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:62 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:64 msgid ":guilabel:`AvaTax Brazil` & :guilabel:`AvaTax Brazil for Services`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:63 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:65 msgid "`l10n_br_avatax` & `l10n_br_avatax_services`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:64 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:66 msgid "Goods and Services tax computation through Avalara." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:65 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:67 msgid ":guilabel:`Brazilian Accounting EDI` & :guilabel:`Brazilian Accounting EDI for services`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:66 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:68 msgid "`l10n_br_edi` & `l10n_br_edi_services`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:67 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:69 msgid "Provides electronic invoicing for goods and services for Brazil through AvaTax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:68 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:70 msgid ":guilabel:`Brazil Pix QR codes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:69 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:71 msgid "`l10n_br_pix`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:70 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:72 msgid "Implements Pix QR codes for Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:77 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:79 msgid "To configure your company information, go to the :menuselection:`Contacts` app and search the name given to your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:80 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:82 msgid "Select the :guilabel:`Company` option at the top of the page. Then, configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:83 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:325 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:229 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:85 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:327 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:231 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1094 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:99 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:292 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:48 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:42 msgid ":guilabel:`Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:84 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:326 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:86 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:328 msgid ":guilabel:`Address`: add :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, :guilabel:`Country`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:87 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:52 -msgid "In the :guilabel:`Street` field, enter the street name, number, and any additional address information." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:89 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:330 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 -msgid "In the :guilabel:`Street 2` field, enter the neighborhood." +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:52 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:46 +msgid "In the :guilabel:`Street` field, enter the street name, number, and any additional address information." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:91 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:332 -msgid ":guilabel:`Identification Number`: :guilabel:`CNPJ` or :guilabel:`CPF`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:92 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:333 -msgid ":guilabel:`Tax ID`: associated with the identification type" +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:48 +msgid "In the :guilabel:`Street 2` field, enter the neighborhood." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:93 -msgid ":guilabel:`IE`: State registration" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:334 +msgid ":guilabel:`Identification Number`: :guilabel:`CNPJ` or :guilabel:`CPF`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:94 -msgid ":guilabel:`IM`: Municipal registration" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:335 +msgid ":guilabel:`Tax ID`: associated with the identification type" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:95 -msgid ":guilabel:`SUFRAMA code`: Superintendence of the Manaus Free Trade Zone - add if applicable" +msgid ":guilabel:`IE`: State registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:96 +msgid ":guilabel:`IM`: Municipal registration" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:97 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1093 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:102 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:295 +msgid ":guilabel:`SUFRAMA code`: Superintendence of the Manaus Free Trade Zone - add if applicable" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:99 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:340 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1095 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:104 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:297 msgid ":guilabel:`Email`" msgstr "" @@ -18723,24 +19680,24 @@ msgstr "" msgid "Company configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:102 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:104 msgid "Configure the :guilabel:`Fiscal Information` within the :guilabel:`Sales and Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:104 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:115 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:106 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:117 msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:105 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:107 msgid ":guilabel:`Tax Regime`: Federal Tax Regime" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:106 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:108 msgid ":guilabel:`ICMS Taxpayer Type`: indicates :guilabel:`ICMS regime`, :guilabel:`Exempt status`, or :guilabel:`Non-Taxpayer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:108 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:110 msgid ":guilabel:`Main Activity Sector`" msgstr "" @@ -18748,21 +19705,21 @@ msgstr "" msgid "Company fiscal configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:113 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:359 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:115 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:361 msgid "Configure the following extra :guilabel:`Fiscal Information` if you are going to issue NFS-e:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:116 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:362 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:118 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:364 msgid ":guilabel:`COFINS Details`: :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:118 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:120 msgid ":guilabel:`PIS Details` :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:120 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:122 msgid ":guilabel:`CSLL Taxable` If the company is subject to CSLL or not" msgstr "" @@ -18770,63 +19727,63 @@ msgstr "" msgid "Company fiscal configuration for NFSe." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:125 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:127 msgid "Finally, upload a company logo and save the contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:128 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:130 msgid "If you are a simplified regime, you need to configure the ICMS rate under :menuselection:`Accounting --> Configuration --> Settings --> Taxes --> AvaTax Brazil`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:134 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:136 msgid "Configure AvaTax integration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:136 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:138 msgid "Avalara AvaTax is a tax calculation and electronic invoicing provider that can be integrated in Odoo to automatically compute taxes by taking into account the company, contact (customer), product, and transaction information to retrieve the correct tax to be used and process the e-invoice afterward with the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:141 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:143 msgid "Using this integration requires :doc:`In-App-Purchases (IAPs) <../../essentials/in_app_purchase>` to compute the taxes and to send the electronic invoices. Whenever you compute taxes, send an electronic document (NF-e, NFS-e, etc), or perform any electronic flow (NF-e Cancellation, Correction letter, Invalidate invoice number range), an API call is made using credits from your `IAP credits balance `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:148 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 msgid "Odoo is a certified partner of Avalara Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:149 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:151 msgid "You can `buy IAP credit on odoo.com `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:152 msgid "On creation, new databases receive 500 free credits." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:153 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:155 msgid "Credential configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:155 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:157 msgid "To activate AvaTax in Odoo, you need to create an account. To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`, and in the :guilabel:`AvaTax Brazil` section, add the administration email address to be used for the AvaTax portal in the :guilabel:`AvaTax Portal Email`, and then click on :guilabel:`Create account`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:161 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:163 msgid "When **testing** or **creating a production** :guilabel:`AvaTax Portal Email` integration in a sandbox or production database, use a real email address, as it is needed to log in to the Avalara Portal and set up the certificates, whether you want to test or use it on production." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:165 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:167 msgid "There are two different Avalara Portals, one for testing and one for production:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:167 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:169 msgid "Sandbox: https://portal.sandbox.avalarabrasil.com.br/" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:168 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:170 msgid "Production: https://portal.avalarabrasil.com.br/" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:170 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:172 msgid "When you create the account from Odoo, be sure to select the right environment. Moreover, the email used to open the account cannot be used to open another account. Save your :guilabel:`API ID` and :guilabel:`API Key` when you create the account from Odoo." msgstr "" @@ -18834,27 +19791,27 @@ msgstr "" msgid "Transfer API Credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:177 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:179 msgid "After you create the account from Odoo, you need to go to the Avalara Portal to set up your password:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:182 msgid "Access the `Avalara portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:181 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:183 msgid "Click on :guilabel:`Meu primeiro acesso`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:182 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:184 msgid "Add the email address you used in Odoo to create the Avalara/AvaTax account, and then click :guilabel:`Solicitar Senha`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:184 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:186 msgid "You will receive an email with a token and a link to create your password. Click on this link and copy-paste the token to allocate your desired password." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:188 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:190 msgid "You can start using AvaTax in Odoo for tax computation **only** without creating a password and accessing the Avalara portal in the Odoo database. However, in order to use the electronic invoice service, you **must** access the AvaTax portal and upload your certificate there." msgstr "" @@ -18862,48 +19819,48 @@ msgstr "" msgid "AvaTax account configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:196 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:198 msgid "You can transfer |API| credentials. Use this only when you have already created an account in another Odoo instance and wish to reuse it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:200 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:202 msgid "A1 certificate upload" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:202 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:204 msgid "In order to issue electronic invoices, a certificate needs to be uploaded to the `AvaTax portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:205 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:207 msgid "The certificate will be synchronized with Odoo, as long as the external identifier number in the AvaTax portal matches - without special characters - with the CNPJ number, and the identification number (CNPJ) in Odoo matches with the CNPJ in AvaTax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:210 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:212 msgid "To issue NFS-e, some cities require that you link the certificate within the City Portal system before issuing NFS-e from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:213 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:215 msgid "If you receive an error message from the city that says :guilabel:`Your certificate is not linked to the user`, that means this process needs to be done in the city portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:222 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:224 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in their corresponding taxes, and the default account payable and account receivable fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:227 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:229 msgid "The chart of accounts for Brazil is based on the SPED CoA, which gives a baseline of the accounts needed in Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:230 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:269 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:232 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid "You can add or delete accounts according to the company's needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:235 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:237 msgid "In Brazil, a *series* number is linked to a sequence number range for electronic invoices. The series number can be configured in Odoo on a sales journal from the :guilabel:`Series` field. If more than one series is needed, then a new sales journal will need to be created and a new series number assigned to it for each series needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:240 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:242 msgid "The :guilabel:`Use Documents` field needs to be selected. When issuing electronic and non-electronic invoices, the :guilabel:`Type` field selects the document type used when creating the invoice. The :guilabel:`Type` field will only be displayed if the :guilabel:`Use Documents` field is selected on the journal." msgstr "" @@ -18911,57 +19868,57 @@ msgstr "" msgid "Journal configuration with the Use Documents? field checked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:249 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:251 msgid "When creating the journal, ensure the field :guilabel:`Dedicated Credit Note Sequence` is unchecked, as in Brazil, sequences between invoices, credit notes, and debit notes are shared per series number, which means per journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:256 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:258 msgid "Taxes are automatically created when installing the Brazilian localization. Taxes are already configured, and some of them are used by Avalara when computing taxes on the sales order or invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:259 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:261 msgid "Taxes can be edited, or more taxes can be added. For example, some taxes used for services need to be manually added and configured, as the rate may differ depending on the city where you are offering the service." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:264 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:266 msgid "If you decide to do service taxes manually, you won't be able to issue an NFS-e. To electronically send an NFS-e, you need to compute taxes using Avalara." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:268 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:270 msgid "Do not delete taxes, as they are used for the AvaTax tax computation. If deleted, Odoo creates them again when used in an |SO| or invoice and computing taxes with AvaTax, but the account used to register the tax needs to be re-configured in the tax's :guilabel:`Definition` tab, under the :guilabel:`Distribution for invoices` and :guilabel:`Distribution for refunds` sections." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:274 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:276 msgid ":doc:`Taxes functional documentation <../accounting/taxes>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:281 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:283 msgid "To use the AvaTax integration on sale orders and invoices, first specify the following information on the product depending on its intended use:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:285 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:287 msgid "E-Invoice for goods (NF-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:287 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:289 msgid ":guilabel:`CEST Code`: Code for products subject to ICMS tax substitution" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:288 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:307 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:290 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid ":guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:289 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:291 msgid ":guilabel:`Source of Origin`: Indicates the origin of the product, which can be foreign or domestic, among other possible options depending on the specific use case" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:291 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:293 msgid ":guilabel:`SPED Fiscal Product Type`: Fiscal product type according to SPED list table" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:292 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:308 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:294 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:310 msgid ":guilabel:`Purpose of Use`: Specify the intended purpose of use for this product" msgstr "" @@ -18969,62 +19926,62 @@ msgstr "" msgid "Product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:298 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:300 msgid "Odoo automatically creates three products to be used for transportation costs associated with sales. These are named `Freight`, `Insurance`, and `Other Costs`. They are already configured, if more need to be created, duplicate and use the same configuration (configuration needed: :guilabel:`Product Type` `Service`, :guilabel:`Transportation Cost Type` `Insurance`, `Freight`, or `Other Costs`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:305 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:307 msgid "E-Invoice for services (NFS-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:311 msgid ":guilabel:`Service Code Origin`: City Service Code where the provider is registered" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:310 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:312 msgid ":guilabel:`Service Codes`: City Service Code where the service will be provided, if no code is added, the Origin City Code will be used" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:312 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:314 msgid ":guilabel:`Labor Assignment`: Defines if your services includes labor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:317 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:319 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:286 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:164 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:221 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:225 msgid "Contacts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:319 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:321 msgid "Before using the integration, specify the following information on the contact:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:321 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:323 msgid "General information about the contact:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:323 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:325 msgid "Select the :guilabel:`Company` option for a contact with a tax ID (CNPJ), or check :guilabel:`Individual` for a contact with a CPF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:329 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:331 msgid "In the :guilabel:`Street` field, enter the street, number, and any extra address information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:334 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:336 msgid ":guilabel:`IE`: state tax identification number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:335 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:337 msgid ":guilabel:`IM`: municipal tax identification number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:336 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 msgid ":guilabel:`SUFRAMA code`: SUFRAMA registration number" msgstr "" @@ -19032,27 +19989,27 @@ msgstr "" msgid "Contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:344 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:346 msgid "The :guilabel:`CPF`, :guilabel:`IE`, :guilabel:`IM`, and :guilabel:`SUFRAMA code` fields are are hidden until the :guilabel:`Country` is set to `Brazil`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:347 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:349 msgid "Fiscal information about the contact under the :guilabel:`Sales \\& Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:349 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:351 msgid ":guilabel:`Fiscal Position`: add the AvaTax fiscal position to automatically compute taxes on sale orders and invoices automatically" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:351 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:353 msgid ":guilabel:`Tax Regime`: federal tax regime" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:352 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:354 msgid ":guilabel:`ICMS Taxpayer Type`: taxpayer type determines if the contact is within the :guilabel:`ICMS regime`, :guilabel:`Exempt status`, or :guilabel:`Non-taxpayer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:354 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:356 msgid ":guilabel:`Main Activity Sector`: list of main activity sectors of the contact" msgstr "" @@ -19060,15 +20017,15 @@ msgstr "" msgid "Contact fiscal configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:361 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:363 msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:364 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:366 msgid ":guilabel:`PIS Details`: :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:366 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:368 msgid ":guilabel:`CSLL Taxable`: If the company is subject to CSLL or not" msgstr "" @@ -19076,16 +20033,16 @@ msgstr "" msgid "Contact fiscal configuration for NFSe." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:374 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:376 #: ../../content/applications/finance/fiscal_localizations/canada.rst:132 msgid "Fiscal positions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:376 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:378 msgid "To compute taxes and send electronic invoices on sale orders and invoices, both the :guilabel:`Detect Automatically` and the :guilabel:`Use AvaTax API` options need to be enabled in the :guilabel:`Fiscal Position`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:380 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:382 msgid "The :guilabel:`Fiscal Position` can be configured on the :ref:`contact ` or selected when creating a sales order or an invoice." msgstr "" @@ -19093,136 +20050,136 @@ msgstr "" msgid "Fiscal position configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:387 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:357 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:284 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:389 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 msgid "Workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:389 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:391 msgid "This section provides an overview of the actions that trigger `API calls `_ for tax computation, along with instructions on how to send electronic invoices for goods (NF-e) and services (NFS-e) for government validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:394 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:396 msgid "Please note that each |API| call incurs a cost. Be mindful of the actions that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:401 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:403 msgid "Tax calculations on quotations and sales orders" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:403 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:405 msgid "Trigger an |API| call to calculate taxes on a quotation or sales order automatically with AvaTax in any of the following ways:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:406 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:408 msgid "**Quotation confirmation**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:407 -msgid "Confirm a quotation into a sales order." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:408 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:424 -msgid "**Manual trigger**" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:409 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:425 -msgid "Click on :guilabel:`Compute Taxes Using AvaTax`." +msgid "Confirm a quotation into a sales order." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:410 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:426 -msgid "**Preview**" +msgid "**Manual trigger**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:411 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:427 -msgid "Click on the :guilabel:`Preview` button." +msgid "Click on :guilabel:`Compute Taxes Using AvaTax`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:412 -msgid "**Email a quotation / sales order**" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:428 +msgid "**Preview**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:413 -msgid "Send a quotation or sales order to a customer via email." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:429 +msgid "Click on the :guilabel:`Preview` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:416 -msgid "**Online quotation access**" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:414 +msgid "**Email a quotation / sales order**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:415 +msgid "Send a quotation or sales order to a customer via email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:418 +msgid "**Online quotation access**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:417 msgid "When a customer accesses the quotation online (via the portal view), the |API| call is triggered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:419 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:421 msgid "Tax calculations on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:421 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:423 msgid "Trigger an |API| call to calculate taxes on a customer invoice automatically with AvaTax in any of the following ways:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:429 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:431 msgid "**Online invoice access**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:429 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:431 msgid "When a customer accesses the invoice online (via the portal view), the |API| call is triggered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:432 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:434 msgid "The :guilabel:`Fiscal Position` must be set to `Automatic Tax Mapping (Avalara Brazil)` for any of these actions to compute taxes automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:436 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:438 msgid ":doc:`Fiscal positions (tax and account mapping) <../accounting/taxes/fiscal_positions>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:441 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:111 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:443 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:113 msgid "Electronic documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:446 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:448 msgid "To process an electronic invoice for goods (NF-e) or services (NFS-e), the invoice needs to be confirmed and taxes need to be computed by Avalara. Once that step is done, click on the :guilabel:`Send & Print` button in the upper left corner. In the pop-up that appears, click on :guilabel:`Process e-invoice` and any of the other options - :guilabel:`Download` or :guilabel:`Email`. Finally, click on :guilabel:`Send & Print` to process the invoice with the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:453 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:455 msgid "Before sending the electronic invoice for goods (NF-e) or services (NFS-e), some fields need to be filled out on the invoice:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:456 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:458 msgid ":guilabel:`Customer`, with all the customer information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:457 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:590 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:459 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:592 msgid ":guilabel:`Payment Method: Brazil`: how the invoice is planned to be paid" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:458 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:460 msgid ":guilabel:`Fiscal Position` set as the :guilabel:`Automatic Tax Mapping (Avalara Brazil)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:459 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:461 msgid ":guilabel:`Document Type` set as :guilabel:`(55) Electronic Invoice (NF-e)` or :guilabel:`(SE) Electronic Service Invoice (NFS-e)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:462 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:464 msgid "There are some other optional fields that depend on the nature of the transaction. These fields are not required, so no errors will appear from the government if these optional fields are not populated for most cases:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:466 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:468 msgid ":guilabel:`Freight Model` determines how the goods are planned to be transported - domestic" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:467 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:469 msgid ":guilabel:`Transporter Brazil` determines who is doing the transportation" msgstr "" @@ -19234,69 +20191,70 @@ msgstr "" msgid "Process electronic invoice pop-up in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:476 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:478 msgid "All of the fields available on the invoice used to issue an electronic invoice are also available on the sales order, if needed. When creating the first invoice, the field :guilabel:`Document Number` is displayed, allocated as the first number to be used sequentially for subsequent invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:482 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:484 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:370 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:341 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:345 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:484 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:486 msgid "If a sales return needs to be registered, then a credit note can be created in Odoo to be sent to the government for validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:488 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:490 msgid "Credit notes are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:491 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:493 msgid ":ref:`Issue a credit note `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:494 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:612 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:496 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:614 msgid "Debit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:496 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:498 msgid "If additional information needs to be included, or values need to be corrected that were not accurately provided in the original invoice, a debit note can be issued." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:500 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:502 msgid "Debit notes are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:502 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:504 msgid "Only the products included in the original invoice can be part of the debit note. While changes can be made to the product's unit price or quantity, products **cannot** be added to the debit note. The purpose of this document is only to declare the amount that you want to add to the original invoice for the same or fewer products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:508 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:510 msgid ":ref:`Issue a debit note `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:511 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:513 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:221 msgid "Invoice cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:513 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:515 msgid "It is possible to cancel an electronic invoice that was validated by the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:516 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:518 msgid "Check whether the electronic invoice is still within the cancellation deadline, which may vary according to the legislation of each state." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:520 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:522 msgid "E-invoices for goods (NF-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:522 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:524 msgid "Cancel an e-invoice for goods (NF-e) in Odoo by clicking :guilabel:`Request Cancel` and adding a cancellation :guilabel:`Reason` on the pop-up that appears. If you want to send this cancellation reason to the customer via email, activate the :guilabel:`E-mail` checkbox." msgstr "" @@ -19304,27 +20262,27 @@ msgstr "" msgid "Invoice cancellation reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:530 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:532 msgid "This is an electronic cancellation, which means that Odoo will send a request to the government to cancel the NF-e, and it will then consume one |IAP| credit, as an |API| call occurs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:534 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:536 msgid "E-invoices for services (NFS-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:536 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:538 msgid "Cancel an e-invoice for services (NFS-e) in Odoo by clicking :guilabel:`Request Cancel`. In this case, there is no electronic cancellation process, as not every city has this service available. The user needs to manually cancel this NFS-e on the city portal. Once that step is completed, they can request the cancellation in Odoo, which will cancel the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:542 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:544 msgid "Correction letter" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:544 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:546 msgid "A correction letter can be created and linked to an electronic invoice for goods (NF-e) that was validated by the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:547 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:549 msgid "This can be done in Odoo by clicking :guilabel:`Correction Letter` and adding a correction :guilabel:`Reason` on the pop-up that appears. To send this correction reason to a customer via email, activate the :guilabel:`E-mail` checkbox." msgstr "" @@ -19332,15 +20290,15 @@ msgstr "" msgid "Correction letter reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:555 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:557 msgid "Correction letters are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:558 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:560 msgid "Invalidate invoice number range" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:560 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:562 msgid "A range of sequences that are assigned to sales journals can be invalidated with the government if they are not currently used, **and** will not be used in the future. To do so, navigate to the journal, and click the :menuselection:`⚙️ (gear) icon --> Invalidate Number Range (BR)`. On the :guilabel:`Invalidate Number Range (BR)` wizard, add the :guilabel:`Initial Number` and :guilabel:`End Number` of the range that should be cancelled, and enter an invalidation :guilabel:`Reason`." msgstr "" @@ -19352,35 +20310,35 @@ msgstr "" msgid "Number range invalidation wizard in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:574 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:576 msgid "Invalidate invoice number range documents are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:578 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:580 msgid "The log of the cancelled numbers along with the XML file are recorded in the chatter of the journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:584 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:586 msgid "On the vendor bills side, when receiving an invoice from a supplier, you can encode the bill in Odoo by adding all the commercial information together with the same Brazilian specific information that is recorded on the :ref:`customer invoices `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:588 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:590 msgid "These Brazilian specific fields are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:591 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:593 msgid ":guilabel:`Document Type`: used by your vendor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:592 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:594 msgid ":guilabel:`Document Number`: the invoice number from your supplier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:593 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:595 msgid ":guilabel:`Freight Model`: **NF-e specific** how goods are planned to be transported - domestic" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:594 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:596 msgid ":guilabel:`Transporter Brazil`: **NF-e specific** who is doing the transportation." msgstr "" @@ -19953,199 +20911,203 @@ msgstr "" msgid "`Chilean localization smart tutorial `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:24 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:18 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Chile <../accounting/customer_invoices/electronic_invoicing/chile>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:26 msgid ":ref:`Install ` the following modules to utilize all the features of the Chilean localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:33 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:35 msgid ":guilabel:`Chile - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:34 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:36 msgid "`l10n_cl`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:35 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:37 msgid "Adds the minimal accounting features required for a company to operate in Chile under the :abbr:`SII (Servicio de Impuestos Internos)` regulations and guidelines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:37 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:39 msgid ":guilabel:`Chile - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:38 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:40 msgid "`l10n_cl_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:39 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:41 msgid "Adds the *Propuesta F29* and *Balance Tributario (8 columnas)* reports." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:40 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:42 msgid ":guilabel:`Chile - E-invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:41 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:43 msgid "`l10n_cl_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:42 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:44 msgid "Includes all technical and functional requirements to receive and generate **electronic receipts** and **invoices** online based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:45 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:47 msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:46 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:48 msgid "`l10n_cl_edi_exports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:47 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:49 msgid "Includes technical and functional requirements to generate electronic invoices for exporting goods based on the :abbr:`SII (Servicio de Impuestos Internos)` and customs regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:49 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:51 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:50 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:52 msgid "`l10n_cl_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:51 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:53 msgid "Includes all technical and functional requirements to generate delivery guides via web service based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:55 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Odoo automatically installs the appropriate package for the company according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:59 msgid "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 msgid "All features are only available if the company already completed the `SII Sistema de Facturación de Mercado `_ certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:69 msgid "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 #: ../../content/applications/finance/fiscal_localizations/germany.rst:275 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:82 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:226 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:86 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:230 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:71 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:227 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:231 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:75 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:169 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:231 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:235 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 msgid ":guilabel:`Tax ID`: enter the identification number for the selected :ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Company Activity Description`: enter a short description of the company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:87 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 msgid "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings --> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:91 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:102 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:102 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:104 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:104 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:106 msgid ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 msgid ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:115 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:117 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:169 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:119 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:119 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:121 msgid ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos Internos)`. In this mode, the direct connection flows can be tested, with the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:125 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos Internos)`. For this reason, rejection errors or *Accepted with Objections* will not appear in this mode. Every internal validation can be tested in demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:129 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:133 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20154,71 +21116,71 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:141 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:143 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:143 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:145 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box Electronic Invoicing` can be defined to receive your customers' claim and acceptance emails. Enabling this option from :menuselection:`Accounting --> Configuration --> Settings --> Chilean Localization` is necessary if you want to use *Email Box Electronic Invoicing* as the :abbr:`DTE (Documentos Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:152 msgid "In order to receive your SII documents, it's necessary to set up your own email server. More information on how to do this can be found in this documentation: :doc:`../../general/email_communication`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:154 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:156 msgid "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click :guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:159 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:158 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:162 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:162 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`Local Server`: uses a local script to fetch emails and create new records. The script can be found in the :guilabel:`Configuration` section with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:166 msgid ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials to be configured in the general settings. A direct link to the configuration can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:170 msgid ":guilabel:`DTE Server`: enable this option. By checking this option, this email account will be used to receive the electronic invoices from the suppliers, and communications from the :abbr:`SII (Servicio de Impuestos Internos)` regarding the electronic invoices issued. In this case, this email should match both emails declared on the :abbr:`SII (Servicio de Impuestos Internos)` site in the section: *ACTUALIZACION DE DATOS DEL CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:177 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:177 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:179 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:179 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20226,32 +21188,32 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:190 msgid "Before going live, it is recommended to archive or remove all emails related to vendor bills that are not required to be processed in Odoo from your inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:194 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:271 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:196 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:273 msgid "Certificate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:196 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:198 msgid "A digital certificate in `.pfx` format is required to generate the electronic invoice signature. To add one, click :guilabel:`Configure Signature Certificates` under the :guilabel:`Signature Certificates` section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:202 msgid ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:202 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Subject Serial Number`: depending on the certificate format, the field might not be automatically populated. In that case, enter the certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 msgid ":guilabel:`Certificate Owner`: select one if you need to restrict the certificate for a specific user. Leave the field empty to share it with all billing users." msgstr "" @@ -20259,52 +21221,52 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:213 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:550 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:281 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:554 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:283 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:215 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:217 msgid "The official currency rate is provided by `Chilean mindicador.cl `_. Navigate to :menuselection:`Accounting --> Configuration --> Settings --> Currencies: Automatic Currency Rates` to set an :guilabel:`Interval` for when the rate is automatically updated, or to select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:223 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:225 #: ../../content/applications/finance/fiscal_localizations/france.rst:340 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:225 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:227 msgid "Configuring partner contacts is also required to send :abbr:`SII (Servicio de Impuestos Internos)` electronic invoices. Open the :menuselection:`Contacts` app to do so and fill in the following fields on a new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:231 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:102 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 msgid ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid ":guilabel:`Delivery Guide Price`: select which price the delivery guide displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:243 msgid "The :guilabel:`DTE Email` is the email used for sending electronic documents and must be set in the contact that will be part of an electronic document." msgstr "" @@ -20312,11 +21274,11 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:251 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:253 msgid "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 msgid "Document types are created automatically upon installation of the localization module, and can be managed by navigating to :menuselection:`Accounting --> Configuration --> Document Types`." msgstr "" @@ -20324,166 +21286,166 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:262 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:264 msgid "Several document types are inactive by default but can be activated by toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:268 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:270 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:270 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:272 msgid "The journal related to the invoice, identifying if the journal uses documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "The condition applied based on the type of issuer and recipient (e.g., the buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:279 msgid "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:281 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:285 msgid "For retail stores it is common to have one journal per :abbr:`POS (Point of Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:291 msgid "The *purchase* transactions can be managed with a single journal, but sometimes companies use more than one journal in order to handle some accounting transactions that are not related to vendor bills. This configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:295 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:300 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:300 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 msgid "To create a sales journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 msgid ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:304 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid ":guilabel:`Point of sale type`: if the sales journal will be used for electronic documents, the option :guilabel:`Online` must be selected. Otherwise, if the journal is used for invoices imported from a previous system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:308 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 msgid ":guilabel:`Use Documents`: check this field if the journal will use document types. This field is only applicable to purchase and sales journals that can be related to the different sets of document types available in Chile. By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:312 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:314 msgid "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default Income Account` and :guilabel:`Dedicated Credit Note Squence` in the :guilabel:`Accounting Information` section. Configuring these fields is required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:321 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:321 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:323 msgid "A *folio authorization code* (CAF) is required for each document type that will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is a file the :abbr:`SII (Servicio de Impuestos Internos)` provides to the issuer with the folios/sequences authorized for the electronic invoice documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 msgid "Your company can request multiple folios and obtain several :abbr:`CAFs (Folio Authorization Codes)` linked to different folio ranges. These :abbr:`CAFs (Folio Authorization Code)` are shared within all journals, so you only need one active :abbr:`CAF (Folio Authorization Code)` per document type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:331 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 msgid "Please refer to the `SII documentation `_ to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:335 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:337 msgid "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII (Servicio de Impuestos Internos)` are different from production to test (certification mode). Make sure you have the correct :abbr:`CAF (Folio Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:340 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:344 msgid "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to be uploaded in the database by navigating to :menuselection:`Accounting --> Configuration: Chilean SII --> CAFs`. Then, click the :guilabel:`New` begin the configuration. On the :abbr:`CAF (Folio Authorization Code)` form, upload your :abbr:`CAF (Folio Authorization Code)` file by clicking the :guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:351 msgid "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, when a transaction is used for this document type, the invoice number takes the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:353 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:355 msgid "The document types have to be active before uploading the :abbr:`CAF (Folio Authorization Code)` files. In case some folios have been used in the previous system, the next valid folio has to be set when the first transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:362 msgid "The chart of accounts is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:364 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:128 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:130 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 msgid "Transfer Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Conversion Rate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:375 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 msgid "As part of the localization module, taxes are created automatically with their related financial account and configuration. These taxes can be managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:379 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:381 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:381 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:383 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:387 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:110 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:393 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:393 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 msgid "In the Chilean localization, the electronic invoice workflow includes customer invoice issuance and vendor bill reception. The following diagram explains how information is shared to the :abbr:`SII (Servicio de Impuestos Internos)`, customers, and vendors." msgstr "" @@ -20491,11 +21453,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:402 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:404 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:404 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:406 msgid "After the partners and journals are created and configured, the invoices are created in the standard way. For Chile, one of the differences is the document type that is automatically selected based on the taxpayer. The document type can be changed manually if needed on the invoice by navigating to :menuselection:`Accounting --> Customers --> Invoices`." msgstr "" @@ -20503,24 +21465,24 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:414 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:416 msgid ":guilabel:`Documents type 33` electronic invoice must have at least one item with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:420 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:422 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:922 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:422 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:424 msgid "Once all invoice information is filled, either manually or automatically when generated from a sales order, validate the invoice. After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." msgstr "" @@ -20528,7 +21490,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:436 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated automatically by Odoo with a scheduled action that runs every day at night, if the response from the :abbr:`SII (Servicio de Impuestos Internos)` is needed immediately, you can do it manually as well by following the :abbr:`DTE (Documentos Tributarios Electrónicos)` status workflow:" msgstr "" @@ -20536,11 +21498,11 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:443 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:445 msgid "The first step is to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can be sent manually by clicking the :guilabel:`Enviar Ahora` button. This generates a :guilabel:`SII Tack number` for the invoice, which is used to check the details sent by the :abbr:`SII (Servicio de Impuestos Internos)` via email. Then, the :guilabel:`DTE status` is updated to :guilabel:`Ask for Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:448 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 msgid "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, Odoo updates the :guilabel:`DTE status`. To do it manually, click on the button :guilabel:`Verify on SII`. The result can either be :guilabel:`Accepted`, :guilabel:`Accepted With Objection` or :guilabel:`Rejected`." msgstr "" @@ -20548,7 +21510,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:458 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:460 msgid "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos Internos)` before acceptance or rejection. It's recommended to **NOT** continuously click :guilabel:`Verify in SII` for smooth processing." msgstr "" @@ -20556,35 +21518,35 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:466 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:468 msgid "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:471 msgid ":guilabel:`Accepted`: indicates the invoice information is correct, our document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:471 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 msgid ":guilabel:`Accepted with objections`: indicates the invoice information is correct, but a minor issue was identified, nevertheless the document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 msgid ":guilabel:`Rejected`: indicates the invoice information is incorrect and must be corrected. Details are sent to emails you registered in the :abbr:`SII (Servicio de Impuestos Internos)`. If it is properly configured in Odoo, the details are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:479 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:483 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Make the required corrections based on the message received from the :abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 msgid "Post the invoice again." msgstr "" @@ -20592,11 +21554,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:493 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:493 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:495 msgid "When the invoice is created, as a result of another fiscal document, the information related to the originator document must be registered in the :guilabel:`Cross-Reference` tab. This tab is commonly used for credit or debit notes, however, in some cases it can be used for customer invoices, as well. In the case of the credit and debit notes, they are set automatically by Odoo." msgstr "" @@ -20604,13 +21566,13 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:505 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:507 #: ../../content/applications/finance/fiscal_localizations/india.rst:143 #: ../../content/applications/finance/fiscal_localizations/india.rst:322 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:507 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:509 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid." msgstr "" @@ -20618,31 +21580,31 @@ msgstr "" msgid "Fiscal elements and barcode printed in accepted invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:515 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:517 msgid "If you are hosted in Odoo SH or On-Premise, you should manually install the `pdf417gen `_ library. Use the following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:520 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:522 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:522 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:525 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:527 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid "Subsequently, if commercial terms and invoice data are correct, an acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20650,11 +21612,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:535 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:537 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:537 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for your customer, the correct way to proceed is with a credit note to either cancel the invoice or correct it. Please refer to the :ref:`chile/credit-notes` section for more details." msgstr "" @@ -20662,13 +21624,13 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:547 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:431 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:856 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:549 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:433 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:549 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 msgid "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio de Impuestos Internos)`, but these are some of the common errors you might have and how to solve them:" msgstr "" @@ -20728,27 +21690,27 @@ msgstr "" msgid "**Hint:** there are just five reasons why this error could show up and all of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:581 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:583 msgid "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:582 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:584 msgid "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:583 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único Tributario)` number (this should be correct by default) is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:588 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 msgid "When a cancellation or correction is needed over a validated invoice, a credit note must be generated. It is important to consider that a :abbr:`CAF (Folio Authorization Code)` file is required for the credit note, which is identified as :guilabel:`Document Type` :guilabel:`61` in the :abbr:`SII (Servicio de Impuestos Internos)`. Please refer to the :ref:`CAF section ` for more information on the process to load the :abbr:`CAF (Folio Authorization Code)` on each document type." msgstr "" @@ -20756,16 +21718,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:605 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:607 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:608 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:610 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:610 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "In case you need to cancel or invalidate an invoice, navigate to :menuselection:`Accounting --> Customers --> Invoices` and select the desired invoice. Then, use the button :guilabel:`Add Credit Note` and select :guilabel:`Full Refund`, in this case the :abbr:`SII (Servicio de Impuestos Internos)` reference code is automatically set to :guilabel:`Anula Documento de referencia`." msgstr "" @@ -20773,11 +21735,11 @@ msgstr "" msgid "Credit note cancelling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:620 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:622 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:622 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "If a correction in the invoice information is required, for example the street name on the original invoice is wrong, then use the button :guilabel:`Add Credit Note`, select :guilabel:`Partial Refund` and select the option :guilabel:`Only Text Correction`. In this case the :guilabel:`SII Reference Code` field is automatically set to :guilabel:`Corrects Referenced Document Text`." msgstr "" @@ -20785,7 +21747,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:631 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:633 msgid "Odoo creates a credit note with the corrected text in an invoice and :guilabel:`Price` `0.00`." msgstr "" @@ -20793,15 +21755,15 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:638 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:640 msgid "Make sure to define the :guilabel:`Default Credit Account` in the sales journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:644 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:644 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "When a correction on the amounts is required, use the button :guilabel:`Add Credit note` and select :guilabel:`Partial Refund`. In this case the :guilabel:`SII Reference Code` is automatically set to :guilabel:`Corrige el monto del Documento de Referencia`." msgstr "" @@ -20809,20 +21771,20 @@ msgstr "" msgid "Credit note for partial refund to correct amounts, using the SII reference code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:653 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:655 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:396 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:655 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 msgid "In Chilean localization, debit notes, in addition to credit notes, can be created using the :guilabel:`Add Debit Note` button, with two main use cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:664 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:666 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:666 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "The primary use case for debit notes is to increase the value of an existing invoice. To do so, select option :guilabel:`3. Corrige el monto del Documento de Referencia` for the :guilabel:`Reference Code SII` field." msgstr "" @@ -20830,7 +21792,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:676 msgid "In this case Odoo automatically includes the :guilabel:`Source Invoice` in the :guilabel:`Cross Reference` tab." msgstr "" @@ -20838,15 +21800,15 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:684 msgid "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:685 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:687 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:687 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "In Chile, debits notes are used to cancel a valid credit note. To do this, click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: Anula Documentos de referencia` option for the :guilabel:`Reference Code SII` field." msgstr "" @@ -20854,47 +21816,47 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:698 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 msgid "As part of the Chilean localization, you can configure your incoming email server to match the one you have registered in the :abbr:`SII (Servicio de Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:701 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:703 msgid "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:703 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "As soon as the vendor email with the attached :abbr:`DTE (Documentos Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:714 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:714 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:719 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:719 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "If all the commercial information is correct on your vendor bill, then you can accept the document using the :guilabel:`Aceptar Documento` button. Once this is done, the :guilabel:`DTE Acceptation Status` changes to :guilabel:`Accepted` and an email of acceptance is sent to the vendor." msgstr "" @@ -20902,11 +21864,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:728 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:730 msgid "Claim" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:730 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "In case there is a commercial issue or the information is not correct on your vendor bill, you can claim the document before validating it, using the :guilabel:`Claim` button. Once this is done, the :guilabel:`DTE Acceptation Status` changes to :guilabel:`Claim` and a rejection email is sent to the vendor." msgstr "" @@ -20915,122 +21877,122 @@ msgid "Claim button in vendor bills to inform the vendor all the document is com "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:740 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:742 msgid "If you claim a vendor bill, the status changes from :guilabel:`Draft` to :guilabel:`Cancel` automatically. Considering this as best practice, all the claimed documents should be cancelled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:745 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:747 msgid "Electronic purchase invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:747 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 msgid "The *electronic purchase invoice* is a feature included in the `l10n_cl_edi` module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), the electronic purchase invoices need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic purchase invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:757 msgid "Electronic purchase invoices are useful when vendors are not obligated to expedite an electronic vendor bill for your purchase. Still, your obligations require a document to be sent to the :abbr:`SII (Servicio de Impuestos Internos)` as proof of purchase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "To generate an electronic purchase invoice from a vendor bill, the bill must be created in a purchase journal with the *Use Documents* feature enabled. It is possible to modify an existing purchase journal or create a new one in the following process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:766 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 msgid "To modify the existing purchase journal, or create a new purchase journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:772 msgid ":guilabel:`Type`: select :guilabel:`Purchase` from the drop-down menu for vendor bill journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:771 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid ":guilabel:`Use Documents`: check this field so the journal can generate electronic documents (in this case the electronic purchase invoice)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid "Generate an electronic purchase invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "To generate this type of document, it is necessary to create a vendor bill in Odoo. To do so, navigate to :menuselection:`Accounting --> Vendors --> Bills`, and click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:780 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:782 msgid "When all of the electronic purchase invoice information is filled, select the option :guilabel:`(46) Electronic Purchase Invoice` in the :guilabel:`Document Type` field:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:785 msgid "After the vendor bill is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:785 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:861 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:931 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:789 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:863 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:933 msgid "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:789 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:791 msgid "Odoo automatically updates the *DTE Status* every night using a scheduled action. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, click the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:794 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:729 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:798 msgid "To install the :guilabel:`Delivery Guide` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - E-Invoicing Delivery Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:801 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:805 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:807 msgid "The *Delivery Guide* module includes the ability to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:809 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:811 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), delivery guides need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:815 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:817 msgid "Verify the following important information in the :guilabel:`Price for the Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 msgid ":guilabel:`From Sales Order`: delivery guide takes the product price from the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid ":guilabel:`From Product Template`: Odoo takes the price configured in the product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:824 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:824 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "Electronic delivery guides are used to move stock from one place to another and they can represent sales, sampling, consignment, internal transfers, and basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:828 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:831 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "A delivery guide should **not** be longer than one page or contain more than 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:835 msgid "When a sales order is created and confirmed, a delivery order is generated. After validating the delivery order, the option to create a delivery guide is activated." msgstr "" @@ -21038,11 +22000,11 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 msgid "When clicking on :guilabel:`Create Delivery Guide` for the first time, a warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:844 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "`No se encontró una secuencia para la guía de despacho. Por favor, establezca el primer número dentro del campo número para la guía de despacho`" msgstr "" @@ -21050,15 +22012,15 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:851 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:853 msgid "This warning message means the user needs to indicate the next sequence number Odoo has to take to generate the delivery guide (e.g. next available :abbr:`CAF (Folio Authorization Code)` number), and only happens the first time a delivery guide is created in Odoo. After the first document has been correctly generated, Odoo takes the next available number in the :abbr:`CAF (Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:857 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:859 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:859 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:861 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" @@ -21066,11 +22028,11 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:867 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:871 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:873 msgid "Once the delivery guide is sent, it may then be printed by clicking on the :guilabel:`Print Delivery Guide` button." msgstr "" @@ -21078,27 +22040,27 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:878 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:880 msgid "Delivery guide will have fiscal elements that indicate that the document is fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* remember to manually add the :guilabel:`pdf417gen` library mentioned in the :ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 msgid "To install the :guilabel:`Electronic Receipt` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:891 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:893 msgid ":guilabel:`Chile - Electronic Receipt` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`E-invoicing Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:895 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:897 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic receipts need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:901 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:903 msgid "Electronic receipts are useful when clients do not need an electronic invoice. By default, there is a partner in the database called :guilabel:`Anonymous Final Consumer` with a generic :abbr:`RUT (Rol Único Tributario)` `66666666-6` and taxpayer type of :guilabel:`Final Consumer`. This partner can be used for electronic receipts or a new record may be created for the same purpose." msgstr "" @@ -21106,7 +22068,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:912 msgid "Although electronic receipts should be used for final consumers with a generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific partners. After the partners and journals are created and configured, the electronic receipts are created in the standard way as electronic invoice, but the type of document :guilabel:`(39) Electronic Receipt` should be selected in the invoice form:" msgstr "" @@ -21114,15 +22076,15 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:922 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:924 msgid "When all of the electronic receipt information is filled, manually (or automatically) proceed to validate the receipt from the sales order. By default, :guilabel:`Electronic Invoice` is selected as the :guilabel:`Document Type`, however in order to validate the receipt correctly, make sure to edit the :guilabel:`Document Type` and change to :guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:927 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:929 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:929 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:931 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is created automatically and added to the :guilabel:`chatter`." msgstr "" @@ -21130,35 +22092,35 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:937 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:939 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every day at night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:941 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:943 msgid "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:945 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:947 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:947 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "To install the :guilabel:`Electronic Exports of Goods` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Electronic Exports of Goods for Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:952 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:954 msgid ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:957 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic exports of goods need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:963 msgid "Electronic invoices for the export of goods are tax documents that are used not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:968 msgid "Contact configurations" msgstr "" @@ -21166,11 +22128,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:975 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:975 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:977 msgid "When creating an electronic exports of goods invoice, these new fields in the :guilabel:`Other Info` tab are required to comply with Chilean regulations." msgstr "" @@ -21178,11 +22140,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:983 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:987 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid and a new section needed for customs." msgstr "" @@ -21190,12 +22152,12 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:994 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:901 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:996 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:903 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:996 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:998 msgid "To install the :guilabel:`Chilean eCommerce` module, go to :menuselection:`Apps, search for the module by its technical name `l10n_cl_edi_website_sale`, and click the :guilabel:`Activate` button." msgstr "" @@ -21203,27 +22165,27 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1003 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1005 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1007 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1006 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1007 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1009 msgid "Effectively let the final client decide the electronic document to be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "Once all of the configurations are made for the Chilean :ref:`electronic invoice ` flow, the following configurations are required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1014 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 msgid "To configure your website to generate electronic documents during the sale process, go to :menuselection:`Website --> Configuration --> Settings --> Invoicing` and activate the :guilabel:`Automatic Invoice` feature. Activating this feature allows electronic documents to be automatically generated when an online payment is confirmed." msgstr "" @@ -21231,15 +22193,15 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1025 msgid "Since an online payment needs to be confirmed for the *automatic invoice* feature to generate the document, a payment provider must be configured for the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1027 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1029 msgid "Review the :doc:`../payment_providers` documentation for information on which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1032 msgid "It is also recommended to configure your products so they are able to be invoiced when an online payment is confirmed. To do so, go to :menuselection:`Website --> eCommerce --> Products` and select the product template of the desired product. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities`." msgstr "" @@ -21247,13 +22209,13 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1126 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:673 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:675 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 msgid "Clients from Chile will be able to select if they need an **invoice** or a **ballot** for their purchase with an extra step added during the checkout process." msgstr "" @@ -21261,7 +22223,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal fields are required to be filled out, including the :guilabel:`Activity Description`, the :guilabel:`Identification Number` and their :guilabel:`DTE Email`." msgstr "" @@ -21269,24 +22231,24 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "If the client selects the :guilabel:`Electronic Receipts` option, they will be directed to the next step, and the electronic document will be generated for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1060 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1062 msgid "Clients from countries other than Chile, will have their electronic receipts automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1064 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1066 msgid "If a purchase through eCommerce requires an export, the customer will need to contact your company to generate an electronic export invoice (*document type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1069 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:655 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:657 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "To install the :guilabel:`Chilean Module for Point of Sale`, go to the :menuselection:`Apps` application on the main Odoo dashboard, search for the module by its technical name `l10n_cl_edi_pos`, and click the :guilabel:`Activate` button." msgstr "" @@ -21294,47 +22256,47 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1079 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1082 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1084 msgid "Support the required fiscal fields for contacts created in the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 msgid "Effectively lets the final client decide the type of electronic document to be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1089 msgid "To configure contacts with the required fiscal information, review the :ref:`partner information ` section, or directly modify a contact. Navigate to :menuselection:`Point of Sale --> Session --> Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1094 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1096 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1095 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1096 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1098 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1099 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1098 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1100 msgid ":guilabel:`RUT`" msgstr "" @@ -21342,7 +22304,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 msgid "To configure the products, navigate to :menuselection:`Point of Sale --> Products --> Products` and select a product record. In the :guilabel:`Sales` tab of the product form, it is necessary to mark the product as :guilabel:`Available for POS`, this makes the product available for sale in the *Point of Sale* app." msgstr "" @@ -21350,15 +22312,15 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1115 msgid "Optionally, the following features are available for configuration in the :menuselection:`Point of Sale --> Configuration --> Settings --> Bills & Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1118 msgid ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be printed on the user's receipt so they can easily request an invoice after their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1118 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1120 msgid ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code to be generated on the receipt, allowing the user to request an invoice through the customer portal" msgstr "" @@ -21366,15 +22328,15 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1130 msgid "The following sections cover the invoicing flows for the *Point of Sale* application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1133 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1133 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1135 msgid "When making a purchase as an anonymous user that does not request an electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final Anónimo` as the contact for the order and generates the electronic receipt." msgstr "" @@ -21382,15 +22344,15 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1144 msgid "If the client requests a credit note due to a return of their purchase, the credit note should be made using the *Accounting* app. See the :doc:`credit notes and refunds <../accounting/customer_invoices/credit_notes>` documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1147 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1151 msgid "When specific user makes a purchase that does not request an electronic invoice, Odoo automatically selects the contact for the order as the :guilabel:`Consumidor Final Anónimo`, and allows you to select or create the required customer contact with their fiscal information for the receipt." msgstr "" @@ -21398,16 +22360,16 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1158 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "If the client requests a credit note because of a return of this type of purchase, the credit note and return process can be managed directly from the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:285 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "When clients request an electronic invoice, it is possible to select or create the required contact with their fiscal information. When the payment is being made, select the option :guilabel:`Invoice` to generate the document." msgstr "" @@ -21415,15 +22377,15 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1173 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1175 msgid "For both the electronic receipts and invoices, if the product is not affected by taxes, Odoo detects this and generates the correct type of document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1177 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Returns" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "For electronic receipts (not generated for the *Consumidor Final Anónimo*) and electronic invoices, it is possible to manage the process to return products sold in a :abbr:`POS (Point of Sale)` order by selecting the :guilabel:`Refund` button." msgstr "" @@ -21431,7 +22393,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "Orders can be searched by the order status or by contact, and be selected for the refund to be based on the client's original order." msgstr "" @@ -21439,23 +22401,23 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1194 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "When the return payment is validated, Odoo generates the necessary credit note, referencing the original receipt or invoice, partially or fully cancelling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1198 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 msgid "`Smart tutorial - Electronic invoicing for point of sale `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1205 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1207 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1209 msgid "This report presents the accounts in detail (with their respective balances), classifying them according to their origin and determining the level of profit or loss that the business had within the evaluated period of time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1211 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1213 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Balance Sheet` and selecting in the :guilabel:`Report` field the option :guilabel:`Chilean Fiscal Balance (8 Columns) (CL)`." msgstr "" @@ -21467,23 +22429,23 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1224 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1226 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1226 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1228 msgid "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales Books*. This report is integrated by Purchase Register (CR) and the Sales Register (RV). Its purpose is to support the transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1234 msgid "The *Propuesta F29 (CL)* report in Odoo covers the basic legal requirements as a first proposal for your final tax declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1235 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1237 msgid "This record is supplied by the electronic tax documents (DTE's) that have been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1240 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Tax Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta F29 (CL)`." msgstr "" @@ -21491,7 +22453,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1247 msgid "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` and the :guilabel:`Proportional Factor for the fiscal year` from the :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" @@ -21499,7 +22461,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1253 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1255 msgid "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -21528,174 +22490,178 @@ msgid "`Register and get enabled `_." +msgid "For more information on how to complete the certification process for the |DIAN| module, review the following `webinar `_" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:28 -msgid "`Smart Tutorial - Colombian Localization `_." +msgid "`Smart Tutorial - Colombian Localization `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:30 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Colombia <../accounting/customer_invoices/electronic_invoicing/colombia>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid ":ref:`Install ` the following modules to get all the features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:52 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:55 msgid "Default :ref:`fiscal localization package `. This module adds the base accounting features for the Colombian localization: chart of accounts, taxes, withholdings, and identification document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:56 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 msgid ":guilabel:`Electronic invoicing for Colombia with DIAN`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:57 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:59 msgid "`l10n_co_dian`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "This module includes the features required for integration with the |DIAN| as its own software, and adds the ability to generate electronic invoices and support documents based on |DIAN| regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:61 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:62 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:64 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 msgid "This module includes accounting reports for sending certifications to suppliers for withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 msgid "This module includes the features required for integration with Carvajal. Adds the ability to generate the electronic invoices and support documents, based on |DIAN| regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:71 msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:71 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:73 msgid "This module includes **Point of Sale** receipts for Colombian localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:78 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:80 msgid "To configure your company information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:80 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:82 msgid "Access your company's contact form:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:84 msgid "Go to the :guilabel:`Contacts` app and search for your company or;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 msgid "Go to the :guilabel:`Settings` app, activate the :ref:`developer mode `, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the :guilabel:`Contact` field, click on the company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "Configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:91 msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 msgid ":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department`, and :guilabel:`ZIP` code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid ":guilabel:`Identification Number`: Select the :guilabel:`Identification Type` (:guilabel:`NIT`, :guilabel:`Cédula de Ciudadanía`, :guilabel:`Registro Civil`, etc.). When the :guilabel:`Identification Type` is :guilabel:`NIT`, the :guilabel:`Identification Number` **must** have the *verification digit* at the end of the ID prefixed by a hyphen (`-`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:100 msgid "Go to the :guilabel:`Sales & Purchase` tab and configure the :guilabel:`Fiscal Information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:100 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:102 msgid ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company. (:guilabel:`O-13` Gran Contribuyente, :guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, :guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 msgid ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente*, enable this option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:105 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:107 msgid ":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, or :guilabel:`No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:109 msgid ":guilabel:`Commercial Name`: If the company uses a specific commercial name and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:113 msgid "The data configured in the :guilabel:`Fiscal Information` section is printed in the valid fiscal PDF reports." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:119 msgid "Electronic invoicing credentials and |DIAN| environment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:119 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 msgid "To configure the user credentials to be used to connect with the |DIAN|'s web service and the |DIAN| environment, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the :guilabel:`Colombian Electronic Invoicing` section. Then, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:123 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 msgid "Select :guilabel:`DIAN: Free Service` as the :guilabel:`Electronic Invoicing Provider`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 msgid "Configure the :guilabel:`Operation Modes` for the respective types of documents (*electronic invoices* or *support documents*) to be generated from Odoo. Click :guilabel:`Add a line`, then fill in the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 msgid ":guilabel:`Software Mode`: the type of document to be generated with the operation mode." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:131 msgid ":guilabel:`Software ID`: the ID generated by |DIAN| for the specific operation mode." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:132 msgid ":guilabel:`Software PIN`: the PIN selected in the operation mode configuration in the |DIAN| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 msgid ":guilabel:`Testing ID`: the testing ID generated by |DIAN| and obtained after testing the operation mode." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:137 msgid "Configure the available :guilabel:`Certificates` to sign the electronic documents. Click :guilabel:`Add a line`, then fill in the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 msgid ":guilabel:`Name`: the name of the certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 msgid ":guilabel:`Certificate`: upload the certificate file in PEM format. In the :guilabel:`Private Key` field that appears on the screen, select an existing private key or create a new one. To do so, enter a key name and select :guilabel:`Create and edit`. Then, in the :guilabel:`Create Private Key` wizard, upload a valid :guilabel:`Key file` and click :guilabel:`Save & Close`." msgstr "" @@ -21703,56 +22669,56 @@ msgstr "" msgid "Colombian electronic invoicing credentials configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:149 msgid "Configure the |DIAN| environment; the |DIAN| electronic invoicing module offers three different |DIAN| environments to connect with:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 msgid "**Certification environment**: This environment is useful to pass the |DIAN| certification process and obtain the *Enabled* status to invoice from Odoo. To activate it, enable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:156 msgid "**Testing environment**: This environment allows reproducing electronic invoicing flows and validations in the |DIAN| testing portal. To activate it, enable only the :guilabel:`Test Environment` checkbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 msgid "**Production environment**: Activate production databases to generate valid electronic documents. To activate it, disable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:163 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 msgid "In a multi-company database, each company can have its own certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:168 msgid "For electronic invoicing configurations using the Carvajal solution, review the following video: `Configuración de Facturación Electrónica - Localización de Colombia `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:206 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:210 msgid "Master data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 msgid "Configure the following fields on the :doc:`contact form <../../essentials/contacts>`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:184 msgid ":guilabel:`Identification Number` (VAT): Select the identification number type and enter the identification number. If the identification number type is :guilabel:`NIT`, the identification number must include the verification digit at the end, prefixed by a hyphen (`-`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:187 msgid ":ref:`Fiscal Information fields ` in the :guilabel:`Sales & Purchase` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:195 msgid "Access the product's form via :menuselection:`Accounting --> Customers --> Products` and ensure that either the :guilabel:`UNSPSC Category` field (found in the :guilabel:`Accounting tab`) or the :guilabel:`Internal Reference` field (in the :guilabel:`General Information` tab) is configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:204 msgid "To create or modify taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`, and select the related tax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:207 msgid "If sales transactions include products with taxes, configure the :guilabel:`Value Type` field in the :guilabel:`Advanced Options` tab. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) are also included. This configuration is used to display taxes correctly on the invoice." msgstr "" @@ -21760,49 +22726,49 @@ msgstr "" msgid "Specific tax configurations per DIAN regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:218 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:85 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:271 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:275 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "Once the |DIAN| has assigned the official sequence and prefix for the electronic invoice resolution, the sales journals related to the invoices **must** be updated in Odoo. To do so, navigate to :menuselection:`Accounting --> Configuration --> Journals` and select an existing sales journal or create a new one with the :guilabel:`Create` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "On the sales journal form, enter the :guilabel:`Journal Name` and :guilabel:`Type`, then set a unique :guilabel:`Short Code` in the :guilabel:`Journals Entries` tab. Then, configure the following data in the :guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:227 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 msgid ":guilabel:`Electronic invoicing`: enable UBL 2.1 (Colombia)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:230 msgid ":guilabel:`Invoicing Resolution`: resolution number issued by |DIAN| to the company via their test set." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid ":guilabel:`Resolution Date`: initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:231 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:233 msgid ":guilabel:`Resolution End Date`: end date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid ":guilabel:`Range of Numbering (minimum)`: first authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:235 msgid ":guilabel:`Range of Numbering (maximum)`: last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:236 msgid ":guilabel:`Technical Key`: control key received from the |DIAN| portal test set or from their web service in case of the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:239 msgid "When the database is configured for the :ref:`production environment `, instead of configuring these fields manually, click the :guilabel:`Reload DIAN configuration` button to obtain the |DIAN| resolution information from the |DIAN| web service." msgstr "" @@ -21810,131 +22776,131 @@ msgstr "" msgid "Reload DIAN configuration button in sale journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 msgid "The short code and resolution of the journal **must** match the ones received in the |DIAN| portal test set or from the MUISCA portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 msgid "The :ref:`invoice sequence and prefix ` **must** be correctly configured when the first invoice is created. Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:259 msgid "Once the |DIAN| has assigned the official sequence and prefix for the *support document* related to vendor bills, the purchase journals related to their supporting documents need to be updated in Odoo. The process is similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:263 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 msgid "For more information on support document journals using the Carvajal solution, review the `Documento Soporte - Localización de Colombia video `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 msgid "The :doc:`chart of accounts ` is installed by default as part of the localization module. The accounts are mapped automatically in taxes, default account payable, and default account receivable. The chart of accounts for Colombia is based on the PUC (Plan Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:280 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:289 msgid "The following is a breakdown of the main workflow for electronic invoices with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:292 msgid "The user creates an invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 msgid "Odoo generates the legal XML file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:292 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:294 msgid "Odoo generates the CUFE (Invoice Electronic Code) with the electronic signature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid "Odoo sends a notification to DIAN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:294 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid "|DIAN| validates the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "|DIAN| accepts or rejects the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:298 msgid "Odoo generates the PDF invoice with a QR code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "Odoo compresses the attached document (containing the sent XML file and the DIAN validation response) and the fiscal valid PDF into a :file:`.zip` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "The user sends the invoice (:file:`.zip` file) via Odoo to the acquirer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:307 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:309 msgid "The functional workflow taking place before an invoice validation does **not** alter the main changes introduced with the electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 msgid "Electronic invoices are generated and sent to both the |DIAN| and the customer. These documents can be created from the sales order or manually generated. To create a new invoice, go to :menuselection:`Accounting --> Costumers --> Invoices`, and select :guilabel:`Create`. On the invoice form, configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 msgid ":guilabel:`Customer`: customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:318 msgid ":guilabel:`Journal`: journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:319 msgid ":guilabel:`Electronic Invoice Type`: Select the type of document. By default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:319 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 msgid ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "When creating the first invoice related to an electronic invoicing journal, it is required to manually change the *sequence* of the invoice to the |DIAN| format: `Prefix + Sequence`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:327 msgid "For example, format the sequence from `SETP/2024/00001` to `SETP1`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:327 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:332 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "Electronic invoice sending" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 msgid "After the :ref:`invoice confirmation `, click :guilabel:`Print & Send`. In the wizard that appears, make sure to enable the :guilabel:`DIAN` and :guilabel:`Email` checkboxes to send an XML to the |DIAN| web service and the validated invoice to the client fiscal email and click :guilabel:`Print & Send`. Then:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The XML document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 msgid "The CUFE is generated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:343 msgid "The XML is processed synchronously by the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 msgid "If accepted, the file is displayed in the chatter and the email to the client with the corresponding :file:`.zip` file." msgstr "" @@ -21942,31 +22908,31 @@ msgstr "" msgid "EDI documents available in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:348 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid "The :guilabel:`DIAN` tab then displays the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid ":guilabel:`Signed Date`: timestamp recorded of the XML creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:351 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid ":guilabel:`Status`: Status result obtained in the |DIAN| response. If the invoice was rejected, the error messages can be seen here." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:355 msgid ":guilabel:`Testing Environment`: To know if the document sent was delivered to the |DIAN| testing environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:355 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:357 msgid ":guilabel:`Certification Process`: To know if the document was sent as part of the certification process with the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:357 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid ":guilabel:`Download`: To download the sent XML file, even if the |DIAN| result was rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid ":guilabel:`Fetch Attached Document`: To download the generated attached document file included in the delivered :file:`.zip` file to the client." msgstr "" @@ -21974,108 +22940,108 @@ msgstr "" msgid "EDI document record available in DIAN tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:372 msgid "The process for credit notes is the same as for invoices. To create a credit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:377 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:379 msgid ":guilabel:`Full Refund`: Use this option if the credit note is for the full amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 msgid ":guilabel:`Full refund and new draft invoice`: Use this option if the credit note is auto-validated and reconciled with the invoice. The original invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:382 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:383 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:385 msgid ":guilabel:`Reversal Date`: Select if you want a specific date for the credit note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:385 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:387 msgid ":guilabel:`Use Specific Journal`: Select the journal for your credit note or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:387 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid ":guilabel:`Refund Date`: If you chose a specific date, select the date for the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:391 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:396 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:398 msgid "The process for debit notes is similar to credit notes. To create a debit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:400 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:332 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:402 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:336 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:401 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:402 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:404 msgid ":guilabel:`Copy lines`: Select this option if you need to register a debit note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:404 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:406 msgid ":guilabel:`Use Specific Journal`: Select the printer point for your debit note, or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:407 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:412 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:414 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:414 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:416 msgid "With master data, credentials, and the purchase journal configured for support documents related to vendor bills, you can start using *support documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:417 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:419 msgid "Support documents for vendor bills can be created from your purchase order or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:420 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:422 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:422 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:424 msgid ":guilabel:`Journal`: Select the journal for support documents related to the vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:425 msgid ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:425 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:427 msgid "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:433 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:435 msgid "During the XML validation, the most common errors are related to missing :ref:`master data `. In such cases, a validation error message is displayed and sending is blocked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:437 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:439 msgid "If the invoice was sent and set as *Rejected* by the |DIAN|, the error messages are visible by clicking the :icon:`fa-info-circle` :guilabel:`(info circle)` icon next to the :guilabel:`Status` field in the :guilabel:`DIAN` tab. Using the reported error codes, it is possible to review solutions to apply before re-sending." msgstr "" @@ -22083,21 +23049,21 @@ msgstr "" msgid "Example of error messages on rejected invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:447 msgid "After the master data or other issues are corrected, it is possible to reprocess the XML again. Do so by following the :ref:`electronic invoice sending ` flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:457 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:459 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:459 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:461 msgid "This report is a certification to vendors for withholdings made for the Colombian Industry and Commerce (ICA) tax. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en ICA`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:463 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:478 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:493 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:465 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:480 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:495 msgid "Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel` and :guilabel:`Copy to Documents`." msgstr "" @@ -22105,11 +23071,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:472 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:474 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:474 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:476 msgid "This report issues a certificate on the amount withheld from vendors for VAT withholding. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en IVA`." msgstr "" @@ -22117,11 +23083,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:487 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:489 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:489 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:491 msgid "This certificate is issued to partners for the withholding tax that they have made. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en Fuente`." msgstr "" @@ -22153,116 +23119,120 @@ msgstr "" msgid "`Smart Tutorial - Localización de Ecuador `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:22 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:29 -msgid "Glossary" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:20 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Ecuador <../accounting/customer_invoices/electronic_invoicing/ecuador>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:24 -msgid "Here are some terms that are essential on the Ecuadorian localization:" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:33 +msgid "Glossary" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:26 -msgid "**SRI**: meaning *Servicio de Rentas Internas*, the government organization that enforces pay of taxes in Ecuador." +msgid "Here are some terms that are essential on the Ecuadorian localization:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:28 -msgid "**EDI**: stands for *Electronic Data Interchange*, which refers to the sending of Electronics Documents." +msgid "**SRI**: meaning *Servicio de Rentas Internas*, the government organization that enforces pay of taxes in Ecuador." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:30 +msgid "**EDI**: stands for *Electronic Data Interchange*, which refers to the sending of Electronics Documents." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:32 msgid "**RIMPE**: stands for *Regimen Simplificado para Emprendedores y Negocios*, the type of taxpayer qualified for SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:41 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:43 msgid ":ref:`Install ` the following modules to get all the features of the Ecuadorian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:51 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:53 msgid ":guilabel:`Ecuadorian - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:52 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:54 msgid "`l10n_ec`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:53 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:55 msgid "The default :doc:`fiscal localization package <../fiscal_localizations>`, adds accounting characteristics for the Ecuadorian localization, which represent the minimum configuration required for a company to operate in Ecuador according to the guidelines set by the :abbr:`SRI (servicio de rentas internas)`. The module's installation automatically loads: Chart of Accounts, taxes, documents types, tax support types. Additionally, the generation of forms 103 and 104 are automatic." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:59 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:61 msgid ":guilabel:`Ecuadorian Accounting EDI`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:60 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:62 msgid "`l10n_ec_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:61 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:63 msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>`, based on the Technical documentation published by the SRI. The authorized documents are: Invoices, Credit Notes, Debit Notes, Withholdings and Purchase liquidations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:66 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:68 msgid ":guilabel:`Ecuadorian Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:67 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:69 msgid "`l10n_ec_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:68 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:70 msgid "Includes all the technical and functional requirements to generate forms 103 and 104." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:69 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:71 msgid ":guilabel:`Ecuador - ATS Report`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:70 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:72 msgid "`l10n_ec_reports_ats`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:71 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:73 msgid "Includes all the technical and functional requirements to generate the ATS report XML file ready to be uploaded to the *DIMM Formularios*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:73 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:75 msgid ":guilabel:`Ecuadorian Website`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:74 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:76 msgid "`l10n_ec_website_sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:75 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:77 msgid "Includes all the technical and functional requirements to generate automatic electronic invoices from a Website sale." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:77 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:79 msgid ":guilabel:`Ecuadorian Point of Sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid "`l10n_ec_edi_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:79 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid "Includes all the technical and functional requirements to generate automatic electronic invoices from a POS sale." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:85 msgid "When you install a database from scratch selecting `Ecuador` as the country, Odoo automatically installs the base module :guilabel:`Ecuadorian - Accounting`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:91 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:93 msgid "To configure your company information, go to the :guilabel:`Contacts` app and search the name given to your company or activate :ref:`developer mode ` and go to :menuselection:`Company --> Contact` and then edit the contact to configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:95 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 msgid "Check the :guilabel:`Company` option on top" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:104 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:106 msgid "Upload company logo and save" msgstr "" @@ -22270,59 +23240,59 @@ msgstr "" msgid "Populate company data for Ecuador in Odoo Contacts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:113 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:115 msgid "To upload your information for electronic documents go to :menuselection:`Accounting --> Configuration --> Settings` and search for :command:`Ecuadorian Localization`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:116 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:118 msgid "Configure the next information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:118 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:120 msgid ":guilabel:`Company legal name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:119 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:121 msgid ":guilabel:`Use production servers`: check the checkbox if your company is going to do electronic documents in the production environment. If you want to use the testing environment for electronic documents then keep the checkbox unchecked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:122 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:124 msgid ":guilabel:`Regime`: select if your company is in General Regular or is qualified as RIMPE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:123 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:125 msgid ":guilabel:`Forced to keep accounting books`: check the checkbox if your company has this condition." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:125 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:127 msgid ":guilabel:`Default taxes for withholdings`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:126 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:128 msgid ":guilabel:`Issue withholds`: check the checkbox if your company is going to do electronic withholds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:128 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:130 msgid ":guilabel:`Withhold consumibles`: put the code of the withholding for when you buy goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:129 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:131 msgid ":guilabel:`Withhold services`: put the code of the withholding for when you buy services." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:130 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:132 msgid ":guilabel:`Withhold credit card`: put the code of the withholding for when you buy with credit card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:132 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:134 msgid ":guilabel:`Withhold agent number`: put the company withholding agent resolution number, if applicable for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:134 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:136 msgid ":guilabel:`Electronic Certificate File`: upload electronic certificate and password, then save it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:135 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:137 msgid ":guilabel:`Special tax contributor number`: if your company is qualified as a special taxpayer, fill out this field with it's corresponding tax contributor number." msgstr "" @@ -22330,19 +23300,19 @@ msgstr "" msgid "Electronic signature for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:143 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:145 msgid "When configuring the withholdings in the configuration menu, these suggested withholdings are only for domestic suppliers when no withholdings are setup on their *Taxpayer Type*. Moreover, the Credit Card withholding set up is always used when a Credit or Debit Card SRI Payment Metho is used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:149 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:151 msgid "VAT withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:151 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:153 msgid "This configuration only applies if you are qualified as a *Withholding Agent* by the SRI, otherwise skip this step. To configure your VAT withholding, go to :menuselection:`Accounting --> Accounting --> Configuration --> Ecuadorian SRI: Taxpayer Type SRI`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:155 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:157 msgid "You must configure the withholding percentage that applies for each type of taxpayer, specify the :guilabel:`Goods VAT Withholding` and the :guilabel:`Services VAT Withholding`." msgstr "" @@ -22350,71 +23320,71 @@ msgstr "" msgid "Taxpayer Type configuration for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:163 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:165 msgid "In the case that the :guilabel:`Taxpayer Type` is `RIMPE`, also configure the :guilabel:`Profit Withholding` percentage." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:167 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:169 msgid "Printer points" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:169 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:171 msgid "To configure your printer points, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:172 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:174 msgid "Printer points need to be configured for each type of electronic document that you need. For example: Customer Invoice, Credit Notes, and Debit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:175 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:177 msgid "For each printer point, you need to configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:177 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:179 msgid ":guilabel:`Journal Name`: in this format `[Emission Entity]-[Emission Point] [Document Type]`, for example: `001-001 Sales Documents`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:179 -msgid ":guilabel:`Type`: refers to the type of journal, select `Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:180 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:214 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 -msgid ":guilabel:`Use Documents?`: this checkbox is automatically checked, leave it checked." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:181 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:215 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:242 -msgid ":guilabel:`Emission Entity`: configure the establishment number." +msgid ":guilabel:`Type`: refers to the type of journal, select `Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:182 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:216 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:243 -msgid ":guilabel:`Emission Point`: configure the printer point." +msgid ":guilabel:`Use Documents?`: this checkbox is automatically checked, leave it checked." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:217 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:244 -msgid ":guilabel:`Emission address`: configure the address of the establishment." +msgid ":guilabel:`Emission Entity`: configure the establishment number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:184 -msgid ":guilabel:`Default income account`: configure the default income account." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:218 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:245 +msgid ":guilabel:`Emission Point`: configure the printer point." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:185 -msgid ":guilabel:`Dedicated Credit Note Sequence`: check the checkbox if *Credit Notes* are to be generated from this printer point - journal." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:219 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:246 +msgid ":guilabel:`Emission address`: configure the address of the establishment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:186 +msgid ":guilabel:`Default income account`: configure the default income account." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:187 +msgid ":guilabel:`Dedicated Credit Note Sequence`: check the checkbox if *Credit Notes* are to be generated from this printer point - journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:189 msgid ":guilabel:`Short Code`: This is the unique code for the sequence of accounting entries, enter a unique 5-digit code, for example: `VT001`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:190 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:192 msgid "Customer Invoice, Credit Notes and Debit Notes need to use the same journal as the :guilabel:`Emission Point`, and the :guilabel:`Entity Point` should be unique per journal." msgstr "" @@ -22422,37 +23392,37 @@ msgstr "" msgid "Configuring a printer point for Ecuador electronic document type of Customer Invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:198 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:200 msgid "In the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic Invoicing` checkbox to enable it for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:205 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:207 msgid "Withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:207 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:209 msgid "A Withholding Journal must be defined, go to go to :menuselection:`Accounting --> Configuration --> Accounting: Journals` where you need to configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:210 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:212 msgid ":guilabel:`Journal Name`: in this format `[Emission Entity]-[Emission Point] [Document Type]`, for example: `001-001 Withholding`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:212 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:239 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:214 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 msgid ":guilabel:`Type`: refers to the type of journal, select `Miscellaneous`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:213 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:215 msgid ":guilabel:`Withhold Type`: Configure Purchase Withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:218 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:220 msgid ":guilabel:`Default account`: configure the default income account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:219 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:245 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:221 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:247 msgid ":guilabel:`Short Code`: This is the unique code for the sequence of accounting entries, enter a unique 5-digit code, for example: `RT001`" msgstr "" @@ -22460,24 +23430,24 @@ msgstr "" msgid "Configuring withholding for Ecuador electronic document type of Withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:227 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:253 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:229 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:255 msgid "In the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic Invoicing` checkbox to enable the sending of electronic invoicing for the withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:231 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:233 msgid "Purchase Liquidations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:233 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:235 msgid "When using Purchase Liquidations, a specific journal must be created, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals` and configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:237 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:239 msgid ":guilabel:`Journal Name`: in this format `[Emission Entity]-[Emission Point] [Document Type]`, for example: `001-001 Withhold`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:240 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:242 msgid ":guilabel:`Purchase Liquidations`: check the checkbox to enable purchase liquidations." msgstr "" @@ -22485,19 +23455,19 @@ msgstr "" msgid "Configuring purchase liquidations for Ecuador electronic document type of Withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:262 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:264 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in Taxes, Default Account Payable, Default Account Receivable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:266 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:268 msgid "The chart of accounts for Ecuador is based on the most updated version of Superintendency of Companies, which is grouped in several categories and is compatible with NIIF accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:274 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid "In addition to the basic information in your products, you must add the configuration of the withholding code (tax) that applies." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:277 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:279 msgid "Go to :menuselection:`Accounting --> Vendors: Products` under the tab \"Purchase\"" msgstr "" @@ -22505,23 +23475,23 @@ msgstr "" msgid "Product for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:286 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:288 msgid "Configure the next information when you create a contact:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:288 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 msgid "Check the :guilabel:`Company` option on top if it is a contact with RUC, or check :guilabel:`Individual` if it is a contact with cedula or passport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:291 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:293 msgid ":guilabel:`Address`: :guilabel:`Street` is a required field to confirm the Electronic Invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:292 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:294 msgid ":guilabel:`Identification Number`: select an identification type `RUC`, `Cedula`, or `Passport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:293 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:295 msgid ":guilabel:`Taxpayer Type`: select the contact's SRI Taxpayer Type." msgstr "" @@ -22529,15 +23499,15 @@ msgstr "" msgid "Contacts for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:302 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:304 msgid "The :guilabel:`SRI Taxpayer Type` has inside the configuration of which VAT and Profit withholding will apply when you use this contact on Vendor Bill, and then create a withholding from there." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:307 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:309 msgid "Review your taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:309 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:311 msgid "As part of the localization module, taxes are automatically created with its configuration and related financial accounts." msgstr "" @@ -22545,35 +23515,35 @@ msgstr "" msgid "Taxes for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:316 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:318 msgid "The following options have been automatically configured:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:318 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:320 msgid ":guilabel:`Tax Support`: to be configured only in the IVA tax, this option is useful when you register purchase withholdings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:320 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:322 msgid ":guilabel:`Code ATS`: to be configured only for income tax withholding codes, it is important when you register the withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:322 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:324 msgid ":guilabel:`Tax Grids`: configure the codes of 104 form if it is a IVA tax and configure the codes of 103 form if it is a income tax withholding code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:324 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:326 msgid ":guilabel:`Tax Name`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:326 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:328 msgid "For IVA tax, format the name as: `IVA [percent] (104, [form code] [tax support code] [tax support short name])`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:328 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:330 msgid "For income tax withholding code, format the name as: `Code ATS [Percent of withhold] [withhold name]`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:331 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:333 msgid "Once the Ecuador module is installed, the most common taxes are automatically configured. If you need to create an additional one, you can do so, for which you must base yourself on the configuration of the existing taxes." msgstr "" @@ -22581,19 +23551,19 @@ msgstr "" msgid "Taxes with tax support for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:340 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:342 msgid "Review your Document Types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:342 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:344 msgid "Some accounting transactions like *Customer Invoices* and *Vendor Bills* are classified by document types. These are defined by the government fiscal authorities, in this case by the SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:345 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:347 msgid "Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the document type includes the country on which the document is applicable; also the data is created automatically when the localization module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:349 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:351 msgid "The information required for the document types is included by default so the user does not need to fill anything there." msgstr "" @@ -22601,43 +23571,43 @@ msgstr "" msgid "Document types for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:359 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:361 msgid "Once you have configured your database, you can register your documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:362 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:289 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:364 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:293 msgid "Sales documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:367 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:369 msgid ":guilabel:`Customer invoices` are electronic documents that, when validated, are sent to SRI. These documents can be created from your sales order or manually. They must contain the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:370 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:414 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:447 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:298 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:372 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:416 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:449 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:302 msgid ":guilabel:`Customer`: type the customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:371 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:373 msgid ":guilabel:`Journal`: select the option that matches the printer point for the customer invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:372 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:374 msgid ":guilabel:`Document Type`: type document type in this format `(01) Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:373 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:493 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:531 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:375 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:495 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:533 msgid ":guilabel:`Payment Method (SRI)`: select how the invoice is going to be paid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:374 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:494 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:532 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:376 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:496 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:534 msgid ":guilabel:`Products`: specify the product with the correct taxes." msgstr "" @@ -22645,51 +23615,51 @@ msgstr "" msgid "Customer invoice for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:381 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:310 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:383 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:314 msgid "Customer credit note" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:383 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:385 msgid "The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to SRI. It is necessary to have a validated (posted) invoice in order to register a credit note. On the invoice there is a button named :guilabel:`Credit note`, click on this button to be directed to the :guilabel:`Create credit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:389 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:391 msgid ":guilabel:`Credit Method`: select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:391 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:393 msgid ":guilabel:`Partial Refund`: use this option when you need to type the first number of documents and if it is a partial credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:393 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:395 msgid ":guilabel:`Full Refund`: use this option if the credit note is for the total invoice and you need the credit note to be auto-validated and reconciled with the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:395 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:397 msgid ":guilabel:`Full refund and new draft invoice`: use this option if the credit note is for the total invoice and you need the credit note to be auto-validated and reconciled with the invoice, and auto-create a new draft invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:399 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:317 -msgid ":guilabel:`Reason`: type the reason for the credit note." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:400 -msgid ":guilabel:`Rollback Date`: select the :guilabel:`specific` options." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:401 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:321 -msgid ":guilabel:`Reversal Date`: type the date." +msgid ":guilabel:`Reason`: type the reason for the credit note." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:402 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:435 +msgid ":guilabel:`Rollback Date`: select the :guilabel:`specific` options." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:403 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:325 +msgid ":guilabel:`Reversal Date`: type the date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:404 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:437 msgid ":guilabel:`Use Specific Journal`: select the printer point for your credit note, or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:405 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:407 msgid "Once reviewed, you can click on the :guilabel:`Reverse` button." msgstr "" @@ -22697,21 +23667,21 @@ msgstr "" msgid "Add Customer Credit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:411 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:413 msgid "When the :guilabel:`Partial Refund` option is used, you can change the amount of the credit note and then validate it. Before validating the credit note, review the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:415 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:448 -msgid ":guilabel:`Journal`: select the printer point for the customer Credit Note." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:416 -msgid ":guilabel:`Document Type`: this is the document type `(04) Credit Note`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:417 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:450 +msgid ":guilabel:`Journal`: select the printer point for the customer Credit Note." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:418 +msgid ":guilabel:`Document Type`: this is the document type `(04) Credit Note`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:419 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:452 msgid ":guilabel:`Products`: It must specify the product with the correct taxes." msgstr "" @@ -22719,28 +23689,28 @@ msgstr "" msgid "Customer Credit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:424 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:324 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:426 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:328 msgid "Customer debit note" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:426 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:428 msgid "The :guilabel:`Customer debit note` is an electronic document that, when validated, is sent to SRI. It is necessary to have a validated (posted) invoice in order to register a debit note. On the invoice there is a button named :guilabel:`Debit Note`, click on this button to be directed to the :guilabel:`Create debit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:431 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:433 msgid ":guilabel:`Reason`: type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:432 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:434 msgid ":guilabel:`Debit note date`: select the :guilabel:`specific` options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:433 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:435 msgid ":guilabel:`Copy lines`: select this option if you need to register a debit note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:438 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:440 msgid "Once reviewed you can click on the :guilabel:`Create Debit Note` button." msgstr "" @@ -22748,11 +23718,11 @@ msgstr "" msgid "Add Customer Debit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:444 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:446 msgid "You can change the debit note amount, and then validate it. Before validating the debit note, review the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:449 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:451 msgid ":guilabel:`Document Type`: this is the document type `(05) Debit Note`." msgstr "" @@ -22760,27 +23730,27 @@ msgstr "" msgid "Customer Debit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:457 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:459 msgid "Customer withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:459 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:461 msgid "The :guilabel:`Customer withholding` is a non-electronic document for your company, this document is issued by the client in order to apply a withholding to the sale." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:462 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:464 msgid "It is necessary to have a validated (posted) invoice in order to register a customer withholding. On the invoice there is a button named :guilabel:`Add Withhold`, click on this button to be directed to the :guilabel:`Customer withholding` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:466 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:468 msgid ":guilabel:`Document Number`: type the withholding number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:467 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:469 msgid ":guilabel:`Withhold Lines`: select the taxes that the customer is withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:469 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:471 msgid "Before validating the withholding, review that the amounts for each tax are the same as the original document." msgstr "" @@ -22788,41 +23758,41 @@ msgstr "" msgid "Customer withhold for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:477 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:479 msgid "Purchase Documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:480 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:482 #: ../../content/applications/finance/fiscal_localizations/romania.rst:134 msgid "Vendor bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:482 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:484 msgid "The :guilabel:`Vendor bill` is a non-electronic document for your company, this document is issued by your vendor when your company generates a purchase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:485 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:487 msgid "The bills can be created from the purchase order or manually, it must contain the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:488 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:525 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:490 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:527 msgid ":guilabel:`Vendor`: type the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:489 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:491 msgid ":guilabel:`Bill Date`: select the date of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:490 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:492 msgid ":guilabel:`Journal`: it is the journal for vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:491 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:493 msgid ":guilabel:`Document Type`: this is the document type `(01) Invoice`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:492 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:494 msgid ":guilabel:`Document number`: type the document number." msgstr "" @@ -22830,60 +23800,60 @@ msgstr "" msgid "Purchases for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:501 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:503 msgid "When creating the purchase withholding, verify that the bases (base amounts) are correct. If you need to edit the amount of the tax in the :guilabel:`Vendor bill`, click the :guilabel:`Edit` button. Otherwise, from the :guilabel:`Journal Items` tab click the :guilabel:`Edit` button and set the adjustment to go where you want." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:507 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:509 msgid "Purchase liquidation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:509 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:511 msgid "The :guilabel:`Purchase liquidation` is an electronic document that, when validated, is sent to SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:511 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:513 msgid "Companies issue this type of electronic document when they purchase, and the vendor does not issue an invoice due to one or more of the following cases:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:514 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:516 msgid "Services were provided by non-residents of Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:515 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:517 msgid "Services provided by foreign companies without residency or establishment in Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:516 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:518 msgid "Purchase of goods or services from natural persons not registered with a RUC, who due to their cultural level or hardiness are not able to issue sales receipts or customer invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:518 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:520 msgid "Reimbursement for the purchase of goods or services to employees in a dependency relationship (full-time employee)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:520 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:522 msgid "Services provided by members of collegiate bodies for the exercise of their function." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:522 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:524 msgid "These types of electronic documents can be created from the :guilabel:`Purchase Order` or manually from the :guilabel:`Vendor Bills` form view. It must contain the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:526 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:528 msgid ":guilabel:`Journal`: select the journal for the :guilabel:`Purchase Liquidation` with the correct printer point." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:528 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:530 msgid ":guilabel:`Document Type`: this is the document type `(03) Purchase Liquidation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:529 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:549 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:531 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:551 msgid ":guilabel:`Document number`: type the document number (sequence), you will only have to do this once, then the sequence will be automatically assigned for the next documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:534 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:536 msgid "Once you review the information you can validate the :guilabel:`Purchase Liquidation`." msgstr "" @@ -22891,23 +23861,23 @@ msgstr "" msgid "Purchase liquidation for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:541 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:543 msgid "Purchase withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:543 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:545 msgid "The :guilabel:`Purchase withholding` is an electronic document that, when validated, is sent to SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:545 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:547 msgid "It is necessary to have an invoice in a validated state in order to register a :guilabel:`Purchase withholding`. On the invoice, there is a button named :guilabel:`Add Withhold`, click on this button to be directed to the :guilabel:`Withholding` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:551 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:553 msgid ":guilabel:`Withhold lines`: The taxes appear automatically according to the configuration of products and vendors, you should review if the taxes and tax support are correct, and, if it is not correct, you can edit and select the correct taxes and tax support." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:555 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:557 msgid "Once you review the information you can validate the :guilabel:`Withholding`." msgstr "" @@ -22915,77 +23885,72 @@ msgstr "" msgid "Purchase withhold for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:562 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:564 msgid "You can't change the tax support for one that was not included in the configuration of the taxes used on the :guilabel:`Vendor Bill`. To do so, go to the tax applied on the :guilabel:`Vendor Bill` and change the :guilabel:`Tax Support` there." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:566 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:568 msgid "A withholding tax can be divided into two or more lines, this will depend on whether two or more withholdings percentages apply." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:570 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:572 msgid "The system suggests a VAT withholding of 30% with tax support 01, you can add your VAT withholding of 70% in a new line with the same tax support, the system will allow you as long as the total of the bases matches the total from the :guilabel:`Vendor Bill`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:577 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:579 msgid "The :ref:`ATS Report module ` enables the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:579 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:581 msgid "Choose the SRI Payment Method in each payment method's configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:580 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:582 msgid "Customers can manually input their identification type and identification number during the eCommerce checkout process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:582 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:663 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:584 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:665 msgid "Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:588 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:590 msgid "Website" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:590 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:592 msgid "To generate an invoice after the checkout process, navigate to :menuselection:`Website --> Configuration --> Settings` and activate the :guilabel:`Automatic Invoice` option found under the :guilabel:`Invoicing` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:595 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:597 msgid "The invoice's email template can be modified from the :guilabel:`Invoice Email Template` field under the :guilabel:`Automatic Invoice` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:599 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:601 msgid "The sales journal used for invoicing is the first in the sequence of priority in the :guilabel:`Journal` menu." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:603 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:605 msgid "Payment providers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:605 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:607 msgid "To activate the payment providers that should be used to capture eCommerce payments, navigate to :menuselection:`Website --> Configuration --> Payment Providers` section and then click on the :guilabel:`View other providers` button under the :guilabel:`Activate Payments` heading. From here, each payment provider can be configured by selecting a provider record. Refer to the :doc:`payment provider <../payment_providers>` documentation for more information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:612 -#: ../../content/applications/finance/payment_providers.rst:222 -msgid "Payment methods" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:614 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:616 msgid "To activate one or more payment methods for a payment provider, click :guilabel:`→ Enable Payment Methods` within the :guilabel:`Configuration` tab of each provider." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:617 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:619 msgid "When configuring the payment method, it is **mandatory** to set the :guilabel:`SRI Payment Method` for each method. This field appears after you create and save the payment method for the first time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:622 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:624 msgid "Adding the :guilabel:`SRI Payment Method` is necessary to generate correctly the electronic invoice from an eCommerce sale. Select a **payment method** to access its configuration menu and the field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:627 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:629 msgid ":doc:`Payment provider <../payment_providers>`" msgstr "" @@ -22993,16 +23958,16 @@ msgstr "" msgid "l10n_ec SRI Payment Method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:634 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:636 msgid "eCommerce workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:637 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:676 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:639 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:678 msgid "Identification type and number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:639 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:641 msgid "The client who is making a purchase will have the option to indicate their identification type and number during the checkout process. This information is required to correctly generate the electronic invoice after the checkout is completed." msgstr "" @@ -23010,87 +23975,87 @@ msgstr "" msgid "Website checkout form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:647 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:649 msgid "Verification is done to ensure the :guilabel:`Identification Number` field is completed and has the correct number of digits. For RUC identification, 13 digits are required. For Cédula, 9 digits are required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:651 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:653 msgid "After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or asynchronously to the SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:657 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:659 msgid "Make sure the *Ecuadorian module for Point of Sale* (`l10n_ec_edi_pos`) is :ref:`installed ` to enable the following features and configurations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:660 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:662 msgid "Choose the SRI payment method in each payment method configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:661 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:663 msgid "Manually input the customer's identification type and identification number when creating a new contact on *POS*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:666 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:668 msgid "Payment method configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:668 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:670 msgid "To :doc:`create a payment method for a point of sale <../../sales/point_of_sale/payment_methods>`, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`. Then, set the :guilabel:`SRI Payment Method` in the payment method form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:678 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:680 msgid "The POS cashier can :ref:`create a new contact for a customer ` who requests an invoice from an open POS session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:681 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:683 msgid "The *Ecuadorian Module for Point of Sale* adds two new fields to the contact creation form: :guilabel:`Identification Type` and :guilabel:`Tax ID`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:685 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:687 msgid "As the identification number length differs depending on the identification type, Odoo automatically checks the :guilabel:`Tax ID` field upon saving the contact form. To manually ensure the length is correct, know that the :guilabel:`RUC` and :guilabel:`Citizenship` types require 13 and 10 digits, respectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:691 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:693 msgid "Electronic invoice: anonymous end consumer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:693 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:695 msgid "When clients do not request an electronic invoice for their purchase, Odoo automatically sets the customer as :guilabel:`Consumidor Final` and generates an electronic invoice anyway." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:697 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:699 msgid "If the client requests a credit note due to a return of this type of purchase, the credit note should be made using the client's real contact information. Credit notes cannot be created to *Consumidor Final* and can be managed :ref:`directly from the POS session `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:702 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:704 msgid "Electronic invoice: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:704 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:706 msgid "If a customer requests an invoice for their purchase, it is possible to select or create a contact with their fiscal information. This ensures the invoice is generated with accurate customer details." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:708 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:710 msgid "If the client requests a credit note due to a return of this type of purchase, the credit note and return process can be managed :ref:`directly from the POS session `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:714 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:716 msgid "In Ecuador, there are fiscal reports that the company presents to SRI. Odoo supports two of the main financial reports used by companies: **reports 103** and **104**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:717 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:719 msgid "To get these reports, go to the **Accounting** app and select :menuselection:`Reporting --> Statements Reports --> Tax Report` and then filter by `Tax Report 103` or `Tax Report 104`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:721 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:723 msgid "Report 103" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:723 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:725 msgid "This report contains information of income tax withholdings in a given period, this can be reported monthly or semi-annually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:726 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:728 msgid "You can see the information needed to report, which includes base and tax amounts, but also includes the tax code within the parenthesis in order to report it to the SRI." msgstr "" @@ -23098,15 +24063,15 @@ msgstr "" msgid "Report 103 form for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:734 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:736 msgid "Report 104" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:736 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:738 msgid "This report contains information on VAT tax and VAT withholding for a given period, this can be monthly or semi-annually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:739 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:741 msgid "You can see the information needed to report, which includes base and tax amounts, but also includes the tax code within the parenthesis to report it to the SRI." msgstr "" @@ -23114,51 +24079,51 @@ msgstr "" msgid "Report 104 form for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:749 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:751 msgid "ATS report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:751 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:753 msgid ":ref:`Install ` the *ATS Report* (`l10n_ec_reports_ats`) module to enable downloading the ATS report in XML format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:755 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:757 msgid "The Ecuadorian *ATS Report* module depends on the previous installation of the *Accounting* app and the *Ecuadorian EDI module*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:761 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:763 msgid "To issue electronic documents, ensure your company is configured as explained in the :ref:`electronic invoice ` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:764 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:766 msgid "In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo (invoices, vendor bills, sales and purchases withholdings, credit notes, and debit notes) will be included." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:770 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:772 msgid "When generating a vendor bill, it is necessary to register the authorization number from the invoice that the vendor generated for the purchase. To do so, go to :menuselection:`Accounting --> Vendors --> Bills` and select the bill. Then, enter the number from the vendor's invoice in the :guilabel:`Authorization Number` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:776 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:778 msgid "Credit and debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:778 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:780 msgid "When generating a credit note or debit note manually or through importation, it is necessary to link this note to the sales invoice that is being modified by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:782 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:784 msgid "Remember to add all required information to the documents before downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the *SRI Payment Method* on documents, when needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:787 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:789 msgid "XML generation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:789 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:791 msgid "To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to :menuselection:`Accounting --> Reports --> Tax Report` and choose a time period for the desired :abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:793 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:795 msgid "The downloaded XML file is ready to be uploaded to *DIMM Formularios*." msgstr "" @@ -23166,7 +24131,7 @@ msgstr "" msgid "ATS report download for Ecuador in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:800 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:802 msgid "When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless, the user can still download the XML file." msgstr "" @@ -25222,7 +26187,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:143 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:12 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:125 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:12 msgid "Activate QR codes" msgstr "" @@ -25253,13 +26217,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:62 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:26 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:138 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:27 msgid "The account holder's city is mandatory." msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:63 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:27 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:28 msgid "You could also include the invoice number in the QR code by checking the :guilabel:`Include Reference` checkbox." msgstr "" @@ -25267,7 +26229,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:162 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:34 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:145 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:35 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:262 msgid ":doc:`../accounting/bank`" msgstr "" @@ -25276,7 +26238,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:-1 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:37 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:148 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:38 msgid "Bank journal configuration" msgstr "" @@ -26252,7 +27213,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:126 #: ../../content/applications/finance/fiscal_localizations/india.rst:308 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:429 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:431 msgid "Invoice validation" msgstr "" @@ -26847,6 +27808,155 @@ msgstr "" msgid "Profit and Loss report" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/india.rst:596 +msgid "TDS/TCS threshold alert" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:598 +msgid ":abbr:`TDS (tax deducted at source)` and :abbr:`TCS (tax collected at source)` are tax provisions under Indian law, triggered when transaction amounts exceed specified thresholds. This alert notifies users when the value of invoices or bills surpasses these limits, prompting the application of the appropriate TDS/TCS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:603 +msgid "To configure Odoo to advise you on when to apply TDS/TCS, set the :guilabel:`TDS/TCS section` field on the corresponding account in the chart of accounts. Odoo will display a banner suggesting the TDS/TCS section under which tax might be applicable when recording an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:610 +msgid "Navigate to :menuselection:`Accounting --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:611 +msgid "In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS and TCS` feature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:612 +msgid "Navigate to :menuselection:`Accounting --> Configuration --> Chart of Accounts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:613 +msgid "Click :guilabel:`View` on the desired account, and set the :guilabel:`TDS/TCS Section` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:616 +msgid "The TDS/TCS sections are pre-configured with threshold limits. If you need to modify these limits, go to :menuselection:`Accounting --> Configuration --> Taxes`. In the :guilabel:`Advanced Options` tab, click on the :icon:`fa-arrow-right` :guilabel:`(internal link)` icon of the :guilabel:`Section` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:0 +msgid "TDS/TCS section modify" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:625 +msgid "Applying TCS/TDS on invoices and bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:627 +msgid "Based on the account used on the customer invoice or vendor bill, Odoo checks the TCS/TDS threshold limit. If the limit specified in the :guilabel:`TCS/TDS Section` of the account is exceeded, Odoo displays an alert that suggests applying the appropriate TCS/TDS. The alert will disappear once the TCS/TDS is applied." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 +msgid "TCS advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:635 +msgid "**TCS** is directly applicable in the tax on the invoice lines. To apply **TDS**, click the :guilabel:`TDS Entry` smart button on the vendor bill/payment. The popup window allows specifying the TDS details. Confirm the entry to apply the TDS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 +msgid "TDS application" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:642 +msgid "In Odoo, the aggregate total is calculated for partners sharing the same PAN number, across all company branches." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:651 +msgid "**Branch**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:652 +msgid "**Customer**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:653 +msgid "**Invoice**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:654 +msgid "**Transaction Amount (₹)**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:655 +msgid "**PAN Number**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:656 +#: ../../content/applications/finance/fiscal_localizations/india.rst:661 +#: ../../content/applications/finance/fiscal_localizations/india.rst:666 +msgid "IN - MH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:657 +#: ../../content/applications/finance/fiscal_localizations/india.rst:662 +#: ../../content/applications/finance/fiscal_localizations/india.rst:672 +msgid "XYZ Enterprise - GJ" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:659 +msgid "₹50,000" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:660 +#: ../../content/applications/finance/fiscal_localizations/india.rst:665 +#: ../../content/applications/finance/fiscal_localizations/india.rst:670 +#: ../../content/applications/finance/fiscal_localizations/india.rst:675 +#: ../../content/applications/finance/fiscal_localizations/india.rst:680 +msgid "ABCPX1234E" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:664 +msgid "₹30,000" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:667 +#: ../../content/applications/finance/fiscal_localizations/india.rst:677 +msgid "XYZ Enterprise - MH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:669 +msgid "₹40,000" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:671 +msgid "IN - DL" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:673 +msgid "Invoice 4" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:674 +msgid "₹20,000" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:676 +msgid "IN - GJ" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:678 +msgid "Invoice 5" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:679 +msgid "₹60,000" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:682 +msgid "**Aggregate total** = 50,000 + 30,000 + 40,000 + 20,000 + 60,000 = ₹200,000" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:683 +msgid "The aggregate total for all customers (XYZ Enterprise - GJ, MH, DL) sharing the PAN number ABCPX1234E across all branches is ₹200,000." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:3 msgid "Indonesia" msgstr "" @@ -26978,7 +28088,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:145 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:14 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:127 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:14 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer Payments` section, activate the :guilabel:`QR Codes` feature." msgstr "" @@ -26997,7 +28106,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:167 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:39 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:40 msgid "Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab." msgstr "" @@ -27455,7 +28563,7 @@ msgid "EDI Send Tax Integration button" msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:357 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:326 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:328 msgid "Document Types" msgstr "" @@ -27956,6 +29064,82 @@ msgstr "" msgid "Then, to ensure :doc:`Odoo Point of Sale ` is configured with the fiscal printer, go to :menuselection:`Point of Sale --> Configuration --> Settings`. In the :guilabel:`Connected Devices` section, add the IP address in the :guilabel:`Italian Fiscal Printer IP address` and enable :guilabel:`Use HTTPS`." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/italy.rst:710 +msgid "Ri.Ba. (Ricevuta Bancaria)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:712 +msgid ":abbr:`Ri.Ba. (Ricevuta Bancaria)` is a payment method widely used in Italy where vendors request payments through their bank, which forwards the request to the customer's own bank and takes responsibility for the collection. This enables payment automation and reduces risks for the vendor." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:716 +msgid "The vendor generally uploads a fixed-format text file with the list of payments to the bank's web portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:720 +msgid "Ri.Ba. are exclusively for **domestic payments** in Italy. For recurring international payments, please use `SEPA Direct Debt (SDD) <../accounting/payments/batch_sdd>`_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:726 +msgid "Check that the `l10n_it_riba` module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:727 +msgid "Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that will use Ri.Ba." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:729 +msgid "Fill out the required :guilabel:`SIA Code`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:0 +msgid "The company's SIA code" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:735 +msgid "The :guilabel:`SIA Code` identifies businesses within the Italian banking network and is used to receive money through specific payment methods. It consists of one letter and four digits (e.g., T1234) and can usually be found on the bank's portal or obtained by contacting the bank." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:739 +msgid "Ensure the Company's bank account has an Italian IBAN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:742 +msgid "How to configure :doc:`Bank Accounts <../accounting/bank>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:745 +msgid "Accept Ri.Ba. for your invoices" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:747 +msgid "Payments of type :abbr:`Ri.Ba. (Ricevuta Bancaria)` can be registered from the :guilabel:`Invoices` (:menuselection:`Accounting --> Customers --> Invoices`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:751 +msgid "Make sure that your invoice involves a Partner that has a bank account with an Italian IBAN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:753 +msgid "Then, all Payments must be grouped in a **Batch Payment**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:756 +msgid ":doc:`Batch Payments <../accounting/payments>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:757 +msgid ":doc:`Create a Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:759 +msgid "Once you press the :guilabel:`Validate` button for the Batch Payment, the :abbr:`Ri.Ba. (Ricevuta Bancaria)` file is generated and attached to the Batch Payment, so you can download it and upload it through your bank's web portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:-1 +msgid "The Ri.Ba. file attached" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/kenya.rst:3 msgid "Kenya" msgstr "" @@ -28643,6 +29827,7 @@ msgid "`l10n_my`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:28 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:22 msgid "This module includes the default :ref:`fiscal localization package `." msgstr "" @@ -28687,6 +29872,7 @@ msgid "To configure your company information, go to the :guilabel:`Contacts` app msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:49 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:43 msgid ":guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, and :guilabel:`Country`." msgstr "" @@ -28820,7 +30006,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:153 #: ../../content/applications/finance/fiscal_localizations/romania.rst:49 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:81 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:37 msgid "Company" msgstr "" @@ -28914,200 +30101,204 @@ msgstr "" msgid "In order to electronically sign any documents in Odoo, ensure the *Sign* application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Mexico <../accounting/customer_invoices/electronic_invoicing/mexico>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:563 msgid "Requirements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 msgid "It is necessary to meet the following requirements before configuring the Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:54 msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:55 msgid "Have a `Certificate of Digital Seal `_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Choose a PAC (Proveedor Autorizado de Certificación / Authorized Certification Provider). Currently, Odoo works with the following |PAC|\\s: `Solución Factible `_, `Quadrum (formerly Finkok) `_ and `SW Sapien - Smarter Web `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 msgid "Have knowledge and experience with billing, sales, and accounting in Odoo. This documentation **only** contains the necessary information needed to use Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:65 msgid "Installing modules" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 msgid ":ref:`Install ` the following modules to get all the features of the Mexican localization. The :doc:`Accounting <../accounting>` and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:78 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:79 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid "The default :doc:`fiscal localization package <../fiscal_localizations>`, adds accounting characteristics for the Mexican localization, such as: the most common taxes and the chart of accounts – based on `the SAT account grouping code `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:85 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>` — based on the technical documentation published by the |SAT|. This allows you to send invoices (with or without addedums) and payment complements to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:92 msgid "Necessary to create XML documents with the correct specifications of the CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 msgid ":guilabel:`Odoo Mexican Localization Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 msgid "`l10n_mx_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 msgid "Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial Balance, and |DIOT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 msgid ":guilabel:`Mexico - Localization Reports for Closing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 msgid "`l10n_mx_reports_closing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 msgid "Necessary to create the Closing Entry (Also known as the *month 13th move*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 msgid ":guilabel:`Odoo Mexican XML Polizas Export`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 msgid "`l10n_mx_xml_polizas`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 msgid "Allows the export of XML files of Journal Entries for a compulsory audit." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 msgid "`l10n_mx_xml_polizas_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 msgid "Complements the module `l10n_mx_xml_polizas`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 msgid "When installing a database from scratch and selecting :guilabel:`Mexico` as the country, Odoo automatically installs the following modules: :guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and :guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 msgid "The following modules are optional. It's recommended to install them *only* if meeting a specific requirement. Make sure that they are needed for the business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adds the external trade complement to invoices: A legal requirement for selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:128 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Lets you create a *Carta Porte*: A bill of lading that proves to the government you are sending goods between A & B with a signed electronic document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:135 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 msgid "Allows managing customs numbers related to landed costs in electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "After installing the correct modules, the next step is to verify that your company is configured with the correct data. To do so, go to :menuselection:`Settings --> General Settings --> Companies`, and select :guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:147 msgid "Enter the full :guilabel:`Address` in the resulting form, including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 msgid "According to the requirements of the CFDI 4.0, the name of the main company contact **must** coincide with your business name registered in the |SAT|, without the legal entity abbreviation." msgstr "" @@ -29115,11 +30306,11 @@ msgstr "" msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:157 msgid "From a legal point of view, a Mexican company **must** use the local currency (MXN). Therefore, Odoo does not provide features to manage an alternative configuration. If you want to manage another currency, let MXN be the default currency and use a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:158 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:162 msgid "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX) --> Fiscal Regime`, then select the regime that applies to your company from the drop-down list, and click :guilabel:`Save`." msgstr "" @@ -29127,27 +30318,27 @@ msgstr "" msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:166 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:170 msgid "If you want to test the Mexican localization, the company can be configured with a real address within Mexico (including all fields), and add `EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the :guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use :guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 msgid "To create a contact that can be invoiced, go to :menuselection:`Contacts --> Create`. Then, enter the contact name, full :guilabel:`Address` including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:179 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:183 msgid "As with your own company, all of your contacts needs to have their correct business name registered in the |SAT|. This also applies to the :guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 msgid "Some additional configurations for factor type and tax objects need to be added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 msgid "The *Factor Type* field is pre-loaded in the default taxes. If new taxes are created, you need to make sure to configure this field. To do so, go to :menuselection:`Accounting --> Configuration --> Taxes`, then enable the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" @@ -29155,39 +30346,39 @@ msgstr "" msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:201 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:205 msgid "Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:203 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:208 msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:211 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 msgid "One requirement of the CFDI 4.0 is that the resulting XML file needs (or does not need) to break down the taxes of the operation. There are three different possible values that are added in the XML file:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:217 msgid "`01`: Not subject to tax - this value is added automatically if your invoice line doesn't contain any taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 msgid "`02`: Subject to tax - this is the default configuration of any invoice line that contains taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 msgid "`03`: Subject to tax and not forced to break down - this value can be triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:223 msgid "To use the `03` value, navigate to :menuselection:`Contacts --> your customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax Breakdown` checkbox." msgstr "" @@ -29195,19 +30386,19 @@ msgstr "" msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:226 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal regimes and/or taxes. Consult your accountant first to see if it is needed for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:231 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:233 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "When registering a payment, Odoo will carry out the movement of taxes from the *Cash Basis Transition Account* to the account set in the :guilabel:`Definition` tab. For such movement, a tax base account will be used: (`Base Imponible de Impuestos en Base a Flujo de Efectivo`) in the journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:238 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "If you create a new tax in :menuselection:`Accounting --> Configuration --> Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, `ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" @@ -29215,23 +30406,23 @@ msgstr "" msgid "Tax accounts available for Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:252 msgid "To configure products, go to :menuselection:`Accounting --> Customers --> Products`, then select a product to configure, or :guilabel:`Create` a new one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product Category` field, select the category that represents the product. The process can be done manually, or through :doc:`a bulk import <../../essentials/export_import_data>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:254 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:258 msgid "All products need to have an |SAT| code associated with them in order to prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:261 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:265 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 msgid "After you have processed your `Private Key (CSD) `_ with the |SAT|, you **must** register directly with the :ref:`PAC ` of your choice before you start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:272 msgid "Once you've created your account with any of these providers, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" @@ -29239,15 +30430,15 @@ msgstr "" msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:276 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 msgid "If you do not have credentials, but want to test the electronic invoicing, you can activate the :guilabel:`MX PAC test environment` checkbox, and select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a username or password for a test environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:281 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:285 msgid ".cer and .key certificates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:283 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 msgid "The `digital certificates of the company `_ must be uploaded within the :guilabel:`MX Certificates` section. To do so, navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add a line`, and a window will open. Click :guilabel:`Create`, and from there, upload your digital :guilabel:`Certificate` (:file:`.cer` file), your :guilabel:`Certificate Key` (:file:`.key` file), and your :guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & Close`." msgstr "" @@ -29255,63 +30446,63 @@ msgstr "" msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 msgid "If you still do not have one of the contracted |PAC|\\s and you want to test electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:299 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:301 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:309 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:313 msgid "The invoicing process in Odoo is based on `Annex 20 `_ version 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:320 msgid "To start invoicing from Odoo, a customer invoice must be created using the :doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:319 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "While the document is in draft mode, changes can be made to it (the correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:322 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "After you :guilabel:`Confirm` the customer invoice, a blue message appears stating: :guilabel:`The invoice will be processed asynchronously by the following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "Pressing the :guilabel:`Process Now` button sends the document to the government so it can be signed. After receiving the signed document back from the government, the :guilabel:`Fiscal Folio` field appears on the document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:334 msgid "If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the invoice, you can confirm if the XML file is valid in the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:333 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 msgid "If you are in a testing environment, you will always receive the message :guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 msgid "To send the signed invoice to your client by mail, you can send both the XML and PDF files together, directly from Odoo, by clicking the :guilabel:`Send & Print` button. You can also download the PDF file to your computer, by clicking the :guilabel:`Print` button, and selecting the desired print option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:347 msgid "While an invoice is a document type \"I\" (Ingreso), a credit note is a document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:345 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:349 msgid "The only addition to the :doc:`standard flow for credit notes <../accounting/customer_invoices/credit_notes>` is that, as a requirement of the |SAT|, there has to be a relation between a credit note and an invoice through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:349 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:353 msgid "Because of this requirement, the field :guilabel:`CFDI Origin` adds this relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" @@ -29319,39 +30510,39 @@ msgstr "" msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:360 msgid "For the :guilabel:`CFDI Origin` field to be automatically added, use the :guilabel:`Add Credit Note` button from the invoice, instead of creating it manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:360 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:363 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 msgid "One addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to the SAT documentation, there are two types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:372 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:372 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:376 msgid ":doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:374 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:376 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "To configure |PUE| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` within the same month, or choose a payment term that does not imply changing the due month (immediate payment, 15 days, 21 days, all falling within the current month)." msgstr "" @@ -29359,11 +30550,11 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:385 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:389 msgid "Some :guilabel:`Payment Terms` are already installed by default, and can be managed from :menuselection:`Accounting --> Configuration --> Payment Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:388 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "To configure |PPD| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` after the first day of the following month. This also applies if your :guilabel:`Payment Term` is due in the following month." msgstr "" @@ -29371,43 +30562,43 @@ msgstr "" msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:396 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:400 msgid "Because the |PPD| policy implies that an invoice is not going to get paid at the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is :guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:401 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 msgid "Payment flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:407 msgid "In both cases, the payment process in Odoo :doc:`is the same <../accounting/customer_invoices>`, the main difference being payments related to |PPD| invoices trigger the creation of a document type \"P\" (Pago)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:407 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "If a payment is related to a |PUE| invoice, it can be registered with the wizard, and be associated with the corresponding invoice. To do so, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice. Then, click the :guilabel:`Register Payment` button. The invoice status changes to :guilabel:`In Payment`, since the payment is effectively validated when it is bank reconciled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:414 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:418 msgid ":doc:`../accounting/bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:416 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:420 msgid "While this process is the same for PPD invoices, the addition of the creating an :doc:`electronic document <../accounting/customer_invoices/electronic_invoicing>` means some additional requirements are needed to correctly send the document to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:420 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 msgid "From an invoice, you need to confirm the specific :guilabel:`Payment Way` where you received the payment. Because of this, the :guilabel:`Payment Way` field **cannot** be set as `99 - Por Definir (To Define)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 msgid "If you are going to add a bank account number in the :guilabel:`Accounting` tab of a customer's contact card, it must have a valid account number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 msgid "The exact configurations are in the `Anexo 20 of the SAT `_. Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 msgid "If a payment is related to a signed invoice with the :guilabel:`Payment Policy` `PPD`, Odoo generates the corresponding payment complement automatically, once you click :guilabel:`Process Now`." msgstr "" @@ -29415,63 +30606,63 @@ msgstr "" msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 msgid "A payment in MXN **cannot** be used to pay multiple invoices in USD. Instead, the payment should be separated into multiple payments, using the :guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:445 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:447 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 msgid "It is possible to cancel the EDI documents sent to the |SAT|. According to the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:455 msgid "With all cancellation requests, you **must** specify a *cancellation reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "After 24 hours have passed since the creation of the invoice, the client **must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:455 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:459 msgid "There are four different cancellation reasons. In Odoo, you can cancel invoices with the reasons *01 Invoices sent with errors with a relation*, and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 msgid "The following sections break down the process of cancelling invoices for each cancellation reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "Odoo has certain limitations to cancelling invoices in the |SAT|: The reasons 03 and 04 (*Operation did not take place* and *Nominative transactions related to a global invoice*, respectively) are not currently supported by Odoo. For this, you need to cancel the invoice directly in the |SAT|, and press :guilabel:`Retry` in the :guilabel:`SAT Status field`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:468 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:472 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:470 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:474 msgid "This cancellation reason must be used when a new invoice needs to substitute the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "Begin by navigating to :menuselection:`Accounting --> Customers --> Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` from the old invoice. Then, navigate to the new invoice, and in the :guilabel:`CFDI Origin` field, add the value `04|` and paste the :guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:478 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "Next, navigate back to the old invoice, and notice the :guilabel:`Substituted By` field is now available. Click the :guilabel:`Request EDI Cancellation` button on the old invoice, and then click :guilabel:`Process Now` in the blue section that appears. The invoice status changes to :guilabel:`Cancelled`, and a confirmation is logged in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:483 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 msgid "Now, the invoice should be cancelled in the |SAT| as well. You can confirm this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:486 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:490 msgid "If the document was cancelled more than 24 hours after its creation, you may need to ask the client to accept the cancellation in their “Buzón Tributario” directly from the `SAT website `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:491 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 msgid "The `04|` is only a code that helps Odoo to perform this process. It has no relation to the method 04 reason for cancellation." msgstr "" @@ -29483,55 +30674,55 @@ msgstr "" msgid "Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:501 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:503 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:507 msgid "This cancellation reason has to be used when an invoice was sent with an error in any field, and does not need to be replaced by another one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:506 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:510 msgid "For this case, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select the old invoice. From here, the only requirement is to click the :guilabel:`Request EDI Cancellation` button, and then click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:510 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 msgid "Because the field :guilabel:`Substituted By` does not appear when using this cancellation reason, the |SAT| should automatically detect that the cancellation reason is 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:518 msgid "Payment cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:516 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 msgid "It is also possible to cancel *Payment Complements*. For this, go to the payment, via :menuselection:`Accounting --> Customers --> Payments`, and select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button will appear. Click :guilabel:`Process now`, and the document will be sent to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to confirm the current |SAT| status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:522 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:529 msgid "Just like invoices, when you create a new *Payment Complement*, you can add the relation of the original document, by adding a `04|` plus the fiscal folio in the :guilabel:`CFDI Origin` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:529 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 msgid "Invoicing special use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:532 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "CFDI to public" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:534 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:538 msgid "If the customer you are selling goods or services to does not require an invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:537 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 msgid "If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will be triggered. This is a main change in the CFDI 4.0 that requires invoices with that specific name to need additional fields, which Odoo does not currently support. So, for a *CFDI to Public* to be created, you need to add any name to your customer that is **not** `PUBLICO EN GENERAL`. (For example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:542 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:546 msgid "In addition to this, it is required that the :guilabel:`ZIP` code of your company is added, the generic |RFC| is set as `XAXX010101000`, and the :guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones fiscales`." msgstr "" @@ -29539,19 +30730,19 @@ msgstr "" msgid "CFDI to Public Customer field configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:552 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:556 msgid "The main currency in Mexico is MXN. While this is mandatory for all Mexican companies, it is possible to send and receive invoices (and payments) in different currencies. To enable the use of :doc:`multicurrency <../accounting/get_started/multi_currency>`, navigate to the :menuselection:`Accounting --> Settings --> Currencies`, and set :guilabel:`Mexican Bank` as the :guilabel:`Service` in the :guilabel:`Automatic Currency Rates` section. Then, set the :guilabel:`Interval` field to the frequency you wish to update the exchange rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:559 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:563 msgid "This way, the XML file of the document will have the correct exchange rate, and the total amount, in both the foreign currency and in MXN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:566 msgid "It is highly recommended to use :doc:`a bank account for each currency <../accounting/bank/foreign_currency>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:566 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:570 msgid "The only currencies that automatically update their exchange rate daily are: USD, EUR, GBP, and JPY." msgstr "" @@ -29559,91 +30750,91 @@ msgstr "" msgid "Multi-currency configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:573 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 msgid "Down payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:575 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:579 msgid "There can be cases where you receive a payment in advance from a customer that needs to be applied to an invoice later. In order to do this in Odoo, it is required to properly link invoices to each other with the :guilabel:`CFDI Origin` field. To do so, it is necessary to have the :doc:`Sales <../../sales>` app installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:585 msgid "`The official documentation for registration of down payments in Mexico `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 msgid "First, navigate to the :menuselection:`Sales` app to create a product `Anticipo` and configure it. The :guilabel:`Product Type` must be :guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: `84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:592 msgid "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:591 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:595 msgid "Create a sales order with the total amount, and create a down payment (either using a percentage or fixed amount). Then, sign the document, and :guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:598 msgid "When the time comes for the customer to get the final invoice, create it again from the same sales order. In the :guilabel:`Create Invoices` wizard, select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:598 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 msgid "Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix `07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 msgid "After this, create a credit note for the first invoice. Copy the :guilabel:`Fiscal Folio` from the second invoice, and paste it in the :guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:610 msgid "With this, all electronic documents are linked to each other. The final step is to fully pay the new invoice. At the bottom of the new invoice, you can find the credit note in the :guilabel:`Outstanding credits` - add it as payment. Finally, register the remaining amount with the :guilabel:`Register Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:614 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:618 msgid "The external trade is a complement to a regular invoice that adds certain values in both the XML and PDF, to invoices with a foreign customer according to `SAT regulations `_, such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:618 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:622 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 msgid "The addition of a :guilabel:`Tariff Fraction` that identifies the type of product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:624 msgid "The correct :guilabel:`Incoterm` (International Commercial Terms), among others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "This allows the correct identification of exporters and importers, in addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:626 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 msgid "Since January 1, 2018, external trade is a requirement for taxpayers, who carry export operations of type A1. While the current CFDI is 4.0, the external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:629 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 msgid "Before installing, make sure your business needs to use this feature. Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "To configure your company contact for external trade, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select your :guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid :guilabel:`ZIP` code in your contact, the external trade complement adds the requirement that your :guilabel:`City` and the :guilabel:`State` must also be valid. All three fields must coincide with the `Official SAT Catalog `_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:649 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, not in the company itself. You can find your company's contact in :menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:657 msgid "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and can be added in the company directly in :menuselection:`Settings --> General Settings --> Companies`. These two fields have to coincide with the data in the |SAT|." msgstr "" @@ -29651,23 +30842,23 @@ msgstr "" msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:660 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 msgid "To configure the contact data for a foreign receiving client, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select the foreign client's contact. The contact must have the following fields completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 msgid "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:670 msgid "The format of the foreign :guilabel:`VAT` (tax identification number, for example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:672 msgid "In the :guilabel:`MX EDI` tab, you need to address if the customer receives goods for a period of time temporarily (:guilabel:`Temporary`) or permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:672 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:676 msgid "If the new contact was created by duplicating another existing contact from Mexico, make sure to delete any carried over information from the :guilabel:`Fiscal Regime` field. In addition, do not enable the :guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory fields that are required for external trade contact configuration." msgstr "" @@ -29675,27 +30866,27 @@ msgstr "" msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:681 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 msgid "In the resulting XML and PDF files, the :guilabel:`VAT` is automatically replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:687 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 msgid "All products involved with external trade have four fields that are required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:690 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:694 msgid "The :guilabel:`Internal Reference` of the product is in the :guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:695 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:692 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "The `correct `_ :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:694 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 msgid "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" @@ -29703,19 +30894,19 @@ msgstr "" msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:704 msgid "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct :guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct :guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:708 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:712 msgid "Before creating an invoice, it is important to take into account that external trade invoices require to convert the amounts of your product into USD. Therefore, :doc:`multicurrency <../accounting/get_started/multi_currency>` **must** be enabled and *USD* **must** be activated in the :guilabel:`Currencies` section. The correct :guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:714 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "Then, with the correct exchange rate set up in :menuselection:`Accounting --> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and the optional :guilabel:`Certificate Source` in the :guilabel:`Other Info` tab." msgstr "" @@ -29723,63 +30914,63 @@ msgstr "" msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:721 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:725 msgid "Finally, sign the invoice with the same process as a regular invoice, and click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:727 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:731 msgid "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 msgid "On December 1st, 2021, version 2.0 of this CFDI was implemented for all transportation providers, intermediaries, and owners of goods. Odoo is able to generate a document type \"T\" (Traslado), which, unlike other documents, is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "Odoo can create XML and PDF files with (or without) ground transport, and can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 msgid "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, :guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and :guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "In addition to this, it is necessary to have the :doc:`Inventory <../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 msgid "Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, or marine transport. Consult your accountant first if this feature is needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:753 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 msgid "**No Federal Highways**: Is used when the *Distance to Destination* is `less than 30 KM `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:759 msgid "**Federal Transport**: Is used when the *Distance to Destination* exceeds 30 KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:761 msgid "Other than the standard requirements of regular invoicing (The |RFC| of the customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:760 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:764 msgid "For *Federal Transport*, several configurations have to be added to contacts, vehicle setups, and products. Those configurations are added to the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:764 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "Like the external trade feature, the :guilabel:`Address` in both the company and the final customer must be complete. The :guilabel:`ZIP` code, :guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:775 msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" @@ -29787,23 +30978,23 @@ msgstr "" msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "The origin address used for the delivery guide is set in :menuselection:`Inventory --> Configuration --> Warehouses Management --> Warehouses`. While this is set as the company address by default, you can change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:785 msgid "Another addition to this feature is the :guilabel:`Vehicle Setups` menu found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets you add all the information related to the vehicle used for the delivery order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:785 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:792 msgid "The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, must contain between 5 to 7 characters." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "In the :guilabel:`Intermediaries` section, you must add the operator of the vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` and :guilabel:`Operator Licence`." msgstr "" @@ -29811,19 +31002,19 @@ msgstr "" msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:804 msgid "Similar to regular invoicing, all products must have a :guilabel:`UNSPSC category`. In addition to this, there are two extra configurations for products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:807 msgid "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:805 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 msgid "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:812 msgid "Creating a delivery guide of a product with the value `0` will trigger an error. As the :guilabel:`Weight` has been already stored in the delivery order, it is needed to return the products, and create the delivery order (and delivery guide) again with the correct amounts." msgstr "" @@ -29831,27 +31022,27 @@ msgstr "" msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:816 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:820 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "To create a delivery guide, first, you need to create and confirm a sales order from :menuselection:`Sales --> Sales Order`. This generates a :guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:826 msgid "After the status is set to :guilabel:`Done`, you can edit the transfer, and select the :guilabel:`Transport Type` (either :guilabel:`No Federal Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:826 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:830 msgid "If your delivery guide has the type :guilabel:`No Federal Highways`, you can save the transfer, and then click :guilabel:`Generate Delivery Guide`. The resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:830 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:834 msgid "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use :guilabel:`No Federal Highways` do not require any special configuration to be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:833 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:837 msgid "If your delivery guide has the type, :guilabel:`Federal Transport`, the tab :guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` used for this delivery." msgstr "" @@ -29859,15 +31050,15 @@ msgstr "" msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:841 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:845 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:843 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 msgid "Certain values in the :guilabel:`UNSPSC Category` are considered in the `official SAT catalog `_ as *dangerous hazards*. These categories need additional considerations when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:848 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:852 msgid "First, select your product from :menuselection:`Inventory --> Products --> Products`. Then, in the :guilabel:`Accounting` tab, the fields :guilabel:`Hazardous Material Designation Code (MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the correct code from the |SAT| catalog." msgstr "" @@ -29875,7 +31066,7 @@ msgstr "" msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:855 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:859 msgid "In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the data from the :guilabel:`Environment Insurer` and :guilabel:`Environment Insurance Policy` has to be filed, as well. After this, continue with the regular process to create a delivery guide." msgstr "" @@ -29883,59 +31074,59 @@ msgstr "" msgid "Delivery Guide environment insurer required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:867 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "A *customs declaration* (Pedimento Aduanero) is a fiscal document that certifies that all contributions to the fiscal entity (the |SAT|) has been paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 msgid "According to the `Annex 20 `_ of CFDI 4.0, in documents where the invoiced goods come from a first-hand import operation, the field, :guilabel:`Customs Number`, needs to be added to all lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, :doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales <../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:878 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 msgid "Do not confuse this feature with external trade. The customs numbers are directly related to importing goods, while the external trade complement is related to exporting. Consult your accountant first if this feature is needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:885 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:889 msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that :guilabel:`Landed Costs` is activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:890 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:894 msgid "Begin by creating a *service*-type product called, `Pedimento`. In the :guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:893 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:897 msgid "Then, configure the *storable products* that hold the customs numbers. To do so, create the storable products, and make sure the :guilabel:`Product Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:900 msgid ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:897 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:898 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:899 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:903 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:900 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 msgid ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:905 msgid ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en tránsito`" msgstr "" @@ -29947,27 +31138,27 @@ msgstr "" msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:910 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:914 msgid "Purchase and sales flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "After you configure your product, follow the standard :doc:`purchase flow <../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:915 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "Create a purchase order from :menuselection:`Purchase --> Orders --> Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` smart button. Click on the :guilabel:`Receipt` smart button to :guilabel:`Validate` the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create a new record. Add the transfer that you just created, and both: the product `Pedimento` and :guilabel:`Customs number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:926 msgid "Optionally, you can add a cost amount. After this, validate the landed cost. Once :guilabel:`Posted`, all products related to that receipt have the customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:926 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:930 msgid "You can only add the *Pedimentos* number **once**, so be careful when associating the correct number with the transfer(s)." msgstr "" @@ -29975,11 +31166,11 @@ msgstr "" msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:936 msgid "Now, create a sales order, and confirm it. This should trigger a :guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 msgid "Finally, create an invoice from the sales order, and confirm it. The invoice line related to your product has a customs number in it. This number should match the customs number added in the *Landed Costs* record you created earlier." msgstr "" @@ -29987,79 +31178,79 @@ msgstr "" msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:945 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 msgid "For Mexico, `Electronic Accounting `_ refers to the obligation to keep accounting records and entries through electronic means, and to enter accounting information on a monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:950 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:954 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:952 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 msgid "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:957 msgid "A monthly trial balance, plus a closing entry report, also known as: *Trial Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:954 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "Either optional, or for a compulsory audit, an export of the journal entries in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:957 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "The resulting XML files follow the requirements of the `Anexo Técnico de Contabilidad Electrónica 1.3 `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:960 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:964 msgid "In addition to this, you can generate the `DIOT `_: A report of vendor's journal entries that involve IVA taxes that can be exported in a :file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:969 msgid "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, :guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and :guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the :doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:971 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:975 msgid "The specific characteristics and obligations of the reports that you send might change according to your fiscal regime. Always contact your accountant before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` in México follows a specific pattern based on |SAT|'s' `Código agrupador de cuentas `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:988 msgid "You can create any account, as long as it respects |SAT|'s encoding group: the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:988 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:990 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 msgid "When a new account is created in :menuselection:`Accounting --> Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern, the correct grouping code appears in :guilabel:`Tags`, and your account appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:998 msgid "Once you create all your accounts, make sure the correct :guilabel:`Tags` are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "You cannot use any pattern that ends a section with a 0 (such as `100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1004 msgid "Once everything is set up, go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`COA SAT (XML)`. This generates an XML file with your accounts, which you can upload directly to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1012 msgid "The trial balance reports the initial balance, credit, and total balance of your accounts, provided that you added their correct :ref:`encoding group `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1015 msgid "To generate this report in an XML format, go to :menuselection:`Accounting --> Reporting --> Trial Balance`. Select the month you want to download in the calendar, then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." msgstr "" @@ -30067,35 +31258,35 @@ msgstr "" msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "Month 13 trial balance" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1025 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 msgid "The *Month 13* report is a closing balance sheet that shows any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1032 msgid "To generate it, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1034 msgid "Go to :menuselection:`Accounting --> Accounting --> Journal Entries` and create a new entry for all the amounts to be changed, balancing the debit and/or credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1032 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1036 msgid "In the :guilabel:`Other Info` tab, enable the :guilabel:`Month 13 Closing` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "Go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the calendar, and select :guilabel:`Month 13`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1039 msgid "Click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." msgstr "" @@ -30103,59 +31294,59 @@ msgstr "" msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1048 msgid "By law, all transactions in Mexico must be recorded digitally. Since Odoo automatically creates all the underlying journal entries of your invoicing and payments, you can export your journal entries to comply with |SAT|'s audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1053 msgid "You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1055 msgid "To create the XML, go to :menuselection:`Accounting --> Reporting --> General Ledger`, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`XML (Polizas)`. In the :guilabel:`XML Polizas Export Options` window, choose between four different :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1060 msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1061 msgid ":guilabel:`Audit certification`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid ":guilabel:`Return of goods`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1059 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1063 msgid ":guilabel:`Compensation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1061 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1065 msgid "For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to write the :guilabel:`Order Number` provided by the |SAT|. For :guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1067 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1071 msgid "If you want to see this report without sending it, use `ABC6987654/99` for :guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1071 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1077 msgid "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative Declaration of Operations with Third Parties*) is an additional obligation with the |SAT|, where the current status of creditable and non-creditable payments, withholdings, and refunds of VAT from your vendor bills, are provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1078 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "Unlike other reports, the |DIOT| is uploaded to a software provided by the |SAT| that contains the A-29 form. In Odoo, you can download the records of your transactions as a :file:`.txt` file that can be uploaded to the form, avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 msgid "The transactions file contains the total amount of your payments registered in vendor bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1090 msgid "To generate the |DIOT| report, go to :menuselection:`Accounting --> Reporting --> Tax Reports`. Select the month you want to download in the calendar, then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button to select :guilabel:`Report: DIOT (MX)` and download the :file:`.txt` file." msgstr "" @@ -30163,7 +31354,7 @@ msgstr "" msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1095 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1099 msgid "You need to fill the :guilabel:`L10N Mx Type of Operation` field in the :guilabel:`Accounting` tab of each one of your vendors to prevent validation errors. Make sure that your foreign customers have their country set up for :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" @@ -30359,11 +31550,15 @@ msgstr "" msgid "`Smart Tutorial - Localización de Peru (videos for workflows and configurations) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:89 -msgid "Install the Peruvian localization modules" +#: ../../content/applications/finance/fiscal_localizations/peru.rst:84 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Peru <../accounting/customer_invoices/electronic_invoicing/peru>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:91 +msgid "Install the Peruvian localization modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:93 msgid "Go to *Apps* and search for Peru, then click Install in the module Peru EDI. This module has a dependency with *Peru - Accounting*. In case this last one is not installed, Odoo installs it automatically within EDI." msgstr "" @@ -30371,11 +31566,11 @@ msgstr "" msgid "The \"Module\" filter is set on \"Peru\"" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:99 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:101 msgid "When you install a database from scratch selecting Peru as country, Odoo automatically installs the base module: Peru - Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:105 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:107 msgid "In addition to the basic information in the Company, we need to set Peru as the Country, this is essential for the Electronic Invoice to work properly. The field **Address Type Code** represents the establishment code assigned by the SUNAT when companies register their RUC (Unique Contributor Registration):" msgstr "" @@ -30383,94 +31578,94 @@ msgstr "" msgid "Company data for Peru including RUC and Address type code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:114 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:116 msgid "In case the Address type code is unknown, you can set it as the default value: 0000. Be aware that if an incorrect value is entered, the Electronic invoice validation might have errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:118 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:120 msgid "The NIF should be set following the RUC format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:121 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:123 msgid "Chart of Account" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:123 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:125 msgid "The chart of accounts is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:127 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:129 msgid "Default Account Payable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:130 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:132 msgid "The chart of accounts for Peru is based on the most updated version of the :abbr:`PCGE (Plan Contable General Empresarial)`, which is grouped in several categories and is compatible with NIIF accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:137 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:139 msgid "Accounting Settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:139 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:141 msgid "Once the modules are installed and the basic information of your company is set, you need to configure the elements required for Electronic Invoice. For this, go to :menuselection:`Accounting --> Settings --> Peruvian Localization`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:144 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:146 msgid "Basic Concepts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:146 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:148 msgid "Here are some terms that are essential on the Peruvian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:148 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:150 msgid "**EDI**: Electronic Data Interchange, which in this refers to the Electronic Invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:149 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:151 msgid "**SUNAT**: is the organization that enforces customs and taxation in Peru." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:150 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:152 msgid "**OSE**: Electronic Service Operator, `OSE SUNAT's definition `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:152 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:154 msgid "**CDR**: Receipt certificate (Constancia de Recepción)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:153 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:155 msgid "**SOL Credentials**: Sunat Operaciones en Línea. User and password are provided by the SUNAT and grant access to Online Operations systems." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:157 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:159 msgid "Signature Provider" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:159 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:161 msgid "As part of the requirements for Electronic Invoice in Peru, your company needs to select a Signature Provider that will take care of the document signing process and manage the SUNAT validation response. Odoo offers three options:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:163 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:170 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:165 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:172 msgid "IAP (Odoo In-App Purchase)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:164 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:227 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:166 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:229 msgid "Digiflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:165 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:242 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:167 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:244 msgid "SUNAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:167 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:169 msgid "Please refer to the sections below to check the details and considerations for each option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:172 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:174 msgid "This is the default and the suggested option, considering the digital ceritificate is included as part of the service." msgstr "" @@ -30478,108 +31673,108 @@ msgstr "" msgid "IAP option as signature providers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:179 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:181 msgid "What is the IAP?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:181 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:183 msgid "This is a signature service offered directly by Odoo, the service takes care of the next process:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:183 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:185 msgid "Provides the Electronic invoice Certificate, so you do not need to acquire one by yourself." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:184 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:186 msgid "Send the document to the OSE, in this case, Digiflow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:185 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:187 msgid "Receive the OSE validation and CDR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:188 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:190 msgid "How does it work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:190 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:192 msgid "The service requires Credits in order to process your electronic documents. Odoo provides 1000 credits for free in new databases. After these credits are consumed, you need to buy a Credit Package." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:195 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:197 msgid "Credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:195 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:197 msgid "EUR" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:197 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:199 msgid "22" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:199 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 msgid "5000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:199 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 msgid "110" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:203 msgid "10,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:203 msgid "220" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:203 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:205 msgid "20,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:203 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:205 msgid "440" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:206 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:208 msgid "The credits are consumed per each document that is sent to the OSE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:209 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:211 msgid "If you have a validation error and the document needs to be sent one more time, one additional credit will be charged. Therefore, it is paramount that you verify all information is correct before sending your document to the OSE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:214 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:216 msgid "What do you need to do?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:216 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:218 msgid "In Odoo, once your enterprise contract is activated and you start working in Production, you need to buy credits once the first 1000 are consumed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:218 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:220 msgid "As Digiflow is the OSE used in the IAP, you need to affiliate it as the official OSE for your company on the SUNAT website. This is a simple process. For more information, please check `OSE Affiliation guide `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:222 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:224 msgid "Register Digiflow as the authorized PSE, please check `PSE Affiliation guide `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:229 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:231 msgid "This option can be used as an alternative, instead of using the IAP services you can send your document validation directly to Digiflow. In this case you need to consider:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:232 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:248 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:234 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:250 msgid "Buy your own digital Certificate: For more detail regarding the official vendor list, and the process to acquire it, please refer to `SUNAT Digital Ceritifcates `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:235 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:237 msgid "Sign a service agreement directly with `Digiflow `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:236 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:238 msgid "Provide your SOL credentials." msgstr "" @@ -30587,35 +31782,35 @@ msgstr "" msgid "Digiflow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:244 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:246 msgid "In case your company wants to sign directly with the SUNAT, it is possible to select this option in your configuration. In this case you need to consider: - Get the SUNAT Certification process accepted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:252 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:254 msgid "Provide you SOL credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:255 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:257 msgid "When using direct connection with the SUNAT, the SOL User must be set with the Company RUT + User Id. Example: ``20121888549JOHNSMITH``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:259 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:261 msgid "Testing environment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:261 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:263 msgid "Odoo provides a testing environment that can be activated before your company goes into production." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:263 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:265 msgid "When using the testing environment and the IAP signature, you don’t need to buy testing credits for your transactions as all of them are validated by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:267 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:269 msgid "By default the databases are set to work on production, make sure to enable the testing mode if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:273 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:275 msgid "In case you don’t use Odoo IAP, in order to generate the electronic invoice signature, a digital certificate with the extension ``.pfx`` is required. Proceed to this section and load your file and password." msgstr "" @@ -30623,7 +31818,7 @@ msgstr "" msgid "EDI Certificate wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:283 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:285 msgid "The official currency exchange rate in Peru is provided by the SUNAT. Odoo can connect directly to its services and get the currency rate either automatically or manually." msgstr "" @@ -30631,15 +31826,15 @@ msgstr "" msgid "SUNAT displayed in Multicurrency Service option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:289 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:291 msgid "Please refer to the next section in our documentation for more information about :doc:`multicurrencies <../accounting/get_started/multi_currency>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:295 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:297 msgid "Configure Master data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:300 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:302 msgid "As part of the localization module the taxes are created automatically with their related financial account and electronic invoice configuration." msgstr "" @@ -30647,11 +31842,11 @@ msgstr "" msgid "List of default taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:307 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:309 msgid "EDI Configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:309 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:311 msgid "As part of the taxes configuration, there are three new fields required for electronic invoice, the taxes created by default have this data included, but in case you create new taxes make sure you fill in the fields:" msgstr "" @@ -30659,31 +31854,31 @@ msgstr "" msgid "Taxes EDI data for Peru." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:317 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:319 msgid "Fiscal Positions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:319 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "There are two main fiscal positions included by default when you install the Peruvian localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:321 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:323 msgid "**Extranjero - Exportación**: Set this fiscal position on customers for Exportation transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:323 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:325 msgid "**Local Peru**: Set this fiscal position on local customers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:328 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:330 msgid "In some Latin American countries, including Peru, some accounting transactions like invoices and vendor bills are classified by document types, defined by the government fiscal authorities, in this case by the SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:332 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:334 msgid "Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the Document Type includes the country on which the document is applicable;the data is created automatically when the localization module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:336 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:338 msgid "The information required for the document types is included by default so the user does not need to fill anything on this view:" msgstr "" @@ -30691,27 +31886,27 @@ msgstr "" msgid "Document Type list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:343 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:345 msgid "Currently the documents supported on customer invoices are: Invoice, Boleta, Debit Note and Credit Note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:349 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "When creating Sales Journals, the following information must be filled, in addition to the standard fields on the Journals:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:353 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:355 msgid "Use Documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:355 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:357 msgid "This field is used to define if the journal uses Document Types. It is only applicable to Purchase and Sales journals, which are the ones that can be related to the different set of document types available in Peru. By default, all the sales journals created use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:360 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:362 msgid "Electronic Data Interchange" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:362 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:364 msgid "This section indicates which EDI workflow is used in the invoice, for Peru we must select “Peru UBL 2.1”." msgstr "" @@ -30719,15 +31914,15 @@ msgstr "" msgid "Journal EDI field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:369 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:371 msgid "By default, the value Factur-X (FR) is always displayed, make sure you can uncheck it manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:375 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:377 msgid "Identification Type and VAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:377 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:379 msgid "As part of the Peruvian localization, the identification types defined by the SUNAT are now available on the Partner form, this information is essential for most transactions either on the sender company and in the customer, make sure you fill in this information in your records." msgstr "" @@ -30735,12 +31930,12 @@ msgstr "" msgid "Partner identification type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:385 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:387 #: ../../content/applications/finance/fiscal_localizations/romania.rst:113 msgid "Product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:387 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:389 msgid "Additional to the basic information in your products, for the Peruvian localization, the UNSPC Code on the product is a required value to be configured." msgstr "" @@ -30748,19 +31943,19 @@ msgstr "" msgid "UNSPC Code on products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:397 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:399 msgid "Customer invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:400 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:402 msgid "EDI Elements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:402 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:404 msgid "Once you have configured your master data, the invoices can be created from your sales order or manually. Additional to the basic invoice information described on :doc:`our page about the invoicing process <../accounting/customer_invoices/overview>`, there are a couple of fields required as part of the Peru EDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:407 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:409 msgid "**Document type**: The default value is “Factura Electronica” but you can manually change the document type if needed and select Boleta for example." msgstr "" @@ -30768,7 +31963,7 @@ msgstr "" msgid "Invoice document type field on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:413 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:415 msgid "**Operation type**: This value is required for Electronic Invoice and indicates the transaction type, the default value is “Internal Sale” but another value can be selected manually when needed, for example Export of Goods." msgstr "" @@ -30776,7 +31971,7 @@ msgstr "" msgid "Invoice operation type field on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:420 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:422 msgid "**EDI Affectation Reason**: In the invoice lines, additional to the Tax there is a field “EDI Affectation Reason” that determines the tax scope based on the SUNAT list that is displayed. All the taxes loaded by default are associated with a default EDI affection reason, if needed you can manually select another one when creating the invoice." msgstr "" @@ -30784,7 +31979,7 @@ msgstr "" msgid "Tax affectation reason in invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:431 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:433 msgid "Once you check all the information in your invoice is correct, you can proceed to validate it. This action registers the account move and triggers the Electronic invoice workflow to send it to the OSE and the SUNAT. The following message is displayed at the top of the invoice:" msgstr "" @@ -30792,16 +31987,16 @@ msgstr "" msgid "Sending of EDI Invoice in blue." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:438 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:440 msgid "Asynchronous means that the document is not sent automatically after the invoice has been posted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:443 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:530 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:445 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:532 msgid "Electronic Invoice Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:445 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:447 msgid "**To be Sent**: Indicates the document is ready to be sent to the OSE, this can be done either automatically by Odoo with a *cron* that runs every hour, or the user can send it immediately by clicking on the button “Sent now”." msgstr "" @@ -30809,7 +32004,7 @@ msgstr "" msgid "Send EDI manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:452 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:454 msgid "**Sent**: Indicates the document was sent to the OSE and was successfully validated. As part of the validation a ZIP file is downloaded and a message is logged in the chatter indicating the correct Government validation." msgstr "" @@ -30817,31 +32012,31 @@ msgstr "" msgid "Message on chatter when the invoice is valid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:459 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:461 msgid "In case there is a validation error the Electronic Invoice status remains in “To be sent” so the corrections can be made and the invoice can be sent again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:463 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:465 msgid "One credit is consumed each time that you send a document for validation, in this sense if an error is detected on an invoice and you send it one more time, two credits are consumed in total." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:468 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:470 msgid "Common Errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:470 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:472 msgid "There are multiple reasons behind a rejection from the OSE or the SUNAT, when this happens Odoo sends a message at the top of the invoice indicating the error details and in the most common cases a hint to fix the issue." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:474 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:476 msgid "If a validation error is received, you have two options:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:476 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:478 msgid "In case the error is related to master data on the partner, customer or taxes, you can simply apply the change on the record (example customer identification type) and once it is done click on the Retry button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:479 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:481 msgid "If the error is related to some data recorded on the invoice directly (Operation type, missing data on the invoice lines), the correct solution is to reset the invoice to Draft, apply the changes, and then send the invoice again to the SUNAT for another validation." msgstr "" @@ -30849,15 +32044,15 @@ msgstr "" msgid "List of common errors on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:486 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:488 msgid "For more detail please refert to `Common errors in SUNAT `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:490 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:492 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:492 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:494 msgid "After the invoice is accepted and validated by the SUNAT, the invoice PDF report can be printed. The report includes a QR code, indicating the invoice is a valid fiscal document." msgstr "" @@ -30865,15 +32060,15 @@ msgstr "" msgid "Invoice PDF report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:499 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:501 msgid "IAP Credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:501 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:503 msgid "Odoo’s Electronic IAP offers 1000 credits for free, after these credits are consumed in your production database, your company must buy new credits in order to process your transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:504 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:506 msgid "Once you run out of credits a red label is displayed at the top of the invoice indicating that additional credits are required, you can easily buy them by accessing the link provided in the message." msgstr "" @@ -30881,19 +32076,19 @@ msgstr "" msgid "Buying credits in the IAP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:511 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:513 msgid "In the IAP service includes packages with different pricing based on the number of credits. The price list in the IAP is always displayed in EUR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:515 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:517 msgid "Special Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:518 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:520 msgid "Cancellation process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:520 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:522 msgid "Some scenarios require an invoice cancellation, for example, when an invoice was created by mistake. If the invoice was already sent and validated by the SUNAT, the correct way to proceed is by clicking on the button Request Cancellation:" msgstr "" @@ -30901,11 +32096,11 @@ msgstr "" msgid "Request invoice cancellation button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:527 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:529 msgid "In order to cancel an invoice, please provide a cancellation Reason." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:532 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:534 msgid "**To Cancel**: Indicates the cancellation request is ready to be sent to the OSE, this can be done either automatically by Odoo with a *cron* that runs every hour, or the user can send it immediately by clicking on the button “Send now”. Once it is sent, a cancellation ticket is created, as a result the next message and CDR File are logged in the chatter:" msgstr "" @@ -30913,7 +32108,7 @@ msgstr "" msgid "Cancellation CDR sent by the SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:540 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:542 msgid "**Cancelled**: Indicates the cancellation request was sent to the OSE and was successfully validated. As part of the validation a ZIP file is downloaded and a message is logged in the chatter indicating the correct Government validation." msgstr "" @@ -30921,27 +32116,27 @@ msgstr "" msgid "Invoice after cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:548 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:550 msgid "One credit is consumed on each cancellation request." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:551 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:553 msgid "Export invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:553 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:555 msgid "When creating exportation invoices, take into account the next considerations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:555 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:557 msgid "The Identification type on your customer must be Foreign ID." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:556 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:558 msgid "Operation type in your invoice must be an Exportation one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:557 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:559 msgid "The taxes included in the invoice lines should be EXP taxes." msgstr "" @@ -30949,39 +32144,39 @@ msgstr "" msgid "Exportation invoices main data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:563 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:565 msgid "Advance Payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:565 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:567 msgid "Create the advance payment Invoice and apply its related payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:566 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:568 msgid "Create the final invoice without considering the advance payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:567 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:569 msgid "Create a credit note for the Final invoice with the advance payment amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:568 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:570 msgid "Reconcile the Credit note with the final invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:569 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:571 msgid "The remaining balance on the final invoice should be paid with a regular payment transaction." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:572 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:574 msgid "Detraction Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:574 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:576 msgid "When creating invoices that is subject to Detractions, take into account the next considerations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:576 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:578 msgid "All the products included in the invoice must have these fields configured:" msgstr "" @@ -30989,7 +32184,7 @@ msgstr "" msgid "Detraction fields on products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:581 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:583 msgid "Operation type in your invoice must be ``1001``" msgstr "" @@ -30997,11 +32192,11 @@ msgstr "" msgid "Detraction code on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:587 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:589 msgid "Credit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:589 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:591 msgid "When a correction or refund is needed over a validated invoice, a credit note must be generated, for this just click on the button “Add Credit Note”, a part of the Peruvian localization you need to prove a Credit Reason selecting one of the options in the list." msgstr "" @@ -31009,11 +32204,11 @@ msgstr "" msgid "Add Credit Note from invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:597 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:599 msgid "When creating your first credit Note, select the Credit Method: Partial Refund, this allows you to define the credit note sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:600 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:602 msgid "By default the Credit Note is set in the document type:" msgstr "" @@ -31021,191 +32216,191 @@ msgstr "" msgid "Credit Note document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:605 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:607 msgid "To finish the workflow please follow the instructions on :doc:`our page about Credit Notes <../accounting/customer_invoices/credit_notes>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:609 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:611 msgid "The EDI workflow for the Credit notes works in the same way as the invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:614 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:616 msgid "As part of the Peruvian localization, besides creating credit notes from an existing document you can also create debit Notes. For this just use the button “Add Debit Note”." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:617 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:619 msgid "By default the Debit Note is set in the document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:622 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:624 msgid "Electronic delivery guide 2.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:624 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:626 msgid "The *Guía de Remisión Electrónica* (GRE) is an electronic document generated by the shipper to support the transportation or transfer of goods from one place to another, such as a warehouse or establishment. In Odoo, there are several configuration steps needed before you can successfully use this feature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:629 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:631 msgid "The use of the *guía de remisión electrónica* electronic document is mandatory and required by |SUNAT| for taxpayers who need to transfer their products, except those under the *Single Simplified Regime* (régimen único simplificado or RUS)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:634 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:636 msgid "Delivery guide types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:637 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:639 msgid "Sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:639 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:641 msgid "The *Sender* delivery guide type is issued when a sale is made, a service is rendered (including processing), goods are assigned for use, or goods are transferred between premises of the same company and others." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:643 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:645 msgid "This delivery guide is issued by the owner of the goods (i.e., the sender) at the beginning of the shipment. The sender delivery guide is supported in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:647 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:649 msgid "`SUNAT guía de remisión `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:650 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:779 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:652 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 msgid "Carrier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:652 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:654 msgid "The *Carrier* delivery guide type justifies the transportation service the driver (or carrier) performs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:655 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:657 msgid "This delivery guide is issued by the carrier and must be issued to each shipper when the shipment goes through public transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:659 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:661 msgid "The carrier delivery guide is **not** supported in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:662 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:664 msgid "`SUNAT guía de remisión transportista `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:666 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:668 msgid "Transportation types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:669 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:671 msgid "Private" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:671 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:673 msgid "The *Private* transportation type option is used when the owner transfers goods using their own vehicles. In this case, a sender's delivery guide must be issued." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:675 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:677 msgid "Public" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:677 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:679 msgid "The *Public* transportation type option is used when an external carrier moves the goods. In this case, two delivery guides must be issued: the sender's delivery guide and the carrier's delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:682 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:684 msgid "Direct submission to SUNAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:684 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:686 msgid "The creation of the |GRE| delivery guide in Odoo **must** be sent directly to the |SUNAT|, regardless of the electronic document provider: IAP, Digiflow, or |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:688 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:690 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:475 msgid "Required information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:690 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:692 msgid "Version 2.0 of the electronic delivery guide requires additional information on the general configuration, vehicles, contacts, and products. In the general configuration, it is necessary to add new credentials that you can retrieve from the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:695 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:697 msgid "Cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:697 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:699 msgid "**Both** the sender and the carrier can cancel the electronic waybill as long as the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:700 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:702 msgid "The shipment has not been initiated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:701 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:703 msgid "If the shipment has been initiated, the receiver **must** be changed before reaching the final destination." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:705 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:707 msgid "The |SUNAT| no longer uses the term \"Anula\", but now uses the term \"Dar de baja\" for cancellations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:709 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:711 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:107 #: ../../content/applications/finance/payment_providers/paypal.rst:56 msgid "Testing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:711 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:713 msgid "The |SUNAT| does not support a test environment. This means that any delivery guides that were generated by mistake **will** be sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:714 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:716 msgid "If, by mistake, the waybill was created in this environment, it is necessary to delete it from the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:721 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:723 msgid "Electronic sender's |GRE| is currently the only supported type of waybill in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:722 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:724 msgid "The delivery guide is dependent on the Odoo *Inventory* app, the :guilabel:`l10n_pe_edi` and :guilabel:`l10n_pe` modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:724 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:726 msgid "A second user **must** be added for the creation of electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:726 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:728 msgid "After following the steps to configure the :ref:`electronic invoicing ` and the :ref:`master data `, :ref:`install ` the :guilabel:`Peruvian - Electronic Delivery Note 2.0` module (`l10n_pe_edi_stock_20`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:730 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:732 msgid "Next, you need to retrieve the *client ID* and *client secret* from |SUNAT|. To do so, follow the `manual de servicios web plataforma nueva GRE `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:735 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:737 msgid "In the |SUNAT| portal, it is important to have the correct access rights enabled, as they may differ from the user set for electronic invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:738 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:740 msgid "These credentials should be used to configure the delivery guide general settings from :menuselection:`Inventory --> Configuration --> Settings`, and scroll down to the :guilabel:`Peru Delivery Guide` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:742 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:744 msgid "Configure the following :guilabel:`Sunat Delivery Guide API` fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:744 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:746 msgid ":guilabel:`Guide Client ID`: the unique API *client ID* generated in the |SUNAT| portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:745 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:747 msgid ":guilabel:`Guide Client Secret`: the unique API *client secret* generated in the |SUNAT| portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:746 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:748 msgid ":guilabel:`Guide SOL User`: the RUC Number + SOL username" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:747 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:749 msgid ":guilabel:`Guide SOL Password`: the SOL user password" msgstr "" @@ -31213,42 +32408,42 @@ msgstr "" msgid "Example for the SUNAT Delivery Guide API section configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:753 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:755 msgid "It is required to follow the format `RUC + UsuarioSol` (e.g., `20557912879SOLUSER`) for the :guilabel:`Guide SOL User` field, depending on the user selected when generating the |GRE| API credentials in the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:758 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:760 msgid "Operator" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:760 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:762 msgid "The *operator* is the vehicle's driver in cases where the delivery guide is through *private* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:763 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:765 msgid "To create a new operator, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:766 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:768 msgid "First, select :guilabel:`Individual` as the :guilabel:`Company Type`. Then, add the :guilabel:`Operator License` in the :guilabel:`Accounting` tab of the contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:769 -msgid "For the customer address, make sure the following fields are complete:" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/peru.rst:771 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:792 -msgid ":guilabel:`District`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/peru.rst:772 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:793 -msgid ":guilabel:`Tax ID` (:guilabel:`DNI`/:guilabel:`RUC`)" +msgid "For the customer address, make sure the following fields are complete:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:773 #: ../../content/applications/finance/fiscal_localizations/peru.rst:794 +msgid ":guilabel:`District`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:774 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:795 +msgid ":guilabel:`Tax ID` (:guilabel:`DNI`/:guilabel:`RUC`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:775 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:796 msgid ":guilabel:`Tax ID Number`" msgstr "" @@ -31256,19 +32451,19 @@ msgstr "" msgid "Individual type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:783 msgid "The *carrier* is used when the delivery guide is through *public* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:783 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:785 msgid "To create a new carrier, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:786 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:788 msgid "First, select :guilabel:`Company` as the :guilabel:`Company Type`. Then, add the :guilabel:`MTC Registration Number`, :guilabel:`Authorization Issuing Entity`, and the :guilabel:`Authorization Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:790 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:792 msgid "For the company address, make sure the following fields are complete:" msgstr "" @@ -31276,43 +32471,43 @@ msgstr "" msgid "Company type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:800 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:802 msgid "Vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:802 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:804 msgid "To configure the available vehicles, navigate to :menuselection:`Inventory --> Configuration --> Vehicles` and fill in the vehicle form with the information needed for the vehicle:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:805 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:807 msgid ":guilabel:`Vehicle Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:806 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:808 msgid ":guilabel:`License Plate`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:807 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:809 msgid ":guilabel:`Is M1 or L?`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:808 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:810 msgid ":guilabel:`Special Authorization Issuing Entity`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:809 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:811 msgid ":guilabel:`Authorization Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:810 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:812 msgid ":guilabel:`Default Operator`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:811 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:813 msgid ":guilabel:`Company`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:814 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:816 msgid "It is important to check the :guilabel:`Is M1 or L?` checkbox if the vehicle has fewer than four wheels or fewer than eight seats." msgstr "" @@ -31320,39 +32515,39 @@ msgstr "" msgid "Vehicle not selected as an M1 or L type with extra fields shown." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:823 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:825 msgid "To configure the available products, navigate to :menuselection:`Inventory --> Products` and open the product to be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:826 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:828 msgid "Make sure that the applicable information in the product form is fully configured. The :guilabel:`Partida Arancelaria` (Tariff Item) field needs to be completed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:830 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:832 msgid "Generating a GRE" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:832 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:834 msgid "Once the delivery from inventory is created during the sales workflow, make sure you complete the |GRE| fields on the top-right section of the transfer form for the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:835 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:837 msgid ":guilabel:`Transport Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:836 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:838 msgid ":guilabel:`Reason for Transfer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:837 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:839 msgid ":guilabel:`Departure start date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:839 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:841 msgid "It is also required to complete the :guilabel:`Vehicle` and :guilabel:`Operator` fields under the :guilabel:`Guia de Remision PE` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:842 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:844 msgid "The delivery transfer has to be marked as *Done* for the :guilabel:`Generar Guia de Remision` button to appear on the left menu of the transfer form." msgstr "" @@ -31360,7 +32555,7 @@ msgstr "" msgid "Generar Guia de Remision button on a transfer form in the Done stage." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:848 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:850 msgid "Once the transfer form is correctly validated by |SUNAT|, the generated XML file becomes available in the chatter. You can now print the delivery slip that shows the transfer details and the QR code validated by |SUNAT|." msgstr "" @@ -31368,231 +32563,231 @@ msgstr "" msgid "Transfer details and QR code on generated delivery slip." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:860 msgid "`Diferente prefijo para productos (T001 en algunos, T002 en otros)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:860 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:862 msgid "At the moment, Odoo does not support the automation of prefixes for products. This can be done manually for each product output. This can also be done for non-storable products. However, keep in mind that there will be no traceability." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:863 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:865 msgid "`2325 - GrossWeightMeasure - El dato no cumple con el formato establecido \"Hace falta el campo\" \"Peso\"\" en el producto`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:866 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:868 msgid "This error occurs when the weight on the product is set as `0.00`. To fix this, you need to cancel the waybill and recreate it. Make sure that you fix the weight on the product before creating the new waybill, or it will result in the same error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:869 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:871 msgid "`JSONDecodeError: Expecting value: line 1 column 1 (char 0) when creating a Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:871 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:873 msgid "This error is typically generated due to SOL user issues. Verify the user's connection with the |SUNAT|; the SOL user must be established with the company RUT + user ID. For example `2012188549JOHNSMITH`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:874 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:876 msgid "`El número de documento relacionado al traslado de mercancía no cumple con el formato establecido: error: documento relacionado`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:877 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:879 msgid "The *Related Document Type* and *Related Document Number* fields only apply to invoices and receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:879 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:881 msgid "`400 Client error: Bad Request for URL`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:881 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:883 msgid "This error is not solvable from Odoo; it is advised you reach out to the |SUNAT| and verify the user. It may be necessary to create a new user." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:884 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:886 msgid "`Invalid content was found starting with element 'cac:BuyerCustomerParty'`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:886 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:888 msgid "This error occurs when the transfer reason is set as *other*. Please select another option. Following to the official documentation of the |SUNAT|'s waybill guide, the transfer reasons *03 (sale with shipment to third party)* or *12 (others)* does not work in Odoo, since you should not have an empty or blank customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:890 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:892 msgid "`Duda cliente: consumo de créditos IAP al usar GRE 2.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:892 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:894 msgid "For live clients using IAP, no credit is consumed (in theory) because it does not go through the OSE, i.e., these documents are directly sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:894 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:896 msgid "`Errores con formato credenciales GRE 2.0 (traceback error)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:896 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:898 msgid "Odoo currently throws an error with a traceback instead of a message that the credentials are not correctly configured in the database. If this occurs on your database, please verify your credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:903 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:905 msgid "First, :ref:`install ` the **Peruvian eCommerce** (`l10n_pe_website_sale`) module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:905 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:907 msgid "The **Peruvian eCommerce** module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:907 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:909 msgid "allow clients to create online accounts for **eCommerce** purposes;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:908 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:910 msgid "support required fiscal fields in the **eCommerce** application;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:909 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:911 msgid "receive payments for sales orders online;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:910 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:912 msgid "generate electronic documents from the **eCommerce** application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:913 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:915 msgid "The **Peruvian eCommerce** module is dependent on the previous installation of the **Invoicing** or **Accounting** app, as well as the **Website** app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:921 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:923 msgid "After configuring the Peruvian :ref:`electronic invoicing ` flow, complete the following configurations for the **eCommerce** flow:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:924 -msgid ":ref:`Client account registration `;" +#: ../../content/applications/finance/fiscal_localizations/peru.rst:926 +msgid ":ref:`Client account registration `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:925 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:927 msgid ":ref:`Automatic invoice `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:926 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:928 msgid ":doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:928 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:930 msgid ":doc:`../payment_providers`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:929 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:931 msgid ":doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price` amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:934 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:936 msgid "`Mercado Pago `_ is an online payment provider supported in Odoo that covers several countries, currencies, and payment methods in Latin America." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:936 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:938 msgid "Make sure to define a :guilabel:`Sales Price` on the :guilabel:`Delivery Product` of the shipping method to prevent errors when validating the invoice with |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:938 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:940 msgid "To offer free delivery, manually remove the :guilabel:`Delivery Product`, or at least use `$0.01` (one cent) for the invoice to be validated with SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:942 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:944 msgid ":doc:`Set up the Mercado Pago payment provider. <../payment_providers/mercado_pago>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:947 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:949 msgid "Once the :ref:`configurations ` are all set, fiscal input fields will be available during the checkout process for signed-in customers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:950 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:952 msgid "When customers enter their fiscal data at checkout and complete a successful purchase, the invoice is generated with the corresponding |EDI| elements. The document type (Boleta/Factura) is selected based on their tax ID (RUC/DNI). The invoice must then :ref:`be sent to the OSE and the SUNAT `. By default, all published invoices are sent once a day through a scheduled action, but you can also send each invoice manually if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:956 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:958 msgid "Once the invoice is validated with |SUNAT|, customers can download the .zip file with the CDR, XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:965 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:967 msgid "Permanent inventory reports: |PLE| 12.1 and |PLE| 13.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:967 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:969 msgid "Odoo can produce two permanent inventory reports as `.txt` files for Peruvian accounting: |PLE| 12.1 and |PLE| 13.1. All inventory transactions made need to be reported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:970 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:972 msgid "|PLE| 12.1 **only tracks inventory in physical units**, focusing on the inflow and outflow of goods for effective management and planning." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:973 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:975 msgid "|PLE| 13.1 tracks **both physical quantities and monetary values of inventory**, providing a comprehensive view for tax and management purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:976 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:978 msgid "Both reports must be maintained semi-annually (January-June and July-December), with monthly transaction details reported within these periods. The submission deadlines are October 1st for the first semester and April 1st for the second semester, in accordance with the *Resolución de Superintendencia N° 169-2015*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:984 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:986 msgid "Before generating the |PLE| 12.1 or |PLE| 13.1 reports, make sure the :guilabel:`Peru - Stock Reports` (`l10n_pe_reports_stock`) module is installed, then update the fields for:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:987 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:989 msgid ":ref:`Products `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:988 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:990 msgid ":ref:`Warehouses `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:989 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:991 msgid ":ref:`Inventory transfers `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:996 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:998 msgid "Several configurations related to the product or product category are necessary for |PLE| reporting:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:998 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1000 msgid "**Type of existence**: For all products needing |PLE| reporting, go to the product record's :guilabel:`Accounting` tab and select the :guilabel:`Type of Existence` according to |SUNAT|'s table 5 for inventory reporting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1002 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1004 msgid "**Automatic inventory valuation**: For storable goods (:dfn:`products with tracked inventory`), use :doc:`automatic inventory valuation <../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`. Once automatic inventory valuation is enabled, this valuation method can be enabled for a product's :ref:`product category `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1010 msgid "**Costing method:** Storable goods must use a :doc:`costing method <../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>` **other** than :guilabel:`Standard Price`, as the journal entries generated from stock moves are used to populate the |PLE| reports." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1018 msgid "Warehouses" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1020 msgid "When :doc:`setting up a warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`, the :guilabel:`Annex Establishment Code` field must be filled. This code acts as a unique ID for each warehouse and should only be a numeric combination, containing between 4 to 7 digits." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1026 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1028 msgid "Inventory transfers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1030 msgid "Transferring inventory is a key process captured in the |PLE| 12.1 and |PLE| 13.1 reports. :doc:`Inventory transfers <../../inventory_and_mrp/inventory/shipping_receiving/daily_operations>` include both incoming and outgoing shipments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1032 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1034 msgid "When validating an inventory transfer (either on a warehouse receipt or delivery order), select the :guilabel:`Type of Operation (PE)` performed according to |SUNAT|'s table 12 for permanent inventory reporting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1039 msgid "Generate a .txt file for permanent inventory Kardex reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1039 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1041 msgid "|PLE| 12.1 and 13.1 come as two separate books. The books need to be downloaded in `.txt` file format from Odoo, and then they should be submitted to the |SUNAT| |PLE| software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1044 msgid "On the :ref:`Inventory Valuation Report `, click the :guilabel:`PLE Reports` button. Then, select the :guilabel:`Period` and choose a report to export: either the :guilabel:`PLE 12.1` or :guilabel:`PLE 13.1`. Odoo generates a `.txt` file for the chosen report." msgstr "" @@ -31600,7 +32795,7 @@ msgstr "" msgid "Export Buttons selection" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1053 msgid "Only a download of the report in `.txt` format is available. There is no preview or visualization available within Odoo." msgstr "" @@ -32233,7 +33428,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/singapore.rst:-1 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:-1 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:-1 msgid "Bank Account's journal configuration" msgstr "" @@ -32242,13 +33436,11 @@ msgid "Issue invoices with PayNow QR codes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/singapore.rst:48 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:49 msgid "When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment QR-code` option to *EMV Merchant-Presented QR-code*." msgstr "" #: ../../content/applications/finance/fiscal_localizations/singapore.rst:-1 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:-1 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:-1 msgid "Select EMV Merchant-Presented QR-code option" msgstr "" @@ -34635,295 +35827,299 @@ msgstr "" msgid "The localization requires an Uruware account, which enables users to generate electronic documents within Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:31 -msgid "The following terms are used throughout the Uruguayan localization:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:33 -msgid "**DGI**: *Dirección General Impositiva* is the government entity responsible for enforcing tax payments in Uruguay." +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:29 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Uruguay <../accounting/customer_invoices/electronic_invoicing/uruguay>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:35 +msgid "The following terms are used throughout the Uruguayan localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:37 +msgid "**DGI**: *Dirección General Impositiva* is the government entity responsible for enforcing tax payments in Uruguay." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:39 msgid "**EDI**: *Electronic Data Interchange* refers to the sending of electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:36 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:40 msgid "**Uruware**: is the third-party organization that facilitates the interchange of electronic documents between companies and the Uruguayan government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:38 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:42 msgid "**CAE**: *Constancia de Autorización de Emisión* is a document requested from the tax authority's website to enable electronic invoice issuance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:47 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:51 msgid ":ref:`Install ` the following modules to get all the features of the Uruguayan localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:57 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:61 msgid ":guilabel:`Uruguay - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:58 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:62 msgid "`l10n_uy`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:59 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:63 msgid "The default :doc:`fiscal localization package <../fiscal_localizations>`. It adds accounting characteristics for the Uruguayan localization, which represent the minimum configuration required for a company to operate in Uruguay according to the guidelines set by the |DGI|. The module's installation automatically loads: chart of accounts, taxes, documents types, and tax supported types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:64 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:68 msgid ":guilabel:`Uruguay Accounting EDI`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:65 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:69 msgid "`l10n_uy_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:66 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:70 msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>`, based on the technical documentation published by the |DGI|. The authorized documents are :ref:`listed above `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:72 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:76 msgid "Odoo automatically installs the base module **Uruguay - Accounting** when a database is installed with `Uruguay` selected as the country. However, to enable electronic invoicing, the **Uruguay Accounting EDI** (`l10n_uy_edi`) module needs to be manually :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:79 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:83 msgid "To configure your company information, open the **Settings** app, scroll down to the :guilabel:`Companies` section, click :guilabel:`Update Info`, and configure the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:83 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:87 msgid ":guilabel:`Address`, including the :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, :guilabel:`ZIP`, and :guilabel:`Country`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:85 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:89 msgid ":guilabel:`Tax ID`: enter the identification number for the selected taxpayer type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:86 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:90 msgid ":guilabel:`DGI Main Branch Code`: this is part of the XML when creating an electronic document. If this field is not set, all electronic documents will be rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:89 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:93 msgid "To find the :guilabel:`DGI Main Branch Code`, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:91 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:95 msgid "From your `DGI account `_, go to :menuselection:`Servicios en línea DGI --> Registro único tributario --> Consulta de datos`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:93 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:97 msgid "Select :menuselection:`Consulta de Datos Registrales --> Consulta de Datos de Entidades`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:94 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:98 msgid "Open the generated PDF to get the *DGI Main Branch Code* from the :guilabel:`Domicilio Fiscal Número de Local` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:97 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:101 msgid "After configuring the company in the database settings, navigate to :menuselection:`Contacts` and search for your company to verify the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:100 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:104 msgid "the company type is set to :guilabel:`Company`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:101 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:105 msgid "the :guilabel:`Identification Number` :guilabel:`Type` is :guilabel:`RUT / RUC`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:106 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:110 msgid "Set up a Uruware account" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:108 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:112 msgid "To set up a Uruware account, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:110 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:114 msgid "Verify that you have a valid Odoo subscription." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:111 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:115 msgid "Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:113 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:117 msgid "Scroll down to the :guilabel:`Uruguayan Localization` section and select the environment (:guilabel:`Production` or :guilabel:`Testing`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:115 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:119 msgid "Click on :guilabel:`Create Uruware Account`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:117 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:121 msgid "Upon doing so, an email is sent to the address associated with your Odoo subscription with the password to enter Uruware's portal and set up your account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:121 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:125 msgid "The email with the credentials is not immediate; it might take up to 48 hours for the account to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:123 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:127 msgid "The company's :guilabel:`Tax ID` needs to be set up to be able to create an Uruware account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:124 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:128 msgid "The password sent expires after 24 hours. In this case, reset it by using the *Forgot Password* link in Uruware's portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:128 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:132 msgid "This action will create an account with Uruware with the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:130 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:134 msgid "Legal name (razón social)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:131 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:135 msgid "RUT from the company" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:132 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:136 msgid "Username (the Odoo subscription email or `RUT`.odoo. For example: `213344556677.odoo`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:133 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:137 msgid "Odoo database link" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:135 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:139 msgid "To ensure your account is created correctly, please add any missing information from above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:137 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:141 msgid "Once the account is created and you have received the email containing the credentials, configure your accounts directly in the Uruware `testing portal `_ or `production portal `_:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:141 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:145 msgid "Use the account credentials in the email to log in to the to the corresponding (`test `_ or `production `_) portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:145 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:149 msgid "In Uruware's portal, the following steps are needed to be able to issue invoices from Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:147 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:151 msgid "Complete and correct the company's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:148 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:152 msgid "Add your digital certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:149 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:153 msgid "Add your :abbr:`CAEs (Constancia de Autorización para Emisión)` for each document-type you plan to issue." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:151 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:155 msgid "Configure the format of the PDF to be printed and sent to your customers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:154 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:158 msgid "Be sure to configure two accounts, one for testing and one for production. The certificate is needed in both environments, but :abbr:`CAEs (Constancia de Autorización para Emisión)` are only needed in production." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:159 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:163 msgid "`Odoo Tutorials: Uruguay Localization `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:161 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:165 msgid "`Odoo Help Forum: Uruguay `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:167 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:171 msgid "To configure the electronic invoice data, an environment and credentials need to be configured. To do so, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Uruguayan Localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:171 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:175 msgid "First, select the :guilabel:`UCFE Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:173 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:177 msgid ":guilabel:`Production`: for production databases. In this mode, electronic documents are sent to |DGI| through Uruware for their validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:175 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:179 msgid ":guilabel:`Testing`: for test databases. In this mode, the direct connection flows can be tested, with the files sent to the |DGI| testing environment through Uruware." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:177 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:181 msgid ":guilabel:`Demo`: files are created and accepted automatically in demo mode but are **not** sent to the |DGI|. For this reason, rejection errors will not appear in this mode. Every internal validation can be tested in demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:182 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 msgid "Using :guilabel:`Demo` mode does not require a Uruware account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:184 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:188 msgid "Then, enter the :guilabel:`Uruware Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:190 msgid ":guilabel:`Uruware WS Password`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:187 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:191 msgid ":guilabel:`Commerce Code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:188 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:192 msgid ":guilabel:`Terminal Code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:194 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:198 msgid "This data can be obtained from the Uruware portal after configuring the :ref:`Uruware account `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:197 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:201 msgid "To get the :guilabel:`Uruware WS Password`, go to :menuselection:`Configuration --> Company --> Edit` and look for the :guilabel:`Validators and Additional Information` tab to find :guilabel:`WS Password`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:201 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:205 msgid "To get the :guilabel:`Commerce Code`, go to :menuselection:`Configuration --> Branches`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:203 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:207 msgid "To get the :guilabel:`Terminal Code`, go to :menuselection:`Configuration --> Issuing Points`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:211 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:215 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in taxes, default accounts payable, and default accounts receivable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:215 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:219 msgid "Accounts can be added or deleted according to the company's needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:223 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:227 msgid "To create a contact, navigate to :menuselection:`Contacts app` and select :guilabel:`New`. Then enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:229 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:233 msgid ":guilabel:`Street`: required to confirm an electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:233 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:237 msgid ":guilabel:`Country`: required to confirm an electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:235 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:239 msgid ":guilabel:`Identification Number`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:237 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:241 msgid ":guilabel:`Type`: select a identification type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:238 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:242 msgid ":guilabel:`Number`: required to confirm an electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:243 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:247 msgid "As part of the Uruguay localization module, taxes are automatically created with its configuration and related financial accounts." msgstr "" @@ -34931,19 +36127,19 @@ msgstr "" msgid "Taxes for Uruguay." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:252 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:256 msgid "Some accounting transactions, like *customer invoices* and *vendor bills* are classified by document types. These are defined by the government fiscal authorities, in this case by the |DGI|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:255 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:259 msgid "Each document type can have a unique sequence per journal where it is assigned. The data is created automatically when the localization module is installed, and the information required for the document types is included by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:259 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:263 msgid "To review the document types included in the localization, navigate to :menuselection:`Accounting --> Configuration --> Document Types`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:263 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:267 msgid "In Uruguay, |CAEs| **must** be uploaded in Uruware. Sequences (and PDFs) are received in Odoo from Uruware, based on their |CAEs|. |CAEs| are **only** used in production. When testing, only a range of sequences used in Uruware need to be set." msgstr "" @@ -34951,147 +36147,147 @@ msgstr "" msgid "Document types for Uruguay." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:273 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:277 msgid "To generate and confirm an electronic document that will be validated by |DGI|, the sales journal needs to be configured with the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:276 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:280 msgid ":guilabel:`Invoicing Type`: by default :guilabel:`Electronic` option is set. This is necessary to send electronic documents via web service to the Uruguayan government through Uruware. The other option, :guilabel:`Manual`, is for open invoices previously stamped in another system, for example, in the |DGI|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:280 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:284 msgid ":guilabel:`Use Documents?`: Activate this option if this journal will use documents from the list of document types in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:286 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:290 msgid "Once you have configured your database, you can create your documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:294 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:298 msgid ":doc:`Customer invoices <../accounting/customer_invoices>` are electronic documents that, when validated, are sent to |DGI| via Uruware. These documents can be created from your sales order or manually. They must contain the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:299 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:303 msgid ":guilabel:`Due date`: to compute if the invoice is due now or later (*contado* or *crédito*, respectively)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:301 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:305 msgid ":guilabel:`Journal`: select the electronic sales journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:302 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:306 msgid ":guilabel:`Document Type`: document type in this format, for example, `(111) e-Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:303 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:307 msgid ":guilabel:`Products`: specify the product(s) with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:306 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:310 msgid "Every document type has a specific credit note and debit note (e.g., the document type :guilabel:`(111) e-Invoice` has an :guilabel:`(112) e-Invoice Credit Note`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:312 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:316 msgid "The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to |DGI| via Uruware. It is necessary to have a validated (posted) invoice to register a credit note. On the invoice, click the :guilabel:`Credit note` button to access the :guilabel:`Create credit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:318 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:322 msgid ":guilabel:`Journal`: select the journal that has to be electronic and has the :guilabel:`Use Documents?` option active." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:320 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:324 msgid ":guilabel:`Document Type`: select the credit note document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:326 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:330 msgid "The :doc:`Customer debit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to |DGI| via Uruware. It is necessary to have a validated (posted) invoice to register a debit note. On the invoice, click the :icon:`fa-cog` (:guilabel:`action menu`) icon, select the :guilabel:`Debit note` option to access the :guilabel:`Create credit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:333 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:337 msgid ":guilabel:`Journal`: Select the journal that has to be electronic and has the :guilabel:`Use Documents?` option active." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:335 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:339 msgid ":guilabel:`Copy lines`: Tick the checkbox to copy the invoice lines to the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:336 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:340 msgid ":guilabel:`Debit note date`: Type the date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:339 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:343 msgid "Confirm the invoice to create it with an internal reference. To send the document to |DGI| via Uruware, click on :guilabel:`Send and Print` and select the checkbox :guilabel:`Create CFE`. The legal document sequence (number) is brought from Uruware once the document has been processed. Make sure you have |CAEs| available in Uruware." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:345 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:349 msgid "The PDF of the validated document is pulled from Uruware following the specification by the Uruguayan government (DGI)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:349 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:353 msgid "Addendas and disclosures" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:351 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:355 msgid "*Addendas* and *disclosures* are additional notes and comments added to an electronic document that can be mandatory or optional. To create a new addenda, go to :menuselection:`Accounting --> Configuration --> Addendas and disclosures` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:355 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:359 msgid "Enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:357 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:361 msgid ":guilabel:`Name`: name of the addenda or mandatory disclosure." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:358 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:362 msgid ":guilabel:`Type`: Select the type of remark, this will add it to the specific section in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:359 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:363 msgid ":guilabel:`Is legend`: Select this box if the text is a mandatory disclosure, leave it blank if it is additional information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:361 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:365 msgid ":guilabel:`Content`: Add the complete text of the addenda or disclosure." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:364 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:368 msgid "Leyenda and additional information in product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:366 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:370 msgid "To add a *leyenda* or additional information to the product and XML, it is necessary to add the preconfigured addenda and disclosure to the product in the invoice line. Add the *leyenda* in the :guilabel:`Disclosure` field of the product specified in the line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:371 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:375 msgid "Leyenda and additional information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:373 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:377 msgid "To add a *leyenda* or additional information to the electronic invoice and XML, access the invoice, go to the :guilabel:`Other Info` tab, and select the desired addenda in the :guilabel:`Addenda and Disclosure` field. The addenda and disclosures added here will appear in the XML and visibly in the PDF document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:378 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:382 msgid "This applies to the following types of *addendas*:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:380 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:384 msgid "Document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:381 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:385 msgid "Issuer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:382 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:386 msgid "Receiver" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:383 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:387 msgid "Addendas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:386 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:390 msgid "To add a temporary note to the electronic document, use the :guilabel:`Terms and Conditions` field. This information will be sent in the addenda of the invoice, but it won't be saved for future documents." msgstr "" @@ -35099,33 +36295,349 @@ msgstr "" msgid "Vietnam" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:6 -msgid "Add Vietnamese QR banking codes to invoices" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:8 -msgid "Vietnamese QR banking is a payment service platform that allows customers to make instant domestic payments to individuals and merchants in Vietnamese dong via online and mobile banking." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:18 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:-1 -msgid "Vietnamese QR banking bank account configuration" +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:12 +msgid "The following modules are installed automatically with the Vietnamese localization:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:20 -msgid "Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for which you want to activate Vietnamese QR banking. Set the :guilabel:`Bank Identifier Code` on the bank. Then set the :guilabel:`Proxy Type` and fill in the :guilabel:`Proxy Value` field depending on the type you chose." +msgid ":guilabel:`Vietnam - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:21 +msgid "`l10n_vn`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:24 +msgid ":guilabel:`Vietnam - E-invoicing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:25 +msgid "`l10n_vn_edi_viettel`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:26 -msgid "The account holder's country must be set to `Vietnam` on its contact form." +msgid "This module includes the features required for integration with :ref:`SInvoice `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:47 -msgid "Issue invoices with Vietnamese QR banking QR codes" +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:30 +msgid "In some cases, such as when upgrading to a version with additional modules, it is possible that modules may not be installed automatically. Any missing modules can be manually :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:39 +msgid "To use all the features of this fiscal localization, the following fields are required on the :doc:`company record `:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:50 +msgid ":guilabel:`Tax ID`: tax identification number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:55 -msgid "Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to generate the Vietnamese QR banking QR code." +msgid "E-invoicing with SInvoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:57 +msgid "SInvoice_ is an e-invoice service platform provided by Viettel, one of the biggest e-invoice service providers in Vietnam. Odoo supports integration with SInvoice to submit invoices generated in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:64 +msgid "SInvoice platform" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:66 +msgid "To send electronic invoices to SInvoice, the following must be created on SInvoice_:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:68 +msgid ":ref:`SInvoice account `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:69 +msgid ":ref:`Invoice template `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:70 +msgid ":ref:`Invoice symbol `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:71 +msgid ":ref:`Invoice issuance notice `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:76 +msgid "SInvoice registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:78 +msgid "To create an account, go to SInvoice_ and register for the desired plan. Fill in the form that opens to be contacted by SInvoice_ to create an account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:81 +msgid "Once you have an account, log into SInvoice_ using your :guilabel:`Username` and :guilabel:`Password`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:87 +msgid "Invoice template creation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:89 +msgid "On the left side of the overview page, in the :guilabel:`Release management` menu, click :guilabel:`Create business information`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:91 +msgid "In the :guilabel:`Update key information` step, fill in the following fields and other optional information if needed: :guilabel:`Unit name`, :guilabel:`Address`, :guilabel:`Contact person`, :guilabel:`Type of representative documents`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:94 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:111 +msgid "Click :guilabel:`Update`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:95 +msgid "In the :guilabel:`Look up digital certificate` step, click :guilabel:`Add new` to add a digital certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:97 +msgid "Select the :guilabel:`Branch/Enterprise` and the :guilabel:`Type of digital certificate`, then fill in the required fields for each type:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:100 +msgid ":guilabel:`Supplier`: CloudCA" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:101 +msgid ":guilabel:`Signer ID`: CloudCA" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:102 +msgid ":guilabel:`Digital Certificate`: CloudCA" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:103 +msgid ":guilabel:`How to download file`: HSM" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:104 +msgid ":guilabel:`File Upload`: HSM, USB-TOKEN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:106 +msgid "Click :guilabel:`Generate key pair` to generate encryption keys for authentication, and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:108 +msgid "In the :guilabel:`Manage invoice templates` step, add a new :guilabel:`Invoice template`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:109 +msgid "Select the :guilabel:`Invoice type` and fill in the :guilabel:`Invoice template code`, :guilabel:`Invoice template name`, and other optional information if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:114 +msgid "`SInvoice documentation on electronic invoice template creation `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:120 +msgid "Invoice symbol creation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:122 +msgid "On the left side of the main screen, in the :guilabel:`Release management` menu, click :guilabel:`Invoice symbol` and follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:125 +msgid "Click :guilabel:`Add new` and select the :guilabel:`Invoice template`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:126 +msgid "Set the :guilabel:`Status` to :guilabel:`Active` to activate the symbol and fill in the :guilabel:`Invoice symbol`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:128 +msgid "Enable :guilabel:`Stop automatic sending to tax authorities` and :guilabel:`Default for built-in API` based on preference." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:130 +msgid "Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:135 +msgid "Invoice issuance notice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:137 +msgid "On the left side of the main screen, in the :guilabel:`Release management` menu, click :guilabel:`Create issuance notice` and follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:140 +msgid "Click :guilabel:`Add new`, select the :guilabel:`Name of the business unit to issue an e-invoice` and the :guilabel:`Tax agency name`. Based on the business unit and tax agency selected, the :guilabel:`Tax code`, :guilabel:`Address`, :guilabel:`Phone number`, and :guilabel:`Separator used` are automatically filled and uneditable." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:144 +msgid "Click :guilabel:`Select the invoice type for issuance`, and then select and fill in the following information :" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:147 +msgid ":guilabel:`Invoice type`: The invoice type on which to declare an issuance notice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:148 +msgid ":guilabel:`Invoice template`: Select from the list of templates available based on the invoice type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:150 +msgid ":guilabel:`Symbol`: Select from the list of symbols available based on the invoice type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:151 +msgid ":guilabel:`Quantity`: Total number of invoices to issue for the selected type. Based on the type and template selected, this field is filled in automatically. It can be changed if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:153 +msgid ":guilabel:`Start date of use`: The date from which the invoice template, range, and quantity are used for the issuance notice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:156 +msgid "Click :guilabel:`Save` and select more invoice types if necessary by repeating the steps above. Click :guilabel:`Save` to finish drafting the notice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:158 +msgid "Click :guilabel:`Send to tax authorities` for approval. Once approved, the notice's :guilabel:`Status` is changed to :guilabel:`Active`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:164 +msgid "Odoo database" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:167 +msgid "Link Odoo to SInvoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:169 +msgid "To connect Odoo with SInvoice, go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Vietnamese Integration` section, fill in your SInvoice :guilabel:`Username` and :guilabel:`Password`. Add a :guilabel:`Default symbol` to generate a prefix for the invoice number managed in SInvoice if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:175 +msgid "Invoice template" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:177 +msgid "To create SInvoice templates, go to :menuselection:`Accounting --> Configuration --> Templates`. Click :guilabel:`New` and add a :guilabel:`Template code` and a :guilabel:`Template Invoice Type`. The :guilabel:`Template code` is the initial sequence of digits in the name assigned by SInvoice. For example, if the invoice template is `1/001 - Hóa đơn GTGT - ND123`, the :guilabel:`Template code` is `1/001`. The SInvoice templates in Odoo must match the ones in SInvoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:183 +msgid "To add :guilabel:`Invoice Symbols`, click :guilabel:`Add a new line`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:186 +msgid "Sending invoices to SInvoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:188 +msgid "Invoices can be sent to SInvoice once they have been confirmed. To do so, follow the :ref:`invoice sending ` steps. In the :guilabel:`Send` popup, enable :guilabel:`Send to SInvoice` and click :guilabel:`Send & Print`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:192 +msgid "Once the invoice has been successfully submitted to SInvoice, the :guilabel:`SInvoice Status` field in the :guilabel:`SInvoice` tab of the invoice is updated to :guilabel:`Sent`. The :guilabel:`SInvoice Number`, :guilabel:`Issue Date`, :guilabel:`Secret Code` and :guilabel:`eInvoice Number` fields are also updated. The same information is available on SInvoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:198 +msgid "Replacement or adjustment invoices" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:200 +msgid "A replacement invoice is issued to correct an invoice that has **yet to be tax declared**, whereas an adjustment invoice is issued to correct one that has **already been tax declared**. Follow these steps to issue a replacement or adjustment invoice:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:204 +msgid "Open the invoice and click :guilabel:`Credit Note`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:205 +msgid "In the :guilabel:`Credit Note` popup, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:207 +msgid ":guilabel:`Reason displayed on Credit Note`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:208 +msgid ":guilabel:`Adjustment type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:209 +msgid ":guilabel:`Agreement Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:210 +msgid ":guilabel:`Agreement Date`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:211 +msgid ":guilabel:`Journal`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:212 +msgid ":guilabel:`Reversal date`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:214 +msgid "Click :guilabel:`Reverse and Create Invoice` to issue a replacement invoice, or :guilabel:`Reverse` to issue an adjustment invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:217 +msgid "The :guilabel:`SInvoice Status` in the :guilabel:`SInvoice` invoice tab is updated to :guilabel:`Replaced` for a replacement invoice or :guilabel:`Adjusted` for an adjustment invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:223 +msgid "If an invoice needs to be canceled, open the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Invoice Cancellation` popup, enter the cancellation :guilabel:`Reason`, :guilabel:`Agreement Name`, and :guilabel:`Agreement Date`, and click :guilabel:`Request Cancellation`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:228 +msgid "The :guilabel:`SInvoice Status` in the :guilabel:`SInvoice` invoice tab is updated to :guilabel:`Canceled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:234 +msgid "QR banking codes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:236 +msgid "Vietnamese QR banking is a payment service platform that allows customers to make instant domestic payments to individuals and merchants in Vietnamese dong via online and mobile banking." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:242 +msgid "To activate QR banking codes, go to :menuselection:`Accounting --> Configuration --> Settings` and enable :guilabel:`QR Codes` in the :guilabel:`Customer Payments` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:246 +msgid "Bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:248 +msgid "To activate QR banking for a bank account, go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account. Fill in the :guilabel:`Bank Identifier Code`, :guilabel:`Proxy Type` (based on the information used to identify the :guilabel:`Merchant Account`, such as the card number and bank account numbers), and :guilabel:`Proxy Value` fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:253 +msgid "Enable :guilabel:`Include Reference` to include the invoice number in the QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:256 +msgid "The account holder's country must be set to `Vietnam`, and their city must be specified on the contact form." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:258 +msgid "The :ref:`account number ` and bank must be set on the :guilabel:`Bank` journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:265 +msgid "Generating QR codes on invoices" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:267 +msgid "When creating a new invoice, open the :guilabel:`Other Info` tab and select :guilabel:`EMV Merchant-Presented QR-code` in the :guilabel:`Payment QR-code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:271 +msgid "Ensure the :guilabel:`Recipient Bank` is configured, as Odoo uses this field to generate QR codes." msgstr "" #: ../../content/applications/finance/payment_providers.rst:26 @@ -35492,75 +37004,75 @@ msgstr "" msgid "All prices shown on the express checkout payment form always include taxes." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:373 msgid "Availability" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:375 msgid "You can adapt the payment provider's availability by specifying the :guilabel:`Maximum amount` allowed and modifying the :guilabel:`Currencies` and :guilabel:`Countries` in the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:378 +#: ../../content/applications/finance/payment_providers.rst:380 msgid "To display an availability report for payment providers and payment methods, and to help diagnose potential availability issues on the payment form, enable the :ref:`developer-mode`, then click the :icon:`fa-bug` (:guilabel:`bug`) icon next to the :guilabel:`Choose a payment method` heading on the payment form. The report includes a list of enabled payment providers and payment methods, reasons for any payment providers or methods not being available, if applicable, and a list of supported providers for each payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:390 msgid "Currencies and countries" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "All payment providers have a different list of available currencies and countries. They serve as a first filter during payment operations, i.e., the payment methods linked to the payment provider are not available for selection if the customer's currency or country is not in the supported list. As there might be errors, updates, and unknowns in the lists of available currencies and countries, adding or removing a payment provider's supported currencies or countries is possible." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:398 +#: ../../content/applications/finance/payment_providers.rst:400 msgid ":ref:`Payment methods ` also have their own list of available currencies and countries that serves as another filter during payment operations." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:400 +#: ../../content/applications/finance/payment_providers.rst:402 msgid "If the list of supported currencies or countries is empty, it means the list is too long to be displayed, or Odoo does not have information on that payment provider. The payment provider remains available, even though it is possible the payment will be refused at a later stage should the country or currency not be supported." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:406 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "Maximum amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:408 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "You can restrict the :guilabel:`Maximum Amount` that can be paid with the selected provider. Leave the field to `0.00` to make the payment provider available regardless of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:412 +#: ../../content/applications/finance/payment_providers.rst:414 msgid "This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods <../websites/ecommerce/checkout_payment_shipping/shipping>` are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:419 +#: ../../content/applications/finance/payment_providers.rst:421 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:421 +#: ../../content/applications/finance/payment_providers.rst:423 msgid "A :doc:`payment journal ` must be defined for the payment provider to record the payments on an **outstanding account**. By default, the :guilabel:`Bank` journal is added as the payment journal for all payment providers. To modify it, go to the :guilabel:`Configuration` tab of the selected payment provider and select another :guilabel:`Payment journal`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:427 +#: ../../content/applications/finance/payment_providers.rst:429 msgid "The payment journal must be a :guilabel:`Bank` journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:428 +#: ../../content/applications/finance/payment_providers.rst:430 msgid "The same journal can be used for several payment providers." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:429 +#: ../../content/applications/finance/payment_providers.rst:431 msgid "Payment journals must only be configured if the :doc:`Invoicing or Accounting app ` is installed." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:433 +#: ../../content/applications/finance/payment_providers.rst:435 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:435 +#: ../../content/applications/finance/payment_providers.rst:437 msgid "From an accounting perspective, there are two types of online payment workflows: the payments that are directly deposited into your bank account and follow the usual :doc:`reconciliation ` workflow, and those coming from third-party :ref:`online payment providers ` and require you to follow another accounting workflow. For these payments, you need to consider how you want to record your payments' journal entries. We recommend you ask your accountant for advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:442 +#: ../../content/applications/finance/payment_providers.rst:444 msgid "By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal ` is used, but you can also specify an :ref:`outstanding account ` for each payment provider to separate the provider's payments from other payments." msgstr "" @@ -35568,63 +37080,63 @@ msgstr "" msgid "Define an outstanding account for a payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:451 +#: ../../content/applications/finance/payment_providers.rst:453 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:452 +#: ../../content/applications/finance/payment_providers.rst:454 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:453 +#: ../../content/applications/finance/payment_providers.rst:455 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:454 +#: ../../content/applications/finance/payment_providers.rst:456 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:455 +#: ../../content/applications/finance/payment_providers.rst:457 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:456 +#: ../../content/applications/finance/payment_providers.rst:458 msgid ":doc:`payment_providers/demo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:457 +#: ../../content/applications/finance/payment_providers.rst:459 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:458 +#: ../../content/applications/finance/payment_providers.rst:460 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:459 +#: ../../content/applications/finance/payment_providers.rst:461 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:460 +#: ../../content/applications/finance/payment_providers.rst:462 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:461 +#: ../../content/applications/finance/payment_providers.rst:463 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:462 +#: ../../content/applications/finance/payment_providers.rst:464 msgid ":doc:`payment_providers/worldline`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:463 +#: ../../content/applications/finance/payment_providers.rst:465 msgid ":doc:`payment_providers/xendit`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:464 +#: ../../content/applications/finance/payment_providers.rst:466 msgid ":doc:`../websites/ecommerce/checkout_payment_shipping/payments`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:465 +#: ../../content/applications/finance/payment_providers.rst:467 msgid ":doc:`accounting/bank`" msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 8b81bfbed..9c70e8f08 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1738,8 +1738,6 @@ msgid "This configuration is the more difficult of the two Microsoft Azure confi msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:241 -#: ../../content/applications/general/iot/config/pos.rst:21 -#: ../../content/applications/general/iot/config/troubleshooting.rst:616 msgid "Setup" msgstr "" @@ -2426,71 +2424,75 @@ msgstr "" msgid "If the database subdomain is `company-name.odoo.com` and all mailing configurations are the default ones, all emails will be sent from `notifications@company-name.odoo.com`." msgstr "" +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:21 +msgid "Only **one** subdomain can be used as a mailing server in Odoo. Subdomains for additional companies require an external email server with a custom domain." +msgstr "" + #: ../../content/applications/general/email_communication/email_servers_outbound.rst:-1 msgid "Odoo’s default outbound messages configuration." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:23 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:27 msgid "Emails are sent with `catchall@company-name.odoo.com` as the *reply-to* address. In addition, delivery errors are sent to `bounce@company-name.odoo.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:27 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:31 msgid "The catchall, bounce, and notification addresses do not work like other aliases. They do not have the vocation to create records in a database. Emails sent to an alias are automatically routed and will reply to an existing and linked record or will create a new one in the database." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:34 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:38 msgid "Using a custom domain to send emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:36 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:40 msgid "The database can be configured to use a custom domain, in which case all default email addresses are built using the custom domain. If the custom domain is `company-name.com`, the sender address will be `notifications@company-name.com`, the *reply-to* address `catchall@company-name.com`, and the *bounce* address `bounce@company-name.com`. The custom domain can be utilized when sending emails either with Odoo’s email servers or an external one." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:42 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:46 msgid "This section assumes ownership of a custom domain. If not, a custom domain must be purchased from a domain registrar such as GoDaddy, Namecheap, or any alternative provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:48 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:52 msgid "Using a custom domain with Odoo’s email server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:50 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:54 msgid "On **Odoo Online** or **Odoo.sh**, some configurations are mandatory in the custom domain's DNS to ensure good deliverability." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:54 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:58 msgid "Most of the configuration will be done on the domain provider’s side, and it might require some configuration on the mail server itself. **Some technical knowledge is required.**" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:57 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:61 msgid "The first step is to configure the :ref:`SPF ` and :ref:`DKIM ` to be compliant with Odoo’s mail server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:60 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:64 msgid "Next, the custom domain must be set as the alias domain of a company. Select the company, open the :guilabel:`Settings`, and add the custom domain under the :guilabel:`Alias Domain` field." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:63 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:67 msgid "After adding the alias domain, click the :icon:`oi-arrow-right` (:guilabel:`internal link`) icon to assign more companies to the custom domain if needed. Enable the :ref:`developer-mode` mode to modify the default aliases if desired:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:67 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:71 msgid ":guilabel:`Bounce Alias`: the mailbox used to catch delivery errors and populate the :ref:`red envelope ` on the corresponding message." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:69 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:73 msgid ":guilabel:`Catchall Alias`: the default mailbox used to centralize all replies." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:70 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:74 msgid ":guilabel:`Default From Alias`: the default sender address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:73 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:77 msgid "At the creation of the first alias domain, all companies will use it. If you create a new company, the alias domain automatically set is the one with the lowest priority (ad displayed on the alias domain list in :ref:`developer-mode`)." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:77 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:81 msgid "All email aliases (e.g., related to CRM or Helpdesk teams) must have their corresponding mailbox in the custom domain mail server." msgstr "" @@ -2498,103 +2500,103 @@ msgstr "" msgid "Technical schema of external mail server configuration with Odoo." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:83 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:87 msgid "To receive emails in the Odoo database within the corresponding chatter (CRM, invoices, sales orders, etc.), one of these three methods must be used:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:86 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:90 msgid ":ref:`Redirections/forwarding `," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:87 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:91 msgid ":ref:`Incoming mail servers `," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:88 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:92 msgid ":ref:`MX record ` (requires advanced technical knowledge)" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:90 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:94 msgid "Using a custom domain implies that specific :ref:`local-parts ` might be used by Odoo to send emails." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:96 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:100 msgid "Sending emails with an external SMTP server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:99 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:103 msgid "If utilizing your own outgoing mail server, it must be paired with your own domain, as updating the DNS of an Odoo subdomain is not feasible." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:102 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:106 msgid "To add an external SMTP server in Odoo, open :guilabel:`Settings`, and enable the :guilabel:`Use Custom Email Servers` option found under the :guilabel:`Emails` section. Then, click :guilabel:`Save` at the top of the page to save the changes." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:106 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:110 msgid "Returning to the :guilabel:`Emails` section, click :guilabel:`Outgoing Email Servers`, then `New` to create an outgoing mail server record. Most fields are the common parameters used to set up a connection to an SMTP server; use the values provided by your email provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:110 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:114 msgid "Once completed, click :guilabel:`Test Connection`. Note that a successful test connection does not confirm that the email will go out as some restriction might remain on the provider side, thus, it is recommended to consult your provider’s documentation." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:117 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:121 msgid "Local-part values" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:119 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:123 msgid "Below are presented the different local-part values that can be used by Odoo to send emails. It might be required to whitelist them in your mail server:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:122 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:126 msgid "The Alias Domain Bounce Alias (default value = `bounce`)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:123 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:127 msgid "The Alias Domain Default From (default value = `notifications`)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:124 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:128 msgid "The default admin address `admin@company-name.odoo.com` or, if changed, the new value)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:125 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:129 msgid "The default Odoobot address `odoobot@company-name.odoo.com` or, if changed, the new value)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:126 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:130 msgid "The specific FROM defined on an email marketing campaign," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:127 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:131 msgid "The specific FROM that can be defined in an email template." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:130 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:134 msgid ":doc:`google_oauth`" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:131 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:135 msgid ":doc:`azure_oauth`" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:136 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:140 msgid "Setting up different servers for transactional and mass emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:141 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:145 msgid "Personalized mail servers" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:143 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:147 msgid "Transactional emails and mass mailings can be sent using separate email servers in Odoo. Doing so means day-to-day emails, quotations, or invoices sent to clients will be handled as *transactional emails*. *Mass mailing emails*, including the sending of batches of invoices or quotations, will be managed by the Marketing Automation or Email Marketing application." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:149 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:153 msgid "You can use services like Gmail, Amazon SES, or Brevo for transactional emails, and services like Mailgun, Sendgrid, or Mailjet for mass mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:152 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:156 msgid "First, activate the :ref:`developer-mode` and go to :menuselection:`Settings --> Technical --> Email: Outgoing Mail Servers`. There, add two outgoing email server records, one for the transactional emails server and one for the mass mailings server. Enter a lower :guilabel:`Priority` value for the transactional server (e.g., `1`) over the mass mailings server (e.g., `2`) so transactional emails are given priority." msgstr "" @@ -2602,7 +2604,7 @@ msgstr "" msgid "Example of split between transaction and mass mailing mail servers." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:161 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:165 msgid "Now, go to :menuselection:`Email Marketing --> Configuration --> Settings`, enable :guilabel:`Dedicated Server`, and select the appropriate email server. Odoo uses the server with the lowest priority value for transactional emails, and the server selected here for mass mailings." msgstr "" @@ -2610,59 +2612,59 @@ msgstr "" msgid "Dedicated mail server on Email Marketing app settings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:171 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:175 msgid "FROM filtering" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:174 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:178 msgid "It’s **highly recommended** to configure the FROM Filtering on the outgoing mail servers as per the instructions of your provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:177 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:181 msgid "The :guilabel:`FROM Filtering` field allows for the use of a specific outgoing email server depending on the *From* email address or domain that Odoo is sending on behalf of. The **value must be a domain or a complete address** that matches the sender’s email address and is trusted on the outgoing mail server provider's side." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:182 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:186 msgid "If FROM filtering is not used, emails will go out using the notification address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:185 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:189 msgid "Some outgoing mail servers require a specific configuration of the FROM filter." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:187 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:191 msgid "When an email is sent from Odoo, the following sequence is used to choose the outgoing email server:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:189 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:193 msgid "First, Odoo searches for a server that has the same FROM filtering value as the From value (i.e., email address) defined in the outgoing email. This configuration is ideal if all users of a company share the same domain but have different local-parts." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:194 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:198 msgid "If the sender's email address is `test@example.com`, only an email server having a FROM filtering value equal to `test@example.com` or `example.com` can be used." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:197 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:201 msgid "If no server is found based on the first criteria, Odoo looks for the first server without a FROM filtering value set. The email will be overridden with the notification address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:200 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:204 msgid "If no server is found based on the second criteria, Odoo uses the first server, and the email will be overridden with the notification address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:204 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:208 msgid "To determine which server is first, Odoo uses the priority value (the lower the value is, the higher the priority is). Failing to do so, the first server is determined by the servers' names, using alphabetical order." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:208 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:212 msgid "It is also possible to use Odoo's mail server for transactional emails in addition to mass mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:213 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:217 msgid "Using an external email server and Odoo’s default server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:215 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:219 msgid "On Odoo Online and Odoo.sh, databases are started with Odoo's SMTP server. If no outgoing mail server is set, the default Odoo's SMTP server will be used." msgstr "" @@ -2670,7 +2672,7 @@ msgstr "" msgid "Adding a mail server using the Odoo's mail server with the CLI authentication." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:222 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:226 msgid "If an outgoing mail server is used simultaneously with Odoo’s default server (CLI), the FROM filter of the outgoing mail server must contain a custom domain, and the FROM filter of the CLI must contain Odoo’s subdomain. If there is no FROM filtering, the email will go out using the notification address." msgstr "" @@ -2678,95 +2680,95 @@ msgstr "" msgid "Splitting of Odoo mail server for transactional emails and Mail server for Mass mailing." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:231 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:235 msgid "On Odoo Online, the command line interface is equivalent to the default Odoo mail server, using the same limit as if there was no outgoing mail server in place." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:235 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:239 msgid "On Odoo Online, the page also shows your daily email usage and your daily limit. On Odoo.sh, you need to check on the monitor page the number of outgoing emails that were sent." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:239 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:243 msgid "On Odoo.sh, to use the command-line interface, an outgoing mail server can be configured on the configuration file." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:243 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:247 msgid "Odoo’s mail server is meant for transactional emails and small-scale marketing campaigns. The :ref:`daily limit ` depends on the database type and the applications used." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:250 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:254 msgid "Using a custom domain with an external email server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:252 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:256 msgid "Similar to the :ref:`previous chapter `, proper configuration might be needed to ensure that the external email server is allowed to send emails using your custom domain. Refer to your provider’s documentation to properly set up the relevant records (SPF, DKIM, and DMARC). A list of the :ref:`most common providers is available `." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:259 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:263 msgid "DNS configuration is required when you use your own domain. If an external outgoing mail server is used, configuring the records as described in the :doc:`Odoo DNS configuration for our mail servers documentation ` **will not have the desired effect**, as it is independent of Odoo when using a custom email server. Odoo does not allow the configuration of Odoo's subdomain." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:268 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:272 msgid "Port restriction" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:270 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:274 msgid "Port 25 is blocked for security reasons on Odoo Online and Odoo.sh. Try using port 465, 587, or 2525 instead." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:276 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:280 msgid "Alias domain" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:278 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:282 msgid "The catchall domain is company-specific. By default, all companies share Odoo’s subdomain (e.g., `company-name.odoo.com`), but each company may have its own custom email domain." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:281 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:285 msgid "When the :ref:`developer-mode` is activated, the alias domain options are available by going to :menuselection:`Settings --> Technical --> Email: Alias Domains`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:285 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:289 msgid "Any modification of the alias domain must be done very carefully. If one of the aliases (bounce, catchall, default from) is changed, all previous emails that are not properly redirected to the new aliases will be lost." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:289 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:293 msgid "The :guilabel:`Default From Alias` field can be filled with a local-part of the email address (by default `notifications`) or a full email address. Configure it to determine the `FROM` header of your emails. If a full email address is used, all outgoing emails will be overwritten with this address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:297 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:301 msgid "Notification system" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:299 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:303 msgid "When an email is sent from the chatter, customers can reply directly to it. If a customer replies directly to an email, the answer is logged in the same chatter, thus functioning as a message thread related to the record." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:303 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:307 msgid "Upon receiving the reply, Odoo then uses the subscribed followers (based on the subscribed subtypes) to send them a notification by email, or in the Odoo inbox, depending on the user’s preferences." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:307 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:311 msgid "If a customer with the email address `“Mary” ` makes a direct reply to an email coming from the Odoo database, Odoo's default behavior is to redistribute the email's content to all other followers within the thread." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:311 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:315 msgid "As Mary’s domain does not belong to the alias domain, Odoo overrides the email address and uses the notification email address to notify the followers. This override depends on the configuration done in the database. By default, on Odoo Online and Odoo.sh, the email `FROM` address will be overridden with the value `notifications@company-name.odoo.com` instead of `mary@customer.example.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:317 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:321 msgid "The address is constructed using the name of the sender and `{alias domain, default from alias}`@`{alias domain, domain name}`, by default, `notifications@company-name.odoo.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:324 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:328 msgid "Using a unique email address for all outgoing emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:326 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:330 msgid "To force the email address from which emails are sent, activate the :ref:`developer-mode`, and go to :menuselection:`Settings --> Technical --> Email: Alias Domains`. On the :guilabel:`Default From Alias`, use the the local-part or a complete email address as the value." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:331 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:335 msgid "If a **complete address** is used as the :guilabel:`Default From Alias` value, **all** outgoing emails will be overwritten by this address." msgstr "" @@ -3615,6 +3617,61 @@ msgstr "" msgid "Integrations" msgstr "" +#: ../../content/applications/general/integrations/barcodelookup.rst:5 +msgid "Barcode Lookup" +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:7 +msgid "`Barcode Lookup `_ allows you to scan (or enter) products' barcodes (:abbr:`UPC (Universal Product Code)`, :abbr:`EAN (European Article Number)`, or :abbr:`ISBN (International Standard Book Number)`) to automatically create them in your Odoo database, complete with product names, descriptions, images, categories, etc." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:15 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:10 +#: ../../content/applications/general/users/azure.rst:22 +#: ../../content/applications/general/users/google.rst:24 +msgid "Configuration" +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:17 +msgid "If your database is hosted on **Odoo Online**, you can use Barcode Lookup without configuration." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:19 +msgid "If your database is hosted on **Odoo.sh** or **on-premise**, proceed as follows:" +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:21 +msgid "Visit the `Barcode Lookup website `_ and click :guilabel:`Sign Up for the API`." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:23 +msgid "Choose the appropriate plan based on the number of barcodes you need to scan." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:24 +msgid "Fill in the required details and complete the registration process." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:25 +msgid "Copy the API key." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:26 +msgid "In Odoo, open the Settings app, scroll down to the :guilabel:`Integrations` section, and, under :guilabel:`Barcode Database`, paste the Barcode Lookup :guilabel:`API Key`." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:30 +msgid "Use" +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:32 +msgid "To fill in product information using Barcode Lookup, create a new product and fill in the :guilabel:`Barcode` field. The product's details are then automatically imported from Barcode Lookup, updating the following fields: :guilabel:`Name`, :guilabel:`Price`, :guilabel:`Description`, :guilabel:`Tax`, :guilabel:`Image`, :guilabel:`Weight`, :guilabel:`Attributes`, :guilabel:`Product category`, and :guilabel:`Volume`. You can then modify any field(s) as needed." +msgstr "" + +#: ../../content/applications/general/integrations/barcodelookup.rst:39 +msgid ":ref:`Create new products during internal transfers using the Barcode Lookup database `." +msgstr "" + #: ../../content/applications/general/integrations/geolocation.rst:3 msgid "Geolocation" msgstr "" @@ -4029,13 +4086,6 @@ msgstr "" msgid "Outlook allows for third-party applications to connect in order to execute database actions from emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email panel." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:10 -#: ../../content/applications/general/iot/config.rst:5 -#: ../../content/applications/general/users/azure.rst:22 -#: ../../content/applications/general/users/google.rst:24 -msgid "Configuration" -msgstr "" - #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:12 msgid "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Outlook." msgstr "" @@ -4233,2122 +4283,289 @@ msgstr "" msgid "As a non-Odoo Online user, you are limited to a test key with a maximum of 50 Unsplash requests per hour." msgstr "" -#: ../../content/applications/general/iot.rst:8 +#: ../../content/applications/general/iot.rst:7 msgid "Internet of Things (IoT)" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:3 -msgid "Connect an IoT box to Odoo" +#: ../../content/applications/general/iot.rst:9 +msgid "Odoo Internet of Things (IoT) allows to connect physical devices such as barcode scanners, receipt printers, payment terminals, measurement tools, etc. to an Odoo database using an IoT system." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:5 -msgid "An Internet of Things (IoT) box is a micro-computer device that allows for the connection of input and output devices to an Odoo database. An :abbr:`IoT (Internet of Things)` box subscription is required in order to use the :abbr:`IoT (Internet of Things)` box with a secured connection. A computer is also required to set up the :abbr:`IoT (Internet of Things)` box." +#: ../../content/applications/general/iot.rst:12 +msgid "The following IoT systems are supported:" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:11 -msgid "`IoT Box FAQ `_" +#: ../../content/applications/general/iot.rst:14 +msgid ":doc:`IoT box `: micro-computer, plug-and-play device (i.e., the Odoo IoT program is pre-installed);" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:13 -msgid "Begin the :abbr:`IoT (Internet of Things)` configuration process by :ref:`installing the IoT app ` on the Odoo database through the :menuselection:`Apps` application." +#: ../../content/applications/general/iot.rst:16 +msgid ":doc:`Windows virtual IoT `: Odoo IoT program for Windows that can be installed on a Windows computer." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "The Internet of Things (IoT) app on the Odoo database." +#: ../../content/applications/general/iot.rst:20 +#: ../../content/applications/general/iot/windows_iot.rst:25 +msgid ":abbr:`MRP (Material Requirement Planning)` devices, including cameras and measurement tools, are not compatible with Windows virtual IoT." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:20 -msgid "Next, after the *IoT app* is installed, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in the upper-left corner of the :menuselection:`IoT Boxes` dashboard." +#: ../../content/applications/general/iot.rst:22 +msgid "Multiple IoT systems can be used at the same time." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "Connecting an IoT box to the Odoo database." +#: ../../content/applications/general/iot.rst:23 +#: ../../content/applications/general/iot/windows_iot.rst:27 +msgid "It is also possible to create a Windows Virtual Machine on a MacOS/Linux computer. However, this option is not supported by Odoo, and no troubleshooting assistance will be provided." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:28 -msgid "There are two recommended ways to connect the :abbr:`IoT (Internet of Things)` box to the database once the *IoT app* is installed. Follow the steps in either of the next two sections to connect the :abbr:`IoT (Internet of Things)` box via :ref:`wired ethernet connection ` or via :ref:`WiFi `." +#: ../../content/applications/general/iot.rst:29 +msgid "IoT box subscription" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "Connection steps for a wired connection or WiFi connection." +#: ../../content/applications/general/iot.rst:31 +msgid "An IoT box subscription is required for production use of IoT systems. If you have issues related to your subscription, contact the database's account manager or Odoo partner for assistance." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:38 -msgid "The disk image that the :abbr:`IoT (Internet of Things)` box SD card is formatted with is unique to the version of the Odoo database that the :abbr:`IoT (Internet of Things)` box is running on. Ensure that the :abbr:`IoT (Internet of Things)` box is :ref:`flashed ` with the most up-to-date disk image." +#: ../../content/applications/general/iot.rst:35 +msgid "If the subscription is linked to an `Odoo.com `_ portal user, check the information on the portal's subscription page." msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:46 -msgid "Ethernet connection" +#: ../../content/applications/general/iot.rst:39 +msgid "`Odoo's compatible IoT devices `_" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:48 -msgid "The following is the process to connect the :abbr:`IoT (Internet of Things)` box via an ethernet cable to the Odoo database (by way of the ethernet port; RJ-45)." +#: ../../content/applications/general/iot.rst:40 +msgid "`Odoo Tutorials: Internet of Things (IoT) Tutorials `_" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:51 -msgid "First, connect all wired devices to the :abbr:`IoT (Internet of Things)` box (ethernet, :abbr:`USB (Universal Serial Bus)` devices, etc.). At minimum, an HDMI screen should be connected. Then, plug the :abbr:`IoT (Internet of Things)` box into a power source." +#: ../../content/applications/general/iot.rst:42 +msgid "`IoT system FAQ `_" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:55 -msgid "Immediately after the unit powers on and boots up, read the *pairing code* from the screen or from the printout of a receipt printer connected to the :abbr:`IoT (Internet of Things)` box." +#: ../../content/applications/general/iot/connect.rst:3 +msgid "IoT system connection to Odoo" msgstr "" -#: ../../content/applications/general/iot/config/connect.rst:59 -msgid "By default, the :abbr:`IoT (Internet of Things)` box will display the *pairing code* for a maximum of 5 minutes after the unit boots up. After 5 minutes, the *pairing code* will disappear for security purposes and the :abbr:`IoT (Internet of Things)` box will need to be rebooted manually by unplugging the unit from the power source for ten seconds and re-plugging it back in." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:65 -msgid "If no screen is attached to the :abbr:`IoT (Internet of Things)` box, then the *pairing code* can be accessed from the :abbr:`IoT (Internet of Things)` box homepage by clicking on the :guilabel:`POS Display` button. For instructions on how to access the :abbr:`IoT (Internet of Things)` box homepage visit :ref:`iot_connect/token`." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:70 -msgid "On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in the upper-left corner of the the :menuselection:`IoT Boxes` dashboard. Input the *pairing code* in the :guilabel:`Pairing Code` field and click on the :guilabel:`Pair` button. The database will now link to the :abbr:`IoT (Internet of Things)` box and it will appear on the :menuselection:`IoT Boxes` page." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:79 -msgid "WiFi connection" -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:81 -msgid "The following is the process to connect the :abbr:`IoT (Internet of Things)` box via a WiFi connection to the Odoo database." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:84 -msgid "First, ensure there is no ethernet cable plugged into the :abbr:`IoT (Internet of Things)` box. Then, connect all wired devices to the :abbr:`IoT (Internet of Things)` box (:abbr:`USB (Universal Serial Bus)` devices, etc.)." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:88 -msgid "After connecting the devices, plug the :abbr:`IoT (Internet of Things)` box into to a power source. On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the :guilabel:`Connect` button located in the upper-left corner of the the :menuselection:`IoT Boxes` dashboard. Then copy the :guilabel:`Token` from the :guilabel:`WiFi connection` section as this will later be used to link the Odoo database to the :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:94 -msgid "Back on the computer, navigate to the available WiFi networks and connect to the :abbr:`IoT (Internet of Things)` box WiFi network. The WiFi network dispersed by the :abbr:`IoT (Internet of Things)` box will start with `IoTBox-xxxxxxxxxx`." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "WiFi networks available on the computer." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:102 -msgid "Upon connecting to the :abbr:`IoT (Internet of Things)` box WiFi, a browser will automatically redirect to the :menuselection:`Configure Iot Box` wizard. Name the :abbr:`IoT (Internet of Things)` box, then paste the previously copied *token* into the :guilabel:`Server Token` field, and then click on :guilabel:`Next`." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "Enter the server token into the IoT box." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:112 -msgid "If the :abbr:`IoT (Internet of Things)` box WiFi connection wizard doesn't start, then see the documentation on :ref:`connecting with a token `." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:115 -msgid "Now, choose the WiFi network that the :abbr:`IoT (Internet of Things)` box will connect with (enter the password if there is one) and click on :guilabel:`Connect`. Wait a few seconds and the browser will redirect to the :abbr:`IoT (Internet of Things)` box homepage. The computer may need to be manually re-connected back to the original WiFi connection, if this does not happen automatically." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "Configuring the WiFi for the IoT box." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:124 -msgid "After completing each step, the :abbr:`IoT (Internet of Things)` box should appear when navigating to :menuselection:`IoT app --> IoT Boxes` on the Odoo database." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:-1 -msgid "The IoT box has been successfully configured on the Odoo database." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:132 -msgid "The :abbr:`IoT (Internet of Things)` box may need to be manually rebooted upon successfully connecting via WiFi for the box to appear in the *IoT app* on the Odoo database. To do so, simply unplug the device and plug it back into the power source after ten seconds." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:139 -msgid "Manually connecting the IoT box using the token" -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:141 -msgid "A manual connection of the :abbr:`IoT (Internet of Things)` box to the :abbr:`IoT (Internet of Things)` app can be made using the *token*, from a computer. The *token* can be found by navigating to :menuselection:`IoT app --> IoT Boxes` and clicking on :guilabel:`Connect`." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:145 -msgid "Under the :guilabel:`WiFi Connection` section of the :guilabel:`Connect an IoT Box` page that appears, click :guilabel:`Copy` to the right of the :guilabel:`Token`. This token will be entered into the :abbr:`IoT (Internet of Things)` box homepage." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:149 -msgid "Access the :abbr:`IoT (Internet of Things)` box homepage by entering the :abbr:`IP (Internet Protocol)` address of the :abbr:`IoT (Internet of Things)` box into a browser window from a computer on the same network as the :abbr:`IoT (Internet of Things)` box (preferably by ethernet connection)." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:154 -msgid "The :abbr:`IP (Internet Protocol)` address can be accessed by the router admin console that the :abbr:`IoT (Internet of Things)` box is connected to, or by connecting a receipt printer to the :abbr:`IoT (Internet of Things)` box. A receipt will print out with the :abbr:`IoT (Internet of Things)` box's :abbr:`IP (Internet Protocol)` address on it." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:159 -msgid "On the :abbr:`IoT (Internet of Things)` box homepage, enter the *token* under the :guilabel:`Server` section by clicking on :guilabel:`Configure`. Then, paste the *token* into the :guilabel:`Server Token` field and click :guilabel:`Connect`. The :abbr:`IoT (Internet of Things)` box will then link to the Odoo database." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:167 -msgid "IoT box schema" -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:170 -msgid "Raspberry Pi 4" -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:174 -msgid "The Odoo IoT box (Raspberry Pi 4) schema with labels." -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:177 -msgid "Raspberry Pi 3" -msgstr "" - -#: ../../content/applications/general/iot/config/connect.rst:181 -msgid "The Odoo IoT box (Raspberry Pi 3) schema with labels." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:5 -msgid "HTTPS certificate (IoT)" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:8 -msgid "What is HTTPS?" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:10 -msgid "*Hypertext Transfer Protocol Secure* (HTTPS) is the secure version of *Hypertext Transfer Protocol* (HTTP), which is the primary protocol used to send data back and forth between a web browser and a website. :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is encrypted in order to increase the security of data transfer." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:15 -msgid ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` uses an encryption protocol to encrypt communications. The protocol is called *Transport Layer Security* (TLS), although formerly it was known as *Secure Sockets Layer* (SSL)." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:19 -msgid ":abbr:`HTTPS (Hypertext Transfer Protocol Secure)` occurs based upon the transmission of :abbr:`TLS (Transport Layer Security)`/:abbr:`SSL (Secure Sockets Layer)` certificates, which verify that a particular provider is who they say they are." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:24 -msgid "In this documentation and throughout Odoo the term \"HTTPS certificate\" will be used to define the fact that the :abbr:`SSL (Secure Sockets Layer)` certificate is valid and allows a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:29 -msgid "Why is it needed?" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:31 -msgid "In order to communicate with certain network devices (in particular for payment terminals), the usage of :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is mandatory. If the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate isn't valid, some devices won't be able to interact with the :abbr:`IoT (Internet of Things)` Box." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:37 -msgid "How to obtain a Hypertext Transfer Protocol Secure (HTTPS) certificate" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:39 -msgid "The generation of the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate is automatic." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:41 -msgid "The :abbr:`IoT (Internet of Things)` Box will send a specific request to ``_ which will send back the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate if the :abbr:`IoT (Internet of Things)` box and database are eligible." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:48 -msgid "Internet of Things (IoT) eligibility" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:50 -msgid "The database should be a **production** instance. The database instance should not be a copy, a duplicate, a staging, or a development environment." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:52 -msgid "The Odoo subscription must:" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:54 -msgid "Have an :guilabel:`IoT Box Subscription` line." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:55 -msgid ":guilabel:`Status` must be :guilabel:`In Progress`." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:57 -msgid "If the subscription is linked to a ``_ portal user check the information on the portal subscription page." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:0 -msgid "Odoo.com portal subscriptions filtered by \"in progress\"." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:64 -msgid "In this case, both subscriptions are considered \"in progress\" as the :guilabel:`Filter By\\: In Progress` was used." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:68 -msgid "If the subscription is in question, contact the database's Account Manager or Partner regarding the matter." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:72 -msgid "Troubleshooting Hypertext Transfer Protocol Secure (HTTPS) certificate errors" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:74 -msgid "If anything goes wrong during the process of the \"HTTPS certificate\" generation or reception, a specific error will code be given on the :abbr:`IoT (Internet of Things)` box home page." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:78 -msgid "Accessing the :abbr:`IoT (Internet of Things)` box homepage will check for the presence of the \"HTTPS certificate\" and will attempt its generation if it is missing. As such, if there is an error on the :abbr:`IoT (Internet of Things)` box home page, refresh the :abbr:`IoT (Internet of Things)` home page to see if the error disappears." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:84 -msgid "`ERR_IOT_HTTPS_CHECK_NO_SERVER`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:88 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:101 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:110 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:132 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:149 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:166 -msgid "Reason:" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:87 -msgid "The configuration regarding the server is missing. In other words, the Odoo instance is not connected with the IoT box." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:91 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:104 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:114 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:137 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:159 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:170 -msgid "Solution:" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:91 -msgid "Ensure that the server is configured." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:94 -#: ../../content/applications/general/iot/config/windows_iot.rst:121 -msgid ":doc:`/applications/general/iot/config/connect`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:97 -msgid "`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:100 -msgid "An unhandled error happened when trying to read the existing :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:104 -msgid "Ensure that the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate file is readable." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:107 -msgid "`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:110 -msgid "The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is missing." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:113 -msgid "Ensure that both values are configured as intended. To modify them, go to the :abbr:`IoT (Internet of Things)` box home page, and navigate to :guilabel:`Credential`." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:117 -msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:120 -msgid "An unexpected error happened when the :abbr:`IoT (Internet of Things)` box tried to reach ``_. The causes are likely due to the network infrastructure/configuration:" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:124 -msgid "The :abbr:`IoT (Internet of Things)` box does not have access to internet." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:125 -msgid "The network does not allow the :abbr:`IoT (Internet of Things)` box to communicate with ``_. This may be due to network devices preventing the communication (firewalls, etc.) or the network configuration (:abbr:`VPN (Virtual Private Network)`, etc.)." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:131 -msgid "More information regarding the error that occurred can be found in the full request exception details, which are in the :abbr:`IoT (Internet of Things)` box logs." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:136 -msgid "Consult with your system or network administrator should this issue arise. This error code depends on the network infrastructure and goes beyond Odoo support's service scope." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:140 -msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:143 -msgid "The IoT-box was able to reach ``_ but received an unusual `HTTP response (status codes) `_." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:147 -msgid "This error code will also give the HTTP response status codes. For example, if the error reads `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` it means that the page returned a 404 error, which is the \"Page Not Found\" code." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:152 -msgid "Check if ``_ is down using a web browser, as it's possible that it is down due to maintenance." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:155 -msgid "If ``_ is down due to maintenance, unfortunately there is nothing that can be done but instead wait for it to recover." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:157 -msgid "If ``_ is not down due to maintenance, open a `support ticket `_ on the matter. Ensure that the 3 digits status code next to the code error is included in the support ticket." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:162 -msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:165 -msgid "The :abbr:`IoT (Internet of Things)` box was able to reach ``_ but it refused to deliver the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:169 -msgid "Ensure that the :abbr:`IoT (Internet of Things)` box and database are eligible for a certificate: :ref:`Internet of Things (IoT) eligibility `." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:173 -msgid "How to ensure that the HTTPS certificate is correct" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:175 -msgid "If the certificate has been applied successfully, a new :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` :abbr:`URL (Uniform Resource Locator)` for the :abbr:`IoT (Internet of Things)` box ending with `.odoo-iot.com` will appear on the Odoo database, inside of the :menuselection:`IoT` application on that specific device's form." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:-1 -msgid "Odoo IoT app IoT box with .odoo-iot.com domain." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:184 -msgid "When navigating to the :abbr:`URL (Uniform Resource Locator)` in a browser a secured :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection will be established." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:191 -msgid "Example of valid SSL certificate details on the browser." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:191 -msgid "Padlock in Chrome on Windows 10 attesting the fact that the connection is secured in :abbr:`HTTPS (Hypertext Transfer Protocol Secure)`." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:194 -msgid "The IoT-box homepage will now display an `OK` status next to `HTTPS certificate`. The drop-down menu icon, when clicked, will reveal information regarding the certificate." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:-1 -msgid "IoT box homepage with HTTPS certificate OK status." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:202 -msgid "Domain Name System (DNS) issue" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:204 -msgid "If the :abbr:`IoT (Internet of Things)` box can be accessed from its :abbr:`IP (Intrernet Protocol)` address but not the Odoo assigned domain: `.odoo-iot.com`; then the :abbr:`IoT (Internet of Things)` box is likely running into a :abbr:`DNS (Domain Name System)` issue. On some browsers, it will give an error code mentioning :abbr:`DNS (Domain Name System)` (like `DNS_PROBE_FINISHED_NXDOMAIN`)." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:209 -msgid "These :abbr:`DNS (Domain Name System)` issues may appear as the following in different browsers:" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:213 -msgid "Chrome" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:0 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:219 -msgid "DNS issue on Chrome browser on Windows 10." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:222 -msgid "Firefox" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:0 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:228 -msgid "DNS issue on Firefox browser on Windows 10." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:230 -msgid "Edge" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:0 -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:236 -msgid "DNS issue on Edge browser on Windows 10." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:240 -msgid "Domain Name System (DNS) issue solution" -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:242 -msgid "Should the router allow the :abbr:`DNS (Domain Name System)` to be manually changed, change the DNS to use `Google DNS `_." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:244 -msgid "If your router doesn't allow for this, then a change will need to be made on the :abbr:`DNS (Domain Name System)` settings of each of the devices using `Google DNS `_. This will need to occur on **every** device that plans to interact with the :abbr:`IoT (Internet of Things)` box (e.g. computer, tablet or phone). The individual device configuration processes can be found on the website of the device's manufacturer." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:252 -msgid "Other :abbr:`IoT (Internet of Things)` devices such as payment terminals likely won't need their :abbr:`DNS (Domain Name System)` settings changed as they are already configured with custom :abbr:`DNS (Domain Name System)`." -msgstr "" - -#: ../../content/applications/general/iot/config/https_certificate_iot.rst:257 -msgid "Consult with your system or network administrator should this issue arise. This error code depends on the network infrastructure, and it goes beyond Odoo support's service scope." -msgstr "" - -#: ../../content/applications/general/iot/config/pos.rst:3 -msgid "Use an IoT box with a PoS" -msgstr "" - -#: ../../content/applications/general/iot/config/pos.rst:6 +#: ../../content/applications/general/iot/connect.rst:6 +#: ../../content/applications/general/iot/windows_iot.rst:16 msgid "Prerequisites" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:8 -msgid "Before starting, make sure the following equipment is available:" +#: ../../content/applications/general/iot/connect.rst:8 +msgid "To connect the IoT system to an Odoo database, the following prerequisites must be met:" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:10 -msgid "An :abbr:`IoT (Internet of Things)` box, with its power adapter." +#: ../../content/applications/general/iot/connect.rst:10 +msgid "The Internet of Things (IoT) app must be :ref:`installed `." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:11 -msgid "A computer or tablet with an up-to-date web browser." +#: ../../content/applications/general/iot/connect.rst:11 +msgid "The IoT system must be connected to the network." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:12 -msgid "Odoo Online or an Odoo instance with the *Point of Sale* and *IoT* applications installed." +#: ../../content/applications/general/iot/connect.rst:12 +msgid "The computer connecting to Odoo must be on the same network as the IoT system." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:13 -msgid "A local network set up with :abbr:`DHCP (Dynamic Host Configuration Protocol)` (this is the default setting)." +#: ../../content/applications/general/iot/connect.rst:15 +msgid "It is recommended to connect the IoT system to a **production** instance, as other types of environments may cause issues (e.g., with :ref:`HTTPS certificate generation `)." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:15 -msgid "An RJ45 Ethernet Cable (optional, but preferred over WiFi, which is already built in)." +#: ../../content/applications/general/iot/connect.rst:20 +msgid ":doc:`iot_box`" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:16 -msgid "Any of the supported hardware (receipt printer, barcode scanner, cash drawer, payment terminal, scale, customer display, etc.). The list of supported hardware can be found on the `POS Hardware page `_." +#: ../../content/applications/general/iot/connect.rst:21 +msgid ":doc:`windows_iot`" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:25 -msgid "A suggested configuration for a point of sale system." +#: ../../content/applications/general/iot/connect.rst:24 +#: ../../content/applications/general/iot/devices/camera.rst:12 +#: ../../content/applications/general/iot/devices/footswitch.rst:14 +#: ../../content/applications/general/iot/devices/printer.rst:16 +#: ../../content/applications/general/iot/devices/screen.rst:18 +msgid "Connection" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:27 -msgid "To connect hardware to the :abbr:`PoS (Point of Sale)`, the first step is to connect an :abbr:`IoT (Internet of Things)` box to the database. To do this, follow these instructions: :doc:`Connect an Internet of Things (IoT) box to the Odoo database `." +#: ../../content/applications/general/iot/connect.rst:26 +msgid "The IoT system can be connected to the Odoo database using a :ref:`pairing code ` or a :ref:`connection token `." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:31 -msgid "Then, connect the peripheral devices to the :abbr:`IoT (Internet of Things)` box." +#: ../../content/applications/general/iot/connect.rst:32 +msgid "Connection using a pairing code" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:37 -msgid "Device Name" +#: ../../content/applications/general/iot/connect.rst:35 +msgid "The pairing code is displayed for up to 5 minutes after the IoT system starts. If the code is no longer visible, reboot the IoT box or :ref:`restart the Windows virtual IoT service ` to display the pairing code again. Alternatively, connect the IoT system to the database using a :ref:`connection token `." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:38 -msgid "Instructions" +#: ../../content/applications/general/iot/connect.rst:39 +msgid "The pairing code is not displayed if the IoT system is already connected to a database (e.g., a test database)." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:39 -#: ../../content/applications/general/iot/config/troubleshooting.rst:66 -msgid "Printer" +#: ../../content/applications/general/iot/connect.rst:42 +msgid "Retrieve the IoT's system pairing code:" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:40 -msgid "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or to the network, and power it on. Refer to :doc:`/applications/sales/point_of_sale/restaurant/kitchen_printing`." +#: ../../content/applications/general/iot/connect.rst:46 +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:17 +#: ../../content/applications/general/iot/iot_box.rst:3 +msgid "IoT box" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:43 -#: ../../content/applications/general/iot/config/troubleshooting.rst:572 -msgid "Cash drawer" +#: ../../content/applications/general/iot/connect.rst:48 +msgid "Connect the IoT box to an external monitor or printer. If the IoT box was already plugged prior to this, reboot it by unplugging it for a few seconds and replugging it." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:44 -msgid "The cash drawer should be connected to the printer with an RJ25 cable." +#: ../../content/applications/general/iot/connect.rst:51 +msgid "External monitor: The pairing code should be displayed on the screen a few minutes after rebooting the IoT box." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:45 -#: ../../content/applications/general/iot/config/troubleshooting.rst:520 -msgid "Barcode scanner" +#: ../../content/applications/general/iot/connect.rst:53 +msgid "Printer: The pairing code should be printed automatically." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:46 -msgid "In order for the barcode scanner to be compatible it must end barcodes with an `ENTER` character (keycode 28). This is most likely the default configuration of the barcode scanner." +#: ../../content/applications/general/iot/connect.rst:56 +msgid "If no external monitor or printer is connected to the IoT box, access the :ref:`IoT box's homepage `; the code is displayed in the :guilabel:`Pairing Code` section." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:48 -#: ../../content/applications/general/iot/config/troubleshooting.rst:583 -msgid "Scale" +#: ../../content/applications/general/iot/connect.rst:60 +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:60 +#: ../../content/applications/general/iot/windows_iot.rst:3 +msgid "Windows virtual IoT" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:49 -msgid "Connect the scale and power it on. Refer to :doc:`../devices/scale`." +#: ../../content/applications/general/iot/connect.rst:62 +msgid "On the computer with the Windows virtual IoT installed, open the IoT system's homepage in a web browser by navigating to the URL `http://localhost:8069`. Then, scroll to the :guilabel:`Pairing Code` section." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:51 -msgid "Customer display" +#: ../../content/applications/general/iot/connect.rst:66 +#: ../../content/applications/general/iot/connect.rst:75 +msgid "In Odoo, open the IoT app and click :guilabel:`Connect`." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:52 -msgid "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS (Point of Sale)` order. Refer to :doc:`../devices/screen`." +#: ../../content/applications/general/iot/connect.rst:67 +msgid "In the :guilabel:`Connect an IoT Box` popup that opens, enter the :guilabel:`Pairing code`." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:54 -msgid "Payment terminal" +#: ../../content/applications/general/iot/connect.rst:68 +msgid "Click :guilabel:`Pair`." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:55 -msgid "The connection process depends on the terminal. Refer to the :doc:`payment terminals documentation `." +#: ../../content/applications/general/iot/connect.rst:73 +msgid "Connection using a connection token" msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:58 -msgid "Once this is completed, connect the :abbr:`IoT (Internet of Things)` box to the :menuselection:`PoS` application. To do this, go to :menuselection:`Point of Sale --> Configuration --> PoS`, tick the :guilabel:`IoT Box` option, and select the devices to be used in this :abbr:`PoS (Point of Sale)`. :guilabel:`Save` the the changes." +#: ../../content/applications/general/iot/connect.rst:76 +msgid "In the :guilabel:`Connect an IoT Box` popup that opens, copy the :guilabel:`Token`." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:-1 -msgid "Configuring the connected devices in the POS application." +#: ../../content/applications/general/iot/connect.rst:77 +#: ../../content/applications/general/iot/devices/printer.rst:177 +msgid "Access the :ref:`IoT box's ` or :ref:`Windows virtual IoT's ` homepage." msgstr "" -#: ../../content/applications/general/iot/config/pos.rst:67 -msgid "Once set up is done, a new :abbr:`PoS (Point of Sale)` session can be launched." +#: ../../content/applications/general/iot/connect.rst:79 +msgid "In the :guilabel:`Odoo database connected` section, click :guilabel:`Configure`." msgstr "" -#: ../../content/applications/general/iot/config/ssh_connect.rst:3 -msgid "Connect an IoT box via SSH" +#: ../../content/applications/general/iot/connect.rst:80 +msgid "Paste the token into the :guilabel:`Server Token` field and click :guilabel:`Connect`." msgstr "" -#: ../../content/applications/general/iot/config/ssh_connect.rst:8 -msgid "To provide an |SSH| connection to an Internet of Things (IoT) box, a password needs to be generated." +#: ../../content/applications/general/iot/connect.rst:85 +msgid "IoT system form" msgstr "" -#: ../../content/applications/general/iot/config/ssh_connect.rst:11 -msgid "This feature should **only** be utilized with trusted parties, as it provides administrative access to the |iot| box, which can create security issues." +#: ../../content/applications/general/iot/connect.rst:87 +msgid "Once the IoT system is connected to the Odoo database, it is displayed as a card in the IoT app. Click the IP address on the card to access the :ref:`IoT box's ` or :ref:`Windows virtual IoT's ` homepage. Click the card to access the list of :doc:`devices ` connected to the IoT system." msgstr "" -#: ../../content/applications/general/iot/config/ssh_connect.rst:14 -msgid "Managing an |SSH| connection is **not** covered under the standard scope of Odoo support. Visit the `Odoo Support `_ page for additional information about what is covered." +#: ../../content/applications/general/iot/connect.rst:93 +msgid ":ref:`Enable the developer mode ` to access the IoT system's :guilabel:`Technical Information`, such as its :guilabel:`Identifier`, :guilabel:`Domain address`, and :guilabel:`Image version`." msgstr "" -#: ../../content/applications/general/iot/config/ssh_connect.rst:18 -msgid "First, navigate to the :menuselection:`IoT app --> IoT Boxes`. Click on the IP address of the appropriate |iot| box." +#: ../../content/applications/general/iot/connect.rst:98 +msgid "By default, drivers are automatically :ref:`udpated ` every time the IoT system is restarted. To disable automatic updates, uncheck the :guilabel:`Automatic drivers update` option." msgstr "" -#: ../../content/applications/general/iot/config/ssh_connect.rst:22 -msgid "If the desired |iot| box does not appear, see :doc:`troubleshooting` for additional steps." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:24 -msgid "At the bottom of the |iot| box pop-up window, click :guilabel:`Remote Debug`. This opens the :guilabel:`Remote Debugging` pop-up window." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:-1 -msgid "The Remote Debugging password generation window." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:31 -msgid "Click :guilabel:`Generate password`." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:34 -msgid "After the password has been generated from the :guilabel:`Remote Debugging` pop-up window, the information **must** be recorded immediately. Once this window is closed, there is no current method for looking up this information." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:38 -msgid "Enter the :guilabel:`Authentication Token` provided by the user attempting to connect to the |iot| box." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:41 -msgid "Click :guilabel:`Enable Remote Debugging`." -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:44 -msgid ":doc:`connect`" -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:45 -msgid ":doc:`troubleshooting`" -msgstr "" - -#: ../../content/applications/general/iot/config/ssh_connect.rst:46 -msgid ":doc:`updating_iot`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:3 -#: ../../content/applications/general/iot/config/windows_iot.rst:127 +#: ../../content/applications/general/iot/connect.rst:105 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:6 -msgid "IoT box connection" +#: ../../content/applications/general/iot/connect.rst:108 +msgid "The pairing code does not appear or does not work" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:9 -msgid "Unable to locate the pairing code to connect the IoT box" +#: ../../content/applications/general/iot/connect.rst:110 +msgid "The :ref:`pairing code ` might not be displayed or printed under the following circumstances:" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:11 -msgid "The pairing code should be printed on receipt printers connected to the :abbr:`IoT (Internet of Things)` box and should also be displayed on connected monitors." +#: ../../content/applications/general/iot/connect.rst:113 +msgid "The IoT system is not connected to the Internet." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:14 -msgid "The pairing code does not show under the following circumstances:" +#: ../../content/applications/general/iot/connect.rst:114 +msgid "The IoT system is already connected to an Odoo database." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:16 -msgid "The :abbr:`IoT (Internet of Things)` box is already connected to an Odoo database." +#: ../../content/applications/general/iot/connect.rst:115 +msgid "The :ref:`pairing code ` display time has expired. Reboot the IoT box or :ref:`restart the Windows virtual IoT service ` to display the pairing code again." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:17 -msgid "The :abbr:`IoT (Internet of Things)` box is not connected to the Internet." +#: ../../content/applications/general/iot/connect.rst:118 +msgid "The IoT system's image version is too old and needs to be :ref:`updated `." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:18 -msgid "The code is only valid for 5 minutes after the :abbr:`IoT (Internet of Things)` box has started. It is automatically removed from connected displays when this time has expired." +#: ../../content/applications/general/iot/connect.rst:122 +msgid "The IoT system is connected but does not appear in the database" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:20 -msgid "The version of the :abbr:`IoT (Internet of Things)` box image is too old. If the :abbr:`IoT (Internet of Things)` box image is from an earlier version, then the SD card of the :abbr:`IoT (Internet of Things)` box needs to be re-flashed to update the image (see :ref:`Flashing the SD Card `)." +#: ../../content/applications/general/iot/connect.rst:124 +msgid "The IoT system might take a few minutes to restart when it connects to a database. If it still does not appear after a few minutes:" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:25 -msgid "If none of the cases listed above correct the issue, then make sure the :abbr:`IoT (Internet of Things)` box has correctly started, by checking that a fixed green LED is showing next to the power port." +#: ../../content/applications/general/iot/connect.rst:127 +msgid "Verify that the IoT system can reach the database and the server does not use a multi-database environment." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:30 -msgid "IoT box is connected but it is not showing in the database" +#: ../../content/applications/general/iot/connect.rst:129 +msgid "Reboot the IoT box or :ref:`restart the Windows virtual IoT service `." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:32 -msgid "When an :abbr:`IoT (Internet of Things)` box connects to a database, it may restart. If so, it can take up to five minutes before appearing in the database. If the :abbr:`IoT (Internet of Things)` box is still not showing after five minutes, make sure that the :abbr:`IoT (Internet of Things)` box can reach the database and that the server does not use a multi-database environment." +#: ../../content/applications/general/iot/connect.rst:132 +msgid "The IoT box is connected to the Odoo database but cannot be reached" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:37 -msgid "To access the database from the :abbr:`IoT (Internet of Things)` box, open a browser and type in the database address." +#: ../../content/applications/general/iot/connect.rst:134 +msgid "Verify that the IoT system and the computer running the Odoo database are connected to the same network." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:41 -msgid "The IoT box is connected to the Odoo database, but cannot be reached" +#: ../../content/applications/general/iot/connect.rst:138 +msgid "The Windows virtual IoT's homepage cannot be accessed from another device" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:43 -msgid "Make sure that the :abbr:`IoT (Internet of Things)` box and the computer running the browser are located on the same network, as the :abbr:`IoT (Internet of Things)` box cannot be reached from outside the local network." +#: ../../content/applications/general/iot/connect.rst:140 +msgid "Check the :ref:`iot/windows-iot/firewall`." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:48 -msgid "The HTTPS certificate does not generate" +#: ../../content/applications/general/iot/connect.rst:143 +msgid "The IoT system is disconnected from the database after an Odoo upgrade" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:50 -msgid "In order to generate a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate, an IoT box subscription is required for the :abbr:`IoT (Internet of Things)` box. Connecting the :abbr:`IoT (Internet of Things)` box prior to configuring an :abbr:`IoT (Internet of Things)` subscription for the database and :abbr:`IoT (Internet of Things)` box with the Account Manager will result in an unsecured connection." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:56 -msgid "In addition, a firewall can also prevent the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate from generating correctly. In this case, deactivate the firewall until the certificate is successfully generated. It should also be noted that certain devices, such as a router that has a built-in firewall, can prevent the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate from generating." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:63 -msgid ":doc:`HTTPS certificate (IoT) `" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:69 -msgid "The printer is not detected" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:71 -msgid "If a printer does not appear in the devices list, go to the :abbr:`IoT (Internet of Things)` box homepage and make sure that it is listed under :guilabel:`Printers`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "The IoT box Home Page landing page." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:78 -msgid "If the printer is not present on the :abbr:`IoT (Internet of Things)` box homepage, click :guilabel:`Printers Server`, go to the :guilabel:`Administration` tab and click on :guilabel:`Add Printer`. If the printer is not present in the list, it is likely not connected properly." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:83 -msgid "The printer outputs random text" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:85 -msgid "For most printers, the correct driver should be automatically detected and selected. However, in some cases, the automatic detection mechanism might not be enough, and if no driver is found, the printer might print random characters." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:89 -msgid "The solution is to manually select the corresponding driver. On the :abbr:`IoT (Internet of Things)` box homepage, click on :guilabel:`Printers Server`, go to the :guilabel:`Printers` tab and select the printer in the list. In the :guilabel:`Administration` drop-down menu, click on :guilabel:`Modify Printer`. Follow the steps and select the *make* and *model* corresponding to the printer." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Edit the printer connected to the IoT box." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:100 -msgid "Epson receipt printers and Zebra label printers do not need a driver to work. Make sure that no driver is selected for those printers." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:104 -msgid "The printer is detected but is not recognized correctly" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:106 -msgid "If the printer is not recognized correctly by Odoo and the :abbr:`IoT (Internet of Things)` box, go to the form view of the device (:menuselection:`IoT App --> Devices -->Printer Device`) and change the subtype. The three options available are: :guilabel:`Receipt Printer`, :guilabel:`Label Printer`, and :guilabel:`Office Printer`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Sub-type selection in a printer IoT device." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:116 -msgid "Epson configuration special case" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:118 -msgid "Most Epson printers support printing receipts in Odoo :abbr:`POS (Point of Sale)` using the `GS v 0` command. However, the following Epson printer models do not support this command:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:121 -msgid "TM-U220" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:122 -msgid "TM-U230" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:123 -msgid "TM-P60" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:124 -msgid "TMP-P60II" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:126 -msgid "Bypass this issue by configuring the printer to use the `ESC *` command instead." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:129 -msgid "Process to force ESC * command" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:132 -msgid "Epson printer compatibility" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:134 -msgid "The first step is to check whether the printer is incompatible with `GS v 0` command." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:138 -msgid "`Epson GS v 0 documentation `_ for `GS v 0` compatible printers." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:140 -msgid "`Epson ESC * documentation `_ for `ESC *` compatible printers." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:143 -msgid "If the printer is not compatible with the `ESC *` command then the following process is not possible. Should the printer be compatible to use the `ESC *` command to print, follow this process to configure the printer with the :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:148 -msgid "IoT box configuration for ESC *" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:150 -msgid "To configure the :abbr:`IoT (Internet of Things)` box to use the `ESC *` command to print, go to the :abbr:`IoT (Internet of Things)` box homepage by navigating to :menuselection:`IoT app --> IoT Boxes`. Then click on the :guilabel:`IP address` and this will direct to the :abbr:`IoT (Internet of Things)` box homepage." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:155 -msgid "**Choosing the printer**" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:157 -msgid "Now click on the :guilabel:`Printers server` button. This will redirect the browser to the *CUPS* page. Next, go to :menuselection:`Administration --> Printers --> Add Printer`, choose the printer that should be modified, and then click :guilabel:`Continue`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:162 -msgid "If the name of the printer is still uncertain, take the following steps:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:164 -msgid "Take note of the listed printers on the *CUPS* page." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:165 -msgid "Turn the printer off and refresh the page." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:166 -msgid "Now compare the difference with the first list to see which printer disappeared." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:167 -msgid "Turn the printer back on and refresh the page again." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:168 -msgid "Double-check the list again to see if the printer re-appears." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:169 -msgid "The printer that disappeared and reappears again on the listed printers is the name of the printer in question." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:173 -msgid "This can be :guilabel:`Unknown` under :guilabel:`Local printers`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:175 -msgid "**CUPS naming convention**" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:177 -msgid "`CUPS` will prompt the administrator for three pieces of information: the :guilabel:`Name`, :guilabel:`Description` and the :guilabel:`Location`. The last two pieces of information do not need to be specific, however, the :guilabel:`Name` should follow a particular convention to work with the `ESC *` command." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:182 -msgid "The :guilabel:`Name` should match this convention: `__IMC___...___`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:185 -msgid "A breakdown of the naming convention:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:187 -msgid "`printer_name`: This is the printer name. It can be any character as long as it does not contain `_`, `/`, `#`, or ` ` (space character)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:189 -msgid "`IMC`: This stands for *Image Mode Column* (the simplified name for `ESC *`)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:190 -msgid "`param_1`: This stands for the specific parameter:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:192 -msgid "`SCALE`: Scale of the picture (with the same aspect ratio). `X` should be an integer describing the scale percentage that should be used." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:196 -msgid "`100` is the original size, `50` is half the size, `200` is twice the size." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:198 -msgid "`LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not specified)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:199 -msgid "`LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if not specified)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:202 -msgid "*Density* parameters might need to be configured in a particular way depending on the printer model." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:206 -msgid "Visit `Epson's ESC * documentation `_ and click on the printer model printer in the table above to see if the printer should set these parameters." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:211 -msgid "The following are examples of proper and improper name formatting:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:213 -msgid "Proper name formatting:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:215 -msgid "`EPSONTMm30II__IMC__`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:216 -msgid "`EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:218 -msgid "Improper name formatting (this will not prevent printing, but the result might not have the expected printed output):" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:221 -msgid "`EPSON TMm 30II` -> The name cannot have spaces." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:222 -msgid "`EPSONTMm30II` -> The name itself is correct, but it will not use `ESC *`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:223 -msgid "`EPSONTMm30II__IMC` -> This name is missing the end `__`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:224 -msgid "`EPSONTMm30II__IMC_XDV__` -> The parameter `XDV` does not match any existing parameters." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:225 -msgid "`EPSONTMm30II__IMC_SCALE__` -> The parameter `SCALE` is missing the scale value." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:227 -msgid "**Finish adding a printer**" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:229 -msgid "After setting the name of the printer with the appropriate naming convention, click :guilabel:`Continue`. Next, set the :guilabel:`Make` value to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to :guilabel:`Raw Queue (en)`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:233 -msgid "After completing these steps, click :guilabel:`Add Printer`. If everything was done correctly, the page should redirect to the *Banners* page." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:236 -msgid "At this point the printer should have been created, now the :abbr:`IoT (Internet of Things)` box just needs to detect it and then sync to Odoo's server (this could take a few minutes)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:239 -msgid "**Adding the printer to Odoo PoS**" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:241 -msgid "Once the printer is visible on the Odoo database, do not forget to choose it in the :abbr:`PoS (Point of Sale)`configuration as the :abbr:`IoT (Internet of Things)` printer. Navigate to :menuselection:`Pos App --> Settings --> Connected Devices --> IoT Box --> Receipt Printer --> Save`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:247 -msgid "If the printer was set up incorrectly (it is still printing random text or the printed receipt is too big or small), then it cannot be modified via the printer name with *CUPS*. Instead, the above process can be repeated to set up another printer from scratch to create one with modified parameters." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:252 -msgid "**Example setup of the Epson TM-U220B printer using ESC**" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:257 -msgid "The following is an example of the troubleshooting process for a TM-U220B printer model using the `ESC *` command. The receipt pictured below is an example of a receipt that is printing correctly due to proper formatting (in theory):" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Properly formatted receipt picture from a demo database." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:265 -msgid "Trying to print this receipt right-away prior to the proper formatting will not work as the TM-U220B printer model does not support `GS v 0`. Instead random characters will print:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Printer paper with seemingly random characters." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:272 -msgid "To properly configure formatting for the Epson TM-U220B printer model take the following steps." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:274 -msgid "After consulting Epson's website for compatibility for both of the commands: `GS v 0 `_ and `ESC * `_, it can be seen that indeed the TM-U220B is not compatible with `GS v 0`, but is compatible with `ESC *`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Epson compatibility evaluation from Epson website." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:283 -msgid "When adding the printer, *CUPS* will ask which printer should be added:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Administration menu, add printer selection." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:289 -msgid "In this case, the printer is connected via :abbr:`USB (Universal Serial Bus)` so it won' be part of the :guilabel:`Discovered Network Printers`. Instead it is likely part of the :guilabel:`Unknown` selection under :guilabel:`Local Printers`. By unplugging the printer's :abbr:`USB (Universal Serial Bus)` cable from the :abbr:`IoT (Internet of Things)` box and refreshing the page, the :guilabel:`Unknown` printer disappears. By plugging it back in, the printer reappears, so it can be said that this is the printer in question." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:296 -msgid "For the naming convention, since it needs to print using the `ESC *` command, it is imperative to add `__IMC`. Reference the printer model on `Epson's ESC * site `_ to find out more about the *density* parameters." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Epson TM-U220 specifications on manufacturer's website." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:305 -msgid "For this particular model, TM-U220, `m` should be equal to 0 or 1. While referencing the :guilabel:`Description` below the pink box in the above picture, the `m` values could be 0, 1, 32 or 33. So in this printers case, the `m` value can NOT be 32 or 33 (otherwise there will be random characters printed)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:310 -msgid "The table includes the numeric values: 32 and 33, they both occur if the :guilabel:`Number of bits for vertical data` is set to 24. This means that is a *High Vertical Density*. In the case of configuring the Epson TM-U220, the *Low Vertical Density* will need to be forced, as this printer model does not support *High Vertical Density* for this command `ESC *`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:315 -msgid "To add a *Low Vertical Density*, add the `LDV` parameter to the naming convention." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:321 -msgid "Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to :guilabel:`Raw Queue (en)`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Epson TM-U220 specifications on manufacturers website." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:328 -msgid "However, when trying to print with the naming convention: `EpsonTMU220B__IMC_LDV__`, it prints the receipt, but it is too big and outside the margin. To resolve this, add a new printer (and naming convention) with the `SCALE` parameter to adapt to our receipt size." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:332 -msgid "Here are some examples:" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:337 -msgid "Printer Naming Convention" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:338 -msgid "`EpsonTMU220B__IMC_LDV__`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:339 -msgid "`EpsonTMU220B__IMC_LDV_SCALE75__`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:340 -msgid "`EpsonTMU220B__IMC_LDV_LDH__`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:341 -msgid "`EpsonTMU220B__IMC_LDV_LDH_SCALE35__`" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Receipt example format." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV__." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:0 -msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:359 -msgid "DYMO LabelWriter print issue" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:361 -msgid "The DYMO LabelWriter has a known issue in printing with the :abbr:`IoT (Internet of Things)` box. The OpenPrinting CUPS server installs the printer using :guilabel:`Local RAW Printer` drivers. In order to print anything, the correct :guilabel:`Make and Model` needs to be set, so the correct driver is referenced when using the device." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:366 -msgid "Additionally, a new printer needs to be added to reduce a print delay that occurs after updating the driver." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:370 -msgid "The DYMO LabelWriter 450 DUO printer is the recommended DYMO printer for use with Odoo and the :abbr:`IoT (Internet of Things)` box. It **must** already be connected to, and recognized on, the :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:374 -msgid "The DYMO LabelWriter 450 DUO printer contains two printers in one: a label printer and a tape printer. Choosing the correct model (either DYMO LabelWriter 450 DUO Label (en) or DYMO LabelWriter 450 DUO Tape (en)) is crucial when configuring the following processes." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:378 -msgid "To keep things consistent, both of the following processes detail the configuration for the DYMO LabelWriter 450 DUO Label (en) model. Change the model when needed." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:384 -msgid "DYMO LabelWriter not printing" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:386 -msgid "In the case where the DYMO LabelWriter is not printing anything, a new driver needs to be installed." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:388 -msgid "First, open the OpenPrinting CUPS console by clicking :menuselection:`Printers server` at the bottom of the :abbr:`IoT (Internet of Things)` box homepage. Next, click on :menuselection:`Printers` in the top menu. Click into the printer in question, and select :guilabel:`Maintenance` in the first drop-down menu. Then, select :guilabel:`Modify Printer` in the second drop-down menu." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Modify the make and model of the DYMO LabelWriter. Maintenance and Modify drop-down menus\n" -"highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:398 -msgid "Next, select the specific network connection/printer that the modification should be made on. Click :guilabel:`Continue`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Printer selection screen with Continue highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:405 -msgid "On the next page, click :guilabel:`Continue` to proceed to set the :guilabel:`Make` of the printer." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Printer modification screen with Continue highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:411 -msgid "Under :guilabel:`Make` select :guilabel:`DYMO` from the menu. Click on :guilabel:`Continue` to set the :guilabel:`Model`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Setting the make page, with DYMO and continue highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:418 -msgid "On the following page, set the :guilabel:`Model` to :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer model is being used). Click on :guilabel:`Modify Printer` to complete setting the new driver, a confirmation page will appear." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Setting the printer model page with DYMO LabelWriter 450 DUO Label (en) highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:426 -msgid "After being redirected to a confirmation page, acknowledging a successful update, click on the :menuselection:`Printers` button in the top menu." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:429 -msgid "All the printers installed on the OpenPrinting CUPS server appear, including the newly updated: :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used). Click into the printer that was just updated." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:433 -msgid "To print a test label, click on the :guilabel:`Maintenance` drop-down menu to the left of the :guilabel:`Administration` drop-down menu, and select :guilabel:`Print Test Page`. The test label will print out with a ten-second delay if the driver update was successful." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Printing a test page from the administration drop-down menu in the OpenPrinting CUPs\n" -"server." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:442 -msgid "To reduce this delay a new printer will need to be added, follow the process below." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:445 -msgid "DYMO LabelWriter print delay" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:447 -msgid "To resolve the delay issue after modifying the driver, the printer **must** be reinstalled. To reinstall the printer, open the OpenPrinting CUPS administration page by clicking :menuselection:`Printers server`, at the bottom of the :abbr:`IoT (Internet of Things)` box homepage. Then, click on :menuselection:`Administration` in the top menu, then click :guilabel:`Add a Printer`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:454 -msgid "If the DYMO LabelWriter 450 DUO printer is not printing at all, or is not recognizable (has a RAW driver type), then update the drivers on the device. See :ref:`troubleshooting/dymo/update_drivers`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Add a printer button highlighted on the Printer CUPS management page." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:462 -msgid "On the next screen, in the :guilabel:`Local Printers` section, select the :guilabel:`DYMO LabelWriter 450 DUO Label (DYMO LabelWriter 450 DUO Label)` (or whichever DYMO printer model is being used) pre-installed printer. Click :guilabel:`Continue`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Add a printer screen on OpenPrinting CUPS with DYMO LabelWriter 450 DUO Label highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:470 -msgid "On the following screen, modify the :guilabel:`Name` to something recognizable, as the original printer will still be present. Click :guilabel:`Continue` to be taken to the next screen." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Rename printer page in the 'Add a Printer' flow, with the name field highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:477 -msgid "Next, choose the :guilabel:`Model`. Select :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer model is being used), and finally, click :guilabel:`Add Printer` to complete the installation." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Choose model screen on the OpenPrinting CUPS console with model and add a printer\n" -"highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:486 -msgid "After being redirected to a confirmation page, acknowledging a successful installation, click on the :menuselection:`Printers` button in the top menu." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:489 -msgid "All the printers installed on the OpenPrinting CUPS server appear, including the newly installed: :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used). Click into the printer that was just installed." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Printer page with newly installed printer highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:497 -msgid "To print a test label, click on the :guilabel:`Maintenance` drop-down menu to the left of the :guilabel:`Administration` drop-down menu, and select :guilabel:`Print Test Page`. The test label should print out immediately (one-to-two seconds delay)." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:507 -msgid "The Zebra printer does not print anything" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:509 -msgid "Zebra printers are quite sensitive to the format of the Zebra Programming Language (ZPL) code that is printed. If nothing comes out of the printer or blank labels are printed, try changing the format of the report that is sent to the printer by accessing :menuselection:`Settings --> Technical --> User Interface --> Views` in :ref:`developer mode ` and look for the corresponding template." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:516 -msgid "Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming Language)` files `here `_." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:523 -msgid "The characters read by the barcode scanner do not match the barcode" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:525 -msgid "By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner uses a different layout, go to the form view of the device (:menuselection:`IoT App --> Devices --> Barcode Device`) and select the correct format." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:530 -msgid "Nothing happens when a barcode is scanned" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:532 -msgid "Make sure that the correct device is selected in the :menuselection:`Point of Sale` configuration and that the barcode is configured to send an `ENTER` character (keycode 28) at the end of every barcode. To do so, navigate to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> IoT Box section --> Edit`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:538 -msgid "The barcode scanner is detected as a keyboard" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:541 -msgid "Some barcode scanners do not advertise themselves as barcode scanners but as a USB keyboard instead, and will not be recognized by the :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:544 -msgid "The device type can be manually changed by going to its form view (:menuselection:`IoT App --> Devices --> Barcode Device`) and activating the :guilabel:`Is scanner` option." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Modifying the form view of the barcode scanner." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:552 -msgid "Barcode scanner processes barcode characters individually" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:554 -msgid "When accessing the mobile version of Odoo from a mobile device, or tablet, paired with a barcode scanner, via the :abbr:`IoT (Internet of Things)` box, the scanner may process each barcode character as an individual scan. In this case, the *Keyboard Layout* option **must** be filled out with the appropriate language of the barcode scanner on the *Barcode Scanner* form page." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:560 -msgid "Access the barcode scanner form page by navigating to :menuselection:`IoT App --> Devices --> Barcode Scanner`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Barcode scanner form page, with keyboard layout option highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:567 -msgid "The :guilabel:`Keyboard Layout` is language based, and the options available vary, depending on the device and the language of the database. For example: :guilabel:`English (UK)`, :guilabel:`English (US)`, etc." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:575 -msgid "The cash drawer does not open" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:577 -msgid "The cash drawer should be connected to the printer and the :guilabel:`Cash drawer` checkbox should be ticked in the :abbr:`PoS (Point of Sale)` configuration. To do so, navigate to :menuselection:`POS app --> 3-Dot Menu on the POS --> IoT Box section --> Edit --> Receipt Printer --> Cashdrawer checkbox`." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:585 -msgid "Scales play a crucial role in the checkout process, especially for products sold by weight, rather than fixed pricing." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:589 -msgid "Set up Ariva S scales" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:591 -msgid "Odoo has determined that a specific setting in Ariva S series scales (manufactured by Mettler-Toledo, LLC.) needs modification, and a dedicated Mettler :abbr:`USB (Universal Serial Bus)`-to-proprietary RJ45 cable is required for the scale to function with Odoo's :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:596 -msgid "To correctly configure the scale for recognition by the :abbr:`IoT (Internet of Things)` box, follow this setup process for the Ariva S series scales." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:600 -msgid "It is crucial to use the official Mettler :abbr:`USB (Universal Serial Bus)`-to-RJ45 cable during this process." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:604 -msgid "Cable" -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:606 -msgid "The Mettler part number is 72256236 - :abbr:`USB (Universal Serial Bus)`-to-:abbr:`POS (Point of Sale)` cable. Contact Mettler, or a partner, to purchase an authentic cable. Note that **no other** cable outside of this Mettler cable works for this configuration. Using a serial-only cable attached to a serial-to-:abbr:`USB (Universal Serial Bus)` adapter is **not** effective." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 -msgid "Authentic Mettler USB to POS cable, part number 72256236." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:618 -msgid "Refer to Mettler's Setup Guide for Ariva S series scales during the following configuration: `Ariva Checkout Scale User's Guide `_." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:621 -msgid "To begin, go to page 17 in the above manual for *Setup*. This guide lists potential settings for the Ariva S series scales." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:624 -msgid "Follow the instructions, along with the following process, to set the scale to setup mode. First, hold the **>T<** button for eight seconds, or until :guilabel:`CONF` appears." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:627 -msgid "Next, press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to confirm." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:629 -msgid "Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB Virtual COM ports). Press **>T<** to cycle through the options under group 3.1." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:632 -msgid "Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the selection. Continue to press **>0<** until :guilabel:`GRP 4` appears." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:635 -msgid "Now, press **>T<** until :guilabel:`EXIT` appears." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:638 -msgid "Do **not** make any other changes unless otherwise needed." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:640 -msgid "Once :guilabel:`EXIT` appears, press **>0<**. Following this, press **>0<** again to :guilabel:`SAVE`. Now the scale restarts." -msgstr "" - -#: ../../content/applications/general/iot/config/troubleshooting.rst:643 -msgid "Finally, restart the :abbr:`IoT (Internet of Things)` box to recognize the changes made on the scale's configuration. After restarting, the scale appears as `Toledo 8217`, as opposed to the previous display, where it appeared as `Adam Equipment Serial`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:3 -msgid "Updating (IoT)" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:5 -msgid "Due to the complexity of the :abbr:`IoT (Internet of Things)` box, and virtual Windows :abbr:`IoT (Internet of Things)` box, the term 'updating' can mean several different things." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:8 -msgid "The actual drivers can be updated, the core code on the :abbr:`IoT (Internet of Things)` box can be updated, or a new image can be flashed (using a physical :abbr:`IoT (Internet of Things)` box)." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:11 -msgid "This document explores the various ways to update :abbr:`IoT (Internet of Things)` boxes to ensure smooth operation of :abbr:`IoT (Internet of Things)` box processes and devices." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:17 -msgid "Flashing the SD card on IoT box" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:20 -msgid "This update does **not** apply to the Windows :abbr:`IoT (Internet of Things)` box (Odoo 16 and higher)." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:23 -msgid "To update the Windows :abbr:`IoT (Internet of Things)`, first, uninstall the previous version of the Odoo Windows program, and then reinstall it using the most up-to-date installation package." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:26 -msgid "To begin the installation, navigate to the Odoo 16 (or higher) installation package for Enterprise or Community - Windows edition, at `Odoo's download page `_." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:30 -msgid "In some circumstances, the :abbr:`IoT (Internet of Things)` box's micro SD Card may need to be re-flashed with *Etcher* software to benefit from Odoo's latest :abbr:`IoT (Internet of Things)` image update. This means the Odoo :abbr:`IoT (Internet of Things)` box software may need to be updated in instances of a new :abbr:`IoT (Internet of Things)` box, or when a handler's update, or an update from the :abbr:`IoT (Internet of Things)` box home page, does not resolve issues." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:38 -msgid "It is often necessary to re-flash the :abbr:`IoT (Internet of Things)` box's image after upgrading the Odoo database to a new version." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:40 -msgid "A computer with a micro SD card reader/adapter is **required** to re-flash the micro SD card." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:42 -msgid "First, begin by downloading `Etcher `_. It is a free, open-source utility, used for burning image files onto drives. After the download completes, install and launch the program on the computer." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:46 -msgid "Then, download the latest :abbr:`IoT (Internet of Things)` image from `nightly `_, which will be labeled as `iotbox-latest.zip`. This particular image is compatible with *all* supported versions of Odoo." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:50 -msgid "After this step is complete, insert the :abbr:`IoT (Internet of Things)` box's micro SD card into the computer or reader. Open *Etcher*, and select :guilabel:`Flash from file`, then find and select the `iotbox-latest.zip` image and extract it. Next, select the drive the image should be burned to." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:54 -msgid "Lastly, click :guilabel:`Flash`, and wait for the process to finish." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:-1 -msgid "Balena's Etcher software dashboard." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:61 -msgid "Balena's *Etcher* software also allows for the administrator to flash the :abbr:`SD (Secure Digital)` card from a :abbr:`URL (Uniform Resource Locator)`. To flash from a :abbr:`URL (Uniform Resource Locator)`, simply click :guilabel:`Flash from URL`, instead of :guilabel:`Flash from file`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:66 -msgid "Then, enter the following: `http://nightly.odoo.com/master/iotbox/iotbox-latest.zip`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:0 -msgid "A view of Balena's Etcher software, with the flash from URL option highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:73 -msgid "An alternative software for flashing the micro SD card is `Raspberry Pi Imager `_." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:77 -msgid "Windows IoT update" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:79 -msgid "Windows virtual :abbr:`IoT (Internet of Things)` box may occasionally need an update to work properly." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:82 -msgid "The following processes cover the :ref:`uninstallation ` and :ref:`re-installation ` of the Windows virtual :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:89 -#: ../../content/applications/general/iot/config/windows_iot.rst:307 -msgid "Uninstalling Windows IoT" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:91 -msgid "Prior to upgrading the Windows virtual :abbr:`IoT (Internet of Things)` box, the previous version should be uninstalled first." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:95 -msgid "Before uninstalling a previous version of the Windows virtual :abbr:`IoT (Internet of Things)` box, ensure that there is a newer version of Windows virtual :abbr:`IoT (Internet of Things)` box available, compared to the version currently installed. To do so, navigate to the `Odoo Nightly builds `_ page." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:100 -msgid "On the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds (stable version) --> windows/` to view the date next to the :file:`odoo_(version).latest.exe` file; where *(version)* is equal to the version of Odoo (e.g. 16.0, 17.0). The latest version of the Windows virtual :abbr:`IoT (Internet of Things)` box can be downloaded by selecting this file, or it is always available at the `Odoo Download `_ page." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:106 -msgid "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows program manager." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:109 -msgid "On any version of Windows, search for `program` to open the :menuselection:`Programs --> Programs and Features` section of the :guilabel:`Control Panel`. Then, select :guilabel:`Uninstall or change a program`. Next, search for `Odoo`, and click the :guilabel:`... (three dot)` menu on the :guilabel:`Odoo.exe` program to uninstall." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:114 -msgid "Confirm the uninstallation, and follow the steps to uninstall through the Odoo uninstall wizard." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:119 -msgid "Download and re-install" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:121 -msgid "The latest version of the Windows virtual :abbr:`IoT (Internet of Things)` box can be downloaded from the `Odoo Nightly builds `_ page or it is always available at the `Odoo Download `_ page." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:125 -msgid "To download from the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds (stable version) --> windows/` to and select the :file:`odoo_(version).latest.exe` file; where *(version)* is equal to the version of Odoo (e.g. 16.0, 17.0)." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:129 -msgid "To download from the :guilabel:`Odoo Download` page, find the section for the version of Odoo (e.g. 16.0, 17.0), and select the :guilabel:`Download` button for :guilabel:`Windows`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:132 -msgid "Next, install and setup the downloaded Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start the installation, and agree to the :abbr:`TOS (Terms of Service)`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:135 -msgid "During the next step of the re-installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` drop-down menu." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:139 -#: ../../content/applications/general/iot/config/windows_iot.rst:50 -msgid "For reference, the following should be installed:" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:141 -msgid ":guilabel:`Odoo server`" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:142 -msgid ":guilabel:`Odoo IoT`" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:143 -msgid ":guilabel:`Nginx WebServer`" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:144 -msgid ":guilabel:`Ghostscript interpreter`" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:146 -msgid "Ensure there is enough space on the computer for the installation, then click :guilabel:`Next`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:149 -msgid "Set the destination and complete the installation" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:151 -msgid "To complete the re-installation, select the :guilabel:`Destination Folder`, and click :guilabel:`Install`." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:155 -msgid "Choosing `C:\\\\odoo` as the install location allows for the *Nginx* server to start. Odoo's Windows virtual :abbr:`IoT (Internet of Things)` box software should **not** be installed inside any of the Windows user's directories. Doing so does **not** allow for *Nginx* to initialize." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:159 -#: ../../content/applications/general/iot/config/windows_iot.rst:74 -msgid "The installation may take a few minutes. When complete, click :guilabel:`Next` to continue." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:161 -msgid "Then, ensure that the :guilabel:`Start Odoo` box is checked, and click :guilabel:`Finish`. After installation, the Odoo server runs, and automatically opens `http://localhost:8069` on a web browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:166 -msgid "A :ref:`restart ` of the Windows IoT program may be necessary if the web browser does not display anything." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:172 -msgid "Update from the IoT box home page" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:174 -msgid "In the background, the :abbr:`IoT (Internet of Things)` box uses a version of Odoo code to run and connect to the Odoo database. This code may need to be updated in order for the :abbr:`IoT (Internet of Things)` box to operate effectively. This operation should be completed on a routine basis, to ensure the :abbr:`IoT (Internet of Things)` system, and its processes, stay up-to-date." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:179 -msgid "Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to :menuselection:`IoT app --> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)` box. Then, click on :guilabel:`Update` (next to the version number)." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:183 -msgid "If a new version of the :abbr:`IoT (Internet of Things)` box image is available, an :guilabel:`Upgrade to _xx.xx_` button appears at the bottom of the page. Click this button to upgrade the unit, at which point the :abbr:`IoT (Internet of Things)` box flashes itself to the newer version. All of the previous configurations are then saved." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:189 -msgid "This process can take more than 30 minutes. Do **not** turn off, or unplug, the :abbr:`IoT (Internet of Things)` box, as it would leave it in an inconsistent state. This means the :abbr:`IoT (Internet of Things)` box needs to be :ref:`re-flashed ` with a new image." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:-1 -msgid "IoT box software upgrade in the IoT Box Home Page." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:199 -msgid "Handler (driver) update" -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:201 -msgid "There may be some instances where drivers or interfaces need to be updated for individual devices (e.g. scales, measurement tools, etc.). The IoT handler's (drivers and interfaces) code can be modified by syncing them with the configured server handler's code." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:205 -msgid "This can be helpful in instances where :abbr:`IoT (Internet of Things)` devices (e.g. scales, measurement tools, etc.) are not working properly with the :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:208 -msgid "For both the Windows :abbr:`IoT (Internet of Things)` (Odoo 16 and higher) and physical :abbr:`IoT (Internet of Things)` box, this process can be performed manually from the :abbr:`IoT (Internet of Things)` box home page. Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to :menuselection:`IoT app --> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:214 -msgid "Next, click :guilabel:`Handlers list`, and then select :guilabel:`Load Handlers` at the bottom of the page." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:-1 -msgid "Handlers list on an IoT box with the load handlers button highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:222 -msgid "Handler's code is fetched from the configured server, and it needs to be up-to-date to have the latest fixes and patches." -msgstr "" - -#: ../../content/applications/general/iot/config/updating_iot.rst:226 -msgid "A handler update is also performed automatically each time the :abbr:`IoT (Internet of Things)` box is restarted. The only exception to this process is if the *Automatic drivers update* is unchecked in the form view of the :abbr:`IoT (Internet of Things)` box on the Odoo server. This setting can be reached by going to :menuselection:`IoT App --> Select the IoT box --> Automatic drivers update`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:3 -msgid "Connect Windows IoT Odoo" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:5 -msgid "A Virtual IoT box is a computer program that needs to be downloaded and installed on a Windows computer. This requires a Windows operating system with an Odoo 16 or later database." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:8 -msgid "The Windows virtual :abbr:`IoT (Internet of Things)` box works the same way as a physical :abbr:`IoT (Internet of Things)` box, with the ability to run most of the same devices. All :abbr:`POS (Point of Sale)` devices work with it, such as a scale or printer. Payment terminals will also work, but it should be noted that :abbr:`MRP (Material Requirement Planning)` devices are not compatible. *These include cameras or measurement tools.*" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:15 -msgid "Pre-requisites" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:17 -msgid "The following items will be needed to complete the Windows :abbr:`IoT (Internet of Things)` installation." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:20 -msgid "Odoo 16 database or any version above." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:21 -msgid ":abbr:`IoT (Internet of Things)` compatible devices (except those mentioned above). Refer to: `Odoo's compatible IoT devices `_." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:23 -msgid "Device drivers for Windows." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:26 -msgid "Odoo recommends using an updated, recent version of Windows (Windows 10/11) as some older operating systems can cause the Windows virtual :abbr:`IoT (Internet of Things)` to not work." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:29 -msgid "Windows computer (laptop, desktop, or server)." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:30 -msgid "Odoo :abbr:`IoT (Internet of Things)` subscription. Refer to: :ref:`iot/iot-eligibility`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:33 -msgid "Connect the Windows virtual IoT box to an Odoo database" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:35 -msgid "The Windows virtual IoT box is simple to setup in just a few easy steps. Follow this process when installing the Windows virtual IoT software for the first time." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:39 -msgid "Download and initial installation" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:41 -msgid "To begin the installation, navigate to the Odoo 16 or higher installation package for Community - Windows edition at `Odoo's download page `_. Next, install and setup the Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start the installation and agree to the :abbr:`TOS (Terms of Service)`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:46 -msgid "During the next step of the installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` drop-down menu." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:52 -msgid "**Odoo server**" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:53 -msgid "**Odoo IoT**" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:54 -msgid "**Nginx WebServer**" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:55 -msgid "**Ghostscript interpreter**" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:57 -msgid "Ensure there is enough space on the computer for the installation and click :guilabel:`Next`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:60 -msgid "Setting the destination and completing the installation" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:62 -msgid "To complete the installation, select the :guilabel:`Destination Folder` and click :guilabel:`Install`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:66 -msgid "Choosing ``C:\\odoo`` as the install location will allow for the Nginx server to start. If the folder doesn't exist, then create it. Otherwise the installation files will be spread throughout the hard drive." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:71 -msgid "Odoo's Windows virtual IoT software should not be installed inside any of the Window's User's directories. Doing so will not allow for Nginx to initialize." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:76 -msgid "Ensure that the :guilabel:`Start Odoo` box is checked and click :guilabel:`Finish`. After installation, the Odoo server will run and automatically open `http://localhost:8069` on a web browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:81 -msgid "A restart of the Windows IoT program may be necessary should the web browser not display anything. :ref:`iot/restart_windows_iot`" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:85 -msgid "Connecting devices" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:87 -msgid "Next, connect the :abbr:`IoT (Internet of Things)` devices to the Windows computer. Windows should automatically detect the device because the driver is pre-installed on the computer. If not, search for and install the Windows driver for the device." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:92 -msgid "Most devices connect to the Windows Machine for Windows IoT automatically through Windows Plug-N-Play (PnP). However, if Windows does not automatically recognize the device after connecting, then the administrator may need to install the corresponding drivers manually." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:96 -msgid "Devices automatically recognized:" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:98 -msgid "Regular ink/toner based printers" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:99 -msgid "Receipt printers (Epson/Star)" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:100 -msgid "Barcode scanners" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:101 -msgid "Measurement devices (although some configuration of the measurement device settings is required) See this documentation: :doc:`../devices/measurement_tool`" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:104 -msgid "Devices not automatically recognized (requires manual driver download):" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:106 -msgid "Label printers (Zebra)" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:107 -msgid "Scales" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:109 -msgid "Reference the manufacturer's website for the equipment in question. Then, download the drivers and install them on the Windows machine. Reconnect the device in question and Windows will find the device." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:113 -msgid "Following connecting devices to the computer, refresh the :abbr:`IoT (Internet of Things)` box homepage and verify the device is seen. If not, reload the handlers through the :abbr:`IoT (Internet of Things)` box homepage." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:117 -msgid "Finally, connect Windows :abbr:`IoT (Internet of Things)` to a database using existing instructions (manually using the Token)." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:123 -msgid "Now the installation is complete, the devices connected to :abbr:`IoT (Internet of Things)` can be used to complete processes/actions." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:132 -msgid "Restart Windows IoT box" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:134 -msgid "In some instances a manual restart of the physical :abbr:`IoT (Internet of Things)` box can resolve the issue of an :abbr:`IoT (Internet of Things)` box not showing up on the database. For the Windows virtual :abbr:`IoT (Internet of Things)` box a manual restart of the Odoo server can resolve database connection issues." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:139 -msgid "To restart the virtual Windows IoT server:" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:141 -msgid "Type `Services` into the Windows :guilabel:`Search Bar`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:142 -msgid "Select the :menuselection:`Services` App and scroll down to the :guilabel:`Odoo` service." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:143 -msgid "Right click on :guilabel:`Odoo` and select :guilabel:`Start` or :guilabel:`Restart`. This action will manually restart the Odoo IoT server." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:147 -msgid "Firewalls" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:149 -msgid "Firewalls keep devices safe and secure. Sometimes they can block connections that should be made though. The Windows virtual :abbr:`IoT (Internet of Things)` box software may not be reachable to the :abbr:`LAN (Local Area Network)` due to a firewall preventing the connection. Consult your local IT support team to make exceptions (network discovery) in the :abbr:`OS (Operating System)` or firewall program. Windows has their own firewall as do other virus protection programs." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:156 -msgid "A client might encounter a time when they are able to reach the homepage of the :abbr:`IoT (Internet of Things)` box, yet they cannot access it from another computer/mobile device/tablet on the same network." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:161 -msgid "Making an exception on Windows Defender" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:163 -msgid "It is possible to allow other devices to access the Windows virtual :abbr:`IoT (Internet of Things)` box while keeping the firewall on. This is done by creating a rule on *Windows Defender* and allowing communication through port `8069`. The following process describes the steps to take in order to make this exception." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:169 -msgid "Create a rule in Windows Defender" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:171 -msgid "First, open the *Windows Firewall* by navigating to the :menuselection:`Start Menu` and typing in `Firewall`. Then, open the :menuselection:`Windows Defender Firewall` program. In the left-hand menu, navigate to :guilabel:`Advanced Settings`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:175 -msgid "Once :guilabel:`Advanced Settings` have been selected, click :guilabel:`Inbound Rules` in the left-hand menu. Then, in the right-hand menu column (under :guilabel:`Inbound Rules`), click on :guilabel:`New Rule` to create a new rule." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:180 -msgid "Configure new rule" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:182 -msgid "On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then, select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in `8069, 443`. Finally, click :guilabel:`Next` to continue to the next step." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:187 -msgid "On the :menuselection:`Actions` page, select :guilabel:`Allow the connection` and click :guilabel:`Next`. The following page on the :menuselection:`Rule Configuration` wizard is the :guilabel:`Profile` page. On this page, select whichever connection type applies to the network the Windows machine is operating on. Ideally, select :guilabel:`Private` only connections. The *Private* connection type is the most secure connection while allowing the selected port to communicate. Click :guilabel:`Next` to continue." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:194 -msgid "Finally, assign a new, unique name to the rule. For example, this name can be `Odoo`. Optionally, add a brief description in the :guilabel:`Description` field. Click :guilabel:`Finish` to complete the :guilabel:`Rule Configuration` wizard. Now, the new rule is active and devices can connect to the Windows virtual :abbr:`IoT (Internet of Things)` box." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:202 -msgid "Worldline exception" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:204 -msgid "*Worldline* is a payment terminal that can be connected to Odoo's *PoS* (point of sale) system. It allows for a comprehensive and fluid payment experience for customers. Worldline is available in Belgium, the Netherlands, and Luxembourg." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:208 -msgid "When using the Windows IoT server to connect the Worldline payment terminal, it is necessary to create an exception in the Windows firewall so that a connection can be made between the Odoo database/:abbr:`IoT (Internet of Things)` box and Worldline." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:213 -msgid ":doc:`../../../sales/point_of_sale/payment_methods/terminals/worldline`" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:215 -msgid "To create the exception, first, open the *Windows Defender Firewall* app on the Windows machine. This can be accomplished by typing `windows defender` in the :guilabel:`Search` bar." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:218 -msgid "Next, click :guilabel:`Advanced settings` in the left menu." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:-1 -msgid "Advanced settings option highlighted in the left pane of the Windows Defender Firewall app." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:224 -msgid "In the left menu, choose :guilabel:`Inbound Rules`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:-1 -msgid "Windows Defender left window pane with inbound rules menu item highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:230 -msgid "After selecting :guilabel:`Inbound Rules`, select :guilabel:`New Rule` in the far right menu." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:-1 -msgid "New rule dropdown shown with new rule option highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:236 -msgid "Then, for the :guilabel:`Rule Type`, select the radio button for :guilabel:`Port`. Click :guilabel:`Next` to continue to the rest of the configuration." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:-1 -msgid "Rule Type window open, with the radio button next to port highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:243 -msgid "On the :guilabel:`Protocols and Ports` page, choose the radio button for :guilabel:`TCP`, under :guilabel:`Does this rule apply to TCP or UDP?`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:246 -msgid "Next, under :guilabel:`Does this rule apply to all local ports or specific ports?`, select the radio button for :guilabel:`Specific local ports`. Then, enter `9050`, and click :guilabel:`Next` to continue." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:-1 -msgid "Protocol/port configuration window with TCP, specific port (9050) and Next highlighted." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:254 -msgid "The next screen is the :guilabel:`Action` page. Under :guilabel:`What action should be taken when a connection matches the specified conditions?`, choose the radio button for :guilabel:`Allow the connection`. Then, click :guilabel:`Next` to continue." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:258 -msgid "A :guilabel:`Profile` page appears. Under :guilabel:`When does this rule apply?`, leave the three boxes checked for: :guilabel:`Domain`, :guilabel:`Private`, and :guilabel:`Public`. Click :guilabel:`Next` to continue to the naming convention page." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:262 -msgid "On the :guilabel:`Name` page, enter `Odoo Worldline`, under the :guilabel:`Name` field. Enter a :guilabel:`Description (optional)`. Finally, once ready, click :guilabel:`Finish`." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:265 -msgid "The final :guilabel:`Inbound rule` should appear as follows:" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:272 -msgid "Odoo Worldline" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:273 -msgid "Profile" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:274 -msgid "All" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:275 -msgid "Enabled" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:276 -msgid "Yes" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:277 -msgid "Action" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:278 -msgid "Allow" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:279 -msgid "Override" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:280 -msgid "No" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:281 -msgid "Program" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:282 -#: ../../content/applications/general/iot/config/windows_iot.rst:284 -#: ../../content/applications/general/iot/config/windows_iot.rst:286 -#: ../../content/applications/general/iot/config/windows_iot.rst:292 -#: ../../content/applications/general/iot/config/windows_iot.rst:294 -#: ../../content/applications/general/iot/config/windows_iot.rst:296 -#: ../../content/applications/general/iot/config/windows_iot.rst:298 -#: ../../content/applications/general/iot/config/windows_iot.rst:300 -#: ../../content/applications/general/iot/config/windows_iot.rst:304 -msgid "Any" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:283 -msgid "Local Address" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:285 -msgid "Remote Address" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:287 -msgid "Protocol" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:288 -msgid "TCP" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:289 -msgid "Local Port" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:290 -msgid "9050" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:291 -msgid "Remote Port" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:293 -msgid "Authorized Users" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:295 -msgid "Authorized Computers" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:297 -msgid "Authorized Local Principals" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:299 -msgid "Local User Owner" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:301 -msgid "PolicyAppld" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:302 -msgid "None" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:303 -msgid "Application Package" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:309 -msgid "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows program manager. Using any Windows version, search for `program`. Then, select :guilabel:`Add or Remove Programs` located in the control panel. Search for `Odoo` and click the :guilabel:`three dot menu` to uninstall." -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:314 -msgid "Confirm the un-installation and follow the steps to uninstall through the Odoo uninstall guide." +#: ../../content/applications/general/iot/connect.rst:145 +msgid ":ref:`Update the IoT system's image ` by flashing the IoT box's card or :ref:`uninstalling the Windows virtual IoT program ` and :ref:`reinstalling ` the latest package for Windows **matching your database's version**." msgstr "" #: ../../content/applications/general/iot/devices.rst:7 msgid "Devices" msgstr "" -#: ../../content/applications/general/iot/devices.rst:21 -msgid ":doc:`Worldline payment terminal <../../sales/point_of_sale/payment_methods/terminals/worldline>`" +#: ../../content/applications/general/iot/devices.rst:10 +msgid ":doc:`Connect a Worldline payment terminal <../../sales/point_of_sale/payment_methods/terminals/worldline>`" msgstr "" -#: ../../content/applications/general/iot/devices.rst:23 -msgid ":doc:`Ingenico payment terminal <../../sales/point_of_sale/payment_methods/terminals/ingenico>`" +#: ../../content/applications/general/iot/devices.rst:12 +msgid ":doc:`Connect an Ingenico payment terminal <../../sales/point_of_sale/payment_methods/terminals/ingenico>`" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:3 @@ -6359,14 +4576,6 @@ msgstr "" msgid "A camera can be connected to an :abbr:`IoT (Internet of Things)` box with an Odoo database in just a few steps. Once a camera is connected to an :abbr:`IoT (Internet of Things)` box, it can be used in a manufacturing process, or it can be linked to a quality control point/quality check. Doing so allows for the taking of pictures when a chosen quality control point/check has been reached, or when a specific key is pressed during manufacturing." msgstr "" -#: ../../content/applications/general/iot/devices/camera.rst:12 -#: ../../content/applications/general/iot/devices/footswitch.rst:14 -#: ../../content/applications/general/iot/devices/printer.rst:21 -#: ../../content/applications/general/iot/devices/scale.rst:22 -#: ../../content/applications/general/iot/devices/screen.rst:18 -msgid "Connection" -msgstr "" - #: ../../content/applications/general/iot/devices/camera.rst:14 msgid "To connect a camera to an :abbr:`IoT (Internet of Things)` box, simply connect the two via cable. This is usually done with a :abbr:`USB (Universal Serial Bus)` cable of some sort." msgstr "" @@ -6412,10 +4621,12 @@ msgid "On a quality check form, the :guilabel:`Type` of check can also be specif msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:58 +#: ../../content/applications/general/iot/devices/printer.rst:65 msgid ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_control_points`" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:59 +#: ../../content/applications/general/iot/devices/printer.rst:66 msgid ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_alerts`" msgstr "" @@ -6550,7 +4761,6 @@ msgid "Measurement tool input in the Odoo database." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:58 -#: ../../content/applications/general/iot/devices/printer.rst:69 msgid "Quality control points can also be accessed by navigating to :menuselection:`IoT App --> Devices`, then select the device. There is a :guilabel:`Quality Control Points` tab, where they can be added with the device." msgstr "" @@ -6559,12 +4769,10 @@ msgid "On a quality check detail form, the :guilabel:`Type` of check can also be msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:68 -#: ../../content/applications/general/iot/devices/printer.rst:80 msgid ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`" msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:69 -#: ../../content/applications/general/iot/devices/printer.rst:81 msgid ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`" msgstr "" @@ -6592,103 +4800,107 @@ msgstr "" msgid "Connect a printer" msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:8 +#: ../../content/applications/general/iot/devices/printer.rst:5 msgid "Printer installation can be done in a few easy steps. The printer can be used to print receipts, labels, orders, or even reports from the different Odoo apps. In addition, printer actions can be assigned as an *action on a trigger* during the manufacturing process, or added onto a quality control point or a quality check." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:14 -msgid "The **only** way to connect a printer directly to an Odoo database is through the use of an |iot| box." +#: ../../content/applications/general/iot/devices/printer.rst:11 +msgid "The **only** way to connect a printer directly to an Odoo database is through the use of an IoT system. Without an IoT system, printing can still occur, but it is managed through the printer itself, which is not the recommended process." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:17 -msgid "Without an |iot| box, printing can still occur, but it is managed through the printer itself, which is not the recommended process." -msgstr "" - -#: ../../content/applications/general/iot/devices/printer.rst:23 -msgid "The |iot| box supports printers connected through |usb|, network connection, or Bluetooth. `Supported printers `__ are detected automatically, and appear in the :guilabel:`Devices` list of the *IoT* app." +#: ../../content/applications/general/iot/devices/printer.rst:18 +msgid "IoT systems support printers connected through USB, network connection, or Bluetooth. `Supported printers `__ are detected automatically, and appear in the :guilabel:`Devices` list of the IoT app." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:-1 msgid "The printer as it would appear in the IoT app devices list." msgstr "" +#: ../../content/applications/general/iot/devices/printer.rst:26 +msgid "Printers can take up to two minutes to appear in the IoT app :guilabel:`Devices` list." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:29 +msgid "Link a printer" +msgstr "" + #: ../../content/applications/general/iot/devices/printer.rst:32 -msgid "Printers can take up to two minutes to appear in the *IoT* app :guilabel:`Devices` list." +msgid "Link work orders to a printer" msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:35 -msgid "Link printer" +#: ../../content/applications/general/iot/devices/printer.rst:34 +msgid "Work orders can be linked to printers, via a quality control point, to print labels for manufactured products." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:38 -msgid "Link printer to work orders" +#: ../../content/applications/general/iot/devices/printer.rst:37 +msgid "In the :doc:`Quality app `, a device can be set up on a quality control point. To do so, go to the :menuselection:`Quality --> Quality Control --> Control Points`, and open the desired control point." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:40 -msgid "*Work Orders* can be linked to printers, via a quality control point, to print labels for manufactured products." +#: ../../content/applications/general/iot/devices/printer.rst:42 +msgid "A manufacturing operation and work order operation need to be attached to a quality control point before the :guilabel:`Type` field allows for the :guilabel:`Print Label` option to be selected." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:43 -msgid "In the *Quality app*, a device can be set up on a quality control point. To do that, go to the :menuselection:`Quality app --> Quality Control --> Control Points`, and open the desired control point to which the printer will be linked." +#: ../../content/applications/general/iot/devices/printer.rst:46 +msgid "From here, edit the control point by selecting the :guilabel:`Type` field, and selecting :guilabel:`Print Label` from the dropdown menu of options. Doing so reveals the :guilabel:`Device` field, where the attached device can be selected." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:48 -msgid "A *Manufacturing Operation* and *Work Order Operation* need to be attached to a quality control point before the :guilabel:`Type` field allows for the :guilabel:`Print Label` option to be selected." -msgstr "" - -#: ../../content/applications/general/iot/devices/printer.rst:52 -msgid "From here, edit the control point, by selecting the :guilabel:`Type` field, and selecting :guilabel:`Print Label` from the drop-down menu of options. Doing so reveals a field called :guilabel:`Device`, where the attached *device* can be selected. :guilabel:`Save` the changes, if required." -msgstr "" - -#: ../../content/applications/general/iot/devices/printer.rst:-1 -msgid "This is the quality control point setup." -msgstr "" - -#: ../../content/applications/general/iot/devices/printer.rst:61 +#: ../../content/applications/general/iot/devices/printer.rst:50 msgid "The printer can now be used with the selected quality control point. When the quality control point is reached during the manufacturing process, the database presents the option to print labels for a specific product." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:74 -msgid "On a quality check detail form, the :guilabel:`Type` of check can also be specified to :guilabel:`Print Label`. To create :doc:`new quality checks <../../../inventory_and_mrp/quality/quality_management/quality_checks>`, navigate to :menuselection:`Quality app --> Quality Control --> Quality Checks --> New`." +#: ../../content/applications/general/iot/devices/printer.rst:55 +msgid "Quality control points can also be accessed by navigating to :menuselection:`IoT --> Devices`, then selecting the device. Go to the :guilabel:`Quality Control Points` tab to add them to the device." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:86 -msgid "Link printer to reports" +#: ../../content/applications/general/iot/devices/printer.rst:60 +msgid "On a :doc:`quality check form `, the :guilabel:`Type` of check can also be set to :guilabel:`Print Label`." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:88 -msgid "It is possible to link report types to a specific printer. In the *IoT* app, go to the :guilabel:`Devices` menu, and select the desired printer to be configured." +#: ../../content/applications/general/iot/devices/printer.rst:71 +msgid "Link reports to a printer" msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:91 -msgid "From here, go to the :guilabel:`Printer Reports` tab, and click :guilabel:`Add a line`. In the window that appears, check all the types of :guilabel:`Reports` that should be linked to this printer." +#: ../../content/applications/general/iot/devices/printer.rst:73 +msgid "It is possible to link report types to a specific printer. To do so:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:75 +msgid "Go to :menuselection:`IoT --> Devices` and select the desired printer." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:76 +msgid "Go to the :guilabel:`Printer Reports` tab and click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:77 +msgid "In the pop-up that opens, select the types of reports to be linked to the printer and click :guilabel:`Select`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:-1 msgid "The list of reports assigned to a printer in the IoT app." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:100 -msgid "Reports can also be configured in the *Technical* menu of the *Settings* app, while in :ref:`debug mode `. To do that, navigate to :menuselection:`Settings App --> Technical --> Actions: Reports`. From here, select the desired report from the list. Then, an :guilabel:`IoT Device` can be set on the report." +#: ../../content/applications/general/iot/devices/printer.rst:84 +msgid "Reports can also be configured by :ref:`enabling the developer mode ` and going to :menuselection:`Settings --> Technical --> Reports`. Select the desired report from the list and set an :guilabel:`IoT Device`." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:105 +#: ../../content/applications/general/iot/devices/printer.rst:88 msgid "The first time a linked report is selected to print, a :guilabel:`Select Printers` pop-up window appears. Tick the checkbox next to the correct printer for the report, and click :guilabel:`Print`. At that point, the report is linked to the printer." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:110 +#: ../../content/applications/general/iot/devices/printer.rst:93 msgid "Clear device printer cache" msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:112 +#: ../../content/applications/general/iot/devices/printer.rst:95 msgid "After a printer is linked to print a report, the setting is saved in a browser's cache. This means a user can have different devices saved in their cache for different reports, based on the device they use to access Odoo. It also means different users can have a report automatically printed from different printers, based on their preferences." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:117 -msgid "To unlink a report from a printer, navigate to :menuselection:`IoT app --> Clear Selected Devices`. This generates a list of reports that are linked to a printer on the current device. Click the :guilabel:`Unlink` button next to each report to remove the link." +#: ../../content/applications/general/iot/devices/printer.rst:100 +msgid "To unlink a report from a printer, navigate to :menuselection:`IoT --> Configuration --> Reset Linked Printers`. This generates a list of reports that are linked to a printer on the current device. Click the :guilabel:`Unlink` button next to each report to remove the link." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:122 +#: ../../content/applications/general/iot/devices/printer.rst:105 msgid "This step **only** prevents the report from automatically printing to the listed printer from the current browser. The report is still :ref:`linked ` on the device, under the :guilabel:`Printer Reports` tab." msgstr "" @@ -6696,86 +4908,639 @@ msgstr "" msgid "A list of reports currently linked to a printer in the IoT app." msgstr "" -#: ../../content/applications/general/iot/devices/printer.rst:131 +#: ../../content/applications/general/iot/devices/printer.rst:113 msgid ":doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>`" msgstr "" +#: ../../content/applications/general/iot/devices/printer.rst:116 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:119 +msgid "The printer is not detected" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:121 +msgid "If a printer does not appear in the devices list, go to the :ref:`IoT box's ` or :ref:`Windows virtual IoT's ` homepage, click :guilabel:`Show` in the :guilabel:`Devices` section, and make sure the printer is listed." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:125 +msgid "If the printer does not appear on the IoT system's homepage, click :guilabel:`Printer Server`, then :guilabel:`Administration`, and :guilabel:`Add Printer`. If the printer is not in the list, it is likely not connected properly." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:130 +msgid "The printer outputs random text" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:132 +msgid "For most printers, the correct driver should be automatically detected and selected. However, in some cases, the automatic detection mechanism might not be enough, and if no driver is found, the printer might print random characters." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:136 +msgid "The solution is to manually select the corresponding driver. On the IoT system's homepage, click :guilabel:`Printer Server`, then :guilabel:`Printers`, and select the printer in the list. In the :guilabel:`Administration` dropdown menu, click :guilabel:`Modify Printer`. Follow the steps and select the printer's *make* and *model*." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:-1 +msgid "Edit the printer connected to the IoT system." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:146 +msgid "Epson receipt printers and Zebra label printers do not need a driver to work. Make sure that no driver is selected for those printers." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:150 +msgid "The printer is detected but is not recognized correctly" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:152 +msgid "If Odoo and the IoT system do not recognize the printer correctly, go to :menuselection:`IoT --> Devices`, click the device's card to access its form, and set the :guilabel:`Subtype` field to the appropriate option: :guilabel:`Receipt Printer`, :guilabel:`Label Printer`, or :guilabel:`Office Printer`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:158 +msgid "Epson configuration special case" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:160 +msgid "Most Epson printers support printing receipts in Odoo Point of Sale using the `GS v 0` command. However, the following Epson printer models do not support this command:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:163 +msgid "TM-U220" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:164 +msgid "TM-U230" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:165 +msgid "TM-P60" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:166 +msgid "TMP-P60II" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:168 +msgid "To bypass this issue, you can configure the printer to use the `ESC *` command." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:170 +msgid "First, review Epson's website for compatibility for both the `GS v 0 `_ and `ESC * `_ commands." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:174 +msgid "If the printer is incompatible with `GS v 0` but supports `ESC *`, configure the IoT system to use the `ESC *` command as follows:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:179 +msgid "Click the :guilabel:`Printer server` button, then click :guilabel:`Administration` on the CUPS page." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:181 +msgid "Click :guilabel:`Add Printer` in the :guilabel:`Printers` section, select the printer, and click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:185 +msgid "If the printer's name is still uncertain, take the following steps:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:187 +msgid "Take note of the listed printers on the CUPS page." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:188 +msgid "Turn the printer off and refresh the page." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:189 +msgid "Compare the difference with the first list to see which printer disappeared." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:190 +msgid "Turn the printer back on and refresh the page again." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:191 +msgid "Double-check the list again to see if the printer re-appears." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:192 +msgid "The printer that disappeared and reappears again on the listed printers is the name of the printer in question. It can be :guilabel:`Unknown` under :guilabel:`Local printers`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:195 +msgid "On the :guilabel:`Add Printer` page, specify the printer's :guilabel:`Name` using the following convention: `__IMC___...___`, where:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:198 +msgid "`printer_name` is the printer's name. It can contain any character except `_`, `/`, `#`, or ` ` (space character)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:200 +msgid "`IMC`: This stands for *Image Mode Column* (the simplified name for `ESC *`)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:201 +msgid "`param_1`: This stands for the specific parameter:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:203 +msgid "`SCALE`: Scale of the picture (with the same aspect ratio). `X` should be an integer describing the scale percentage that should be used. For example, `100` is the original size, `50` is half the size, and `200` is twice the size." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:206 +msgid "`LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not specified)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:207 +msgid "`LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if not specified)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:210 +msgid "*Density* parameters might need to be configured in a particular way, depending on the printer model." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:212 +msgid "Refer to `Epson's ESC * documentation `_ to determine if the printer requires these parameters to be set." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:216 +msgid "The following are examples of proper and improper name formatting:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:218 +msgid "Proper name formatting:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:220 +msgid "`EPSONTMm30II__IMC__`" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:221 +msgid "`EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:223 +msgid "Improper name formatting (this will not prevent printing, but the result might not have the expected printed output):" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:226 +msgid "`EPSON TMm 30II`: The name cannot contain spaces." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:227 +msgid "`EPSONTMm30II`: The name itself is correct, but it will not use `ESC *`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:228 +msgid "`EPSONTMm30II__IMC`: This name is missing the end `__`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:229 +msgid "`EPSONTMm30II__IMC_XDV__`: The parameter `XDV` does not match any existing parameters." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:230 +msgid "`EPSONTMm30II__IMC_SCALE__`: The parameter `SCALE` is missing the scale value." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:232 +msgid "Once the printer's name has been defined using the appropriate naming convention, click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:234 +msgid "Set the :guilabel:`Make` value to :guilabel:`Raw` and the :guilabel:`Model` value to :guilabel:`Raw Queue (en)`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:236 +msgid "Click :guilabel:`Add Printer`. If everything was done correctly, the page should redirect to the :guilabel:`Banners` page." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:238 +msgid "Wait a few minutes for the IoT system to detect the printer and sync to Odoo's server." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:239 +msgid ":ref:`Access the POS settings ` and select your POS, or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, and select the printer in the :guilabel:`Receipt Printer` field. Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:245 +msgid "If the printer was set up incorrectly (e.g., it continues to print random text, or the printed receipt is too large or too small), it cannot be modified via the printer's name in CUPS. Instead, configure a new printer from scratch with modified parameters, following the steps above." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:253 +msgid "The following is an example of the troubleshooting process for a TM-U220B printer model using the `ESC *` command. The receipt pictured below is an example of a receipt that is printing correctly due to proper formatting (in theory):" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Properly formatted receipt picture from a demo database." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:261 +msgid "Printing this receipt immediately without proper formatting will not work, as the TM-U220B printer model does not support the `GS v 0` command. Instead, random characters will be printed:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Printer paper with seemingly random characters." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:268 +msgid "To properly configure formatting for the Epson TM-U220B printer model, follow these steps:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:270 +msgid "After checking Epson's website for compatibility with both the `GS v 0 `_ and `ESC * `_ commands, the TM-U220B printer is indeed incompatible with `GS v 0` but supports `ESC *`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Epson compatibility evaluation from Epson website." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:278 +msgid "When adding the printer, CUPS displays the list of available printers:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Administration menu, add printer selection." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:284 +msgid "In this case, the printer is connected via USB, so it is not part of the :guilabel:`Discovered Network Printers`. Instead, it is likely part of the :guilabel:`Unknown` selection under :guilabel:`Local Printers`. By unplugging the printer's USB cable from the IoT system and refreshing the page, the :guilabel:`Unknown` printer disappears. By plugging it back in, the printer reappears." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:290 +msgid "For the naming convention, since the printer must print using the `ESC *` command, it is imperative to add `__IMC`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Epson TM-U220 specifications on manufacturer's website." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:296 +msgid "For this particular model (TM-U220) `m` should be equal to 0 or 1. While referencing the :guilabel:`Description` table on `Epson's ESC * website `_, the `m` values could be 0, 1, 32, or 33. So, in this case, the `m` value **cannot** be 32 or 33 (otherwise, random characters will be printed)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:302 +msgid "The table includes the numeric values 32 and 33; they both occur if the :guilabel:`Number of bits for vertical data` is set to 24, i.e. it has a *High Vertical Density*. In the case of configuring the Epson TM-U220, the *Low Vertical Density* will need to be forced, as this printer model does not support *High Vertical Density* for this command `ESC *`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:307 +msgid "To add a *Low Vertical Density*, add the `LDV` parameter to the naming convention." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:312 +msgid "Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value to :guilabel:`Raw` and the :guilabel:`Model` value to :guilabel:`Raw Queue (en)`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Epson TM-U220 specifications on manufacturers website." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:318 +msgid "However, when trying to print with the naming convention `EpsonTMU220B__IMC_LDV__`, the receipt is printed, but it is too large and outside the margin. To resolve this, add a new printer (and naming convention) with the `SCALE` parameter to adapt to the receipt's size." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:322 +msgid "Here are some examples:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:327 +msgid "Printer Naming Convention" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:328 +msgid "`EpsonTMU220B__IMC_LDV__`" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:329 +msgid "`EpsonTMU220B__IMC_LDV_SCALE75__`" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:330 +msgid "`EpsonTMU220B__IMC_LDV_LDH__`" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:331 +msgid "`EpsonTMU220B__IMC_LDV_LDH_SCALE35__`" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Receipt example format." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV__." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:344 +msgid "DYMO LabelWriter print issue" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:346 +msgid "The DYMO LabelWriter has a known issue in printing with IoT systems. The OpenPrinting CUPS server installs the printer using :guilabel:`Local RAW Printer` drivers. In order to print anything, the correct :guilabel:`Make and Model` needs to be set to reference the correct driver when using the device." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:351 +msgid "Additionally, a new printer needs to be added to reduce the print delay that occurs after updating the driver." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:355 +msgid "The DYMO LabelWriter 450 DUO printer is the recommended DYMO printer for use with Odoo and IoT systems. This device combines two printers: a label printer and a tape printer. When configuring the following processes, it is essential to select the correct model (either DYMO LabelWriter 450 DUO Label (en) or DYMO LabelWriter 450 DUO Tape (en)). For consistency, the following processes outline configuration steps for the DYMO LabelWriter 450 DUO Label (en) model. Adjust the model selections as needed." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:365 +msgid "DYMO LabelWriter not printing" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:367 +msgid "If the DYMO LabelWriter fails to print, install a new driver:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:369 +#: ../../content/applications/general/iot/devices/printer.rst:405 +msgid "Access the IoT system's homepage and click :menuselection:`Printer server` to open the OpenPrinting CUPS console." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:371 +msgid "Click :menuselection:`Printers` in the top menu, then click the printer in the list." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:372 +msgid "Select :guilabel:`Maintenance` in the first dropdown menu." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:373 +msgid "Select :guilabel:`Modify Printer` in the second dropdown menu." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Modify the make and model of the DYMO LabelWriter. Maintenance and Modify dropdown\n" +"menus highlighted." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:379 +msgid "Select the specific network connection/printer on which the modification should be made and click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:381 +msgid "On the next page, click :guilabel:`Continue`, then select :guilabel:`DYMO` from the :guilabel:`Make` dropdown list." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:383 +msgid "Click on :guilabel:`Continue` and set the :guilabel:`Model` to :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer model is being used)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:385 +msgid "Click :guilabel:`Modify Printer` to set the new driver; a confirmation page appears." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:386 +msgid "Click :menuselection:`Printers` in the top menu; all printers installed on the OpenPrinting CUPS server appear, including the newly updated :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:389 +msgid "Click the newly updated printer, then click the :guilabel:`Maintenance` dropdown menu and select :guilabel:`Print Test Page` to print a test label. The test label is printed after a few seconds if the driver update was successful." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:393 +msgid "To reduce this delay, add a new printer using the steps below." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:396 +msgid "DYMO LabelWriter print delay" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:399 +msgid "If the DYMO LabelWriter 450 DUO printer is not printing at all, or is not recognized (i.e., it has a :guilabel:`RAW` driver type), then :ref:`update the drivers on the device `." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:403 +msgid "To resolve the delay issue after modifying the driver, reinstall the printer:" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:407 +msgid "Click :menuselection:`Administration` in the top menu, then click :guilabel:`Add a Printer`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:408 +msgid "On the next page, in the :guilabel:`Local Printers` section, select :guilabel:`DYMO LabelWriter 450 DUO Label (DYMO LabelWriter 450 DUO Label)` (or whichever DYMO printer model is being used) pre-installed printer. Click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Add a printer screen on OpenPrinting CUPS with DYMO LabelWriter 450 DUO Label\n" +"highlighted." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:416 +msgid "On the following screen, update the :guilabel:`Name` to something easily identifiable, as the original printer will remain in the list. Then, click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Rename printer page in the 'Add a Printer' flow, with the name field highlighted." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:422 +msgid "Set the :guilabel:`Model` field to :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer model is being used), then click :guilabel:`Add Printer` to complete the installation." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Choose model screen on the OpenPrinting CUPS console with model and add a printer\n" +"highlighted." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:430 +msgid "Click :menuselection:`Printers` in the top menu and click the newly installed printer :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used) from in the list." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:0 +msgid "Printer page with newly installed printer highlighted." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:437 +msgid "Click the :guilabel:`Maintenance` dropdown list and select :guilabel:`Print Test Page` to print a test label. The test label should print out immediately, or after one or two seconds." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:441 +msgid "The Zebra printer does not print anything" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:443 +msgid "Zebra printers are quite sensitive to the format of the printed Zebra Programming Language (ZPL) code. If nothing comes out of the printer or blank labels are printed, try changing the format of the report sent to the printer. To do so, activate the :ref:`developer mode `, go to :menuselection:`Settings --> Technical --> User Interface --> Views`, and search for the corresponding template." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:450 +msgid "`Zebra's instructions on printing ZPL files `_" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:454 +msgid "Barcode scanner issues" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:457 +msgid "The characters read by the barcode scanner do not match the barcode" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:459 +msgid "By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner uses a different layout, go to :menuselection:`IoT --> Devices` and click the barcode device's card. Then, select the correct language in the :guilabel:`Keyboard Layout` field." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:464 +#: ../../content/applications/general/iot/devices/printer.rst:494 +msgid "The :guilabel:`Keyboard Layout` is language-specific, with available options varying based on the device and the language of the database (e.g., :guilabel:`English (UK)`, :guilabel:`English (US)`, etc.)." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:469 +msgid "Nothing happens when a barcode is scanned" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:471 +msgid "Make sure the correct device is selected in the :doc:`Point of Sale settings ` (when applicable) and the barcode is configured to send an `ENTER` character (keycode 28) at the end of every barcode." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:476 +msgid "The barcode scanner is detected as a keyboard" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:479 +msgid "Some barcode scanners are identified as USB keyboards rather than barcode scanners and are not recognized by IoT systems." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:482 +msgid "To change the device type manually, go to :menuselection:`IoT --> Devices` and click the barcode device's card. Then, enable :guilabel:`Is scanner`." +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:486 +msgid "The barcode scanner processes barcode characters individually" +msgstr "" + +#: ../../content/applications/general/iot/devices/printer.rst:488 +msgid "When accessing the mobile version of Odoo from a mobile device or tablet paired with a barcode scanner via the IoT system, the scanner might interpret each character in a barcode as a separate scan. To resolve this, go to :menuselection:`IoT --> Devices` and click the barcode device's card. Then, select the correct language in the :guilabel:`Keyboard Layout` field." +msgstr "" + #: ../../content/applications/general/iot/devices/scale.rst:3 msgid "Connect a scale" msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:5 -msgid "A scale can be connected to the :abbr:`IoT (Internet of Things)` box on an Odoo database in a few easy steps. After setup, the *Point of Sale* app can be used to weigh products, which is helpful if their prices are calculated based on weight." -msgstr "" - -#: ../../content/applications/general/iot/devices/scale.rst:10 +#: ../../content/applications/general/iot/devices/scale.rst:6 msgid "In EU member states, `certification is legally required `_ to use a scale as an integrated device." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:12 -msgid "Odoo is not certified in several countries, including France, Germany, and Switzerland. If you reside in one of these countries, you can still use a scale but without integration to your Odoo database." +#: ../../content/applications/general/iot/devices/scale.rst:9 +msgid "Odoo is not certified in several countries, including France, Germany, and Switzerland. If you reside in one of these countries, you can still use a scale but without integration into your Odoo database. Alternatively, you can acquire a *non-integrated* certified scale that prints certified labels, which can then be scanned into your Odoo database." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:15 -msgid "Alternatively, you have the option to acquire a *non-integrated* certified scale that prints certified labels, which can then be scanned into your Odoo database." +#: ../../content/applications/general/iot/devices/scale.rst:14 +msgid "To connect a scale to the IoT system, use a USB cable. In some cases, you may need a serial-to-US adapter to complete the connection. If the scale is `compatible with an IoT system `_, no additional setup is required; the scale is automatically detected as soon as it is connected. If the scale is not detected, reboot the IoT box or :ref:`restart the Windows virtual IoT service ` and :ref:`update the scale's drivers `." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:19 -msgid "`Directive 2014/31/EU of the European Parliament `_" +#: ../../content/applications/general/iot/devices/scale.rst:22 +msgid "If the scale still does not function after updating the drivers, it might not be `compatible with the Odoo IoT system `_. In such cases, a different scale must be used." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:24 -msgid "To link the scale to the :abbr:`IoT (Internet of Things)` box, connect it with a :abbr:`USB (Universal Serial Bus)` cable." +#: ../../content/applications/general/iot/devices/scale.rst:26 +msgid "Once the scale is connected to the IoT system, follow these steps to configure it in the POS settings:" msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:28 -msgid "In some cases, a serial port to :abbr:`USB (Universal Serial Bus)` adapter may be needed." +#: ../../content/applications/general/iot/devices/scale.rst:29 +msgid ":ref:`Access the POS settings ` and select your POS, or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:30 -msgid "If the scale is `compatible with Odoo IoT Box `_, there is no need to set up anything because it will be automatically detected as soon as it is connected." +#: ../../content/applications/general/iot/devices/scale.rst:31 +msgid "Scroll down to the :guilabel:`Connected Devices` section and enable :guilabel:`IoT Box`." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:-1 -msgid "IOT box auto detection." +#: ../../content/applications/general/iot/devices/scale.rst:32 +msgid "Select the scale in the :guilabel:`Electronic Scale` field." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:37 -msgid "The :abbr:`IoT (Internet of Things)` box may need to be restarted and the scale's drivers may need to be downloaded to the box in some cases. To update the drivers, go to the :abbr:`IoT (Internet of Things)` box homepage and click on :guilabel:`Drivers List`. Then, click on :guilabel:`Load Drivers`." +#: ../../content/applications/general/iot/devices/scale.rst:33 +msgid "Click :guilabel:`Save`." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:-1 -msgid "View of the IoT box settings and driver list." +#: ../../content/applications/general/iot/devices/scale.rst:36 +msgid ":doc:`Connect an IoT system to a POS `" msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:46 -msgid "If loading the drivers still doesn't allow for the scale to function, it may be that the scale is not compatible with the Odoo :abbr:`IoT (Internet of Things)` box. In this case, a different scale will need to be used." -msgstr "" - -#: ../../content/applications/general/iot/devices/scale.rst:51 -msgid "Use a scale in a point of sale (POS) system" -msgstr "" - -#: ../../content/applications/general/iot/devices/scale.rst:53 -msgid "To use the scale in the *Point of Sale app*, go to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> Settings`, then enable the :abbr:`IoT (Internet of Things)` box feature. After this is complete, the scale device can be set." -msgstr "" - -#: ../../content/applications/general/iot/devices/scale.rst:57 -msgid "Select the scale from the :guilabel:`Electronic Scale` drop-down menu. Then click :guilabel:`Save` to save the changes, if required." -msgstr "" - -#: ../../content/applications/general/iot/devices/scale.rst:-1 -msgid "List of the external tools that can be used with PoS and the IoT box." -msgstr "" - -#: ../../content/applications/general/iot/devices/scale.rst:64 -msgid "The scale is now available in all the :abbr:`PoS (Point of Sale)` sessions. Now, if a product has a price per weight set, clicking on it on the :guilabel:`PoS` screen opens the scale screen, where the cashier can weigh the product and add the correct price to the cart." +#: ../../content/applications/general/iot/devices/scale.rst:38 +msgid "The scale is then available in all the :doc:`POS's sessions `. If a product is configured with a price per weight, selecting it on the :guilabel:`PoS screen` opens the scale popup. The cashier can then weigh the product to automatically add the correct price to the cart." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:-1 msgid "Electronic Scale dashboard view when no items are being weighed." msgstr "" +#: ../../content/applications/general/iot/devices/scale.rst:48 +msgid "Ariva S scales" +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:50 +msgid "For Ariva S series scales (manufactured by Mettler-Toledo, LLC.) to function with IoT systems, a specific setting must be modified, and a dedicated Mettler USB-to-proprietary RJ45 cable is required." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:54 +msgid "The official Mettler USB-to-RJ45 cable (Mettler part number 72256236) must be used. Contact Mettler or a partner to purchase an authentic cable. **No other** cable works for this configuration." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:58 +msgid "To configure the Ariva S scale for IoT system recognition, refer to page 17 of `Mettler's Setup Guide for Ariva S series scales `_ and follow these steps:" +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:61 +msgid "Hold the **>T<** button for eight seconds, or until :guilabel:`CONF` appears." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:62 +msgid "Press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to confirm." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:63 +msgid "Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB Virtual COM ports) and press **>T<** to cycle through the options under group 3.1." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:65 +msgid "Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the selection." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:66 +msgid "Continue to press **>0<** until :guilabel:`GRP 4` appears." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:67 +msgid "Press **>T<** until :guilabel:`EXIT` appears." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:70 +msgid "Do **not** make any other changes unless otherwise needed." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:72 +msgid "Press **>0<**." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:73 +msgid "Press **>0<** again to :guilabel:`SAVE`; the scale restarts." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:74 +msgid "Reboot the IoT box or :ref:`restart the Windows virtual IoT service `. The scale should then appear as `Toledo 8217`, as opposed to the previous display, where it appeared as `Adam Equipment Serial`." +msgstr "" + #: ../../content/applications/general/iot/devices/screen.rst:3 msgid "Connect a screen" msgstr "" @@ -6813,7 +5578,7 @@ msgid "Connect the screen with an HDMI cable on the side of the :abbr:`IoT (Inte msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:36 -msgid ":ref:`See the Raspberry Pi Schema `." +msgid ":ref:`See the Raspberry Pi Schema `." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:39 @@ -6894,6 +5659,714 @@ msgstr "" msgid "Open the screen form view by accessing :menuselection:`IoT app --> Devices --> Customer Display`. This allows the user to choose a particular website URL to display on the screen using the :guilabel:`Display URL` field." msgstr "" +#: ../../content/applications/general/iot/iot_advanced.rst:5 +msgid "Advanced" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:5 +msgid "HTTPS certificate (IoT)" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:7 +msgid "*Hypertext Transfer Protocol Secure* (HTTPS) is the secure and encrypted version of *Hypertext Transfer Protocol* (HTTP), which is the primary protocol used for data communication between a web browser and a website. It secures communications by using an encryption protocol known as *Transport Layer Security* (TLS), previously called *Secure Sockets Layer* (SSL). The security of :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` relies on :abbr:`TLS (Transport Layer Security)` /:abbr:`SSL (Secure Sockets Layer)` certificates, which authenticate the provider and verify their identity." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:15 +msgid "The use of HTTPS is required to communicate with certain network devices, particularly payment terminals. If the HTTPS certificate is not valid, some devices cannot interact with the IoT system." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:20 +msgid "In this documentation and throughout Odoo, the term *HTTPS certificate* refers to a valid SSL certificate that allows an HTTPS connection." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:26 +msgid "HTTPS certificate generation" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:28 +msgid "The HTTPS certificate is generated automatically. When the IoT system is (re-)started (e.g., after it is connected to the Odoo database), a request is sent to ``_, which returns the HTTPS certificate if the IoT system and database meet the eligibility criteria:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:34 +msgid "The database must be a **production** instance. The database instance should not be a copy, a duplicate, a staging, or a development environment." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:36 +msgid "The Odoo subscription must be ongoing (:guilabel:`In Progress` status) and have an :ref:`IoT box subscription ` line." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:39 +msgid "When the certificate has been received:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:41 +msgid "The IoT system's homepage address is updated to a new HTTPS URL ending with `.odoo-iot.com`. Click the URL to establish a secure HTTPS connection." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 +msgid "Odoo IoT app IoT box with .odoo-iot.com domain." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:47 +msgid "The :guilabel:`HTTPS certificate` banner displays the certificate's validity period. To view this information, click the :icon:`fa-cogs` (:guilabel:`cogs`) button on the IoT system's homepage." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 +msgid "IoT box homepage with HTTPS certificate validity date." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:54 +msgid "HTTPS certificate generation issues and errors" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:57 +msgid "The HTTPS certificate does not generate" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:59 +msgid "Potential causes include the following:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:61 +msgid "No :ref:`IoT box subscription ` is linked to your account." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:62 +msgid "The :ref:`IoT box subscription ` was added *after* connecting the IoT system to the database. In this case, refresh the IoT system's homepage or reboot/:ref:`restart ` the IoT system to regenerate the HTTPS certificate." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:65 +msgid "The firewall is preventing the HTTPS certificate from generating correctly. In this case, deactivate the firewall until the certificate is successfully generated." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:69 +msgid "Some devices, such as routers with a built-in firewall, can prevent the HTTPS certificate from generating." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:73 +msgid "The IoT system's homepage can be accessed using its IP address but not the `xxx.odoo-iot.com` URL" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:75 +msgid "Contact your system or network administrator to address the issue. Network-related problems are beyond the scope of Odoo support services." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:78 +msgid "If the router allows manual :abbr:`DNS (Domain Name System)` configuration, update the settings to use `Google DNS `_." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:80 +msgid "If the router does not support this, you need to update the DNS settings directly on each device that interacts with the IoT system to use `Google DNS `_. Instructions for configuring DNS on individual devices can be found on the respective manufacturer's website." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:86 +msgid "Some IoT devices, such as payment terminals, likely do not require DNS changes, as they are typically pre-configured with custom DNS settings." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:88 +msgid "On some browsers, an error code mentioning the DNS (such as `DNS_PROBE_FINISHED_NXDOMAIN`) is displayed." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:92 +msgid "Errors" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:94 +msgid "A specific error code is displayed on the IoT system's homepage if any issues occur during the generation or reception of the HTTPS certificate." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:98 +msgid "When you access the IoT system's homepage, it automatically checks for an HTTPS certificate and attempts to generate one if it is missing. If an error appears, refresh the page to see if the issue is resolved." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:103 +msgid "`ERR_IOT_HTTPS_CHECK_NO_SERVER`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:105 +msgid "The server configuration is missing, i.e., the Odoo instance is not :doc:`connected <../connect>` to the IoT system." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:109 +msgid "`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:111 +msgid "An error occurred while attempting to read the existing HTTPS certificate. Verify that the HTTPS certificate file is readable." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:115 +msgid "`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:117 +msgid "The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is missing form the IoT." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:119 +msgid "Verify that both values are correctly configured. To update them, :ref:`access the IoT box's ` or :ref:`Windows virtual IoT's homepage `, click the :icon:`fa-cogs` (:guilabel:`cogs`) button, then click :guilabel:`Credential`." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:124 +msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:126 +msgid "An unexpected error occurred while the IoT system tried to reach ``_. This is likely due to network-related issues, such as:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:129 +msgid "The IoT system does not have Internet access." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:130 +msgid "Network restrictions (e.g., firewalls or VPNs) are preventing communication with https://www.odoo.com." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:134 +msgid "To access the full request exception details with information regarding the error, :ref:`enable the developer mode `, click the IoT system's card in the IoT app, and click :guilabel:`Download logs` on the :ref:`IoT system's form `. To define the log levels recorded in the IoT system's log file, :ref:`access the IoT box's ` or :ref:`Windows virtual IoT's ` homepage, click the :icon:`fa-cogs` (:guilabel:`cogs`) button, then :guilabel:`Log level` at the bottom of the page." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:141 +msgid "To address network-related issues, contact your system or network administrator; these issues are beyond the scope of Odoo support services." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:145 +msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:147 +msgid "The IoT system successfully reached ``_ but received an unexpected `HTTP response (status codes) `_." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:150 +msgid "This error code includes the HTTP status. For example, `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` means the server returned a \"Page Not Found\" response." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:153 +msgid "To solve this issue:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:155 +msgid "Open ``_ in a web browser to check if the website is temporarily down for maintenance." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 +msgid "If ``_ is down for maintenance, wait for it to resume." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 +msgid "If the website is operational, open a `support ticket `_ and make sure to include the 3-digit HTTPS status code in the ticket." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:162 +msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:164 +msgid "The IoT system successfully connected to ``_, but the server refused to provide the HTTPS certificate." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:167 +msgid "Check that the IoT system and database meet the :ref:`eligibility requirements ` for an HTTPS certificate." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:3 +msgid "IoT box SSH connection" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:6 +msgid "SSH connections are only available for :doc:`IoT boxes <../iot_box>`, not the :doc:`Windows virtual IoT <../windows_iot>`." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:10 +msgid "This feature should **only** be used with trusted parties, as it provides administrative access to the IoT box, which can create security issues." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:12 +msgid "Managing an SSH connection is **not** covered under the standard Odoo support scope. Visit the `Odoo Support `_ page for additional information about what is covered." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:16 +msgid "To provide an :abbr:`SSH (secure shell protocol)` connection to an IoT box, you must generate a password:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:19 +msgid "Access the IoT box's homepage by opening the IoT app and clicking the IP address displayed on the IoT box's card." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:21 +msgid "Click the :icon:`fa-cogs` (:guilabel:`cogs`) button at the top-right, then :guilabel:`Remote Debug`." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:23 +msgid "In the :guilabel:`Remote Debugging` popup that opens, click :guilabel:`Generate` and save the password securely. Once you close the popup, the password will no longer be available." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:0 +msgid "The Remote Debugging password generation window." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:29 +msgid "Enter the :guilabel:`Authentication Token` provided by the user attempting to connect to the IoT box." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:31 +msgid "Click :guilabel:`Enable Remote Debugging`." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:34 +msgid ":doc:`../iot_box`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:35 +msgid ":doc:`../connect`" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:3 +msgid "IoT system updates" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:5 +msgid "Due to the complexity of IoT systems, the term *updating* can refer to several processes, including:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:7 +msgid ":ref:`Updating the IoT system's image and/or core code `;" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:8 +msgid ":ref:`Updating the handlers `, which include the interfaces and drivers." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:13 +msgid "Image and core code update" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:19 +msgid "To check if the IoT box is up-to-date (and update it if needed), :ref:`access the IoT box's homepage `, click the :icon:`fa-cogs` (:guilabel:`cogs`) button at the top-right, then :guilabel:`Update` in the :guilabel:`Version` section." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:24 +msgid ":ref:`Enable the developer mode ` to view the current versions of the IoT box's image and core code." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:27 +msgid "**Image update**" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:29 +msgid "To update the IoT box's image, flash its SD card. Flashing can be performed using `balenaEtcher `_, a free and open-source tool for writing disk images to SD cards." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:34 +msgid "Updating the IoT system's image is often required after upgrading the Odoo database to a newer version." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:36 +msgid "A computer with a micro SD card reader/adapter is required to flash the micro SD card." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:37 +msgid "An alternative software for flashing the micro SD card is `Raspberry Pi Imager `_." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:40 +msgid "`Download balenaEtcher. `_" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:41 +msgid "Insert the IoT box's micro SD card into the computer or adapter." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:42 +msgid "Open balenaEtcher, click :guilabel:`Flash from URL`, and enter the following URL: `http://nightly.odoo.com/master/iotbox/iotbox-latest.zip`." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:44 +msgid "Click :guilabel:`Select target` and select the SD card." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:45 +msgid "Click :guilabel:`Flash` and wait for the process to finish." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:0 +msgid "Flashing the SD card with balenaEtcher" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:50 +msgid "**Core code update**" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:52 +msgid "To update the IoT box's core code, click :guilabel:`Update` under :guilabel:`IoT Box Update` in the :guilabel:`Update` popup." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:56 +msgid "This process may take over 30 minutes. **Do not turn off or unplug the IoT box** during this time, as doing so could leave the device in an inconsistent state, requiring the IoT box to be reflashed with a new image." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:62 +msgid "To update the Windows virtual IoT's image and code, :ref:`uninstall the program ` and :ref:`reinstall ` the latest package." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:69 +msgid "Handler (driver) update" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:71 +msgid "To update the IoT system's handlers (i.e., drivers and interfaces) and synchronize them with the configured server handler's code, for example, to resolve issues where :doc:`devices <../devices>` are not functioning properly with the IoT system, proceed as follows:" +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:75 +msgid "Access the :ref:`IoT box's ` or :ref:`Windows virtual IoT's ` homepage and click the :icon:`fa-cogs` (:guilabel:`cogs`) button at the top-right." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:78 +msgid "Click :guilabel:`Update` in the :guilabel:`Version` section." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:79 +msgid "In the :guilabel:`Update` popup that opens, click :guilabel:`Force Drivers Update`." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:82 +msgid "If you have an :doc:`on-premise ` or :doc:`Odoo.sh ` database, the configured server must be up-to-date to ensure the handlers' code includes the latest fixes and patches." +msgstr "" + +#: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:87 +msgid "A handler update is also performed automatically every time the IoT system is restarted unless the :guilabel:`Automatic drivers update` option is disabled in the :guilabel:`Technical information` tab in the :ref:`IoT system's form ` in Odoo." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:5 +msgid "To start using an IoT box:" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:7 +msgid "Make sure you have a :ref:`valid IoT box subscription ` in addition to your Odoo subscription." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:9 +msgid "Connect your :doc:`devices ` to the IoT box." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:10 +msgid ":ref:`Connect the IoT box to the network `." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:11 +msgid ":doc:`Connect the IoT box to your Odoo database `." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:14 +msgid "Devices can also be connected after the IoT box is added to the network and/or connected to the database; however, a reboot of the IoT box might be required." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:20 +msgid "Network connection" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:22 +msgid "The IoT box can be connected to the network via :ref:`Ethernet ` or :ref:`Wi-Fi `." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:26 +msgid "**All** devices must be connected to the **same network**: the IoT box, the device(s) connected to the IoT box, and the computer connected to Odoo." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:32 +msgid "Ethernet" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:34 +msgid "Plug the Ethernet cable into the IoT box's Ethernet port and an available port on your router, then connect the IoT box to a power source." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:40 +msgid "Wi-Fi" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:42 +msgid "Make sure no Ethernet cable is connected to the IoT box and follow these steps:" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:44 +msgid "Connect the IoT box to a power source and wait a few minutes for it to power on." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:45 +msgid "Access your computer's Wi-Fi settings and select the IoT box's network. The network name is in the format `IoTBox-xxxxxxxxxxxx` (where `xxxxxxxxxxxx` is a unique identifier)." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:47 +msgid "Connect to the IoT box's Wi-Fi network and sign into it; your browser should automatically open and redirect to the :ref:`IoT box's homepage `." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:51 +msgid "Depending on your operating system, the browser might not open and redirect to the IoT box's homepage. In this case, open your browser manually and navigate to `http://10.11.12.1`." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:54 +msgid "On the IoT box's homepage, click :guilabel:`Configure` next to the :guilabel:`Internet Status` section." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:56 +msgid "Wait a few minutes for the available networks to be scanned, select the network, enter the Wi-Fi's password, and click :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:60 +msgid "Once connected to the Wi-Fi network, the IoT box stops emitting its Wi-Fi signal, and the computer should automatically reconnect to its original network. If it does not, reconnect to it manually." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:67 +msgid "IoT box homepage" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:69 +msgid "To access the IoT box's homepage, open a web browser **on the same network as the IoT box** and navigate to the IoT box's IP address." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:-1 +msgid "IoT box's homepage" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:76 +msgid "The IoT box's IP address can be retrieved by:" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:78 +msgid "connecting the IoT box to an external monitor: the IP address is displayed on the screen." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:0 +msgid "POS display with IoT box's IP address" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:84 +msgid "connecting the IoT box to a printer: the IP address is automatically printed." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:85 +msgid "accessing the administrator interface of the router to which the IoT box is connected or using third-party software to scan the network." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:88 +msgid "Once the IoT box is :doc:`connected to the Odoo database `, its homepage can be accessed from Odoo by opening the IoT app and clicking the URL displayed on the IoT box's card." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:5 +msgid "To start using the Windows virtual IoT:" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:7 +msgid "Make sure all :ref:`prerequisites ` are met." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:8 +msgid ":ref:`Install the Windows virtual IoT ` on a Windows computer." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:9 +msgid ":ref:`Configure the Windows Firewall `." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:10 +msgid "Connect your :doc:`devices ` to the Windows virtual IoT." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:11 +msgid ":doc:`Connect the Windows virtual IoT to your Odoo database `." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:18 +msgid "The following prerequisites must be met before setting up and using the Windows virtual IoT:" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:20 +msgid "A valid :ref:`IoT box subscription `." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:21 +msgid "An updated and recent version of Windows (i.e., Windows 10 or Windows 11) installed on a Windows computer (laptop, desktop, or server)." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:33 +msgid "Installation" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:35 +msgid "To install the Windows virtual IoT on a Windows computer:" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:37 +msgid "Access `Odoo's download page `_ and download the Odoo installation package for Windows **matching your database's version**." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:39 +msgid "Open the downloaded :file:`.exe` file, allow the app to make changes to your device, select a language, and click :guilabel:`OK`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:41 +msgid "Click :guilabel:`Next`, then :guilabel:`I Agree` to accept the terms and conditions and continue." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:42 +msgid "Select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` dropdown list. The following components should be selected: Odoo Server, Odoo IoT, Nginx WebServer, and Ghostscript interpreter." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:45 +msgid "Verify you have the required space on your computer and click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:46 +msgid "In the :guilabel:`Destination folder`, enter C:\\\\odoo and click :guilabel:`Install`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:49 +msgid "Do not install Odoo's Windows virtual IoT in any Windows user directory, as this can cause issues with :ref:`iot/https_certificate_iot/generation`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:52 +msgid "Once the installation is complete, click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:53 +msgid "Set up GPL Ghostscript: Click :guilabel:`Next`, agree to the terms and conditions, click :guilabel:`Install`, then :guilabel:`Finish`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:55 +msgid "Click :guilabel:`Next`, :guilabel:`Next`, and :guilabel:`Finish` to complete the setup. The :ref:`IoT system's homepage ` automatically opens in a web browser with the URL `http://localhost:8069`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:60 +msgid "If the web browser does not show anything, :ref:`restart ` the Windows virtual IoT service." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:63 +msgid "Check that you can access the :ref:`IoT system's homepage ` in a web browser:" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:66 +msgid "on the Windows virtual IoT computer, and" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:67 +msgid "on another device **on the same network as the IoT system** by navigating to the URL `http://xxx:8069` (where `xxx` is the IoT system's IP address)." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:69 +msgid "on another device **on the same network as the IoT system** by navigating to the URL `https://xxx` (where `xxx` is the IoT system's IP address) to test for :doc:`HTTPS ` connection." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:74 +msgid "If you cannot access the :ref:`IoT system's homepage ` from another device, create a :ref:`Windows Firewall ` rule to allow communication through port `8069`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:81 +msgid "Windows Firewall configuration" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:83 +msgid "Firewalls help keep devices secure but can sometimes block legitimate connections. If the Windows virtual IoT isn't accessible on the :abbr:`LAN (Local Area Network)`, for example from another device, it could be due to a firewall blocking the connection. To prevent this issue, configure exceptions for network discovery in the :abbr:`OS (Operating System)` or firewall settings." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:89 +msgid "If third-party firewall software is installed on the Windows computer, refer to the software's documentation to configure firewall exceptions." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:92 +msgid "To create a rule on Windows Defender and allow communication through port `8069`, follow these steps:" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:95 +msgid "Search the Windows start menu for `firewall` and select the :guilabel:`Windows Defender Firewall with Advanced Security` app." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:97 +msgid "In the left part of the window, select :guilabel:`Inbound Rules`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:98 +msgid "In the right part of the window, under :guilabel:`Actions`, click :guilabel:`New Rule`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:99 +msgid "In the :guilabel:`New Inbound Rule Wizard` that opens, select the :guilabel:`Port` type of rule and click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:101 +msgid "On the :guilabel:`Protocols and Ports` page, make sure :guilabel:`TCP` and :guilabel:`Specified local ports` are selected, enter the following in the field: `8069, 80, 443`, and click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:106 +msgid "Other ports may be necessary depending on your IoT devices. For example, for the :doc:`/applications/sales/point_of_sale/payment_methods/terminals/worldline` payment terminal, add the `9050` port." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:110 +msgid "On the :guilabel:`Action` page, select :guilabel:`Allow the connection` and click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:112 +msgid "On the :guilabel:`Profile` page, disable any connection type(s) that don't apply to your Windows computer and click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:114 +msgid "On the :guilabel:`Name` page, provide a :guilabel:`Name` (e.g., `Odoo`) and, optionally, a brief :guilabel:`Description`, then click :guilabel:`Finish`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:118 +msgid "`Windows Firewall rules documentation `_" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:124 +msgid "Windows virtual IoT homepage" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:126 +msgid "To access the Windows virtual IoT's homepage, navigate to the URL `http://localhost:8069` on the Windows virtual IoT computer or open a web browser from another computer **on the same network as the IoT system** and navigate to the URL `http://xxx:8069` (where `xxx` is the IoT system's IP address)." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:131 +msgid "Once the Windows virtual IoT is :doc:`connected to the Odoo database `, its homepage can be accessed from Odoo by opening the IoT app and clicking the URL displayed on the IoT system's card." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:-1 +msgid "Windows virtual IoT's homepage" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:140 +msgid "Make sure the :ref:`Windows Firewall is configured ` to allow access." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:143 +msgid "Device connection" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:145 +msgid "Most :doc:`devices ` automatically connect to the Windows computer used for the Windows Virtual IoT through `Windows Plug and Play (PnP) `_. However, if Windows does not recognize the device automatically upon connection, the administrator may need to manually install the appropriate drivers." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:152 +msgid "After connecting the devices to the computer, refresh the :ref:`IoT system's homepage ` to verify that the device is listed. If the device does not appear, :ref:`reload the handlers ` from the :ref:`IoT system's homepage `." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:160 +msgid "Windows virtual IoT restart" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:162 +msgid "To manually restart the Windows IoT server, search the Windows start menu for `services` and select the :guilabel:`Services` app. Scroll down to the :guilabel:`odoo-server-xxx` service (where `xxx` is the odoo version), right-click it, and select :guilabel:`Start` or :guilabel:`Restart`." +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:169 +msgid "Windows virtual IoT uninstall" +msgstr "" + +#: ../../content/applications/general/iot/windows_iot.rst:171 +msgid "To uninstall the Windows virtual IoT, `uninstall `_ the Odoo program on your Windows computer. Confirm the uninstallation and complete the steps in the :guilabel:`Odoo Uninstall` dialog." +msgstr "" + #: ../../content/applications/general/multi_company.rst:3 msgid "Multi-company" msgstr "" @@ -8398,11 +7871,11 @@ msgstr "" msgid "Portal users only have read/view access, and will not be able to edit any documents in the database." msgstr "" -#: ../../content/applications/general/users/portal.rst:29 +#: ../../content/applications/general/users/portal.rst:31 msgid "Provide portal access to customers" msgstr "" -#: ../../content/applications/general/users/portal.rst:31 +#: ../../content/applications/general/users/portal.rst:33 msgid "From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet created in the database, click on the :guilabel:`Create` button, enter the details of the contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the :guilabel:`Action` drop-down menu located at the top-center of the interface." msgstr "" @@ -8410,23 +7883,23 @@ msgstr "" msgid "Use the Contacts application to give portal access to users." msgstr "" -#: ../../content/applications/general/users/portal.rst:40 +#: ../../content/applications/general/users/portal.rst:42 msgid "Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields:" msgstr "" -#: ../../content/applications/general/users/portal.rst:42 +#: ../../content/applications/general/users/portal.rst:44 msgid ":guilabel:`Contact`: the recorded name of the contact in the Odoo database" msgstr "" -#: ../../content/applications/general/users/portal.rst:43 +#: ../../content/applications/general/users/portal.rst:45 msgid ":guilabel:`Email`: the contact's email address that they will use to log into the portal" msgstr "" -#: ../../content/applications/general/users/portal.rst:44 +#: ../../content/applications/general/users/portal.rst:46 msgid ":guilabel:`In Portal`: whether or not the user has portal access" msgstr "" -#: ../../content/applications/general/users/portal.rst:46 +#: ../../content/applications/general/users/portal.rst:48 msgid "To grant portal access, first enter the contact's :guilabel:`Email` they will use to log into the portal. Then, check the box under the :guilabel:`In Portal` column. Optionally, add text to the invitation message the contact will receive. Then click :guilabel:`Apply` to finish." msgstr "" @@ -8435,112 +7908,112 @@ msgid "An email address and corresponding checkbox for the contact need to be fi "sending a portal invitation." msgstr "" -#: ../../content/applications/general/users/portal.rst:55 +#: ../../content/applications/general/users/portal.rst:57 msgid "An email will be sent to the specified email address, indicating that the contact is now a portal user for that Odoo database." msgstr "" -#: ../../content/applications/general/users/portal.rst:59 +#: ../../content/applications/general/users/portal.rst:61 msgid "To grant portal access to multiple users at once, navigate to a company contact, then click :menuselection:`Action --> Grant portal access` to view a list of all of the company's related contacts. Check the box under the :guilabel:`In Portal` column for all the contacts that need portal access, then click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/general/users/portal.rst:65 +#: ../../content/applications/general/users/portal.rst:67 msgid "At any time, portal access can be revoked by navigating to the contact, clicking :menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the :guilabel:`In Portal` column and clicking :guilabel:`Apply`." msgstr "" -#: ../../content/applications/general/users/portal.rst:72 +#: ../../content/applications/general/users/portal.rst:74 msgid "Change portal username" msgstr "" -#: ../../content/applications/general/users/portal.rst:74 +#: ../../content/applications/general/users/portal.rst:76 msgid "There may be times when a portal user wants to change their user login. This can be done by any user in the database with administrator access rights. The following process outlines the necessary steps to change the portal user login." msgstr "" -#: ../../content/applications/general/users/portal.rst:79 +#: ../../content/applications/general/users/portal.rst:81 msgid ":doc:`See the documentation on setting access rights `." msgstr "" -#: ../../content/applications/general/users/portal.rst:82 +#: ../../content/applications/general/users/portal.rst:84 msgid "First, navigate to :menuselection:`Settings app --> Users`. Then, under :guilabel:`Filters`, select :guilabel:`Portal Users`, or select :guilabel:`Add Custom Filter` and set the following configuration :guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this selection, search for (and open) the portal user that needs to be edited." msgstr "" -#: ../../content/applications/general/users/portal.rst:87 +#: ../../content/applications/general/users/portal.rst:89 msgid "Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email Address` field, and proceed to make any necessary changes to this field. The :guilabel:`Email Address` field is used to log into the Odoo portal." msgstr "" -#: ../../content/applications/general/users/portal.rst:92 +#: ../../content/applications/general/users/portal.rst:94 msgid "Changing the :guilabel:`Email Address` (or login) only changes the *username* on the customer's portal login." msgstr "" -#: ../../content/applications/general/users/portal.rst:95 +#: ../../content/applications/general/users/portal.rst:97 msgid "In order to change the contact email, this change needs to take place on the contact template in the *Contacts* app. Alternatively, the customer can change their email directly from the portal, but the login **cannot** be changed. :ref:`See change customer info `." msgstr "" -#: ../../content/applications/general/users/portal.rst:100 +#: ../../content/applications/general/users/portal.rst:102 msgid "Customer portal changes" msgstr "" -#: ../../content/applications/general/users/portal.rst:102 +#: ../../content/applications/general/users/portal.rst:104 msgid "There may be times when the customer would like to make changes to their contact information, password/security, or payment information attached to the portal account. This can be performed by the customer from their portal. The following process is how a customer can change their contact information." msgstr "" -#: ../../content/applications/general/users/portal.rst:110 +#: ../../content/applications/general/users/portal.rst:112 msgid "Change customer info" msgstr "" -#: ../../content/applications/general/users/portal.rst:112 +#: ../../content/applications/general/users/portal.rst:114 msgid "First enter the username and password (login) into the database login page to access the portal user account. A portal dashboard will appear upon successfully logging in. Portal documents from the various installed Odoo applications will appear with the number count of each." msgstr "" -#: ../../content/applications/general/users/portal.rst:117 +#: ../../content/applications/general/users/portal.rst:119 msgid ":ref:`Portal access documentation `." msgstr "" -#: ../../content/applications/general/users/portal.rst:119 +#: ../../content/applications/general/users/portal.rst:121 msgid "Next, navigate to the upper-right corner of the portal, and click the :guilabel:`Edit` button, next to the :guilabel:`Details` section. Then, change the pertinent information, and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/general/users/portal.rst:124 +#: ../../content/applications/general/users/portal.rst:126 msgid "Change password" msgstr "" -#: ../../content/applications/general/users/portal.rst:126 -#: ../../content/applications/general/users/portal.rst:145 -#: ../../content/applications/general/users/portal.rst:164 +#: ../../content/applications/general/users/portal.rst:128 +#: ../../content/applications/general/users/portal.rst:147 +#: ../../content/applications/general/users/portal.rst:166 msgid "First enter the username and password (login) into the database login page to access the portal user account. A portal dashboard will appear upon successfully logging in." msgstr "" -#: ../../content/applications/general/users/portal.rst:129 +#: ../../content/applications/general/users/portal.rst:131 msgid "If the customer would like to change their password for portal access, click on the :guilabel:`Edit Security Settings` link, below the :guilabel:`Account Security` section. Then, make the necessary changes, by typing in the current :guilabel:`Password`, :guilabel:`New Password`, and verify the new password. Lastly, click on :guilabel:`Change Password` to complete the password change." msgstr "" -#: ../../content/applications/general/users/portal.rst:135 +#: ../../content/applications/general/users/portal.rst:137 msgid "If a customer would like to change the login, as documented above, contact the Odoo database point-of-contact. :ref:`See above documentation on changing the portal username `." msgstr "" -#: ../../content/applications/general/users/portal.rst:139 +#: ../../content/applications/general/users/portal.rst:141 msgid "Passwords for portal users and Odoo.com users remain separate, even if the same email address is used." msgstr "" -#: ../../content/applications/general/users/portal.rst:143 +#: ../../content/applications/general/users/portal.rst:145 msgid "Add two-factor authentication" msgstr "" -#: ../../content/applications/general/users/portal.rst:148 +#: ../../content/applications/general/users/portal.rst:150 msgid "If the customer would like to turn on two-factor authentication (2FA) for portal access, click on the :guilabel:`Edit Security Settings` link, below the :guilabel:`Account Security` section." msgstr "" -#: ../../content/applications/general/users/portal.rst:151 +#: ../../content/applications/general/users/portal.rst:153 msgid "Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor authentication)`. Confirm the current portal password in the :guilabel:`Password` field. Then, click on :guilabel:`Confirm Password`. Next, activate :abbr:`2FA (two-factor authentication)` in a :abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the :guilabel:`QR code` or entering a :guilabel:`Verification Code`." msgstr "" -#: ../../content/applications/general/users/portal.rst:157 +#: ../../content/applications/general/users/portal.rst:159 msgid "Finally, click :guilabel:`Enable two-factor authentication` to complete the setup." msgstr "" -#: ../../content/applications/general/users/portal.rst:162 +#: ../../content/applications/general/users/portal.rst:164 msgid "Change payment info" msgstr "" -#: ../../content/applications/general/users/portal.rst:167 +#: ../../content/applications/general/users/portal.rst:169 msgid "If the customer would like to manage payment options, navigate to the :guilabel:`Manage payment methods` in the menu on the right. Then, add the new payment information, and select :guilabel:`Add new card`." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 78394a504..02be577c6 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -155,7 +155,7 @@ msgid "Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` scr msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:184 msgid "Did you know?" msgstr "" @@ -266,18 +266,18 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:57 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:8 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:22 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:21 @@ -292,6 +292,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:20 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:19 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 @@ -1435,6 +1436,74 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:3 +msgid "Process batch transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:5 +msgid "The Odoo **Barcode** app can be used to process *Batch*, *Wave*, and *Cluster* transfers that are created in the **Inventory** app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:9 +msgid "This document covers the steps to process transfers in the **Barcode** app. Instructions on creating transfers can be found below:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:12 +msgid ":doc:`../../inventory/shipping_receiving/picking_methods/batch`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:13 +msgid ":doc:`../../inventory/shipping_receiving/picking_methods/wave`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:14 +msgid ":doc:`../../inventory/shipping_receiving/picking_methods/cluster`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:17 +msgid "Process the batch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:19 +msgid "First, navigate to :menuselection:`Barcode app --> Operations` and select an operation type (like delivery orders) grouped into batches. From here, select the card for the appropriate batch transfer, and click the :guilabel:`BATCH` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:-1 +msgid "The Delivery Orders page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:26 +msgid "On the batch transfer screen, the products in the picking are grouped by location, and each line is color-coded to associate products in the same picking together." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:29 +msgid "Then, follow the prompt to :guilabel:`Scan the source location` barcode for the storage location of the first product. Scan the barcode for the product and package to process the transfer. To record multiple quantities, click the :icon:`fa-pencil` :guilabel:`(edit)` icon, and enter the required quantities for the picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:34 +msgid "Repeat this for all products, and click the :guilabel:`Validate` button to mark the transfer as :guilabel:`Done`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:38 +msgid "After creating a batch transfer and assigning a package to a picking, Odoo suggests the specified package by displaying the name *in italics* under the product name, ensuring pickers place products into the correct boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:42 +msgid "Products from the same order are labeled with the same color on the left. Completed pickings are highlighted in green." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:46 +msgid "In a batch transfer for 2 `Cabinet with Doors`, 3 `Acoustic Bloc Screens`, and 4 `Four Person Desks`, the `3/3` and `4/4` :guilabel:`Units` indicate that the last two product pickings are complete." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:50 +msgid "`1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the unique serial number for :ref:`product tracking `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:0 +msgid "Products to be picked in barcode view." +msgstr "" + #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 msgid "Process receipts and deliveries with barcodes" msgstr "" @@ -1549,7 +1618,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:215 msgid "Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line." msgstr "" @@ -1782,38 +1851,42 @@ msgid "From the barcode transfer screen, scan the barcode of a lot or serial num msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid ":ref:`Connect to the Barcode Lookup database ` to quickly create new products by scanning their barcodes during internal transfers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:178 msgid "Create a transfer from scratch" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 msgid "In addition to processing and scanning barcodes for existing, previously-created internal transfers, the *Barcode* app can also be used to create transfers from scratch, simply by scanning a printed operation type barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:186 msgid "Odoo's *Barcode* application provides demo data with barcodes to explore the features of the app. These can be used for testing purposes, and can be printed from the home screen of the app. To access this demo data, navigate to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes sheet` (bolded and highlighted in blue) in the information pop-up above the scanner." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:195 msgid "To do this, first navigate to the :menuselection:`Barcode app`. Once inside the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying different options is presented." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:198 msgid "From this screen, when using a USB or bluetooth barcode scanner, directly scan the product barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 msgid "When using a smartphone as the barcode scanner, click the :guilabel:`Tap to Scan` button (next to the camera icon, at the center of the screen). This opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of the device being used." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:204 msgid "Face the camera toward the printed operation type barcode to scan it. Doing so processes the barcode, and navigates to a barcode transfer screen." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 msgid "From this screen, an overview of all products to process within that specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new transfer created from scratch, however, there should not be any products listed on the page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 msgid "To add products, scan the product barcode. If the barcode is not available, manually enter the product into the system by clicking the :guilabel:`Add Product` button at the bottom of the screen, and add the products and product quantities that should be transferred." msgstr "" @@ -1821,7 +1894,7 @@ msgstr "" msgid "Blank product editor in scratch internal transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:221 msgid "Then, from the overview page with all products to process within that transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" @@ -2321,6 +2394,22 @@ msgstr "" msgid "Odoo users are able to use GTIN barcodes to identify their products. However, since Odoo supports any numeric string as a barcode, it is also possible to define a custom barcode for internal use." msgstr "" +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:84 +msgid "Barcode Lookup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:86 +msgid "`Barcode Lookup `_ allows you to scan (or enter) products' barcodes (:abbr:`UPC (Universal Product Code)`, :abbr:`EAN (European Article Number)`, or :abbr:`ISBN (International Standard Book Number)`) to automatically create them in your Odoo database, complete with product names, descriptions, images, categories, etc." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:91 +msgid "To use Barcode Lookup to scan and create products in Barcode, go to :menuselection:`Inventory --> Configuration --> Settings`, scroll down to the :guilabel:`Barcode` section, and enable :guilabel:`Stock Barcode Database`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:96 +msgid "If your database is hosted on **Odoo.sh** or **on-premise**, you must also :ref:`configure an API key `. If your database is hosted on **Odoo Online**, you can use Barcode Lookup without further configuration." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory.rst:8 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:187 msgid "Inventory" @@ -4213,7 +4302,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:372 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:391 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:273 msgid "Manual" msgstr "" @@ -5082,31 +5171,31 @@ msgstr "" msgid "Expiration dates" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:9 msgid "In Odoo, *expiration dates* can be used to manage and track the lifecycles of perishable products, from purchase to sale. Using expiration dates reduces product loss due to unexpected expiry, and helps to avoid sending expired products to customers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:13 msgid "In Odoo, only products that are tracked using *lots* and *serial numbers* can be assigned expiration information. Once a lot or serial number has been assigned, an expiration date can be set. This is especially helpful for companies (such as food manufacturers) that consistently, or exclusively, buy and sell perishable products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:19 msgid ":doc:`../product_tracking/lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:20 msgid ":doc:`../product_tracking/serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:23 msgid "Enable expiration dates" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:25 msgid "To enable the use of *expiration dates*, go to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down to the :guilabel:`Traceability` section. Then, click the checkbox to enable the :guilabel:`Lots & Serial Numbers` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:29 msgid "Once that feature is activated, a new option will appear to enable :guilabel:`Expiration Dates`. Click that checkbox to enable the feature, and be sure to :guilabel:`Save` changes." msgstr "" @@ -5114,8 +5203,8 @@ msgstr "" msgid "Enabled lots and serial numbers and expiration dates settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:35 -msgid "Once the :guilabel:`Lots & Serial Numbers` feature is activated, additional features appear to :guilabel:`Display Lots & Serial Numbers on Delivery Slips`; to :guilabel:`Display Lots & Serial Numbers on Invoices`; and to :guilabel:`Display Expiration Dates on Delivery Slips`. Activating these features helps with end-to-end traceability, making it easier to manage product recalls, identify \"bad\" batches of products, and more." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:36 +msgid "Once the :guilabel:`Lots & Serial Numbers` feature is activated, an additional feature appears to :guilabel:`Display Lots & Serial Numbers on Delivery Slips`. Activating these features helps with end-to-end traceability, making it easier to manage product recalls, identify batches of faulty products, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:42 @@ -5123,30 +5212,26 @@ msgid "Configure expiration dates on products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:44 -msgid "Once the :guilabel:`Lots & Serial Numbers` and :guilabel:`Expiration Dates` features have been enabled in the settings of the *Inventory* app, expiration information can be configured on individual products." +msgid "Once the :guilabel:`Lots & Serial Numbers` and :guilabel:`Expiration Dates` features have been enabled in the **Inventory** app settings, expiration information can be configured on individual products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:48 -msgid "To do so, go to :menuselection:`Inventory app --> Products --> Products`, and select a product to edit. Selecting a product reveals the product form for that particular item. Once on the product form, click :guilabel:`Edit` in the upper-left corner to make changes." +msgid "To do so, go to :menuselection:`Inventory app --> Products --> Products`, and select a product to edit. Selecting a product reveals the product form for that particular item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:53 -msgid "To be tracked using lots or serial numbers, or to configure expiration information, products *must* have their :guilabel:`Product Type` set as :guilabel:`Storable Product` under the :guilabel:`General Information` tab." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:52 +msgid "To be tracked using lots or serial numbers, or to configure expiration information, products *must* have their :guilabel:`Product Type` set as :guilabel:`Goods` under the :guilabel:`General Information` tab. Then, in the :guilabel:`Track Inventory` field, select either :guilabel:`By Unique Serial Number` or :guilabel:`By Lots`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:57 -msgid "Then, click the :guilabel:`Inventory` tab, and scroll down to the :guilabel:`Traceability` section. From here, make sure that either :guilabel:`By Unique Serial Number` or :guilabel:`By Lots` is checked." +msgid "Then, click the :guilabel:`Inventory` tab, and scroll down to the :guilabel:`Traceability` section. Tick the :guilabel:`Expiration Date` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:61 -msgid "Once it is, a new :guilabel:`Expiration Date` checkbox appears that must also be clicked. When both are enabled, a new :guilabel:`Dates` field appears to the right." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:65 msgid "If a product has stock on-hand prior to activating tracking by lots or serial numbers, an inventory adjustment might need to be performed in order to assign lot numbers to the existing stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:66 msgid "For processing large quantities of products on receipts or deliveries, it is recommended to track using lots, so multiple products can be traced back to the same lot, if any issues arise." msgstr "" @@ -5154,225 +5239,201 @@ msgstr "" msgid "Expiration dates configuration on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:77 -msgid "Under the :guilabel:`Dates` field, there are four categories of expiration information to configure for the product:" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:72 +msgid "Under the :guilabel:`Dates` section, there are four categories of expiration information to configure for the product:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:75 msgid ":guilabel:`Expiration Time`: the number of days after receiving products (either from a vendor or in stock after production) in which goods may become dangerous and should not be used or consumed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:82 -msgid ":guilabel:`Best Before Time`: the number of days before the expiration date in which the goods start deteriorating, **without** necessarily being dangerous yet." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:77 +msgid ":guilabel:`Best Before Time`: the number of days before the expiration date in which the goods start deteriorating, **without** being dangerous yet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:79 msgid ":guilabel:`Removal Time`: the number of days before the expiration date in which the goods should be removed from stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:81 msgid ":guilabel:`Alert Time`: the number of days before the expiration date in which an alert should be raised on goods in a particular lot or containing a particular serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:85 msgid "The values entered into these fields automatically compute the expiration date for goods entered into stock, whether purchased from a vendor or manufactured in-house." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:93 -msgid "Once all the expiration information has been configured, click :guilabel:`Save` to save all changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:89 msgid "If the :guilabel:`Dates` field is not populated with any values for expiration information, dates (and lots) can be manually assigned upon receipts and deliveries in and out of the warehouse. Even when assigned, they can still be overwritten and changed manually if needed, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:94 msgid "Set expiration dates on receipts with lots & serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:103 -msgid "Generating expiration dates for **incoming** goods can be done directly from the purchase order. To create a purchase order, go to the :menuselection:`Purchase` app and click :guilabel:`Create` to create a new request for quotation (RFQ)." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:96 +msgid "Generating expiration dates for *incoming* goods can be done directly on the :guilabel:`Receipt`. Navigate to :menuselection:`Inventory app --> Operations --> Receipts`, then click on a line to open the :guilabel:`Receipt` record." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:107 -msgid "Then, fill out the information by adding a :guilabel:`Vendor`, and add products to the :guilabel:`Product` lines by clicking :guilabel:`Add a product`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:110 -msgid "Choose the desired quantity to order by changing the number in the :guilabel:`Quantity` column, and click :guilabel:`Confirm Order`. This converts the :abbr:`RFQ (request for quotation)` into a purchase order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:114 -msgid "Click the :guilabel:`Receipt` smart button at the top of the purchase order to be taken to the warehouse receipt form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:118 -msgid "Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities causes a :guilabel:`User Error` popup to appear. The popup requires entry of a lot or serial number for the ordered products. The :abbr:`RFQ (request for quotation)` cannot be validated without an assigned lot or serial number." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:101 +msgid "Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities causes a :guilabel:`User Error` popup to appear. The popup requires entry of a lot or serial number for the ordered products. The receipt cannot be validated without an assigned lot or serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:0 msgid "User error popup when validating an order with no lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:127 -msgid "From here, click the :guilabel:`Additional Options` menu (hamburger) icon located on the far-right of the product line. When clicked, a :guilabel:`Detailed Operations` pop-up will appear." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:109 +msgid "From here, click the :icon:`fa-list` :guilabel:`(Details)` icon located on the of the product line. When clicked, a :guilabel:`Detailed Operations` pop-up will appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:130 -msgid "In this pop-up, click :guilabel:`Add a line`, and assign a lot or serial number under the :guilabel:`Lot/Serial Number Name` field." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:112 +msgid "In the pop-up, the :guilabel:`Expiration Date` automatically populates, based on the configuration on the product form. Click the :guilabel:`Lot/Serial Number` field on the appropriate line, then enter the lot or serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:133 -msgid "An expiration date automatically populates, based on the configuration on the product form (if previously configured)." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:117 +msgid "If the :guilabel:`Dates` field on the product form has not been configured, the :guilabel:`Expiration Date` can be manually entered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:137 -msgid "If the :guilabel:`Dates` field on the product form has not been configured, this date can be manually entered." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:140 -msgid "After the expiration date has been established, mark the :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the pop-up. Finally, click :guilabel:`Validate`." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:120 +msgid "Click :guilabel:`Save` when finished to close the pop-up. Finally, click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:-1 msgid "Detailed operations popup showing expiration dates for ordered products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:125 msgid "A :guilabel:`Traceability` smart button will appear upon validating the receipt. Click the :guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document; the :guilabel:`Product` being traced; the :guilabel:`Lot/Serial #`; and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:131 msgid "Set expiration dates on manufactured products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:133 msgid "Expiration dates can also be generated for products manufactured in-house. To assign expiration dates to manufactured products, a manufacturing order (MO) needs to be completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:158 -msgid "To create a :abbr:`MO (manufacturing order)`, go to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, and click :guilabel:`Create`. Choose a product to manufacture from the :guilabel:`Product` field drop-down menu, then select the :guilabel:`Quantity` to produce." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:136 +msgid "To create a :abbr:`MO (manufacturing order)`, go to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, and click :guilabel:`New`. Choose a product to manufacture from the :guilabel:`Product` field drop-down menu, then select the :guilabel:`Quantity` to produce." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:-1 msgid "Manufacturing order for product with expiration date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:144 msgid "To manufacture a product, there must be materials to consume in the lines in the :guilabel:`Product` column. This can be achieved either by creating a :guilabel:`Bill of Material` for the :guilabel:`Product`, or manually adding materials to consume by clicking :guilabel:`Add a line`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:149 msgid "Once ready, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:174 -msgid "Next to :guilabel:`Lot/Serial Number`, either select an existing lot number from the drop-down menu, or click the green :guilabel:`+` sign to automatically assign a new lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:177 -msgid "Then, select a number of units for the :guilabel:`Quantity` field, and click :guilabel:`Mark as Done`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:180 -msgid "Click on the :guilabel:`External Link` icon in the assigned :guilabel:`Lot/Serial Number` field. A pop-up appears, revealing a detail form for that specific number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:183 -msgid "On that pop-up, under the :guilabel:`Dates` tab, all expiration information that was previously configured for the product is displayed. That same information is also available on the detail form for that specific product, or by going to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:151 +msgid "The appropriate number of :guilabel:`Lots/Serial Numbers` automatically populated in the field. Click the :icon:`fa-list` :guilabel:`(Details)` icon to reveal additional information for those specific numbers. On that pop-up, all expiration information that was previously configured for the product is displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:-1 -msgid "Dates tab with expiration information for specific lot number." +msgid "Components pop-up with expiration information for specific lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:160 msgid "Sell products with expiration dates" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:195 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:162 msgid "Selling perishable products with expiration dates is done the same as any other type of product. The first step in selling perishable products is to create a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:198 -msgid "To do that, go to :menuselection:`Sales app --> Create` to create a new quotation, and fill out the information on the sales order form." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:165 +msgid "To do that, go to :menuselection:`Sales app --> New` to create a new quotation, and fill out the information on the sales order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:201 -msgid "Add a :guilabel:`Customer`, click :guilabel:`Add a product` to add the desired products to the :guilabel:`Product` lines, and set a :guilabel:`Quantity` for the products." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:168 +msgid "Add a :guilabel:`Customer`, then click :guilabel:`Add a product` to add the desired products to the :guilabel:`Product` lines, and set a :guilabel:`Quantity` for the products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:204 -msgid "Then, click the :guilabel:`Other Info` tab. Under the :guilabel:`Delivery` section, change the :guilabel:`Delivery Date` to a date after the expected date, and click the :guilabel:`green checkmark` icon to confirm the date. Finally, click :guilabel:`Confirm` to confirm the sales order." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:171 +msgid "Then, click the :guilabel:`Other Info` tab. Under the :guilabel:`Delivery` section, change the :guilabel:`Delivery Date` to a date after the expected date, and click :guilabel:`Apply` to confirm the date. Finally, click :guilabel:`Confirm` to confirm the sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:176 +msgid "If the products are delivered before the :guilabel:`Alert Date` set on the product form, then no alerts are created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:179 msgid "Next, click the :guilabel:`Delivery` smart button at the top of the sales order to see the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:182 msgid "On the warehouse receipt form, click :guilabel:`Validate`, and then :guilabel:`Apply` in the accompanying pop-up window, to automatically process all :guilabel:`Done` quantities, and deliver the products to the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:215 -msgid "If the products are delivered before the :guilabel:`Alert Date` set on the product form, then no alerts will be created." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:187 msgid "To sell perishable products with expiration dates, the :guilabel:`Removal Strategy` for the :guilabel:`Location` the products are stored in must be set to :abbr:`FEFO (First Expiry, First Out)`. If there is not enough stock of perishable products in one lot, Odoo will automatically take the remaining quantity required from a second lot with the next-soonest expiration date. Removal strategies can also be set on :guilabel:`Product Categories`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:133 msgid ":doc:`../../shipping_receiving/removal_strategies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:197 msgid "View expiration dates for lots & serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:231 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:199 msgid "To view (and/or group) all products with expiration dates by lot number, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:234 -msgid "Once there, remove any default search filters from the :guilabel:`Search...` bar. Then, click :guilabel:`Group By`, choose :guilabel:`Add Custom Group`, and select the :guilabel:`Expiration Date` parameter from the drop-down menu. Finally, click :guilabel:`Apply` to apply the filter." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:238 -msgid "Doing so breaks down all perishable products, their expiration dates, and the assigned lot number." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:202 +msgid "Once there, remove any default search filters from the search bar. Then, click :guilabel:`Group By`, choose :guilabel:`Add Custom Group`, and select the :guilabel:`Expiration Date` parameter from the drop-down menu. Doing so breaks down all perishable products, their expiration dates, and the assigned lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:-1 msgid "Group by expiration dates on lots and serial numbers page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:211 +msgid "Customers can also view the expiration date alert in their customer portal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:216 msgid "Expiration alerts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:218 msgid "To see expiration alerts, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:251 -msgid "Then, click into a :guilabel:`Lot/Serial Number` with perishable products. Doing so reveals the serial number detail form. On the serial number detail form, click the :guilabel:`Dates` tab to see all expiration information related to the products." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:220 +msgid "Then, click into a :guilabel:`Lot/Serial Number` with perishable products. Doing so reveals the serial number detail form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:255 -msgid "To edit the form, click :guilabel:`Edit` in the upper-left corner of the form, then change the :guilabel:`Expiration Date` to today's date (or earlier), and click :guilabel:`Save` to save changes." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:224 +msgid "To view expiration date information in the list view, click the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon at the top of the list of records, then tick the :guilabel:`Expiration Date` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:259 -msgid "After saving, the lot number form displays a red :guilabel:`Expiration Alert` at the top of the form to indicate that the products in this lot are either expired or expiring soon. From here, click back to the :guilabel:`Lots/Serial Numbers` page (via the breadcrumbs)." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:228 +msgid "On the :guilabel:`Lot/Serial Number` detail form, the :guilabel:`Dates` lists all expiration information related to the products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:263 -msgid "To see the new expiration alert, or any expiration alerts for products that are expired (or will expire soon), remove all of the search filters from the :guilabel:`Search...` bar on the :guilabel:`Lots/Serial Numbers` dashboard." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:231 +msgid "If the expiration date for a lot/serial number has passed, the form displays a red :guilabel:`Expiration Alert` at the top of the page to indicate that the products in this lot are either expired or expiring soon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:235 +msgid "From here, click back to the :guilabel:`Lots/Serial Numbers` page (via the breadcrumbs)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:237 +msgid "To see the new expiration alert, or any expiration alerts for products that are expired (or will expire soon), click back to the :guilabel:`Lots/Serial Numbers` page via the breadcrumbs. Remove all of the search filters from the search bar on the :guilabel:`Lots/Serial Numbers` dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:241 msgid "Then, click :guilabel:`Filters`, and choose :guilabel:`Expiration Alerts`." msgstr "" @@ -5380,6 +5441,22 @@ msgstr "" msgid "Expiration alert for product past the expiration date." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:247 +msgid "Expiration notifications" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:249 +msgid "Users can be notified when the expiration date for a product has passed. This can help keep specific employees up to date on the status of items under their purview." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:252 +msgid "To configure a notification, navigate to :menuselection:`Inventory app --> Products --> Products`. Select a product configured with lot/serial numbers and expiration date tracking. Navigate to the :guilabel:`Inventory` tab. Under the :guilabel:`Logistics` section, select a user in the :guilabel:`Responsible` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:257 +msgid "When the expiation date passes for a lot/serial number for this product, a notification is sent to the user in this field." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:3 msgid "Lot numbers" msgstr "" @@ -6781,7 +6858,7 @@ msgid "Sales order of consignment stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:77 -msgid "Once the :abbr:`RFQ (Request for Quotation)` has been confirmed, it will become a sales order. From here, the products can be delivered by clicking on the :guilabel:`Delivery` smart button, and selecting :guilabel:`Validate` to validate the delivery." +msgid "Once the quotation has been confirmed, it becomes a sales order. From here, the products can be delivered by clicking on the :guilabel:`Delivery` smart button, and selecting :guilabel:`Validate` to validate the delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:82 @@ -6797,7 +6874,7 @@ msgid "To find inventory reports, go to :menuselection:`Inventory --> Reporting` msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:91 -msgid "Since the consignee does not actually own consigment stock, these products are *not* reflected in the :guilabel:`Stock Valuation` report, and have no impact on the consignee's inventory valuation." +msgid "Since the consignee does not actually own consignment stock, these products are *not* reflected in the :guilabel:`Stock Valuation` report, and have no impact on the consignee's inventory valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:96 @@ -6805,7 +6882,7 @@ msgid "Product moves report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:98 -msgid "To view all information about on-hand stock moves, navigate to the the :guilabel:`Product Moves` dashboard by going to :menuselection:`Inventory --> Reporting --> Product Moves`. For consignment products, the information in this report is the same as any other product: the history of its product moves can be reviewed; the :guilabel:`Quantity Done` and :guilabel:`Reference` document are available; and its :guilabel:`Locations` are available, as well. The consignment stock will originate from :guilabel:`Partner Location/Vendors`." +msgid "To view all information about on-hand stock moves, navigate to the :guilabel:`Product Moves` dashboard by going to :menuselection:`Inventory --> Reporting --> Product Moves`. For consignment products, the information in this report is the same as any other product: the history of its product moves can be reviewed; the :guilabel:`Quantity Done` and :guilabel:`Reference` document are available; and its :guilabel:`Locations` are available, as well. The consignment stock will originate from :guilabel:`Partner Location/Vendors`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:106 @@ -6825,7 +6902,7 @@ msgid "Stock on hand report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:121 -msgid "View the :guilabel:`Stock On Hand` dashboard by navigating to :menuselection:`Inventory --> Reporting --> Inventory Report`. From this report, the :guilabel:`Locations` of all stock on-hand are displayed, in addition to the quantities per location. For consigment products, the :guilabel:`Owner` column will be populated with the owner of those products, or the original vendor who supplied the products in the first place." +msgid "View the :guilabel:`Stock On Hand` dashboard by navigating to :menuselection:`Inventory --> Reporting --> Inventory Report`. From this report, the :guilabel:`Locations` of all stock on-hand are displayed, in addition to the quantities per location. For consignment products, the :guilabel:`Owner` column will be populated with the owner of those products, or the original vendor who supplied the products in the first place." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:3 @@ -8371,7 +8448,7 @@ msgid "The Inventory dashboard with the Prepare Batch option highlighted." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:52 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:231 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:230 msgid "On the batch transfer form, fill the following fields out accordingly:" msgstr "" @@ -8380,12 +8457,12 @@ msgid ":guilabel:`Responsible`: employee assigned to the picking. Leave this fie msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:56 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:234 msgid ":guilabel:`Operation Type`: from the drop-down menu, select the operation type under which the picking is categorized." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:58 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:236 msgid ":guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should complete the transfer to the output location." msgstr "" @@ -10203,31 +10280,31 @@ msgstr "" msgid "List of orders in waiting status and check availability button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:6 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:5 msgid "Delivery methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:7 msgid "When activated in Odoo, the *Delivery Methods* setting adds the option of calculating the cost of shipping on sales orders and e-commerce shopping carts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:11 -msgid "When integrated with a :ref:`third-party carrier `, shipping prices are calculated based on the carrier's pricing and packaging information." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:10 +msgid "When integrated with a :ref:`third-party carrier `, shipping prices are calculated based on the carrier's pricing information." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:14 msgid ":ref:`Third-party shipping carrier setup `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:15 msgid "`Odoo Tutorials: Delivery Prices `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:21 msgid "To calculate shipping on sales orders and e-commerce, the *Delivery Costs* module must be installed. To do so, navigate to the :menuselection:`Apps` application from the main Odoo dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:24 msgid "Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in the :guilabel:`Search...` bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activate` to install it." msgstr "" @@ -10236,307 +10313,30 @@ msgid "Install the Delivery Costs module." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:33 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:28 -msgid "Add shipping method" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:35 -msgid "To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:39 -msgid "If the :guilabel:`Shipping Methods` option is not available from the :guilabel:`Configuration` drop-down menu, verify whether the feature is enabled by following these steps:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:42 -msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:43 -msgid "Scroll to the :guilabel:`Shipping` section and enable the :guilabel:`Delivery Methods` feature by checking the corresponding checkbox." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 -msgid "Enable the *Delivery Methods* feature by checking the box in Configuration > Settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:50 -msgid "On the :guilabel:`Shipping Methods` page, add a method by clicking :guilabel:`New`. Doing so opens a form to provide details about the shipping provider, including:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:53 -msgid ":guilabel:`Shipping Method` (*Required field*): the name of the delivery method (e.g. `flat-rate shipping`, `same day delivery`, etc.)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:55 -msgid ":guilabel:`Provider` (*Required field*): choose the delivery service, like Fedex, if using a :ref:`third-party carrier `. Ensure the integration with the shipping carrier is properly installed and select the provider from the drop-down menu." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:59 -msgid "For more details on configuring custom shipping methods, such as :ref:`fixed price `, :ref:`based on rules `, or :ref:`pickup in store ` options, refer to their respective sections below." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:62 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:46 -msgid ":guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:64 -msgid ":guilabel:`Company`: If the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:66 -msgid ":guilabel:`Routes`: select the applicable route(s) to define different delivery methods, such as standard or express shipping, based on varying lead times. For more information, jump to the :ref:`Set routes on shipping method ` section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:72 -msgid ":guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line ` as the delivery charge." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:51 -msgid ":guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer spends above the specified amount." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:79 -msgid "Use the :guilabel:`Availability` tab to define conditions for the delivery method based on the order’s content or destination:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:82 -msgid ":guilabel:`Countries`: Specify one or more countries where the method is available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:83 -msgid ":guilabel:`Max Weight`: Set a maximum weight; the method is only available for orders below this limit." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:85 -msgid ":guilabel:`Max Volume`: Set a maximum volume; the method is only available for orders below this limit." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:87 -msgid ":guilabel:`Must Have Tags`: The method is available only if at least one product in the order has one of these tags." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:89 -msgid ":guilabel:`Excluded Tags`: The method is unavailable if at least one product in the order has one of these tags." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:92 -msgid "For examples on how to configure specific shipping methods, refer to the sections below." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:97 -msgid "Fixed price" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:99 -msgid "To configure a shipping price that is the same for all orders, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`. Then, click :guilabel:`New`, and on the shipping method form, set the :guilabel:`Provider` to the :guilabel:`Fixed Price` option. Selecting this option makes the :guilabel:`Fixed Price` field become available, which is where the fixed rate shipping amount is defined." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:105 -msgid "To enable free shipping if the amount of the order exceeds a specified amount, check the box :guilabel:`Free if order amount is above` and fill in the amount." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:109 -msgid "To set up `$20` flat-rate shipping that becomes free if the customer spends over `$100`, fill in the following fields:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:112 -msgid ":guilabel:`Shipping Method`: `Flat-rate shipping`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:113 -msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:114 -msgid ":guilabel:`Fixed Price`: `$20.00`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:115 -msgid ":guilabel:`Free if order amount is above`: `$100.00`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:116 -msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 -msgid "Example of filling out a shipping method." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:125 -msgid "Based on rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:127 -msgid "To calculate the price of shipping based on pricing rules, set the :guilabel:`Provider` field to the :guilabel:`Based on Rules` option. Optionally, adjust :guilabel:`Margin on Rate` and :guilabel:`Additional margin` to include additional shipping costs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:132 -msgid "Create pricing rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:134 -msgid "Navigate to the :guilabel:`Pricing` tab and click :guilabel:`Add a line`. Doing so opens the :guilabel:`Create Pricing Rules` window, where the :guilabel:`Condition` related to the product weight, volume, price, or quantity is compared to a defined amount to calculate the :guilabel:`Delivery Cost`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:139 -msgid "Once finished, click either :guilabel:`Save & New` to add another rule, or :guilabel:`Save & Close`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:142 -msgid "To charge customers $20 in shipping for orders with five or fewer products, set the :guilabel:`Condition` to `Quantity <= 5.00`, and the :guilabel:`Delivery Cost` to `$20`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 -msgid "Display window to add a pricing rule. Set a condition and delivery cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:149 -msgid "To restrict shipping to specific destinations on the eCommerce website, in the shipping method form, navigate to the :guilabel:`Destination Availability` tab and define the :guilabel:`Countries`, :guilabel:`States`, and :guilabel:`Zip Prefixes`. Leave these fields empty if all locations apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:154 -msgid "Calculate delivery cost" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:156 -msgid "Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisfies the :guilabel:`Condition`, plus any extra charges from the :guilabel:`Margin on rate` and :guilabel:`Additional margin`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:160 -msgid "Total = Rule's~Delivery~Cost + (Margin~on~rate \\times Rule's~Delivery~Cost) + Additional~margin\n" -"\n" -"" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:164 -msgid "With the two following rules set up:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:166 -msgid "If the order contains five or fewer products, shipping is $20" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:167 -msgid "If the order contains more than five products, shipping is $50." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:169 -msgid ":guilabel:`Margin on Rate` is `10%` and :guilabel:`Additional margin` is `$9.00`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:-1 -msgid "Show example of \"Based on rules\" shipping method with margins configured." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:175 -msgid "When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:181 -msgid "Pickup in store" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:183 -msgid "To configure in-store pickup, select :guilabel:`Pickup in store` in the :guilabel:`Provider` field and specify the pickup location in :guilabel:`Warehouse`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:186 -msgid "To invoice the customer for the shipping cost to the pickup location, choose the :guilabel:`Get Rate and Create Shipment` option in the :guilabel:`Integration Level` field. Then, pick either the :guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the :guilabel:`Invoicing Policy` field to decide whether the added shipping charge on the sales order is the precise cost from the shipping carrier." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:193 -msgid ":doc:`Invoice cost of shipping `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:198 -msgid "Route on shipping method" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:200 -msgid "Optionally, set different warehouse delivery processes for a shipping method by configuring different :doc:`routes ` for it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:204 -msgid "Configuring multiple routes per shipping method is helpful for adjusting warehouse delivery processes based on:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:207 -msgid "speed (e.g., use :doc:`one-step delivery ` for express shipping, or :doc:`two-step ` for standard shipping)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:210 -msgid "international shipping (e.g. use :doc:`three-step delivery ` to prepare documents for customs)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:212 -msgid "in-store pickup or home delivery: ship from the central warehouse, or pick from the store's stock, depending on customer selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:215 -msgid "To set up routes, go to :menuselection:`Inventory app --> Configuration --> Routes`. Click :guilabel:`New`, or select the desired route." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:218 -msgid "On the route form, in the :guilabel:`Applicable On` section, tick the :guilabel:`Shipping Methods` checkbox." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:225 -msgid "Routes form with the Shipping Methods checkbox selected." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:225 -msgid "Routes form with the Shipping Methods checkbox ticked." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:227 -msgid "Then, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`, and select the desired shipping method." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:230 -msgid "On the shipping method form, in the :guilabel:`Routes` field, select the available fulfillment routes from the drop-down menu." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:234 -msgid "If the desired route is not selectable, check that the *Shipping Methods* option is enabled in the route's *Applicable On* section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:241 -msgid "Show set routes on shipping method form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:241 -msgid "By default, most shipping methods are created with two routes available for standard or express delivery." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:247 msgid "Add shipping" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:35 msgid "Shipping methods can be added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales app --> Orders --> Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:39 msgid "On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:42 msgid "The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the :guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and then click :guilabel:`Add` to add the shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:47 msgid "The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:50 msgid "The shipping cost is added to the *sales order line* as the :guilabel:`Delivery Product` detailed on the shipping method form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:268 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:54 msgid "`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order `S00088`." msgstr "" @@ -10544,12 +10344,12 @@ msgstr "" msgid "Show delivery order on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:265 msgid "Delivery order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:63 msgid "The shipping method added to the sales order is linked to the shipping carrier details on the delivery order. To add or change the delivery method on the delivery itself, go to the :guilabel:`Additional Info` tab and modify the :guilabel:`Carrier` field." msgstr "" @@ -10587,6 +10387,7 @@ msgid ":doc:`third_party_shipper`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:10 msgid ":doc:`../setup_configuration`" msgstr "" @@ -11107,146 +10908,146 @@ msgid "Since the delivery methods are managed internally, set the :guilabel:`Pro msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:115 -msgid "Next, set a :guilabel:`Delivery Product`, which is the product that shows up as the customer's :ref:`delivery charge ` on the sales order or invoice." +msgid "Next, set a :guilabel:`Delivery Product`, which is the product that shows up as the customer's :ref:`delivery charge ` on the sales order or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:118 msgid "Optionally, in the :guilabel:`Availability` tab, set the :guilabel:`Countries`, :guilabel:`States`, or :guilabel:`Zip Prefixes` to limit the range of local delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:124 msgid "Delivery method form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:124 msgid "Example delivery method, with the :guilabel:`Zip Prefixes` set to San Francisco's zip code." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:129 msgid "Dock locations" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:131 msgid "Each loading dock must have a dedicated location. To create or configure dock locations, go to :menuselection:`Inventory app --> Configuration --> Locations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:134 msgid "Click the desired location, which opens the :guilabel:`Location` form. In the :guilabel:`Additional Information` section, tick the :guilabel:`Is a Dock Location` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:140 msgid "Location configuration." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:140 msgid "Location configuration page with :guilabel:`Is a Dock Location` checkbox ticked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:143 msgid "Build loads" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:145 msgid "Once setup is complete, :ref:`assign orders to a carrier ` and :ref:`group them into batches `. Then, :ref:`configure the batch form `, as needed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:150 msgid "To group products, go to the :menuselection:`Inventory app --> Operations --> Deliveries`, which reveals a list of outgoing deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:154 msgid "Since this article is about a specific use case, explore details about each picking method in their dedicated articles." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:157 msgid ":doc:`../picking_methods/batch`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:158 msgid ":doc:`Wave picking <../picking_methods/wave>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:159 msgid ":doc:`../picking_methods/cluster`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:165 msgid "Carrier assignment" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:167 msgid "Reveal the *Carrier* column, if it is not visible by default, by clicking the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon in the top-right corner, and ticking the :guilabel:`Carrier` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:172 msgid "Other useful columns to enable can be :guilabel:`Zip` code, :guilabel:`Shipping Weight`, and :guilabel:`Shipping Volume`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:175 msgid "Select the delivery orders for the batch by ticking the checkboxes on the left. Next, click into the line's :guilabel:`Carrier` fields. In the resulting drop-down menu, choose the desired vehicle's :ref:`delivery method `. A :guilabel:`Confirmation` pop-up window appears, indicating the number of orders being added to the batch. Click :guilabel:`Confirm`, and the carrier is updated for all the selected records." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:184 msgid "Set carrier." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:184 msgid "The delivery method `Truck 1-MER-001` is set as the :guilabel:`Carrier` for two delivery orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:189 msgid "Create batch" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:191 msgid "With the carrier set, begin adding orders to a batch or wave transfer by ticking the checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:195 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:194 msgid "If a delivery order is already assigned to a batch transfer, assigning a batch transfer here does **not** update it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:198 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:197 msgid "Then, click the :icon:`fa-cog` :guilabel:`Actions` button, and click either :guilabel:`Add to batch` or :guilabel:`Add to wave`. In the pop-up window, ensure :guilabel:`Add to` is set to :guilabel:`a new [batch/wave] transfer`, then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:204 msgid "Example wave." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:204 msgid "Delivery orders are selected to be grouped into a wave transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:207 msgid "Alternative batch creation method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:210 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:209 msgid "Another place to create batches is by going to the :menuselection:`Inventory` app, and in the :guilabel:`Delivery Orders` card, click the :icon:`fa-ellipsis-v` :guilabel:`(three dots)` icon. In the resulting drop-down menu, click :guilabel:`Prepare batch`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:214 msgid "The :guilabel:`Transport Management` drop-down menu contains other tools for fleet management:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:216 msgid ":guilabel:`Manage Batches`: open list of batches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:217 msgid ":guilabel:`Dock Dispatching`: open weekly calendar view of scheduled batch operations" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:218 msgid ":guilabel:`Batches by Route`: Kanban view of batches grouped by fulfillment route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:220 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:219 msgid ":guilabel:`Calendar`: open hourly calendar view of scheduled operations" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:220 msgid ":guilabel:`Statistics`: open pivot table of the batch transfers" msgstr "" @@ -11254,27 +11055,27 @@ msgstr "" msgid "Show prepare batch option from the Transport Management drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:228 msgid "Batch form" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:232 msgid ":guilabel:`Responsible`: employee assigned to the picking. Leave blank if *any* worker can fulfill this picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:238 msgid ":guilabel:`Dock Location`: select the loading location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:239 msgid ":guilabel:`Vehicle`: select the vehicle, which will auto-fill :guilabel:`Vehicle Category`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:241 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:240 msgid ":guilabel:`Vehicle Category`: show if the order exceeds the :ref:`vehicle's capacity limits `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:245 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:244 msgid "The :guilabel:`Volume` bar is grayed out because the capacity has been reached." msgstr "" @@ -11282,15 +11083,15 @@ msgstr "" msgid "Show batch form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:250 msgid "Prepare delivery route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:252 msgid "To help the driver prepare, click the :guilabel:`Map` button at the top of the batch or wave form to view delivery destinations on a map. Selecting an individual delivery order pinpoints its location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:256 msgid "The :guilabel:`Map` button is only visible for transfers with the :guilabel:`In progress` status." msgstr "" @@ -11298,7 +11099,7 @@ msgstr "" msgid "Show map in Odoo, with information of the delivery orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:261 msgid "Additionally, use the :guilabel:`View in Google Maps` button to generate a route from the warehouse to the delivery points." msgstr "" @@ -11546,6 +11347,10 @@ msgstr "" msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:28 +msgid "Add shipping method" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:30 msgid "Next, configure the the price of each delivery method by going to :menuselection:`Inventory app --> Configuration --> Shipping Methods` and click the :guilabel:`Create` button. Doing so opens a form to provide details about the shipping provider, including:" msgstr "" @@ -11569,10 +11374,19 @@ msgstr "" msgid ":guilabel:`Company`: if the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:46 +msgid ":guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:49 msgid ":guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line ` as the delivery charge." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:51 +msgid ":guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer spends above the specified amount." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" @@ -11974,6 +11788,260 @@ msgstr "" msgid "It is also possible to ship out some of the items while creating another backorder for the rest. To do so, simply follow the same steps used to create the first backorder." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:3 +msgid "Add a new delivery method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:5 +msgid "The *Delivery Methods* setting adds the option of calculating the cost of shipping on sales orders and e-commerce shopping carts. The shipping cost can then be added to a sales order as a delivery product, and the shipping details can be added to the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:15 +msgid "To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:19 +msgid "If the :guilabel:`Delivery Methods` option is not available from the :guilabel:`Configuration` drop-down menu, verify whether the feature is enabled by following these steps:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:22 +msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:23 +msgid "Scroll to the :guilabel:`Shipping` section and enable the :guilabel:`Delivery Methods` feature by checking the corresponding checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:0 +msgid "The Delivery Methods feature enabled in the settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:31 +msgid "On the :guilabel:`Delivery Methods` page, add a method by clicking :guilabel:`New`. Doing so opens a form to provide details about the shipping provider, including:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:34 +msgid ":guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate shipping`, `same day delivery`, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:36 +msgid ":guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:38 +msgid ":guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a :ref:`third-party carrier `. Ensure the integration with the shipping carrier is properly installed and select the provider from the drop-down menu. For more details on configuring custom shipping methods, such as :ref:`fixed price ` or :ref:`based on rules ` options, refer to their respective sections below." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:44 +msgid ":guilabel:`Company`: If the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:46 +msgid ":guilabel:`Routes`: select the applicable routes to define different delivery methods, such as standard or express shipping, based on varying lead times. For more information, jump to the :ref:`Set routes on shipping method ` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:49 +msgid ":guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line ` as the delivery charge." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:53 +msgid ":guilabel:`Tracking Link`: This option adds a link to the portal so the customer can track their delivery. When a custom carrier is added in a delivery order, the tracking button is enabled, and the link directs to the tracking portal with that URL." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:59 +msgid "Use the :guilabel:`Availability` tab to define conditions for the delivery method based on the order's content or destination:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:62 +msgid ":guilabel:`Countries`: Specify one or more countries where the method is available." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:63 +msgid ":guilabel:`Max Weight`: Set a maximum weight; the method is only available for orders below this limit." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:65 +msgid ":guilabel:`Max Volume`: Set a maximum volume; the method is only available for orders below this limit." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:67 +msgid ":guilabel:`Must Have Tags`: The method is available only if at least one product in the order has one of these tags." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:69 +msgid ":guilabel:`Excluded Tags`: The method is unavailable if at least one product in the order has one of these tags." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:72 +msgid "For examples on how to configure specific shipping methods, refer to the sections below." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:77 +msgid "Fixed price" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:79 +msgid "To configure a shipping price that is the same for all orders, go to :menuselection:`Inventory app --> Configuration --> Delivery Methods`. Then, click :guilabel:`New`, and on the shipping method form, set the :guilabel:`Provider` to the :guilabel:`Fixed Price` option. Selecting this option makes the :guilabel:`Fixed Price` field become available, which is where the fixed rate shipping amount is defined." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:85 +msgid "To enable free shipping if the amount of the order exceeds a specified amount, check the box :guilabel:`Free if order amount is above` and fill in the amount." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:89 +msgid "To set up `$20` flat-rate shipping that becomes free if the customer spends over `$100`, fill in the following fields:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:92 +msgid ":guilabel:`Delivery Method`: `Flat-rate shipping`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:93 +msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:94 +msgid ":guilabel:`Fixed Price`: `$20.00`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:95 +msgid ":guilabel:`Free if order amount is above`: `$100.00`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:96 +msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:0 +msgid "Example of filling out a shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:104 +msgid "Based on rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:106 +msgid "To calculate the price of shipping based on pricing rules, set the :guilabel:`Provider` field to the :guilabel:`Based on Rules` option. Optionally, adjust :guilabel:`Margin on Rate` and :guilabel:`Additional margin` to include additional shipping costs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:111 +msgid "Create pricing rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:113 +msgid "Navigate to the :guilabel:`Pricing` tab and click :guilabel:`Add a line`. Doing so opens the :guilabel:`Create Pricing Rules` window, where the :guilabel:`Condition` related to the product weight, volume, price, or quantity is compared to a defined amount to calculate the :guilabel:`Delivery Cost`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:118 +msgid "Once finished, click either :guilabel:`Save & New` to add another rule, or :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:121 +msgid "To charge customers $20 in shipping for orders with five or fewer products, set the :guilabel:`Condition` to `Quantity <= 5.00`, and the :guilabel:`Delivery Cost` to `$20`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:0 +msgid "Display window to add a pricing rule. Set a condition and delivery cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:127 +msgid "To restrict shipping to specific destinations on the **eCommerce** website, in the shipping method form, navigate to the :guilabel:`Destination Availability` tab and define the :guilabel:`Countries`, :guilabel:`States`, and :guilabel:`Zip Prefixes`. Leave these fields empty if all locations apply." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:132 +msgid "Calculate delivery cost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:134 +msgid "Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisfies the :guilabel:`Condition`, plus any extra charges from the :guilabel:`Margin on rate` and :guilabel:`Additional margin`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:138 +msgid "Total = Rule's~Delivery~Cost + (Margin~on~rate \\times Rule's~Delivery~Cost) + Additional~margin\n" +"\n" +"" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:142 +msgid "With the two following rules set up:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:144 +msgid "If the order contains five or fewer products, shipping is $20" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:145 +msgid "If the order contains more than five products, shipping is $50." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:147 +msgid ":guilabel:`Margin on Rate` is `10%` and :guilabel:`Additional margin` is `$9.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:-1 +msgid "Show example of \"Based on rules\" shipping method with margins configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:152 +msgid "When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:158 +msgid "Route on shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:160 +msgid "Optionally, set different warehouse delivery processes for a shipping method by configuring different :doc:`routes <../daily_operations/use_routes>` for it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:164 +msgid "Configuring multiple routes per shipping method is helpful for adjusting warehouse delivery processes based on:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:167 +msgid "speed (e.g., use :doc:`one-step delivery <../daily_operations/receipts_delivery_one_step>` for express shipping, or :doc:`two-step <../daily_operations/receipts_delivery_two_steps>` for standard shipping)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:170 +msgid "international shipping (e.g. use :doc:`three-step delivery <../daily_operations/delivery_three_steps>` to prepare documents for customs)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:172 +msgid "in-store pickup or home delivery: ship from the central warehouse, or pick from the store's stock, depending on customer selection." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:175 +msgid "To set up routes, go to :menuselection:`Inventory app --> Configuration --> Routes`. Click :guilabel:`New`, or select the desired route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:178 +msgid "On the route form, in the :guilabel:`Applicable On` section, tick the :guilabel:`Shipping Methods` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:184 +msgid "Routes form with the Shipping Methods checkbox selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:184 +msgid "Routes form with the :guilabel:`Shipping Method` checkbox ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:186 +msgid "Then, go to :menuselection:`Inventory app --> Configuration --> Delivery Methods`, and select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:189 +msgid "On the shipping method form, in the :guilabel:`Routes` field, select the available fulfillment routes from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:193 +msgid "If the desired route is not selectable, check that the *Shipping Methods* option is enabled in the route's *Applicable On* section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:-1 +msgid "Show set routes on shipping method form." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:3 msgid "Printable delivery PDFs" msgstr "" @@ -14145,140 +14213,160 @@ msgstr "" msgid "Inventory adjustments" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:5 -msgid "In any warehouse management system, the recorded inventory counts in the database might not always match the actual inventory counts in the warehouse. The discrepancy between the two counts can be due to damages, human errors, theft, or other factors. As such, inventory adjustments must be made to reconcile the differences, and ensure that the recorded counts in the database match the actual counts in the warehouse." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:8 +msgid "In any warehouse management system, the recorded inventory counts in the database might not always match the actual inventory counts in the warehouse. Discrepancy between counts can be due to damage, human error, theft, or other factors. As such, inventory adjustments must be made to reconcile the differences, and ensure that the recorded counts in the database match the actual counts in the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:15 msgid "Inventory Adjustments page" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:14 -msgid "To view the *Inventory Adjustments* page, navigate to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:17 +msgid "To view the :guilabel:`Inventory Adjustments` page, navigate to :menuselection:`Inventory app --> Operations --> Physical Inventory`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 msgid "In stock products listed on the Inventory adjustments page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:21 -msgid "On the :guilabel:`Inventory Adjustments` page, all products that are currently in stock are listed, with each product line containing the following information:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:24 -msgid ":guilabel:`Location`: the specific location in the warehouse where a product is stored." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:25 -msgid ":guilabel:`Product`: the product whose quantity is listed on the inventory adjustment line." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:23 +msgid "The :guilabel:`Inventory Adjustments` page lists all products that are currently in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:26 -msgid ":guilabel:`Lot/Serial Number`: the tracking identifier assigned to the specific product listed. It can contain letters, numbers, or a combination of both." +msgid "Only products with a quantity greater than zero are listed on the :guilabel:`Inventory Adjustments` page. To view product lines with zero current quantity, go to :menuselection:`Inventory app --> Reporting --> Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:30 -msgid "If a specific product has a quantity of more than `1.00` in stock, and more than one serial number (or lot number) assigned to it, each uniquely-identified product is displayed on its own product line with its own lot/serial number, displayed under the :guilabel:`Lot/Serial Number` column." +msgid "For each product line, the following information is listed:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:32 +msgid ":guilabel:`Location`: the specific location in the warehouse where a product is stored. This column is **only** visible if :doc:`Storage Locations ` are enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:34 +msgid ":guilabel:`Favorite`: identifies products that have been favorited." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:35 -msgid ":guilabel:`On Hand Quantity`: the quantity of the product currently recorded in the database." +msgid ":guilabel:`Product`: the product whose quantity is listed on the inventory adjustment line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:36 -msgid ":guilabel:`UoM`: the *unit of measure* in which the product is measured. Unless otherwise specified (i.e., in :guilabel:`Pounds` or :guilabel:`Ounces`), the default :abbr:`UoM (Unit of Measure)` is :guilabel:`Units`." +msgid ":guilabel:`Lot/Serial Number`: the tracking identifier assigned to the specific product listed. It can contain letters, numbers, or a combination of both." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:39 -msgid ":guilabel:`Counted Quantity`: the real quantity counted during an inventory count. This field is left blank by default, but can be changed, depending on if it matches the :guilabel:`On Hand Quantity` or not." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:42 -msgid ":guilabel:`Difference`: the difference between the :guilabel:`On Hand Quantity` and :guilabel:`Counted Quantity`, once an inventory adjustment is made. The difference is automatically calculated after every inventory adjustment." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:40 +msgid "If a specific product has a quantity of more than `1.00` in stock, and more than one serial number, or lot number, assigned to it, each uniquely-identified product is displayed on its own product line with its own lot/serial number, displayed under the :guilabel:`Lot/Serial Number` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:45 -msgid ":guilabel:`Scheduled Date`: the date at which a count should be made. If not otherwise specified, this date will default to the 31st of December of the current year." +msgid ":guilabel:`Expiration Date`: the date on which the goods with this serial number are due to expire." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:47 -msgid ":guilabel:`User`: the person assigned to the count in the database. This can either be the person physically counting the inventory, or applying the count in the database." +msgid ":guilabel:`Last Count Date`: the last time the quantity was updated." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:48 +msgid ":guilabel:`Package`: the package containing the quantity listed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:49 -msgid ":guilabel:`Product Category`: the category assigned internally to a specific product. Unless otherwise specified (i.e., as :guilabel:`Consumable` or :guilabel:`Rental`), the default *Product Category* is set to :guilabel:`All`." +msgid ":guilabel:`On Hand Quantity`: the quantity of the product currently recorded in the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:52 -msgid ":guilabel:`Available Quantity`: the quantity of a specific product that is currently available, based on any outstanding/uncompleted sales orders, purchase orders, or manufacturing orders that might change the available quantity once fulfilled." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:50 +msgid ":guilabel:`Unit`: the *unit of measure* in which the product is measured. Unless otherwise specified (e.g., in :guilabel:`Pounds` or :guilabel:`Ounces`), the default :abbr:`UoM (Unit of Measure)` is :guilabel:`Units`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:55 -msgid ":guilabel:`Accounting Date`: the date on which the adjustments will be accounted in the Odoo *Accounting* app." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:53 +msgid ":guilabel:`Counted Quantity`: the real quantity counted during an inventory count. This field is left blank by default but can be changed, depending on if it matches the :guilabel:`On Hand Quantity` or not." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:57 -msgid ":guilabel:`Company`: the company whose database these inventory adjustments are being made on. The company is listed in the top right corner of the database, next to the user currently logged in." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:56 +msgid ":guilabel:`Difference`: the difference between the :guilabel:`On Hand Quantity` and :guilabel:`Counted Quantity`, once an inventory adjustment is made. The difference is automatically calculated after every inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:59 +msgid ":guilabel:`Scheduled Date`: the date at which a count should be made. If not otherwise specified, this date will default to the 31st of December of the current year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:61 -msgid "Some columns are hidden by default. To reveal these columns, click the :guilabel:`additional options` button (three dots icon) to the far right of the form's top row, and select any desired column to reveal by clicking the checkbox next to that option." +msgid ":guilabel:`User`: the person assigned to the count in the database. This can either be the person physically counting the inventory, or applying the count in the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:66 -msgid "Create an inventory adjustment" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:68 -msgid "To create a new inventory adjustment from the :menuselection:`Inventory Adjustments` page, click :guilabel:`Create`. Doing so creates a new, blank inventory adjustment line at the bottom of the page." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:65 +msgid "Additional columns are hidden by default. To reveal these columns, click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the far right of the form's top row, and reveal any desired column by ticking the checkbox next to that option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:72 -msgid "On this blank inventory adjustment line, click the drop-down menu under the :guilabel:`Product` column, and select a product. If the selected product is tracked using either lots or serial numbers, the desired lot or serial number can also be chosen from the drop-down menu under the :guilabel:`Lot/Serial Number` column." +msgid "Create an inventory adjustment" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:77 -msgid "Next, set the value in the :guilabel:`Counted Quantity` column to the quantity counted for that product during the inventory adjustment process." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:74 +msgid "To create a new inventory adjustment from the :menuselection:`Inventory Adjustments` page, click :guilabel:`New`. Doing so creates a new, blank inventory adjustment line at the bottom of the page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:81 -msgid "The :guilabel:`Counted Quantity` for new inventory adjustments is set to `0.00` by default. An inventory move with `0.00` :guilabel:`Quantity Done` is recorded in the product's inventory adjustment history, so it should be set to reflect the actual quantity counted." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:78 +msgid "|Ia| can also be created from the :guilabel:`Forecasted Report` on an individual product record. To open the report, navigate to a product record and click the :guilabel:`Forecasted` smart button. Then, at the top of the page, click :guilabel:`Update Quantity`, then :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:85 -msgid "To the right of the :guilabel:`Counted Quantity` column, the :guilabel:`Scheduled Date` and :guilabel:`User` can also be changed via their respective drop-down menus. Changing the :guilabel:`Scheduled Date` changes the date that the inventory adjustment should be processed on, and selecting a responsible :guilabel:`User` assigns a user to the specific inventory adjustment (for traceability purposes)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:0 +msgid "The Update Quantities button on a Forecast report in the Inventory app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:91 -msgid "Once all changes have been made to the new inventory adjustment line, click away from the line. Doing so saves the adjustment, and moves the line to the top of the page." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:86 +msgid "On this blank inventory adjustment line, click the drop-down menu under the :guilabel:`Product` column, and select a product. If the selected product is tracked using either lots or serial numbers, the desired lot or serial number needs to be chosen from the drop-down menu under the :guilabel:`Lot/Serial Number` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:92 +msgid "The inventory adjustment line can also be used to create or record lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:94 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:160 -msgid "If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the :guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the quantities match, and haven't been changed at all, no value appears in the :guilabel:`Difference` column." +msgid "Next, set the value in the :guilabel:`Counted Quantity` column to the quantity counted for that product during the inventory adjustment process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:97 +msgid "To the right of the :guilabel:`Counted Quantity` column, the :guilabel:`Scheduled Date` and :guilabel:`User` can also be changed via their respective drop-down menus. Changing the :guilabel:`Scheduled Date` changes the date that the inventory adjustment should be processed on, and selecting a responsible :guilabel:`User` assigns a user to the specific inventory adjustment for traceability purposes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:103 +msgid "Once all changes have been made to the new inventory adjustment line, click away from the line. Doing so saves the adjustment, and moves the line to the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:205 +msgid "If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the :guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the quantities match, and have not been changed at all, no value appears in the :guilabel:`Difference` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 msgid "Difference column on inventory adjustments page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:115 msgid "At this stage, the count (:dfn:`inventory adjustment`) is recorded, but not yet applied. This means that the quantity on hand before the adjustment has not yet been updated to match the new, real counted quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:108 -msgid "There are two ways to apply the new inventory adjustment. The first way is to click the :guilabel:`Apply` button on the line at the far right of the page. The second way is to click the checkbox on the far left of the line. Doing so reveals new button options at the top of the page, one of which is an :guilabel:`Apply` button. Clicking this button instead causes an :guilabel:`Inventory Adjustment Reference / Reason` pop-up window to appear." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:122 +msgid "Apply adjusted count" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:114 -msgid "From this pop-up menu, a reference or reason can be assigned to the inventory adjustment. By default, the :guilabel:`Inventory Reference / Reason` field is pre-populated with the date the adjustment is being made on, but can be changed to reflect whatever reference or reason is desired." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:124 +msgid "|Ia| can be completed in several ways. The first way is to click the :guilabel:`Apply` button on the line at the far right of the page. The second way is to tick the checkbox on the far left of the line. Doing so reveals new button options at the top of the page, one of which is an :guilabel:`Apply` button. Clicking this button instead causes an :guilabel:`Inventory Adjustment` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:130 +msgid "From this pop-up menu, a reference or reason can be assigned to the inventory adjustment. By default, the :guilabel:`Inventory Reason` field is pre-populated with today's date, the date the adjustment is being made on, but can be changed to reflect whatever reference or reason is desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:134 msgid "Once ready, click :guilabel:`Apply` to apply the inventory adjustment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:137 msgid "Applying an inventory adjustment simultaneously creates a :doc:`stock move line (SML) <../reporting/moves_history>` in the *Moves History* report for traceability." msgstr "" @@ -14286,19 +14374,63 @@ msgstr "" msgid "Apply all option applies the inventory adjustment once a reason is specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:144 +msgid "Relocate products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:146 +msgid "|Ia| can also be used to relocate products to different storage locations, or to different packages. To relocate a product, tick the checkbox at the far left of the line for the desired product. At the top of the page, click the :guilabel:`Relocate` button. Doing so opens a pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 +msgid "The Relocate products pop-up on the Inventory Adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:154 +msgid "On the resulting pop-up, enter the following information:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:156 +msgid ":guilabel:`To Location`: the new location for the products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:157 +msgid ":guilabel:`To Package`: the new package for the products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:158 +msgid ":guilabel:`Reason for relocation`: the reason for the move." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:161 +msgid "Product relocations **only** work on internal locations. Products **cannot** be moved between companies." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:164 +msgid "Only users with *Administrator* rights can perform product relocations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:167 +msgid "Set to zero" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:169 +msgid "|Ia| can also be used to clear inventory counts by setting the quantity to zero. To do this, tick the checkbox at the far left of the line for the desired product. At the top of the page, click the :icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu. Click :guilabel:`Set to 0`. Once this is complete, :ref:`apply ` the adjusted count." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:175 msgid "Count products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:131 -msgid "Counting products is a recurring activity in a warehouse. Once a count is complete, go to :menuselection:`Inventory app --> Operations --> Inventory Adjustments` to update the :guilabel:`Counted Quantity` column for each product line." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:177 +msgid "Counting products is a recurring activity in a warehouse. Once a count is complete, go to :menuselection:`Inventory app --> Operations --> Physical Inventory` to update the :guilabel:`Counted Quantity` column for each product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:135 -msgid "On each product line, identify whether the value in the :guilabel:`On Hand Quantity` column recorded in the database matches the newly-counted value. If the recorded value and the counted value do match, click the :guilabel:`Set` button (target icon) at the far right of the product line." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:181 +msgid "On each product line, identify whether the value in the :guilabel:`On Hand Quantity` column recorded in the database matches the newly-counted value. If the recorded value and the counted value do match, click the :icon:`fa-bullseye` :guilabel:`Set` icon at the far right of the product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:185 msgid "Doing so copies the value from the :guilabel:`On Hand Quantity` column over to the :guilabel:`Counted Quantity` column, and sets the value of the :guilabel:`Difference` column to `0.00`. Subsequently, once applied, an inventory move with `0.00` :guilabel:`Quantity Done` is recorded in the product's inventory adjustment history." msgstr "" @@ -14306,19 +14438,19 @@ msgstr "" msgid "Zero count inventory adjustment move." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:148 -msgid "If the newly-counted value for a given product does **not** match the value in the :guilabel:`On Hand Quantity` recorded in the database, instead of clicking the :guilabel:`Set` button, record the real value in the field in the :guilabel:`Counted Quantity` column." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:193 +msgid "If the newly-counted value for a given product does **not** match the value in the :guilabel:`On Hand Quantity` recorded in the database, instead of clicking the :icon:`fa-bullseye` :guilabel:`Set` icon, record the real value in the field in the :guilabel:`Counted Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:197 msgid "To do so, click the field in the :guilabel:`Counted Quantity` column on the specific inventory adjustment line for the product whose count is being changed. This automatically assigns a :guilabel:`Counted Quantity` of `0.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:201 msgid "To change this value, type in a new value that matches the real, newly-counted value. Then, click away from the line. Doing so saves the adjustment, and automatically adjusts the value in the :guilabel:`Difference` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:211 msgid "Subsequently, once applied, a move with the difference between the :guilabel:`On Hand Quantity` and the :guilabel:`Counted Quantity` is recorded in the product's inventory adjustment history." msgstr "" @@ -14326,19 +14458,48 @@ msgstr "" msgid "Inventory Adjustments History dashboard detailing a list of prior product moves." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:217 +msgid "The :guilabel:`Actions` menu appears when one or more products' checkboxes are selected. The :guilabel:`Actions` menu includes the option to :guilabel:`Set to quantity on hand`, which sets the selected products' :guilabel:`Counted Quantity` to the :guilabel:`On Hand Quantity`, and :guilabel:`Set to 0`, which sets the selected products' :guilabel:`Counted Quantity` to zero." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 +msgid "Inventory Adjustments Actions menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:314 msgid "Sometimes a count occurs, but cannot be applied in the database right away. In the time between the actual count and applying the inventory adjustment, product moves can occur. In that case, the on-hand quantity in the database can change and no longer be consistent with the counted quantity. As an extra precaution, Odoo asks for confirmation before applying the inventory adjustment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:233 +msgid "Revert an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:235 +msgid "To revert the changes made in an inventory adjustment, navigate to :menuselection:`Inventory --> Reporting --> Moves History`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:238 +msgid "Tick the checkbox at the far left of the line for the desired product. At the top of the page, click the :icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu, and click :guilabel:`Revert Inventory Adjustment`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:243 +msgid "After an inventory adjustment is reverted, the line is not removed from the :guilabel:`Moves History` report. Instead, an additional line is added, this time with the word `[reverted]` added to the :guilabel:`Reference` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:0 +msgid "The reference fields on the Moves History report in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:251 msgid "Change inventory count frequency" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:183 -msgid "By default, the *scheduled date* for inventory adjustments are always scheduled for the 31st of December of the current year. However, for some companies, it is crucial that they have an accurate inventory count at all times. In such cases, the default scheduled date can be modified." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:253 +msgid "By default, the *scheduled date* for |ia| are always scheduled for the 31st of December of the current year. However, for some companies, it is crucial that they have an accurate inventory count at all times. In such cases, the default scheduled date can be modified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:187 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:257 msgid "To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration --> Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day and Month` setting, which includes a drop-down menu that is set to `31 December` by default." msgstr "" @@ -14346,68 +14507,108 @@ msgstr "" msgid "Adjust the next inventory count date with the Annual Inventory Day and Month setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:195 -msgid "To change the day, click the :guilabel:`31`, and change it to a day within the range `1-31`, depending on the desired month of the year." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:264 +msgid "To change the day, click the `31`, enter a number from `1-31`, depending on the desired month of the year." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:198 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:267 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:117 msgid "Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the desired month." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:270 msgid "Once all desired changes have been made, click :guilabel:`Save` to save all changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:273 msgid "Plan big inventory counts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:206 -msgid "To plan big inventory counts, such as a full count of everything currently in stock, first navigate to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:275 +msgid "To plan big inventory counts, such as a full count of everything currently in stock, first navigate to :menuselection:`Inventory app --> Operations --> Physical Inventory`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:209 -msgid "Then, select the desired products to be counted by clicking the checkbox on the far left of each product line." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:278 +msgid "Then, select the desired products to be counted by ticking the checkbox on the far left of each product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:213 -msgid "To request a count of **all** products currently in stock, click the checkbox at the very top of the table, in the header row next to the :guilabel:`Location` label. This selects **all** product lines." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:282 +msgid "To request a count of **all** products currently in stock, tick the checkbox at the top of the table, in the header row next to the :guilabel:`Location` label. This selects **all** product lines." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 +msgid "Request a count pop-up on inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:289 +msgid "Once all desired products have been selected, click the :guilabel:`Request a Count` button at the top of the page. Doing so opens the :guilabel:`Request a Count` pop-up window, where the following information can be filled:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:293 +msgid ":guilabel:`Inventory Date`: the planned date of the count." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:294 +msgid ":guilabel:`User`: the user responsible for the count." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:295 +msgid ":guilabel:`Accounting Date`: the date at which the inventory adjustment will be accounted." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:296 +msgid ":guilabel:`Count`: to leave the on-hand quantity of each product line blank, select :guilabel:`Leave Empty`. To pre-fill the on-hand quantity of each product line with the current value recorded in the database, select :guilabel:`Set Current Value`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:301 +msgid "The :guilabel:`Leave Empty` option forces the employee conducting the audit to manually type in the number they counted, while the :guilabel:`Set Current Value` option only requires the employee to *verify* the counted quantity and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:305 +msgid "Finally, once ready, click :guilabel:`Confirm` to request the count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 msgid "Request a count popup on inventory adjustments page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:221 -msgid "Once all desired products have been selected, click the :guilabel:`Request a Count` button at the top of the page. This causes a :guilabel:`Request a Count` pop-up window to appear. From this pop-up, fill in the following information:" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:311 +msgid "In the Odoo **Barcode** app, users can only view inventory counts that are assigned to *them*, and are scheduled for *today* or *earlier*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:225 -msgid ":guilabel:`Inventory Date`: the planned date of the count." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:321 +msgid "Adjustment history" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:226 -msgid ":guilabel:`User`: the user responsible for the count." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:323 +msgid "Details regarding inventory adjustment can be viewed by clicking the :icon:`fa-history` :guilabel:`History` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:227 -msgid ":guilabel:`Accounting Date`: the date at which the inventory adjustment will be accounted." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:326 +msgid "The user who performed the count is listed in parenthesis in the :guilabel:`Reference` field, while the user who applied the count is listed in the :guilabel:`Done By`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:228 -msgid ":guilabel:`Count`: to leave the on-hand quantity of each product line blank, select :guilabel:`Leave Empty`. To pre-fill the on-hand quantity of each product line with the current value recorded in the database, select :guilabel:`Set Current Value`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:-1 +msgid "The history record for an inventory adjustment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:232 -msgid "Finally, once ready, click :guilabel:`Confirm` to request the count." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:333 +msgid "Inventory audit" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:235 -msgid "In the Odoo *Barcode* app, users can only view inventory counts that are assigned to **them**, and are scheduled for **today** or **earlier**." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:335 +msgid "An inventory audit can be accessed from the :guilabel:`Inventory Adjustment` page. This audit includes an inventory record both before and after a count is completed, to track what changed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:338 +msgid "On the :guilabel:`Inventory Adjustment` page, tick the checkbox at the top-left of the page to select all of the lines. Then click the :guilabel:`Request a Count` button. On the pop-up, set :guilabel:`Count` to :guilabel:`Set Current Value`, then click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:342 +msgid "After returning to the :guilabel:`Inventory Adjustment` page, select all of the lines again. Click :menuselection:`Print --> Count Sheet`. The :guilabel:`Count Sheet` exports in PDF form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:346 msgid ":doc:`cycle_counts`" msgstr "" @@ -15041,260 +15242,112 @@ msgstr "" msgid "Example warehouse form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:13 -msgid "In Odoo, there are two strategies for automatically replenishing inventory: *reordering rules* and the *make to order (MTO)* route. Although these strategies differ slightly, they both have similar consequences: triggering the automatic creation of a |PO| or |MO|. The choice of which strategy to use depends on the business's manufacturing and delivery processes." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:15 +msgid "In Odoo, stock can be replenished one of three ways: *reordering rules*, the *make to order* (MTO) route, or using the *master production schedule* (MPS)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:19 -msgid "Terminology" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:18 +msgid "Each replenishment mechanism triggers the creation or suggestion of a purchase order (PO) or manufacturing order (MO), with the best choice depending on the business process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:42 +msgid "Replenishment strategies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:45 msgid "Replenishment report and reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:24 -msgid "The replenishment report is a list of all products that have a negative forecast quantity." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:47 +msgid "Reordering rules are rules that can be set up to maintain a minimum stock level. They are often configured to support manufacturing or sales requirements. When a product's stock falls at or below the minimum level, Odoo generates (or suggests) a purchase or manufacturing order to replenish stock to the maximum level." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:26 -msgid "*Reordering rules* are used to ensure there's always a minimum amount of a product in-stock, in order to manufacture products and/or fulfill sales orders. When the stock level of a product reaches its minimum, Odoo automatically generates a purchase order with the quantity needed to reach the maximum stock level." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:52 +msgid "When using automatic reordering rules, Odoo generates a new order. When using manual, Odoo suggests orders on the replenishment report. For detailed guidance, refer to the :doc:`replenishment report ` and :doc:`reordering rules `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:31 -msgid "Reordering rules can be created and managed in the replenishment report, or from the product form." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:56 +msgid "Key points include:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:36 -msgid "Make to order" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:38 -msgid "*Make to order (MTO)* is a procurement route that creates a draft purchase order (or manufacturing order) each time a sales order is confirmed, **regardless of the current stock level**." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:41 -msgid "Unlike products replenished using reordering rules, Odoo automatically links the sales order to the |PO| or |MO| generated by the |MTO| route." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:44 -msgid "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With reordering rules, Odoo generates a draft |PO| or |MO| when the product's forecasted stock falls below the set minimum quantity." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:48 -msgid "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the forecast changes, so long as the |PO| or |MO| is not confirmed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:51 -msgid "The |MTO| route is the best replenishment strategy for products that are customized, and/or for products that have no stock kept on-hand." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:58 +msgid ":ref:`Automatic reordering rules `: Automatically create |POs| or |MOs| when stock falls below the minimum level. While this is convenient, it is less flexible." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:61 -msgid "To access the replenishment report, go to :menuselection:`Inventory app --> Operations --> Replenishment.`" +msgid ":ref:`Manual reordering rules `: Generate suggestions in the replenishment report for user review, allowing adjustments and batch orders while meeting deadlines." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:64 -msgid "By default, the replenishment report dashboard shows every product that needs to be manually reordered. If there is no specific rule for a product, Odoo assumes the :guilabel:`Min Quantity` and :guilabel:`Max Quantity` stock are both `0.00`" +msgid ":ref:`Just-in-time logic `: A strategy to replenish only what is needed to prevent overstocking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:68 +msgid ":doc:`replenishment/reordering_rules`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:69 -msgid "For products that don't have a set reordering rule, Odoo calculates the forecast based on confirmed sales orders, deliveries, and receipts. For products that have a set reordering rule, Odoo calculates the forecast normally, but also takes into account the purchase/manufacturing lead time and security lead time." +msgid ":doc:`replenishment/report`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:75 -msgid "Before creating a new reordering rule, make sure the product has a *vendor* or a *bill of materials* configured on the product form. To check this, go to :menuselection:`Inventory app --> Products --> Products`, and select the product to open its product form. The vendor, if configured, is listed in the :guilabel:`Purchase` tab, and the bill on materials, if configured, is found in the :guilabel:`Bill of Materials` smart button at the top of the form." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:74 +msgid "Make to order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:76 +msgid "An |MTO| strategy means that procurement or production is triggered only after a sales order has been confirmed. This strategy is recommended when products are customizable, demand is unpredictable, there is limited storage capacity, and when products are high in value and low in demand. In such cases, it does not make sense to keep on-hand inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:81 -msgid "The :guilabel:`Product Type`, located in the :guilabel:`General Information` tab on the product form, **must** be set to :guilabel:`Storable Product`. By definition, a consumable product does not have its inventory levels tracked, so Odoo cannot account for a consumable product in the replenishment report." +msgid "Unlike products replenished using reordering rules, Odoo automatically links the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:-1 -msgid "Replenishment report listing all items needing to be purchased to meet current needs." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:84 +msgid "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With reordering rules, Odoo generates a draft |PO| or |MO| when the product's forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:90 -msgid "To create a new reordering rule from the replenishment report, go to :menuselection:`Inventory app --> Operations --> Replenishment`, click :guilabel:`Create`, and select the desired product from the drop-down menu in the :guilabel:`Product` column. If necessary, a :guilabel:`Min Quantity` and a :guilabel:`Max Quantity` can be configured in the corresponding columns on the :guilabel:`Replenishment` report page, as well." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:88 +msgid "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:96 -msgid "To create a new reordering rule from the product form, go to :menuselection:`Inventory app --> Products --> Products`, and select a product to open its product form. Click the :guilabel:`Reordering Rules` smart button, click :guilabel:`Create`, and fill out the fields." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:91 +msgid "The |MTO| route is the best replenishment strategy for products that are customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:101 -msgid "Replenishment report fields" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:95 +msgid ":doc:`replenishment/mto`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:103 -msgid "The following fields are on the :guilabel:`Replenishment` report. If any of these fields are not visible, click the :guilabel:`⋮ (additional options)` icon on the far right side of the report, then click the checkbox next to a field to make it visible." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:3 +msgid "Master production schedule" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:107 -msgid ":guilabel:`Product`: the product that requires a replenishment." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:100 +msgid "The :abbr:`MPS (Master Production Schedule)` is a dashboard where products and their forecasted quantities are entered. Based on confirmed manufacturing and purchase orders, the dashboard recommends amounts to order or produce." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:108 -msgid ":guilabel:`Location`: the specific location where the product is stored." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:104 +msgid "This a useful **manual** tool for keeping track of quantities. The :abbr:`MPS (Master Production Schedule)` **should absolutely not** be used alongside reordering rules, as the automated workflow disrupts its manual replenishment method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:109 -msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:110 -msgid ":guilabel:`On Hand`: the amount of product currently available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:111 -msgid ":guilabel:`Forecast`: the amount of product available after all current orders (sales, manufacturing, purchase, etc.) are taken into account." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:113 -msgid ":guilabel:`Preferred Route`: how the product is procured, either :guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:115 -msgid ":guilabel:`Vendor`: the company from which the product is acquired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:116 -msgid ":guilabel:`Bill of Materials`: the bill of materials for the product (if one is configured)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:117 -msgid ":guilabel:`Trigger`: how the replenishment is created, either :guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes below the :guilabel:`Min Quantity`) or :guilabel:`Manual` (only when the replenishment is requested)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:120 -msgid ":guilabel:`Procurement Group`: the reference number for how the product is being acquired, such as a sales order, purchase order, or manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:122 -msgid ":guilabel:`Min Quantity`: the minimum amount of product that should be available. When inventory levels goes below this number, the replenishment is triggered." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:124 -msgid ":guilabel:`Max Quantity`: the amount of product that should be available after replenishing the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:126 -msgid ":guilabel:`Multiple Quantity`: if the product should be ordered in specific quantities, enter the number that should be ordered. For example, if the :guilabel:`Multiple Quantity` is set to `5`, and only 3 are needed, 5 products are replenished." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:129 -msgid ":guilabel:`To Order`: the amount of product that is currently needed, and will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate Orders` button is clicked." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:131 -msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:132 -msgid ":guilabel:`Company`: the company for which the product is acquired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:134 -msgid "By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the set :guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by clicking on the field and changing the value. To replenish a product manually, click :guilabel:`Order Once`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:138 -msgid "To automate a replenishment from the :guilabel:`Replenishment` page, click :guilabel:`Automate Orders` on the right-side of the line, represented by a :guilabel:`🔄 (circular arrow)` icon." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:141 -msgid "When this button is clicked, Odoo will automatically generate a draft |PO|/|MO| every time the forecasted stock level falls below the set :guilabel:`Min Quantity` of the reordering rule." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:144 -msgid "On the :guilabel:`Replenishment` page, a reordering rule or manual replenishment can be temporarily deactivated for a given period, by clicking the :guilabel:`🔕 (snooze)` icon on the far-right of the line." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:-1 -msgid "Snooze options to turn off notifications for reordering for a period of time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:152 -msgid "A |PO| or |MO| created by a manual replenishment has a :guilabel:`Replenishment Report` as the source document. A |PO| or |MO| created by an automated reordering rule has the |SO| reference number(s) that triggered the rule as the source document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:-1 -msgid "Quote request list shows which quotes are directly from the replenishment report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:161 -msgid "Make to order (MTO) route" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:163 -msgid "Since the |MTO| route is recommended for customized products, the route is hidden by default." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:172 -msgid "To activate the |MTO| route in Odoo:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:166 -msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:167 -msgid "Activate the :guilabel:`Multi-Step Routes` setting, located under the :guilabel:`Warehouse` section, and click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:169 -msgid "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:170 -msgid "Click on :menuselection:`Filters --> Archived` to show archived routes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:171 -msgid "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click on :menuselection:`Action --> Unarchive`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:175 -msgid "Activating the :guilabel:`Multi-Step Routes` setting also activates :guilabel:`Storage Locations`. If these features aren't applicable to the warehouse, disable these settings after unarchiving the |MTO| route." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:179 -msgid "To set a product's procurement route to |MTO|, go to :menuselection:`Inventory app --> Products --> Products`, and click on the desired product to open its product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:182 -msgid "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` section of options, select :guilabel:`Replenish on Order (MTO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:185 -msgid "For products purchased directly from a vendor, make sure the :guilabel:`Buy` route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a vendor is configured in the :guilabel:`Purchase` tab of the product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:189 -msgid "For products manufactured in-house, make sure the :guilabel:`Manufacture` route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` route. Also, make sure a bill of materials is configured for the product, which is accessible via the :guilabel:`Bill of Materials` smart button on the product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:195 -msgid "The |MTO| route cannot be selected alone. |MTO| **only** works if the :guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:-1 -msgid "Replenish on Order selected on the product form." +msgid ":doc:`../../manufacturing/workflows/use_mps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:3 msgid "Lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:10 -msgid "Accurately forecasting delivery dates is vital for fulfilling customer expectations. In Odoo, the *Inventory* app allows for comprehensive lead time configuration, allowing coordination and planning of manufacturing orders, deliveries, and receptions." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:11 +msgid "Accurately forecasting delivery dates is vital for fulfilling customer expectations. In Odoo, the **Inventory** app allows for comprehensive lead time configuration, allowing coordination and planning of manufacturing orders, deliveries, and receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:16 msgid "Lead time types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:18 msgid "Different lead times for different operations can impact various stages of the order fulfillment process. Here's a summary of the types of lead times in Odoo:" msgstr "" @@ -15303,50 +15356,50 @@ msgid "Show graphic of all lead times working together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:24 -msgid ":ref:`Customer lead time `: default time frame for fulfilling customer orders. The customer lead time is the number of days from the date the sales order (SO) is confirmed to the date the products are shipped from the warehouse. This is also known as *delivery lead time*." +msgid ":ref:`Customer lead time `: default time frame for fulfilling customer orders. The customer lead time is the number of days from the date the sales order (SO) is confirmed to the date the products are shipped from the warehouse. This is also known as *delivery lead time*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:29 -msgid ":ref:`Sales security lead time `: moves the *scheduled delivery date* forward by a specified number of days. This serves as a buffer to allow ample time to prepare the outgoing shipment earlier, considering the possibility of delays in the fulfillment process." +msgid ":ref:`Sales security lead time `: moves the *scheduled delivery date* forward by a specified number of days. This serves as a buffer to allow ample time to prepare the outgoing shipment earlier, considering the possibility of delays in the fulfillment process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:34 -msgid ":ref:`Purchase lead time `: number of days from the confirmation of a purchase order (PO) to the receipt of products. It provides insight on the time it takes for products to arrive at the warehouse, facilitating effective scheduling and planning of supplier deliveries." +msgid ":ref:`Purchase lead time `: number of days from the confirmation of a purchase order (PO) to the receipt of products. It provides insight on the time it takes for products to arrive at the warehouse, facilitating effective scheduling and planning of supplier deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:39 -msgid ":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a specified number of days. This proactive approach of placing orders earlier mitigates the risk of vendor or shipping delays. Thus, for products that are set to replenish to order, the need appears on the *Replenishment report* earlier, according to the specified number of days." +msgid ":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a specified number of days. This proactive approach of placing orders earlier mitigates the risk of vendor or shipping delays. Thus, for products that are set to replenish to order, the need appears on the *Replenishment report* earlier, according to the specified number of days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:45 -msgid ":ref:`Days to Purchase `: days needed for the vendor to receive a request for quotation (RFQ) and confirm it. It advances the deadline to schedule a |RFQ| by a specified number of days." +msgid ":ref:`Days to Purchase `: days needed for the vendor to receive a request for quotation (RFQ) and confirm it. It advances the deadline to schedule a |RFQ| by a specified number of days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:49 -msgid ":ref:`Manufacturing lead time `: number of days needed to complete a manufacturing order (MO) from the date of confirmation. This lead time includes weekends (non-working hours in Odoo), and is used to forecast an approximate production date for a finished good." +msgid ":ref:`Manufacturing lead time `: number of days needed to complete a manufacturing order (MO) from the date of confirmation. This lead time includes weekends (non-working hours in Odoo), and is used to forecast an approximate production date for a finished good." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:54 -msgid ":ref:`Days to prepare manufacturing order `: number of days needed to replenish components, or manufacture sub-assemblies of the product. Either set one directly on the bill of materials (BoM), or click *Compute* to sum up purchase and manufacturing lead times of components in the |BoM|." +msgid ":ref:`Days to prepare manufacturing order `: number of days needed to replenish components, or manufacture sub-assemblies of the product. Either set one directly on the bill of materials (BoM), or click *Compute* to sum up purchase and manufacturing lead times of components in the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:60 -msgid ":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` forward by a specified number of days. When used in conjunction with :ref:`replenish to order `, the security lead time makes the need appear earlier on the replenishment report." +msgid ":ref:`Manufacturing security lead time `: moves the scheduled date of the |MO| forward by a specified number of days. When used in conjunction with :ref:`replenish to order `, the security lead time makes the need appear earlier on the replenishment report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:68 msgid "Sales lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:70 msgid "Customer lead times and sales security lead times can be configured to automatically compute an *expected delivery date* on a :abbr:`SO (Sales Order)`. The expected delivery date ensures a realistic *delivery dates* setting for shipments from the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:74 msgid "Odoo issues a warning message if the set delivery date is earlier than the expected date, as it may not be feasible to fulfill the order by that time, which would impact other warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:78 msgid "A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is confirmed on July 11th. The product has a customer lead time of 14 days, and the business uses a sales security lead time of 1 day. Based on the lead time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" @@ -15354,19 +15407,19 @@ msgstr "" msgid "Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:85 msgid "The following sections demonstrate how to automatically compute expected delivery dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:88 msgid "Customer lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:90 msgid "Set the customer lead time on each product form, by navigating to the products page. To do so, go to :menuselection:`Sales app --> Products --> Products`. From there, select the desired product, and switch to the :guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` field, fill in the number of calendar days required to fulfill the delivery order from start to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:96 msgid "Set a 14-day customer lead time for the `Coconut-scented candle` by navigating to its product form. Then, in the :guilabel:`Inventory` tab, type `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" @@ -15374,23 +15427,23 @@ msgstr "" msgid "Set *Customer Lead Time* on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:106 msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:108 msgid "*Sales security lead time* is set globally for the business in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:111 msgid "On the configuration page, under the :guilabel:`Advanced Scheduling` heading, locate the box for :guilabel:`Security Lead Time for Sales`, and click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:114 msgid "Next, enter the desired number of calendar days. This security lead time is a buffer notifying the team to prepare for outgoing shipments earlier than the scheduled date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:118 msgid "Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. In that case, if a product is initially scheduled for delivery on April 6th, but with a one-day security lead time, the new scheduled date for the delivery order would be April 5th." msgstr "" @@ -15398,19 +15451,19 @@ msgstr "" msgid "View of the security lead time for sales configuration from the sales settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:127 msgid "Deliver several products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:129 msgid "For orders that include multiple products with different lead times, the lead times can be configured directly from the quotation itself. On a quotation, click the :guilabel:`Other Info` tab, and set the :guilabel:`Shipping Policy` to:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:133 msgid ":guilabel:`As soon as possible` to deliver products as soon as they are ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is determined by adding today's date to the shortest lead time among the products in the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:137 msgid ":guilabel:`When all products are ready` to wait to fulfill the entire order at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is determined by adding today's date to the longest lead time among the products in the order." msgstr "" @@ -15418,27 +15471,27 @@ msgstr "" msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:145 msgid "In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the products have a lead time of 8 days and 5 days, respectively. Today's date is April 2nd." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:148 msgid "When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as possible`, the scheduled delivery date is 5 days from today: April 7th. On the other hand, selecting :guilabel:`When all products are ready` configures the scheduled date to be 8 days from today: April 10th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:155 msgid "Purchase lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:157 msgid "Automatically determining the dates on which to place orders from suppliers can help simplify the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:160 msgid "Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO (Purchase Order)` deadline, based on the required date the product is needed in the warehouse. By working backwards from the receipt date, vendor lead times and purchase security lead times are taken into account, in order to determine the :abbr:`PO (Purchase Order)` deadline." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:165 msgid "This deadline is the date by which the order should be confirmed, in order to ensure timely arrival by the expected receipt date." msgstr "" @@ -15446,27 +15499,27 @@ msgstr "" msgid "Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:178 -msgid ":ref:`PO scheduling with reordering rules `" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:172 +msgid ":doc:`PO scheduling with reordering rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:175 msgid "Vendor lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:177 msgid "To set a vendor lead time for orders arriving in the warehouse from a vendor location, begin by navigating to a product form through :menuselection:`Purchase app --> Products --> Products`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:180 msgid "Next, select the desired product, and switch to the :guilabel:`Purchase` tab. In the editable vendor pricelist, click the :guilabel:`Add a line` button to add vendor details, such as the :guilabel:`Vendor` name, :guilabel:`Price` offered for the product, and lastly, the :guilabel:`Delivery Lead Time`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:186 msgid "Multiple vendors and lead times can be added to the vendor pricelist. The default vendor and lead time selected will be the entry at the top of the list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:190 msgid "On the vendor pricelist of the product form, the :guilabel:`Delivery Lead Time` for the selected vendor is set to `10 days.`" msgstr "" @@ -15474,11 +15527,11 @@ msgstr "" msgid "Add delivery lead times to vendor pricelist on a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:196 msgid "By setting the vendor lead time, the expected arrival date of the item is automatically determined as the date of the :abbr:`PO (Purchase Order)` confirmation, plus the vendor lead time. This ensures that warehouse employees are notified, if the products do **not** arrive within the expected timeframe." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:202 msgid "On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product configured with a 10-day vendor lead time, Odoo automatically sets the :guilabel:`Receipt Date` to July 21st. The receipt date also appears as the :guilabel:`Scheduled Date` on the warehouse receipt form, accessible from the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase Order)`." msgstr "" @@ -15490,23 +15543,23 @@ msgstr "" msgid "Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:216 msgid "Purchase security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:218 msgid "*Purchase security lead time* is set globally for the business in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:221 msgid "On the :guilabel:`Settings` page, under the :guilabel:`Advanced Scheduling` heading, tick the checkbox for :guilabel:`Security Lead Time for Purchase`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:224 msgid "Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is set to account for potential delays in supplier deliveries. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:228 msgid "Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, pushes the :guilabel:`Scheduled Date` of receipt back by two days. In that case, if a product is initially scheduled to arrive on April 6th, with a two-day security lead time, the new scheduled date for the receipt would be April 8th." msgstr "" @@ -15514,47 +15567,43 @@ msgstr "" msgid "Set security lead time for purchase from the Inventory > Configuration > Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:249 -msgid "Days to purchase" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:239 +msgid "Days to purchase lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:251 -msgid "To set up the *days to purchase* lead time, go to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Advanced Scheduling` section, in the :guilabel:`Days to Purchase` field, specify the number of days required for the vendor to confirm a |RFQ| after receiving it from the company." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:241 +msgid "To set it up, go to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Advanced Scheduling` section, in the :guilabel:`Days to Purchase` field, specify the number of days required for the vendor to confirm a |RFQ| after receiving it from the company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:-1 -msgid "Show \"Days to Purchase\" configuration in the Settings page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:263 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:248 msgid "Manufacturing lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:250 msgid "Lead times can help simplify the procurement process for consumable materials and components used in manufactured products with bills of materials (BoMs)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:268 -msgid "The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to begin the manufacturing process to complete the product by the scheduled delivery date, can be determined by configuring the manufacturing lead times and manufacturing security lead times." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:253 +msgid "The |MO| deadline, which is the deadline to begin the manufacturing process to complete the product by the scheduled delivery date, can be determined by configuring the manufacturing lead times and manufacturing security lead times." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:-1 msgid "Visualization of the determination of planned MO date manufacturing lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:261 msgid "Manufacturing lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:279 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:263 msgid "Manufacturing lead times for products are configured from a product's bill of materials (BoM) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:281 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:265 msgid "To add a lead time to a |BoM|, navigate to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and select the desired |BoM| to edit." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:268 msgid "On the |BoM| form, click the :guilabel:`Miscellaneous` tab. Change the value (in days) in the :guilabel:`Manuf. Lead Time` field to specify the calendar days needed to manufacture the product." msgstr "" @@ -15562,75 +15611,75 @@ msgstr "" msgid "Manuf. Lead Time value specified on a product's Bill of Material form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:292 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:275 msgid "If the selected |BoM| is a multi-level |BoM|, the manufacturing lead times of the components are added." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:278 msgid "If the |BoM| product is subcontracted, the :guilabel:`Manuf. Lead Time` can be used to determine the date at which components should be sent to the subcontractor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:298 -msgid "Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the *expected delivery date*, indicated in the :guilabel:`Scheduled Date` field of the :abbr:`DO (Delivery Order)`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:281 +msgid "Establish a |MO| deadline, based on the *expected delivery date*, indicated in the :guilabel:`Scheduled Date` field of the :abbr:`DO (Delivery Order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:301 -msgid "The :abbr:`MO (Manufacturing Order)` deadline, which is the :guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is calculated as the *expected delivery date* subtracted by the manufacturing lead time." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:284 +msgid "The |MO| deadline, which is the :guilabel:`Scheduled Date` field on the |MO|, is calculated as the *expected delivery date* subtracted by the manufacturing lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:305 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:287 msgid "This ensures the manufacturing process begins on time, in order to meet the delivery date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:307 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:289 msgid "However, it is important to note that lead times are based on calendar days. Lead times do **not** consider weekends, holidays, or *work center capacity* (:dfn:`the number of operations that can be performed at the work center simultaneously`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:294 msgid ":doc:`Manufacturing planning <../../../manufacturing/workflows/use_mps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:313 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:295 msgid ":doc:`Schedule MOs with reordering rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:316 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:298 msgid "A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is August 15th. The product requires 14 days to manufacture. So, the latest date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment date is August 1st." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:305 msgid "Days to prepare manufacturing order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:325 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:307 msgid "Configure the days required to gather components to manufacture a product by going to its |BoM|. To do that, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and select the desired |BoM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:311 msgid "In the :guilabel:`Miscellaneous` tab of the |BoM|, specify the calendar days needed to obtain components of the product in the :guilabel:`Days to prepare Manufacturing Order` field. Doing so creates |MOs| in advance, and ensures there is enough time to either replenish components, or manufacture semi-finished products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:317 msgid "Clicking :guilabel:`Compute`, located next to the :guilabel:`Days to prepare Manufacturing Order` field, calculates the longest lead time among all the components listed on the |BoM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:338 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:320 msgid "*Purchase security lead times* that impact this specific |BoM| are also added to this value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:324 msgid "A |BoM| has two components, one has a manufacturing lead time of two days, and the other has a purchase lead time of four days. The :guilabel:`Days to prepare Manufacturing Order` is four days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:349 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:331 msgid "Manufacturing security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:351 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:333 msgid "*Manufacturing security lead time* is set globally for the business in :menuselection:`Manufacturing app --> Configuration --> Settings`. Under the :guilabel:`Planning` heading, tick the checkbox for :guilabel:`Security Lead Time`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:355 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:337 msgid "Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is set to account for potential delays in the manufacturing process. Then, click :guilabel:`Save`." msgstr "" @@ -15638,39 +15687,39 @@ msgstr "" msgid "View of the security lead time for manufacturing from the manufacturing app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:363 -msgid "A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` set for August 15th. The manufacturing lead time is 7 days, and manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to begin the manufacturing order. In this example, the planned date on the :abbr:`MO (Manufacturing Order)` is August 5th." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:344 +msgid "A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` set for August 15th. The manufacturing lead time is 7 days, and manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled Date` on the |MO| reflects the latest date to begin the manufacturing order. In this example, the planned date on the |MO| is August 5th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:370 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:350 msgid "Global example" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:372 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:352 msgid "See the following example to understand how all the lead times work together to ensure timely order fulfillment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:375 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:355 msgid "**Sales security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:376 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:356 msgid "**Manufacturing security lead time**: 2 days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:377 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:357 msgid "**Manufacturing lead time**: 3 days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:378 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:358 msgid "**Purchase security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:379 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:359 msgid "**Vendor lead time**: 4 days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:381 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:361 msgid "The customer places an order for a manufactured product on September 1st, and the scheduled delivery date from the warehouse is on September 20th. Odoo uses lead times and automated reordering rules to schedule the necessary operations, based on the outgoing shipment delivery date, September 20th:" msgstr "" @@ -15678,27 +15727,27 @@ msgstr "" msgid "Show timeline of how lead times work together to schedule warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:389 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:368 msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:391 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:370 msgid "**September 9th**: Deadline to order components to ensure they arrive in time when manufacturing begins (4-day supplier lead time)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:394 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:373 msgid "**September 13th**: Scheduled date of receipt for components. Initially, it was set to 9/14, but the 1-day purchase security lead time pushed the date earlier by 1 day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:397 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:376 msgid "**September 14th**: Deadline to begin manufacturing. Calculated by subtracting the manufacturing lead time of 3 days, and the manufacturing security lead time of 2 days, from the expected delivery date of September 19th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:401 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:380 msgid "**September 19th**: :guilabel:`Scheduled Date` on the delivery order form indicates the updated expected delivery date, which was originally set as September 20th. But the sales security lead time pushed the date forward by a day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:405 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:384 msgid "Odoo's replenishment planning maps a business' order fulfillment process, setting pre-determined deadlines and raw material order dates, including buffer days for potential delays. This ensures products are delivered on time." msgstr "" @@ -15846,175 +15895,235 @@ msgstr "" msgid ":doc:`../../../manufacturing/advanced_configuration/sub_assemblies`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:17 msgid "*Reordering rules* are used to keep forecasted stock levels above a certain threshold without exceeding a specified upper limit. This is accomplished by specifying a minimum quantity that stock should not fall below and a maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:13 -msgid "Reordering rules can be configured for each product based on the route used to replenish it. If a product uses the *Buy* route, then a Request for Quotation (RFQ) is created when the reordering rule is triggered. If a product uses the *Manufacture* route, then a Manufacturing Order (MO) is created instead. This is the case regardless of the selected replenishment route." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:21 +msgid "Reordering rules can be configured for each product based on the route used to replenish it. If a product uses the *Buy* route, then a *request for quotation* (RFQ) is created when the reordering rule is triggered. If a product uses the *Manufacture* route, then a *manufacturing order* (MO) is created instead. This is the case regardless of the selected replenishment route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:27 msgid "`Odoo Tutorials: Automatic Reordering Rules `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:28 msgid "`Odoo Tutorials: Manual Reordering Rules `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:23 -msgid "Configure products for reordering rules" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:30 +msgid "To set up reordering rules for the first time, refer to:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:25 -msgid "In order to use reordering rules for a product, it must first be correctly configured. Begin by navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing product, or create a new one by clicking :guilabel:`New`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:32 +msgid ":ref:`Reordering rules setup `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:29 -msgid "On the product form, under the :guilabel:`General Information` tab, make sure the :guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo to track the product's stock levels and trigger reordering rules." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "Set the Product Type as Storable." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:36 -msgid "Next, click on the :guilabel:`Inventory` tab and select one or more routes from the :guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "Select one or more routes on the Inventory tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:42 -msgid "If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be Purchased` checkbox is enabled under the product name. This makes the :guilabel:`Purchase` tab appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor, and the price that they sell the product for, so that Odoo knows which company the product should be purchased from." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "Specify a vendor and price on the Purchase tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:50 -msgid "If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one Bill of Materials (BoM) associated with it. This is necessary because Odoo only creates manufacturing orders for products with a :abbr:`BoM (Bill of Materials)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:54 -msgid "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, select the :guilabel:`Bill of Materials` smart button at the top of the product form, then click :guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "The Bill of Materials smart button on a product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:62 -msgid "Create new reordering rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:64 -msgid "To create a new reordering rule, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`, then click :guilabel:`New`, and fill out the following fields for the new reordering rule line item:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:68 -msgid ":guilabel:`Product`: The product that is replenished by the rule." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:69 -msgid ":guilabel:`Location`: The location where the product is stored." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:70 -msgid ":guilabel:`Min`: The minimum quantity that can be forecasted without the rule being triggered. When forecasted stock falls below this number, a replenishment order for the product is created." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:73 -msgid ":guilabel:`Max`: The maximum quantity at which the stock is replenished." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:74 -msgid ":guilabel:`To Order`: The number of units, according to the *UoM*, that should be replenished for this reordering rule (e.g., a product could be replenished in batches of 20)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:76 -msgid ":guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be `Units` or a specific unit of measurement for weight, length, etc." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "The form for creating a new reordering rule." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:83 -msgid "Two other fields are automatically populated: :guilabel:`On Hand` (the number of units currently available in inventory) and :guilabel:`Forecast` (the number of units expected to be available in inventory after all orders are taken into account). These numbers will only change when an :doc:`inventory adjustment <../inventory_management/count_products>` is made." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:88 -msgid "Also, additional fields can be accessed by clicking the :icon:`oi-settings-adjust` :guilabel:`(additional options slider icon)`. For example, :guilabel:`Multiple Quantity` specifies if the product should be replenished in batches of a certain quantity (e.g., a product could be replenished in batches of 20)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:94 -msgid "Reordering rules can also be created from each product form. To do so, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product. Then, click the :guilabel:`Reordering Rules` smart button, and click :guilabel:`New` to fill out the new line, as detailed above." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:99 -msgid "For advanced usage of reordering rules, learn about the following reordering rule fields:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:136 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:34 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:137 +msgid ":ref:`Preferred route `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:36 +msgid "To understand and optimize replenishment using advanced features, see:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:38 +msgid ":ref:`Just-in-time logic `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:141 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:103 -msgid ":ref:`Route `" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:44 +msgid "Reordering rules setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:108 -msgid "0/0/1 reordering rule" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:46 +msgid "To configure automatic and manual reordering rules, complete the following:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:48 +msgid ":ref:`Product type configuration `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:49 +msgid ":ref:`Replenishment method `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:50 +msgid ":ref:`Create rule `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:55 +msgid "Product type configuration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:57 +msgid "A product must be configured correctly to use reordering rules. Begin by navigating to :menuselection:`Inventory app --> Products --> Products`, then select an existing product, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:61 +msgid "On the product form, under the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to :guilabel:`Goods`, and make sure the :guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo to track the product's stock levels and trigger reordering rules." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 +msgid "Product Type and Track Inventory configurations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:71 +msgid "Replenishment method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:73 +msgid "Next, configure the replenishment method (e.g., buy or manufacture) by going to the :guilabel:`Inventory` tab and select one or more routes from the :guilabel:`Routes` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:76 +msgid "If the product is purchased, :ref:`install ` the **Purchase** app, and confirm that the :guilabel:`Purchase` checkbox is enabled under the product name. In the :guilabel:`Purchase` tab, add at least one vendor to the :doc:`vendor pricelist <../../../purchase/products/pricelist>`. Odoo uses the vendor at the top of the list to generate |RFQs| when reordering rules are triggered." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:81 +msgid "In the :guilabel:`Inventory` tab's :guilabel:`Routes` field, tick the :guilabel:`Buy` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:84 +msgid ":doc:`Buy route <../../../purchase/manage_deals/rfq>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:85 +msgid ":doc:`Vendor pricelist <../../../purchase/products/pricelist>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:87 +msgid "If the product is manufactured, :ref:`install ` the **Manufacturing** app, and in the :guilabel:`Inventory` tab's :guilabel:`Routes` field, tick the :guilabel:`Manufacture` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:90 +msgid "Next, ensure at least one :doc:`bill of materials <../../../manufacturing/basic_setup/bill_configuration>` (BoM) is displayed in the :guilabel:`Bill of Materials` smart button at the top of the product form. This is necessary because Odoo only creates manufacturing orders for products with a |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:95 +msgid "If a |BoM| does not already exist for the product, click the :guilabel:`Bill of Materials` smart button, then click :guilabel:`New` to configure a new |BoM|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:99 +msgid ":doc:`Manufacture route <../../../manufacturing/basic_setup/bill_configuration>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:104 +msgid "Create new reordering rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:106 +msgid "To create a new reordering rule, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`, then click :guilabel:`New`, and fill out the following fields for the new reordering rule line item:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:110 -msgid "The *0/0/1* reordering rule is a specialty rule used to replenish a product that is not kept on-hand, each time a sales order (SO) is confirmed for that product." +msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:114 -msgid "The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* route, in that both workflows are used to replenish a product upon confirmation of an |SO|." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:111 +msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:117 -msgid "The main difference between the two methods is that the *Replenish on Order* route automatically reserves the product for the |SO| that caused it to be replenished. This means the product **cannot** be used for a different |SO|." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:112 +msgid ":guilabel:`Min`: The minimum quantity that can be forecasted without the rule being triggered. When forecasted stock falls below this number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:121 -msgid "The 0/0/1 reordering rule does not have this limitation. A product replenished using the rule is not reserved for any specific |SO|, and can be used as needed." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:115 +msgid ":guilabel:`Max`: The maximum quantity at which the stock is replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:124 -msgid "Another key difference is that replenishment orders created by the *Replenish on Order* route are linked to the original |SO| by a smart button at the top of the order. When using the 0/0/1 reordering rule, a replenishment order is created, but is not linked to the original |SO|." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:116 +msgid ":guilabel:`Multiple Quantity`: If the product should be ordered in specific quantities, enter the number that should be ordered. For example, if the :guilabel:`Multiple Quantity` is set to `5`, and only 3 are needed, 5 products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:128 -msgid "See the :doc:`Replenish on Order (MTO) ` documentation for a full overview of the MTO route." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:123 +msgid "The form for creating a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:126 +msgid "Reordering rules can also be created from the :guilabel:`Reordering Rules` smart button on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:130 -msgid "To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product." +msgid "To learn how the :guilabel:`On Hand`, :guilabel:`Forecast`, and :guilabel:`To Order` fields are calculated using on-hand quantities and future demand, see the :ref:`Just-in-time logic ` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:133 -msgid "At the top of the product's page, click the :icon:`fa-refresh` :guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering Rules` page for the product. On the resulting page, click :guilabel:`New` to begin configuring a new reordering rule." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:134 +msgid "For advanced usage of reordering rules, learn about the following reordering rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:137 -msgid "In the :guilabel:`Location` field of the new reordering rule, select the location in which replenished products should be stored. By default, this location is set to :guilabel:`WH/Stock`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:138 +msgid ":ref:`Vendor `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:139 +msgid ":ref:`Bill of materials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:140 +msgid ":ref:`Procurement group `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:144 +msgid "The fields above are not available by default, and must be enabled by selecting the |adjust| in the far-right corner and selecting the desired column from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:150 +msgid "0/0/1 reordering rule" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:152 +msgid "The *0/0/1* reordering rule is a specialty rule used to replenish a product that is not kept on-hand, each time a sales order (SO) is confirmed for that product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:156 +msgid "The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* route, in that both workflows are used to replenish a product upon confirmation of an |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:159 +msgid "The main difference between the two methods is that the *Replenish on Order* route automatically reserves the product for the |SO| that caused it to be replenished. This means the product **cannot** be used for a different |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:163 +msgid "The 0/0/1 reordering rule does not have this limitation. A product replenished using the rule is not reserved for any specific |SO|, and can be used as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:166 +msgid "Another key difference is that replenishment orders created by the *Replenish on Order* route are linked to the original |SO| by a smart button at the top of the order. When using the 0/0/1 reordering rule, a replenishment order is created, but is not linked to the original |SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:170 +msgid "See the :doc:`Replenish on Order (MTO) ` documentation for a full overview of the MTO route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:172 +msgid "To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:175 +msgid "At the top of the product's page, click the :icon:`fa-refresh` :guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering Rules` page for the product. On the resulting page, click :guilabel:`New` to begin configuring a new reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:179 +msgid "In the :guilabel:`Location` field of the new reordering rule, select the location in which replenished products should be stored. By default, this location is set to :guilabel:`WH/Stock`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:182 msgid "In the :guilabel:`Route` field, select the route the rule should use to replenish the item. For example, if the product should be purchased from a vendor, select the :guilabel:`Buy` route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:185 msgid "In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`." msgstr "" @@ -16022,83 +16131,87 @@ msgstr "" msgid "A 0/0/1 reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:191 msgid "With the reordering rule configured using these values, each time an |SO| causes the forecasted quantity of the product to fall below the :guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used to replenish the product in one-unit increments, back up to the :guilabel:`Max Quantity` of `0.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:197 msgid "A picture frame is configured with a 0/0/1 reordering rule that uses the *Buy* route. Zero units of the picture frame are kept on-hand at any given time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:200 msgid "An |SO| is confirmed for one unit of the picture frame, which causes the forecasted quantity to drop to `-1.00`. This triggers the reordering rule, which automatically creates a |PO| for one unit of the picture frame." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:204 msgid "Once the product is received from the vendor, the forecasted quantity of the picture frame returns to `0.00`. There is now one picture frame on-hand, but it is not reserved for the |SO| which triggered its purchase. It can be used to fulfill that |SO|, or reserved for a different order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:212 msgid "Trigger" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:172 -msgid "When stock falls below the reordering rule's minimum, set the reordering rule's *trigger* to *automatic* to automatically create purchase or manufacturing orders to replenish stock." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:214 +msgid "A reordering rule's *trigger* can be set to *automatic* or *manual*. While both function the same way, the difference between the two types of reordering rules is how the rule is launched:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:175 -msgid "Alternatively, setting the reordering rule's trigger to *manual* displays the product and forecasted stock on the *replenishment dashboard*, where the procurement manager can review the stock levels, lead times, and forecasted dates of arrival." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:217 +msgid ":ref:`Auto `: A purchase or manufacturing order is automatically created when the forecasted stock falls below the reordering rule's minimum quantity. By default, the :guilabel:`Auto` trigger is selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:180 -msgid ":doc:`../replenishment`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:220 +msgid ":ref:`Manual `: The :doc:`Replenishment report ` lists products needing replenishment, showing current/forecasted stock, lead times, and arrival dates. Users can review forecasts before clicking *Order*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:183 -msgid "The replenishment dashboard is accessible by going to :menuselection:`Inventory app --> Operations --> Replenishment`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:224 +msgid "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app --> Operations --> Replenishment`. Then, click the |adjust|, located to the far-right of the column titles, and tick the :guilabel:`Trigger` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:186 -msgid "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app --> Configuration --> Reordering Rules`. Then, click the :guilabel:`(slider)` icon, located to the far-right of the column titles, and enable the :guilabel:`Trigger` option from the additional options drop-down menu that appears." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "Enable the Trigger field by toggling it in the additional options menu" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:228 msgid "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the sections below to learn about the different types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:198 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:234 msgid "Auto" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:200 -msgid "Automatic reordering rules, configured by setting the reordering rule's :guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or manufacturing orders when:" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:236 +msgid "*Automatic reordering rules*, enabled by setting the reordering rule's :guilabel:`Trigger` field to :guilabel:`Auto`, generate purchase or manufacturing orders when either:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:203 -msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:239 +msgid "The scheduler runs, and the *Forecasted* quantity is below the minimum, or" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:204 -msgid "a sales order is confirmed, and lowers the *Forecasted* quantity of the product below the minimum" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:240 +msgid "A sales order is confirmed, and lowers the *Forecasted* quantity of the product below the minimum." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:243 +msgid "If the :guilabel:`Buy` route is selected, then an |RFQ| is generated. To view and manage |RFQs|, navigate to :menuselection:`Purchase app --> Orders --> Requests for Quotation`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:246 +msgid "If the :guilabel:`Manufacture` route is selected, then an |MO| is generated. To view and manage |MOs|, navigate to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:249 +msgid "When no route is selected, Odoo selects the :guilabel:`Route` specified in the :guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:253 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:210 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:255 msgid "To manually trigger a reordering rule before the scheduler runs, ensure :ref:`developer mode ` is enabled, and select :menuselection:`Inventory app --> Operations --> Run Scheduler`. Then, click the purple :guilabel:`Run Scheduler` button on the pop-up window that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:260 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:263 msgid "The product, `Office Lamp`, has an automatic reordering rule set to trigger when the forecasted quantity falls below the :guilabel:`Min Quantity` of `5.00`. Since the current :guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered." msgstr "" @@ -16106,119 +16219,43 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:225 -msgid "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for Quotation)`, navigate to :menuselection:`Purchase app --> Orders --> Requests for Quotation`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:229 -msgid "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO (Manufacturing Order)` is generated. To view and manage :abbr:`MOs (Manufacturing Orders)`, navigate to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:233 -msgid "When no route is selected, Odoo selects the :guilabel:`Route` specified in the :guilabel:`Inventory` tab of the product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:241 -msgid "Manual reordering rules, configured by setting the reordering rule's :guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the replenishment dashboard when the forecasted quantity falls below a specified minimum. Products on this dashboard are called *needs*, because they are needed to fulfill upcoming sales orders, but the forecasted quantity is not enough." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:246 -msgid "The replenishment dashboard, accessible by navigating to :menuselection:`Inventory app --> Operations --> Replenishment`, considers sales order deadlines, forecasted stock levels, and vendor lead times. It displays needs **only** when it is time to reorder items." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:251 -msgid "If the one-day window for ordering products is too short, skip to the :ref:`visibility days ` section to make the need appear on the replenishment dashboard a specified number of days in advance." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:255 -msgid "When a product appears on the replenishment dashboard, clicking the :guilabel:`Order Once` button generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "Click the Order Once button on the replenishment dashboard to replenish stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:264 -msgid "Visibility days" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:267 -msgid "Ensure :doc:`lead times ` are understood before proceeding with this section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:269 -msgid "When :ref:`manual reordering rules ` are assigned to a product, *visibility days* make the product appear on the replenishment dashboard (:menuselection:`Inventory app --> Operations --> Replenishment`) a certain number of days in advance." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:275 -msgid "A product has a manual reordering rule set to trigger when the stock level falls below four units. The current on-hand quantity is ten units." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:278 -msgid "The current date is February 20th, and the *delivery date* on a sales order (in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the current date." +msgid "*Manual reordering rules*, configured by setting the reordering rule's :guilabel:`Trigger` field to :guilabel:`Manual`, list a product on the :doc:`replenishment dashboard ` when the forecasted quantity falls below a specified minimum. Products on this dashboard are called *needs*, because they are needed to fulfill upcoming sales orders, for which the forecasted quantity is not enough." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:281 -msgid "The :ref:`vendor lead time ` is four days, and the :ref:`purchase security lead time ` is one day." +msgid "The replenishment dashboard, accessible by navigating to :menuselection:`Inventory app --> Operations --> Replenishment`, considers sales order deadlines, forecasted stock levels, and vendor lead times. It displays needs **only** when it is time to reorder items, thanks to the :guilabel:`To Reorder` filter." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:285 -msgid "When the :guilabel:`Visibility Days` field of the reordering rule is set to zero, the product appears on the replenishment dashboard five days before the delivery date, which, in this case, is February 27th." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:286 +msgid "When a product appears on the replenishment dashboard, clicking the :guilabel:`Order` button generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 -msgid "Graphic representing when the need appears on the replenishment dashboard: Feb 27th." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:292 -msgid "To see the product on the replenishment dashboard for the current date, February 20, set the :guilabel:`Visibility Days` to `7.00`." +msgid "Click the Order button on the replenishment dashboard to replenish stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:295 -msgid "To determine the amount of visibility days needed to see a product on the replenishment dashboard, subtract *today's date* from the *date the need appears* on the replenishment dashboard." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:298 -msgid "Visibility~days = Need~appears~date - Today's~date" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:303 -msgid "Referring to the example above, today's date is February 20th, and the need for the product appears on February 27th." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:306 -msgid "(February 27 - February 20 = 7 days)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:308 -msgid "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in this case results in the need **not** appearing on the replenishment dashboard." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 -msgid "Show the replenishment dashboard with the correct and incorrect visibility days set." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:317 msgid "Route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:319 -msgid "Odoo allows for multiple routes to be selected under the :guilabel:`Inventory` tab on each product form. For instance, it is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, thus enabling the functionality of both routes." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:297 +msgid "Odoo allows for multiple routes to be selected as replenishment methods under the :guilabel:`Inventory` tab on each product form. For instance, it is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, indicating to Odoo that the product can be bought or manufactured." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:323 -msgid "Odoo also enables users to set a preferred route for a product's reordering rule. This is the route that the rule defaults to, if multiple are selected. To select a preferred route, begin by navigating to :menuselection:`Inventory app --> Configuration --> Reordering Rules`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:302 +msgid "Odoo also enables users to set a preferred route for a product's reordering rule. This is the replenishment method (e.g., buying or manufacturing) that the rule defaults to, if multiple are available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:327 -msgid "By default, the :guilabel:`Route` column is hidden on the :guilabel:`Reordering Rules` page." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:306 +msgid "To specify a preferred route, begin by navigating to :menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:329 -msgid "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` icon to the far-right of the column titles, and checking the :guilabel:`Route` option from the drop-down menu that appears." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:309 +msgid "By default, the :guilabel:`Route` column is hidden. To reveal it, select the |adjust| to the far-right of the column titles, and ticking :guilabel:`Route` from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:312 msgid "Click inside of the column on the row of a reordering rule, and a drop-down menu shows all available routes for that rule. Select one to set it as the preferred route." msgstr "" @@ -16226,8 +16263,364 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:339 -msgid "If multiple routes are enabled for a product but no preferred route is set for its reordering rule, the product is reordered using the selected route that is listed first on the :guilabel:`Inventory` tab of the product form." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:319 +msgid "If multiple routes are enabled for a product but no preferred route is set for its reordering rule, the product is reordered using the *Buy* route, then *Manufacture*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:323 +msgid "Advanced uses" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:325 +msgid "Pairing :guilabel:`Route` with one of the following fields on the replenishment report unlocks advanced configurations of reordering rules. Consider the following:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:330 +msgid ":guilabel:`Vendor`: When the selected :guilabel:`Route` is :guilabel:`Buy`, setting the :guilabel:`Vendor` field to one of the multiple vendors on the vendor pricelist indicates to Odoo that the vendor is automatically populated on |RFQs| when a reordering rule triggers the creation of a purchase order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:337 +msgid ":guilabel:`Bill of Materials`: When the :guilabel:`Route` is set to :guilabel:`Manufacture`, and there are multiple |BoMs| in use, specifying the desired |BoM| in the replenishment report, draft manufacturing orders are created with this |BoM| in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:343 +msgid ":guilabel:`Procurement Group`: This is a way to group related |POs| or |MOs| that are tied to fulfilling a specific demand, like an |SO| or a project. It helps organize and track which orders are linked to a particular demand." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:348 +msgid "Procurement groups link replenishment methods to demand, enabling smart buttons to appear when using the :doc:`MTO route `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 +msgid "Showing smart button to PO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:354 +msgid "Sales order (demand) with a linked purchase order (replenishment method)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:356 +msgid "In the context of reordering rules:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:358 +msgid "Reordering rules do not automatically assign a procurement group, which is why there are no smart buttons that link |SOs| to |POs|, unlike the :abbr:`MTO (Make to Order)` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:360 +msgid "To enable smart buttons for products replenished by reordering rules (not :abbr:`MTO (Make to Order)`), with specific quantities linked to specific demands (e.g. |SOs|), assign a procurement group." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:363 +msgid "Without a procurement group, demands for the same product can be combined into a single |RFQ|, even if the reordering rule is executed multiple times for those demands. This allows for more efficient procurement by consolidating demands into fewer orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:367 +msgid "Selecting a procurement group in the :guilabel:`Procurement Group` field on the replenishment report ensures that all linked orders are grouped under the same demand, based on the defined route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:372 +msgid "How can you set the *Procurement Group*, *Vendor*, and *Route* fields on the replenishment report to generate a single |RFQ| for five different products in sales order SO35, given they share the same vendor, Azure Interior, and ensure other demands for these products are handled separately?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:379 +msgid "Set the :guilabel:`Procurement Group` to `SO35`, in the reordering rule for all five products. This groups the demands for `SO35` in the same |RFQ| or |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:381 +msgid "Set the :guilabel:`Vendor` to `Azure Interior` to ensure the |RFQ| is created for the same supplier." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:383 +msgid "Set the :guilabel:`Route` to :guilabel:`Buy` to generate an |RFQ|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:384 +msgid "Click the :guilabel:`Order` button to generate a single |RFQ| for the five products tied to `SO35`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 +msgid "After placing the order, remove `SO35` from the :guilabel:`Procurement Group` field of the five products' reordering rules. This ensures future demands for these products are managed separately and assigned to different |RFQs| (the usual behavior)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:394 +msgid "Just-in-time logic" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:396 +msgid "*Just-in-time logic* in Odoo minimizes storage costs by placing orders precisely to meet deadlines. This is achieved using the :ref:`forecasted date `, which determines when replenishment is necessary to avoid overstocking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:400 +msgid "The forecasted date is the **earliest possible date** to receive a product if the replenishment process starts immediately. It is calculated by summing the lead times linked to the replenishment process, such as :ref:`vendor lead times ` and :ref:`purchasing delays ` for purchases, or :ref:`manufacturing lead times ` for production. Both automatic and manual reordering rules work this way." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:408 +msgid "For a product with a 5-day total lead time and a sales order delivery date in 10 days, Odoo waits 5 days to place the order, ensuring it arrives just in time for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:411 +msgid "Important considerations:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:413 +msgid "**If this feels risky**, consider adding buffer time or :doc:`adjusting lead times ` for more flexibility." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:415 +msgid "While lead times and just-in-time logic provide additional control, **reordering rules work perfectly fine without them**. Keeping delivery dates on sales orders as their *creation date* ensures purchases are immediately triggered when needed" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:422 +msgid "Forecasted date and To Order quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:424 +msgid "To view the *forecasted date*, go to the replenishment report and click the :icon:`fa-info-circle` :guilabel:`(info)` icon for the desired reordering rule. The :guilabel:`Replenishment Information` pop-up window displays the :guilabel:`Forecasted Date` and various lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:428 +msgid "The *forecasted date* is the total time needed to procure a product in Odoo. It is calculated by summing the lead times linked to the product's replenishment process. The total of these lead times, added to the current date, determines when Odoo checks for demanded stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:433 +msgid "The forecasted date is the **earliest possible date** the customer can receive the product if the replenishment process began right **now**. It is calculated by adding all lead times related to the product to the current date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:438 +msgid "A manual reordering rule is set up with no minimum or maximum quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:440 +msgid "Vendor lead time is 4 days, the purchase security lead time is 1 day, and the days to purchase is 2 days." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:442 +msgid "Today's date is November 26." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:443 +msgid "These add up to 7 days, making the forecasted date, December 3rd." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:445 +msgid "A confirmed |SO| for 5 units has a delivery date of December 3rd (7 days from today). This demand will appear on the replenishment report today, in the **To Order** field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:448 +msgid "However, if the delivery date were later than December 3rd, it would not yet appear on the report. Odoo only displays quantities to replenish when they fall within the forecasted date window, ensuring orders are placed precisely when needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 +msgid "Show forecasted date in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:455 +msgid "The *just-in-time* logic ensures replenishment happens only when it's necessary for the forecasted date's demand, helping avoid overstocking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:458 +msgid "For example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:460 +msgid "If the forecasted quantity drops below the minimum **on** the forecasted date, replenishment must begin immediately to avoid shortages." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:462 +msgid "If the quantity drops below the minimum **after** the forecasted date, replenishment can wait." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:464 +msgid "The **To Order** quantity is the total demand on the forecasted date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:466 +msgid "By timing purchase orders based on the combined lead times, Odoo optimizes stock levels, keeping inventory minimal while ensuring future requirements are ordered at the last possible moment—strategic procrastination without the stress!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:471 +msgid "Common confusion about forecasted quantities" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:473 +msgid "|SOs| due **after** the :guilabel:`Forecasted Date` are not accounted for in the :guilabel:`Forecast` quantities of the reordering rule." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:476 +msgid "They are, however, accounted for on the forecasted report that is opened by clicking the :icon:`fa-area-chart` :guilabel:`(graph)` icon on the replenishment report, as this one represents the **long-term forecasted quantity**." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 +msgid "Forecast and To Order quantities is zero." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:485 +msgid "Continuing the above example, when the sales order's deadline is adjusted to December 4th, the :guilabel:`Forecast` and :guilabel:`To Order` quantities are zero." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 +msgid "Show forecasted report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:491 +msgid "Opening the :guilabel:`Forecasted Report` shows the :guilabel:`Forecasted` units is `5.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:496 +msgid "Visibility days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:498 +msgid "*Visibility days* enable the ability to determine if additional quantities should be added to the planned replenishment. Odoo checks if forecasted stock on the forecasted date will drop below the minimum in the reordering rule. **Only if** it is time to reorder, visibility days check additional future demand by the specified number of days." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:503 +msgid "This feature helps consolidate orders by grouping immediate and near-future needs, reducing transport costs and enabling supplier discounts for larger orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:506 +msgid "To set visibility days to incorporate orders for a specified number of days in the future, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`, or by clicking the *Reordering Rules* smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:510 +msgid "Next, enable the :guilabel:`Visibility Days` field by clicking the |adjust| to the far right and choosing the feature from the drop-down menu. Then, enter the desired visibility days." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:514 +msgid "The forecasted date is never pushed forward or extended; Odoo only checks the extra visibility days if the stock falls below the minimum threshold on the forecasted date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:518 +msgid "Example where visibility days is triggered" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:520 +msgid "A product shipped from Asia has a combined vendor lead time of 30 days and a shipping cost of $100 (including :doc:`landed costs <../../product_management/inventory_valuation/landed_costs>` and tariffs)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:524 +msgid "November 4: Current date. The forecasted date is December 4 (30 days later)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:525 +msgid "|SO| 1: Requires the product by Dec 4. Odoo places the order today, costing $100." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:526 +msgid "|SO| 2: Requires the product by Dec 19. Normally, Odoo would order on Nov 19, costing an additional $100." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:528 +msgid "|SO| 3: Requires the product by Dec 25. Normally, Odoo would order on Nov 25, costing another $100." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:531 +msgid "Ordering separately for these sales orders totals $300 in shipping costs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 +msgid "Show forecasted date visualization." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:536 +msgid "Setting :guilabel:`Visibility Days` to `20.0` allows Odoo to \"look ahead\" 20 days from December 4 (|SO| 1's forecasted date) to December 24." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:539 +msgid "It groups |SO| 2's order with |SO| 1, reducing shipping costs by consolidating orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:540 +msgid "|SO| 3, which is due on Dec 25, is one day late and is not grouped with the other two orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 +msgid "Visibility days visualization." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:546 +msgid "Counterexample where visibility days is not triggered" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:548 +msgid "Considering the example above, if |SO| 1 does not exist, then:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:550 +msgid "**November 4**: Current date. The forecasted date is December 4 (30 days later)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:551 +msgid "**November 5**: The forecasted date shifts to December 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:552 +msgid "|SO| 2: Requires the product by December 19. Odoo will only trigger the order on November 19, meaning the user will not see a replenishment notification until then." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:555 +msgid "This shows that visibility days complement just-in-time logic by optimizing it to balance replenishment costs more effectively." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 +msgid "Example where the visibility days does not trigger." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:3 +msgid "Replenishment report" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:8 +msgid "The *replenishment report* is an interactive dashboard that uses :doc:`manual reordering rules `, lead times, and upcoming demands to forecast quantities of products that need restocking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:12 +msgid "Reordering rules used on this dashboard are normal reordering rules, but the user benefits from a monitoring menu with extra options to manage suggestions for replenishment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:15 +msgid "This enables users to anticipate future needs, keep less products on hand without the risk of running out, plan and consolidate orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:18 +msgid "To access the replenishment report, go to :menuselection:`Inventory app --> Operations --> Replenishment.`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:21 +msgid "The fields and features unique to the replenishment dashboard are displayed below. For definitions of the other fields, go to the :ref:`Create reordering rules section `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:25 +msgid "By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the set :guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by clicking on the field and changing the value. To replenish a product manually, click :icon:`fa-truck` :guilabel:`Order Once`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:30 +msgid "Clicking :icon:`fa-bell-slash` :guilabel:`Snooze` temporarily deactivates the reordering rule for the set period, hiding the entry from the replenishment dashboard, when it is supposed to appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:34 +msgid "Defining a :guilabel:`Vendor` allows filtering or grouping demands by the vendor. This simplifies the process of identifying products to order and can reduce shipment costs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:-1 +msgid "Replenishment report that displays recommended quantities to order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:41 +msgid "Automatic reordering rules appear on this menu, too but are hidden by default." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:44 +msgid "Replenishment information" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:46 +msgid "In each line of the replenishment report, clicking the :icon:`fa-info-circle` :guilabel:`(info)` icon opens the :guilabel:`Replenishment Information` pop-up window, which displays the *lead times* and *forecasted date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:50 +msgid "For detailed information on how to use this feature for replenishment, go to the :ref:`Just in time logic ` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:3 @@ -22323,6 +22716,148 @@ msgstr "" msgid "Using the Odoo platform, Wood Hut has implemented an end-to-end product improvement process. Since the essential elements of this process (customer feedback, quality control, etc.) are always functioning, it can be reused to continuously update products and processes." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:3 +msgid "Manufacture with lots and serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:8 +msgid "In Odoo, *lot numbers* and *serial numbers* are used to identify and track products in Odoo. Serial numbers are used to assign unique numbers to individual products, while lot numbers are used to assign a single number to multiple units of a specific product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:12 +msgid "When manufacturing products tracked using lots or serial numbers, Odoo requires the lot or serial number to be assigned to each product before manufacturing can be completed. This ensures that each product is properly tracked from the moment it enters inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:17 +msgid "Configure products for tracking" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:19 +msgid "By default, Odoo tracks the quantity of each product on hand, but does not track individual units of a product. Lot or serial number tracking must be enabled for each product individually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:22 +msgid "To track a product using lots or serial numbers, begin by navigating to :menuselection:`Inventory --> Configuration --> Settings`, then scroll down to the :guilabel:`Traceability` section, and tick the :guilabel:`Lots & Serial Numbers` checkbox. Finally, click :guilabel:`Save` to save the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:26 +msgid "Next, click on :menuselection:`Products --> Products`, and select a product to track. Make sure the :guilabel:`Track Inventory` checkbox is ticked in the :guilabel:`General Information` tab. Since lot and serial number functionality is enabled, a drop-down menu appears next to the ticked checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:30 +msgid "Click on the :guilabel:`Track Inventory` drop-down menu. By default, :guilabel:`By Quantity` is selected, which only tracks the quantity on hand. Select :guilabel:`By Lots` to track the product using lot numbers, or :guilabel:`By Unique Serial Number` to track the product using serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:35 +msgid ":doc:`Lots <../../inventory/product_management/product_tracking/lots>` :doc:`Serial numbers <../../inventory/product_management/product_tracking/serial_numbers>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:39 +msgid "Lot number manufacturing" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:41 +msgid "To manufacture a product tracked with lots, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new manufacturing order (MO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:45 +msgid "In the :guilabel:`Product` field, select a product tracked using lots, and enter the desired :guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:76 +msgid "Once the |MO| is confirmed, a :guilabel:`Lot/Serial Number` field appears in the top section of the |MO| form. By default, this field is empty." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:51 +msgid "To populate the :guilabel:`Lot/Serial Number` field with a lot number, click the :icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the field. Doing so automatically generates a lot, using the next available number, and enters it in the field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:55 +msgid "Alternatively, click on the :guilabel:`Lot/Serial Number` field and select an existing lot number, or manually enter a new lot number and click :guilabel:`Create \"#\"` in the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:-1 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:-1 +msgid "The \"Lot/Serial Number\" field on an MO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:61 +msgid "Either of these methods assign the product(s) in the |MO| a lot number before production is finished. It is also possible to complete production and close the |MO| by clicking :guilabel:`Produce All`, without assigning a lot number. Doing so automatically generates and assigns a lot, using the next available number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:67 +msgid "Serial number manufacturing" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:69 +msgid "To manufacture a product tracked with serial numbers, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:73 +msgid "In the :guilabel:`Product` field, select a product tracked using serial numbers, and enter the desired :guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm the |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:79 +msgid "The rest of the manufacturing process depends on how many units the |MO| contains." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:82 +msgid "Manufacture single unit" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:84 +msgid "If a single unit of the product is being manufactured, clicking :guilabel:`Produce All` closes the |MO|, and automatically generates and assigns the next available serial number, which appears in the :guilabel:`Lot/Serial Number` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:88 +msgid "To assign a serial number without closing the |MO|, enter a number manually in the :guilabel:`Lot/Serial Number` field, and click :guilabel:`Create \"#\"`, or click the :icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the field to auto-fill it with the next available number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:97 +msgid "Manufacture multiple units" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:100 +msgid "When manufacturing a product tracked using serial numbers, an |MO| can be created for multiple units. However, when serial numbers are assigned to each unit, either at the end of production or before, the |MO| is split into multiple |MOs|, each containing one unit of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:104 +msgid "Each of the split |MOs| is identified by a numerical tag added to the end of the original |MO| number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:108 +msgid "|MO| `WH/MO/00109` contains two units of a `Chair`, a product tracked using serial numbers. A serial number is assigned to each unit of the chair. This causes the |MO| to be split into two |MOs|, each containing one unit of the chair. The |MOs| are titled `WH/MO/00109-001` and `WH/MO/00109-002`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:113 +msgid "To assign serial numbers to each unit of an |MO|, click :guilabel:`Produce All` to open the :guilabel:`Batch Production` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:116 +msgid "The :guilabel:`First Lot/SN` field of the pop-up window is auto-filled with the next available serial number. The :guilabel:`Number of SN` field defaults to the number of units being manufactured. The values of either field can be changed manually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:120 +msgid "Click :guilabel:`Generate` to generate the specified number of serial numbers, beginning with the number entered in the :guilabel:`First Lot/SN` field. The serial numbers are displayed in the text box at the bottom of the pop-up window, and can be manually changed after generation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:124 +msgid "To assign serial numbers without completing production, click the :guilabel:`Prepare MO` button. Doing so splits the |MO| into individual |MOs|, one for each unit in the original |MO|. Each |MO| is left open, and can be closed individually." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:128 +msgid "To assign serial numbers and complete production, click the :guilabel:`Produce` button. Doing so splits the |MO| into individual |MOs|, one for each unit in the original |MO|. All of the |MOs| are closed, since production is complete." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:-1 +msgid "The \"Batch Production\" pop-up window, from which serial numbers can be assigned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:135 +msgid "After clicking :guilabel:`Prepare MO` or :guilabel:`Produce`, the :menuselection:`Manufacturing` app automatically shows the first of the split |MOs| (ex. `WH/MO/00109-001`). To view and access the rest the split |MOs|, click the :guilabel:`Backorders` smart button at the top of the screen." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" @@ -22739,10 +23274,6 @@ msgstr "" msgid "In some cases, components may be unusable after the unbuilding process is completed. To ensure that inventory counts accurately reflect the quantity of usable components on-hand, any component that can no longer be used should be removed from inventory using a :doc:`scrap order <../../inventory/warehouses_storage/inventory_management/scrap_inventory>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:3 -msgid "Master production schedule" -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:16 msgid "In Odoo's *Manufacturing* app, the *master production schedule* (MPS) is used to manually plan manufacturing orders (MOs) and purchase orders (POs), based on forecasted quantities of products and components." msgstr "" @@ -24581,6 +25112,7 @@ msgid "Once all relevant fields have been filled out, click :guilabel:`Add a lin msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:78 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:48 msgid "When adding products to a new blanket order, the pre-existing prices of products are not automatically added to the product lines. Instead, the prices **must** be manually assigned, by changing the value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed vendor. Otherwise, the price will remain `0`." msgstr "" @@ -25147,7 +25679,7 @@ msgid "Draft bill created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:158 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:191 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:193 msgid ":doc:`manage`" msgstr "" @@ -25421,6 +25953,86 @@ msgstr "" msgid ":doc:`control_bills`" msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:3 +msgid "Purchase templates" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:10 +msgid "*Purchase templates* are an agreement type that allow for the repeated creation of requests for quotations (RFQs) for recurring purchases. Products can then be added and quantities can be changed, as needed. |Pts| can be used for multiple vendors, saving time and simplifying the |RFQ| process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:14 +msgid "|Pts| differ from *blanket orders* in that a :doc:`blanket order ` is a large order split into several deliveries, therefore all |RFQs| must be for the same vendor. |PTs| can be replicated for multiple vendors, and can copy over quantities, which is useful when placing frequent orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:22 +msgid "First, navigate to :menuselection:`Purchase app --> Configuration --> Settings`. Under the :guilabel:`Orders` section, tick the :guilabel:`Purchase Agreements` checkbox. Click :guilabel:`Save` to save the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:-1 +msgid "The Purchase agreements setting in the Purchase app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:30 +msgid "Create a new template" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:32 +msgid "Navigate :menuselection:`Purchase app --> Orders --> Purchase Agreements` and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:34 +msgid "Select a :guilabel:`Vendor` from the drop-down list." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:37 +msgid "To make this template available to use with multiple vendors, leave the :guilabel:`Vendor` field blank." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:40 +msgid "In the :guilabel:`Agreement Type` field, select :guilabel:`Purchase Template` from the drop-down." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:42 +msgid "Confirm the information in the remaining fields is correct, or update as needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:44 +msgid "On the :guilabel:`Products` tab, click :guilabel:`Add a line`, and select the desired product. Update the :guilabel:`Quantity`, and set the :guilabel:`Unit Price`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:53 +msgid "After adding all necessary products, click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:56 +msgid "Create a new RFQ from a purchase template" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:58 +msgid "After confirming a |pt|, new quotations can be created directly from the |pt| form. |RFQs| using this form are pre-populated with information based on the rules set in the form. Additionally, new quotations are automatically linked to this |pt| form, via the :icon:`fa-list-alt` :guilabel:`RFQs/Orders` smart button at the top of the form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:63 +msgid "To :ref:`create a new quotation `, click :guilabel:`New Quotation`. This opens a new |RFQ|, that is pre-populated with the correct information, depending on the settings configured on the |pt| form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:67 +msgid "If there was no vendor identified on the |pt|, choose a :guilabel:`Vendor` from the drop-down list. Products can be added to the |RFQ| by clicking :guilabel:`Add a product` in the :guilabel:`Products` tab. To remove a product, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon at the far-right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:72 +msgid "From the new |RFQ| form, click :guilabel:`Send by Email` to compose and send an email to the listed vendor. Click :guilabel:`Print RFQ` to generate a printable PDF of the quotation; or, once ready, click :guilabel:`Confirm Order` to confirm the purchase order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:76 +msgid "After confirming the order, return to the |pt| via the breadcrumbs. The :icon:`fa-list-alt` :guilabel:`RFQs/Orders` smart button has been updated to list the confirmed order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:-1 +msgid "The RFQ smart button on a purchase template." +msgstr "" + #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:3 msgid "Requests for quotation" msgstr "" @@ -25521,115 +26133,115 @@ msgstr "" msgid ":doc:`../../../essentials/search`" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:95 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:97 msgid "Create new |RFQ|" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:97 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:99 msgid "To create a new |RFQ|, click the :guilabel:`New` button on the top-left corner of the :guilabel:`Requests for Quotation` dashboard to reveal a new |PO| form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:100 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:102 msgid "Start by assigning a :guilabel:`Vendor`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:102 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:104 msgid "The :guilabel:`Vendor Reference` field points to the sales and delivery order numbers sent by the vendor. This comes in handy once products are received, and the |PO| needs to be matched to the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:106 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:108 msgid "The :guilabel:`Blanket Order` field refers to long-term purchase agreements on recurring orders with set pricing. To view and configure blanket orders, head to :menuselection:`Purchase app --> Orders --> Purchase agreements`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:112 msgid "The :guilabel:`Currency` can be changed, if purchasing products from a vendor in another country." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:112 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:114 msgid "Next, configure an :guilabel:`Order Deadline`, which is the date by which the vendor must confirm their agreement to supply the products." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:116 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:118 msgid "After the :guilabel:`Order Deadline` is exceeded, the |RFQ| is marked as late, but the products can still be ordered." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:119 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:121 msgid ":guilabel:`Expected Arrival` is automatically calculated based on the :guilabel:`Order Deadline` and vendor lead time. Tick the checkbox for :guilabel:`Ask confirmation` to ask for signage at delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:123 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:125 msgid "With the :doc:`Storage Locations feature <../../inventory/warehouses_storage/inventory_management/use_locations>` activated, the :guilabel:`Deliver to` field appears, with options for the order shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:127 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:129 msgid "Select the receiving warehouse address here, or select :guilabel:`Dropship` to indicate that this order is to be shipped directly to the end customer. When :guilabel:`Dropship` is selected, the :guilabel:`Dropship address` field is enabled. Contact names auto-populate here from the **Contacts** app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:133 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:135 msgid "Products tab" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:135 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:137 msgid "In the :guilabel:`Products` tab, add the products to be ordered. Click :guilabel:`Add a product`, and type in the product name, or select the item from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:138 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:140 msgid "To create a new product and add it, type the new product name in the :guilabel:`Product` column, select :guilabel:`Create [product name]` from the resulting drop-down menu, and manually add the unit price. Or, select :guilabel:`Create and edit...` to be taken to the product form for that new item." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:143 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:145 msgid ":guilabel:`Catalog` can also be selected to navigate to a product menu from the chosen vendor. From here, products can be added to the cart." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:147 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:149 msgid "To make adjustments to products and prices, access the product form by clicking the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon that becomes available upon hovering over the :guilabel:`Product` name." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:152 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:154 msgid "Send |RFQ|" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:154 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:156 msgid "Clicking :guilabel:`Send by Email` reveals a :guilabel:`Compose Email` pop-up window, with a :guilabel:`Purchase: Request for Quotation` template loaded, ready to send to the vendor's email address (configured in the **Contacts** app)." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:158 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:160 msgid "After crafting the desired message, click :guilabel:`Send`. Once sent, the |RFQ| moves to the :guilabel:`RFQ Sent` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:161 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:163 msgid "Clicking :guilabel:`Print RFQ` downloads a PDF of the |RFQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:164 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:166 msgid "Confirm order" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:166 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:168 msgid "Clicking :guilabel:`Confirm Order` directly transforms the |RFQ| into an active |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:169 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:171 msgid "Odoo tracks communications on each order through the chatter of the |PO| form. This shows the emails sent between the user and the contact, as well as any internal notes and activities. Messages, notes, and activities can also be logged on the chatter." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:173 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:175 msgid "Once an |RFQ| is confirmed, it creates a |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:177 msgid "On the new |PO|, the :guilabel:`Order Deadline` field changes to :guilabel:`Confirmation Date`, which displays the date and time the user confirmed the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:178 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:180 msgid "Depending on the user's chosen configuration in the **Purchase** app settings, a *vendor bill* is created once products have been ordered or received. For more information, refer to the documentation on :doc:`managing vendor bills `." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:183 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:185 msgid "After an order is placed, clicking :guilabel:`Receive Products` records the reception of new products into the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:187 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:189 msgid "With the **Inventory** app installed, confirming a |PO| automatically creates a receipt document, with the product information and expected arrival dates automatically populated." msgstr "" @@ -25831,7 +26443,7 @@ msgid "The minimum quantity required to receive the product at the specified pri msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:146 -msgid ":guilabel:`Quantity` field in the vendor pricelist. (If not visible, enable it by clicking the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, and tick the :guilabel:`Quantity` checkbox)" +msgid ":guilabel:`Quantity` field in the vendor pricelist. (If not visible, enable it by clicking the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon, and tick the :guilabel:`Quantity` checkbox)" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:149 @@ -25859,7 +26471,7 @@ msgid "Delivery Lead Time" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:155 -msgid ":ref:`Number of days ` before receiving the product after confirming a purchase order." +msgid ":ref:`Number of days ` before receiving the product after confirming a purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:157 diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index bc450ddd3..11286b314 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -4465,11 +4465,11 @@ msgid "Marketing Automation" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:7 -msgid "The Odoo *Marketing Automation* application enables users to create dynamic campaigns with actions that automatically occur within a defined duration, such as sending a series of timed mass emails or engaging with leads based on their interactions with marketing campaigns." +msgid "Use the Odoo **Marketing Automation** application to create dynamic campaigns with actions that automatically occur within a defined duration, such as sending a series of timed mass emails or engaging with leads based on their interactions with marketing campaigns." msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:11 -msgid "While the application is designed to be user-friendly for quickly creating, launching, and reviewing marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the database." +msgid "While the application is designed to be user-friendly for creating, launching, and reviewing marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the database." msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:15 @@ -4483,57 +4483,53 @@ msgid "`Odoo Tutorials: Marketing `_" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:46 -msgid "To install the *Marketing Automation* application, navigate to the :menuselection:`Apps application` and search for `Marketing Automation`." +msgid "To begin, make sure the **Marketing Automation** application is :ref:`installed `." msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:49 -msgid "In the list of results, click the :guilabel:`Activate` button on the :guilabel:`Marketing Automation` application to install it." +msgid "Installing the **Marketing Automation** application also installs the :doc:`Email Marketing ` app, as most features of Odoo **Marketing Automation** are dependent on that specific application." msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:53 -msgid "Installing the *Marketing Automation* application also installs the :doc:`Email Marketing ` app, as most features of Odoo *Marketing Automation* are dependent on that specific application." +msgid "Additionally, install the :doc:`CRM <../sales/crm>` and :doc:`SMS Marketing ` applications to access *all* of the features available in **Marketing Automation**." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:57 -msgid "Additionally, install the :doc:`CRM <../sales/crm>` and :doc:`SMS Marketing ` applications to access *all* of the features available in *Marketing Automation*." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation.rst:60 +#: ../../content/applications/marketing/marketing_automation.rst:56 msgid "The following documentation assumes that all three of these dependent applications are installed on the database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:66 +#: ../../content/applications/marketing/marketing_automation.rst:62 msgid "Campaigns" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:68 +#: ../../content/applications/marketing/marketing_automation.rst:64 msgid "A *campaign* refers to a workflow of activities that are automatically executed to a target audience, based on predefined filters, triggers, and durations of activities." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:71 +#: ../../content/applications/marketing/marketing_automation.rst:67 msgid "A new campaign can be created from scratch or from a :ref:`template `." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:74 -msgid "To create a campaign, navigate to the :menuselection:`Marketing Automation` application, from the main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard. From here, click the :guilabel:`New` button to reveal a new campaign form." +#: ../../content/applications/marketing/marketing_automation.rst:70 +msgid "To create a campaign, navigate to the :menuselection:`Marketing Automation` application and click the :guilabel:`New` button to reveal a new campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:81 +#: ../../content/applications/marketing/marketing_automation.rst:76 #: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5 #: ../../content/applications/marketing/sms_marketing/marketing_campaigns.rst:82 msgid "Campaign templates" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:83 +#: ../../content/applications/marketing/marketing_automation.rst:78 msgid "Odoo provides six campaign templates to help users get started. The campaign template cards **only** display when there are no existing campaigns in the database. Once a campaign has been created, the template cards on the *Campaigns* dashboard are replaced with a Kanban view of the existing campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:88 +#: ../../content/applications/marketing/marketing_automation.rst:83 msgid "To get started with a template, navigate to the :menuselection:`Marketing Automation` application, from the main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template ` cards:" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`🏷️ Tag Hot Contacts`" +msgid ":icon:`fa-tag` :guilabel:`Tag Hot Contacts`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -4541,7 +4537,7 @@ msgid ":guilabel:`Send a welcome email to contacts and tag them if they click it msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`✌️ Welcome Flow`" +msgid ":icon:`fa-hand-peace-o` :guilabel:`Welcome Flow`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -4557,7 +4553,7 @@ msgid ":guilabel:`Send an email to new recipients to confirm their consent.`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`🔍 Commercial prospection`" +msgid ":icon:`fa-search` :guilabel:`Commercial prospection`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -4565,7 +4561,7 @@ msgid ":guilabel:`Send a free catalog and follow-up according to reactions.`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`📞 Schedule Calls`" +msgid ":icon:`fa-phone` :guilabel:`Schedule Calls`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -4573,7 +4569,7 @@ msgid ":guilabel:`If a lead is created for existing contact, schedule a call wit msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 -msgid ":guilabel:`⭐️ Prioritize Hot leads`" +msgid ":icon:`fa-star` :guilabel:`Prioritize Hot leads`" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:0 @@ -4584,145 +4580,145 @@ msgstr "" msgid "Six campaign template cards on the Campaigns dashboard of the Marketing Automation app." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:110 +#: ../../content/applications/marketing/marketing_automation.rst:104 msgid "These templates are designed to be used as starting points for creating new campaigns. Click one of the template cards to open the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:114 -msgid "To display the campaign template cards again after a campaign has been created, type the name of a campaign that does **not** exist in the database into the :guilabel:`Search...` bar, then press :kbd:`Enter`." +#: ../../content/applications/marketing/marketing_automation.rst:108 +msgid "To display the campaign template cards again after a campaign has been created, type the name of a campaign that does **not** exist in the database into the search bar, then press :kbd:`Enter`." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:118 +#: ../../content/applications/marketing/marketing_automation.rst:111 #: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33 msgid "For example, searching for `empty` displays the campaign template cards again, as long as there is not a campaign with the name \"empty\" in the database." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:122 +#: ../../content/applications/marketing/marketing_automation.rst:115 msgid "Targets and filters" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:124 +#: ../../content/applications/marketing/marketing_automation.rst:117 msgid "On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section, also referred to as the domain, contains the fields used to define the target audience for the campaign's reach (i.e., the unique contact records in the database)." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:128 +#: ../../content/applications/marketing/marketing_automation.rst:121 msgid "The target audience specifies the type of records available for use in the campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and more." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:132 +#: ../../content/applications/marketing/marketing_automation.rst:125 msgid "Records" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:134 +#: ../../content/applications/marketing/marketing_automation.rst:127 msgid "The contacts in the system that fit the specified criteria for a campaign are referred to as *records*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:137 +#: ../../content/applications/marketing/marketing_automation.rst:130 msgid "The number of records that are displayed next to the campaign :guilabel:`Filter` represent the total number of records the campaign is targeting." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:141 +#: ../../content/applications/marketing/marketing_automation.rst:134 #: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157 msgid "Participants" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:143 +#: ../../content/applications/marketing/marketing_automation.rst:136 msgid "The records that are engaged by the campaign are referred to as *participants*." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:145 +#: ../../content/applications/marketing/marketing_automation.rst:138 msgid "The number of participants engaged in a test run are shown in the *Tests* smart button, which displays on the top of the campaign form after a test has been run." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:148 +#: ../../content/applications/marketing/marketing_automation.rst:141 msgid "The number of participants engaged in a running, or stopped, campaign are shown in the *Participants* smart button at the top of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:152 +#: ../../content/applications/marketing/marketing_automation.rst:145 msgid ":doc:`Audience targeting `" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:155 +#: ../../content/applications/marketing/marketing_automation.rst:148 msgid "Workflow" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:157 +#: ../../content/applications/marketing/marketing_automation.rst:150 msgid "A *workflow* consists of an activity, many activities, or a sequence of activities organized in a campaign. A campaign's workflow is defined in the :guilabel:`Workflow` section of the campaign form." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:161 +#: ../../content/applications/marketing/marketing_automation.rst:154 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19 msgid "Activities" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:163 +#: ../../content/applications/marketing/marketing_automation.rst:156 msgid "*Activities* are the methods of communication or server actions, organized in a workflow, that are executed within a campaign. Once running, each activity displays the number of participants that are engaged by the activity as *Success* and *Rejected* counts." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:167 +#: ../../content/applications/marketing/marketing_automation.rst:160 msgid "To create one of the following activities, click :guilabel:`Add new activity` in the :guilabel:`Workflow` section of the campaign form:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:170 +#: ../../content/applications/marketing/marketing_automation.rst:163 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53 msgid ":ref:`Email `: an email that is sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:172 +#: ../../content/applications/marketing/marketing_automation.rst:165 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55 msgid ":ref:`Server action `: an internal action within the database that is executed." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:174 +#: ../../content/applications/marketing/marketing_automation.rst:167 #: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57 msgid ":ref:`SMS `: a text message that is sent to the target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:178 +#: ../../content/applications/marketing/marketing_automation.rst:171 msgid ":doc:`marketing_automation/workflow_activities`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:181 +#: ../../content/applications/marketing/marketing_automation.rst:174 msgid "Testing and running" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:183 +#: ../../content/applications/marketing/marketing_automation.rst:176 msgid "Once a campaign has been created, it can be tested to ensure the workflow is functioning as expected, to check for errors, and correct any mistakes before it reaches its target audience." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:186 +#: ../../content/applications/marketing/marketing_automation.rst:179 msgid "After testing, the campaign can be launched to start engaging the target audience. The campaign can also be launched *without* testing, if the user is confident in the workflow." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:190 +#: ../../content/applications/marketing/marketing_automation.rst:183 msgid ":doc:`marketing_automation/testing_running`" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:193 +#: ../../content/applications/marketing/marketing_automation.rst:186 msgid "Reporting" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:195 +#: ../../content/applications/marketing/marketing_automation.rst:188 msgid "A range of reporting metrics are available to measure the success of each campaign. Navigate to :menuselection:`Marketing Automation app --> Reporting` to access the following menu options:" msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:198 +#: ../../content/applications/marketing/marketing_automation.rst:191 msgid ":guilabel:`Link Tracker`: displays the metrics of links to track the number of clicks." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:199 +#: ../../content/applications/marketing/marketing_automation.rst:192 msgid ":guilabel:`Traces`: displays the results of all activities from all campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:200 +#: ../../content/applications/marketing/marketing_automation.rst:193 msgid ":guilabel:`Participants`: displays an overview of the participants of all campaigns." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:202 +#: ../../content/applications/marketing/marketing_automation.rst:195 msgid "Additionally, each activity within the workflow of a campaign displays its engagement metrics." msgstr "" -#: ../../content/applications/marketing/marketing_automation.rst:205 +#: ../../content/applications/marketing/marketing_automation.rst:198 msgid ":doc:`marketing_automation/understanding_metrics`" msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index c8438a3b2..57832c922 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -424,15 +424,15 @@ msgstr "" msgid "Create a new API project to store credentials." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:34 +#: ../../content/applications/productivity/calendar/google.rst:33 msgid "Give the API Project a clear name, like \"Odoo Sync\", so it can be easily identified." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:37 +#: ../../content/applications/productivity/calendar/google.rst:36 msgid "Enable Google calendar API" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:39 +#: ../../content/applications/productivity/calendar/google.rst:38 msgid "Now, click on :guilabel:`Enabled APIs and Services` in the left menu. Select :guilabel:`Enabled APIs and Services` again if the :guilabel:`Search bar` doesn't appear." msgstr "" @@ -440,7 +440,7 @@ msgstr "" msgid "Enable APIs and Services on the API Project." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:46 +#: ../../content/applications/productivity/calendar/google.rst:44 msgid "After that, search for `Google Calendar API` using the search bar and select :guilabel:`Google Calendar API` from the search results. Click :guilabel:`Enable`." msgstr "" @@ -448,59 +448,59 @@ msgstr "" msgid "Enable the Google Calendar API." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:54 +#: ../../content/applications/productivity/calendar/google.rst:51 msgid "OAuth consent screen" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:56 +#: ../../content/applications/productivity/calendar/google.rst:53 msgid "Now that the API project has been created, OAuth should be configured. To do that, click on :guilabel:`OAuth consent` in the left menu and then select the :guilabel:`User Type`." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:60 +#: ../../content/applications/productivity/calendar/google.rst:57 msgid "*Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google may require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account allows for **Internal** User Type to be used." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:64 +#: ../../content/applications/productivity/calendar/google.rst:61 msgid "Note, as well, that while the API connection is in the *External* testing mode, then no approval is necessary from Google. User limits in this testing mode is set to 100 users." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:67 +#: ../../content/applications/productivity/calendar/google.rst:64 msgid "In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the :guilabel:`App name` field, select the email address for the :guilabel:`User support email` field, and type the email address for the :guilabel:`Developer contact information` section. Then, click :guilabel:`Save and Continue`." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:72 +#: ../../content/applications/productivity/calendar/google.rst:69 msgid "Skip the third step, :menuselection:`Scopes`, by clicking :guilabel:`Save and Continue`." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:74 +#: ../../content/applications/productivity/calendar/google.rst:71 msgid "Next, if continuing in testing mode (External), add the email addresses being configured under the :guilabel:`Test users` step, by clicking on :guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A summary of the app registration appears." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:78 +#: ../../content/applications/productivity/calendar/google.rst:75 msgid "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:80 +#: ../../content/applications/productivity/calendar/google.rst:77 msgid "Now, the OAuth consent has been configured, and it's time to create credentials." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:83 +#: ../../content/applications/productivity/calendar/google.rst:80 msgid "Create credentials" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:85 +#: ../../content/applications/productivity/calendar/google.rst:82 msgid "The *Client ID* and the *Client Secret* are both needed to connect Google Calendar to Odoo. This is the last step in the Google console. Begin by clicking :guilabel:`Credentials` in the left menu. Then, click :guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`, Google will open a guide to create credentials." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:90 +#: ../../content/applications/productivity/calendar/google.rst:87 msgid "Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the :guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:93 +#: ../../content/applications/productivity/calendar/google.rst:90 msgid "Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:95 +#: ../../content/applications/productivity/calendar/google.rst:92 msgid "Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by `/google_account/authentication`. Finally, click :guilabel:`Create`." msgstr "" @@ -508,26 +508,30 @@ msgstr "" msgid "Add the authorized JavaScript origins and the authorized redirect URIs." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:103 +#: ../../content/applications/productivity/calendar/google.rst:99 msgid "A :guilabel:`Client ID` and :guilabel:`Client Secret` will appear, copy these to a notepad." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:106 +#: ../../content/applications/productivity/calendar/google.rst:102 msgid "Setup in Odoo" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:108 -msgid "Once the *Client ID* and the *Client Secret* are located, open the Odoo database and go to :menuselection:`Settings --> General Settings --> Integrations --> Google Calendar`. Check the box next to :guilabel:`Google Calendar`." +#: ../../content/applications/productivity/calendar/google.rst:104 +msgid "Once the *Client ID* and the *Client Secret* are located, open the Odoo database and go to :menuselection:`Settings --> Calendar` to find the :guilabel:`Google Calendar` feature. Tick the checkbox labeled :guilabel:`Google Calendar`." msgstr "" #: ../../content/applications/productivity/calendar/google.rst:-1 msgid "The Google Calendar checkbox in General Settings." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:116 +#: ../../content/applications/productivity/calendar/google.rst:111 msgid "Next, copy and paste the *Client ID* and the *Client Secret* from the Google Calendar API credentials page into their respective fields below the :guilabel:`Google Calendar` checkbox. Then, click :guilabel:`Save`." msgstr "" +#: ../../content/applications/productivity/calendar/google.rst:116 +msgid "Tick the :guilabel:`Pause Synchronization` checkbox to temporarily pause events from being updated. This allows for testing and troubleshooting without removing credentials or uninstalling the synchronization. To resume the sync, clear the checkbox and save." +msgstr "" + #: ../../content/applications/productivity/calendar/google.rst:121 msgid "Sync calendar in Odoo" msgstr "" @@ -540,7 +544,7 @@ msgstr "" msgid "Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:131 +#: ../../content/applications/productivity/calendar/google.rst:130 msgid "When syncing Google Calendar with Odoo for the first time, the page will redirect to the Google Account. From there, select the :guilabel:`Email Account` that should have access, then select :guilabel:`Continue` (should the app be unverifed), and finally select :guilabel:`Continue` (to give permission for the transfer of data)`." msgstr "" @@ -548,48 +552,48 @@ msgstr "" msgid "Give Odoo permission to access Google Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:140 +#: ../../content/applications/productivity/calendar/google.rst:138 msgid "Now, Odoo Calendar is successfully synced with Google Calendar!" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:143 +#: ../../content/applications/productivity/calendar/google.rst:141 msgid "Odoo highly recommends testing the Google calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Google Calendar with the user's production database." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:147 +#: ../../content/applications/productivity/calendar/google.rst:145 msgid "Once a user synchronizes their Google calendar with the Odoo calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:149 +#: ../../content/applications/productivity/calendar/google.rst:147 msgid "Creating an event in Odoo causes Google to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:150 +#: ../../content/applications/productivity/calendar/google.rst:148 msgid "Deleting an event in Odoo causes Google to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:151 +#: ../../content/applications/productivity/calendar/google.rst:149 msgid "Adding a contact to an event causes Google to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:152 +#: ../../content/applications/productivity/calendar/google.rst:150 msgid "Removing a contact from an event causes Google to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:154 +#: ../../content/applications/productivity/calendar/google.rst:152 msgid "Events can be created in *Google Calendar* without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:158 -#: ../../content/applications/productivity/calendar/outlook.rst:211 +#: ../../content/applications/productivity/calendar/google.rst:156 +#: ../../content/applications/productivity/calendar/outlook.rst:210 msgid "Troubleshoot sync" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:160 +#: ../../content/applications/productivity/calendar/google.rst:158 msgid "There may be times when the *Google Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:163 +#: ../../content/applications/productivity/calendar/google.rst:161 msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click the :guilabel:`Calendar` tab." msgstr "" @@ -598,17 +602,17 @@ msgstr "" msgid "Reset buttons highlighted on the calendar tab of the user." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:172 -#: ../../content/applications/productivity/calendar/outlook.rst:225 +#: ../../content/applications/productivity/calendar/google.rst:169 +#: ../../content/applications/productivity/calendar/outlook.rst:224 msgid "Next, click :guilabel:`Reset Account` under the correct calendar." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:175 -#: ../../content/applications/productivity/calendar/outlook.rst:228 +#: ../../content/applications/productivity/calendar/google.rst:172 +#: ../../content/applications/productivity/calendar/outlook.rst:227 msgid "Reset options" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:177 +#: ../../content/applications/productivity/calendar/google.rst:174 msgid "The following reset options are available for troubleshooting Google calendar sync with Odoo:" msgstr "" @@ -616,76 +620,76 @@ msgstr "" msgid "Google calendar reset options in Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:183 -#: ../../content/applications/productivity/calendar/outlook.rst:237 +#: ../../content/applications/productivity/calendar/google.rst:179 +#: ../../content/applications/productivity/calendar/outlook.rst:236 msgid ":guilabel:`User's Existing Events`:" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:185 -#: ../../content/applications/productivity/calendar/outlook.rst:239 +#: ../../content/applications/productivity/calendar/google.rst:181 +#: ../../content/applications/productivity/calendar/outlook.rst:238 msgid ":guilabel:`Leave them untouched`: no changes to the events." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:186 +#: ../../content/applications/productivity/calendar/google.rst:182 msgid ":guilabel:`Delete from the current Google Calendar account`: delete the events from *Google Calendar*." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:188 -#: ../../content/applications/productivity/calendar/outlook.rst:242 +#: ../../content/applications/productivity/calendar/google.rst:184 +#: ../../content/applications/productivity/calendar/outlook.rst:241 msgid ":guilabel:`Delete from Odoo`: delete the events from the Odoo calendar." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:189 +#: ../../content/applications/productivity/calendar/google.rst:185 msgid ":guilabel:`Delete from both`: delete the events from both *Google Calendar* and Odoo calendar." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:191 -#: ../../content/applications/productivity/calendar/outlook.rst:246 +#: ../../content/applications/productivity/calendar/google.rst:187 +#: ../../content/applications/productivity/calendar/outlook.rst:245 msgid ":guilabel:`Next Synchronization`:" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:193 +#: ../../content/applications/productivity/calendar/google.rst:189 msgid ":guilabel:`Synchronize only new events`: sync new events on *Google Calendar* and/or Odoo calendar." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:195 +#: ../../content/applications/productivity/calendar/google.rst:191 msgid ":guilabel:`Synchronize all existing events`: sync all events on *Google Calendar* and/or Odoo calendar." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:198 -#: ../../content/applications/productivity/calendar/outlook.rst:253 +#: ../../content/applications/productivity/calendar/google.rst:194 +#: ../../content/applications/productivity/calendar/outlook.rst:252 msgid "Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar synchronization." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:202 +#: ../../content/applications/productivity/calendar/google.rst:198 msgid "Google OAuth FAQ" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:204 -msgid "At times there can be misconfigurations that take place, and troubleshooting is needed to resolve the issue. Below are the most common errors that may occur when configuring the *Google Calendar* for use with Odoo." +#: ../../content/applications/productivity/calendar/google.rst:200 +msgid "At times there can be configuration errors that occur, and troubleshooting is needed to resolve the issue. Below are the most common errors that may occur when configuring the *Google Calendar* for use with Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:209 +#: ../../content/applications/productivity/calendar/google.rst:205 msgid "Production vs. testing publishing status" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:211 +#: ../../content/applications/productivity/calendar/google.rst:207 msgid "Choosing :guilabel:`Production` as the :guilabel:`Publishing Status` (instead of :guilabel:`Testing`) displays the following warning message:" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:214 +#: ../../content/applications/productivity/calendar/google.rst:210 msgid "`OAuth is limited to 100 sensitive scope logins until the OAuth consent screen is verified. This may require a verification process that can take several days.`" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:217 +#: ../../content/applications/productivity/calendar/google.rst:213 msgid "To correct this warning, navigate to the `Google API Platform `_. If the :guilabel:`Publishing Status` is :guilabel:`In Production`, click :guilabel:`Back to Testing` to correct the issue." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:222 +#: ../../content/applications/productivity/calendar/google.rst:218 msgid "No test users added" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:224 +#: ../../content/applications/productivity/calendar/google.rst:220 msgid "If no test users are added to the :guilabel:`OAuth consent screen`, then an :guilabel:`Error 403: access_denied` populates." msgstr "" @@ -693,15 +697,15 @@ msgstr "" msgid "403 Access Denied Error." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:231 +#: ../../content/applications/productivity/calendar/google.rst:226 msgid "To correct this error, return to the :guilabel:`OAuth consent screen`, under :guilabel:`APIs & Services`, and add test users to the app. Add the email to be configured in Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:235 +#: ../../content/applications/productivity/calendar/google.rst:230 msgid "Application Type" msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:237 +#: ../../content/applications/productivity/calendar/google.rst:232 msgid "When creating the credentials (OAuth *Client ID* and *Client Secret*), if :guilabel:`Desktop App` is selected for the :guilabel:`Application Type`, an :guilabel:`Authorization Error` appears (:guilabel:`Error 400:redirect_uri_mismatch`)." msgstr "" @@ -709,19 +713,19 @@ msgstr "" msgid "Error 400 Redirect URI Mismatch." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:245 +#: ../../content/applications/productivity/calendar/google.rst:239 msgid "To correct this error, delete the existing credentials, and create new credentials, by selecting :guilabel:`Web Application` for the :guilabel:`Application Type`." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:248 +#: ../../content/applications/productivity/calendar/google.rst:242 msgid "Then, under :guilabel:`Authorized redirect URIs`, click :guilabel:`ADD URI`, and type: `https://yourdbname.odoo.com/google_account/authentication` in the field, being sure to replace *yourdbname* in the URL with the **real** Odoo database name." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:253 +#: ../../content/applications/productivity/calendar/google.rst:247 msgid "Ensure that the domain (used in the URI: `https://yourdbname.odoo.com/google_account/authentication`) is the exact same domain as configured in the `web.base.url` system parameter." msgstr "" -#: ../../content/applications/productivity/calendar/google.rst:257 +#: ../../content/applications/productivity/calendar/google.rst:251 msgid "Access the `web.base.url` by activating :ref:`developer mode `, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`." msgstr "" @@ -856,14 +860,14 @@ msgid "Configuration in Odoo" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:123 -msgid "In the Odoo database, go to :menuselection:`Settings app --> Integrations section`, and tick the checkbox beside the :guilabel:`Outlook Calendar` setting. Remember to click :guilabel:`Save` to implement the changes." +msgid "In the Odoo database, go to :menuselection:`Calendar app --> Configuration --> Settings`, and tick the checkbox beside the :guilabel:`Outlook Calendar` setting. Remember to click :guilabel:`Save` to implement the changes." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:-1 msgid "The \"Outlook Calendar\" setting activated in Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:131 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "From the Microsoft *Azure* portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, if it has not already been copied, and paste it into the :guilabel:`Client ID` field in Odoo." msgstr "" @@ -871,7 +875,7 @@ msgstr "" msgid "The \"Client ID\" in the Microsoft Azure portal." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:139 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid "Copy the previously-acquired :guilabel:`Value` (Client Secret Value), and paste it into the :guilabel:`Client Secret` field in Odoo." msgstr "" @@ -879,63 +883,63 @@ msgstr "" msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:146 +#: ../../content/applications/productivity/calendar/outlook.rst:145 msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:151 +#: ../../content/applications/productivity/calendar/outlook.rst:150 msgid "Sync with Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:155 +#: ../../content/applications/productivity/calendar/outlook.rst:154 msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:159 +#: ../../content/applications/productivity/calendar/outlook.rst:158 msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:163 +#: ../../content/applications/productivity/calendar/outlook.rst:162 msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:167 +#: ../../content/applications/productivity/calendar/outlook.rst:166 msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:172 +#: ../../content/applications/productivity/calendar/outlook.rst:171 msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:174 +#: ../../content/applications/productivity/calendar/outlook.rst:173 msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:175 +#: ../../content/applications/productivity/calendar/outlook.rst:174 msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:176 +#: ../../content/applications/productivity/calendar/outlook.rst:175 msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:177 +#: ../../content/applications/productivity/calendar/outlook.rst:176 msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:178 +#: ../../content/applications/productivity/calendar/outlook.rst:177 msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:179 +#: ../../content/applications/productivity/calendar/outlook.rst:178 msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:182 +#: ../../content/applications/productivity/calendar/outlook.rst:181 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:184 +#: ../../content/applications/productivity/calendar/outlook.rst:183 msgid "In the Odoo database, open to the *Calendar* module, and click the :guilabel:`Outlook` sync button on the right-side of the page, beneath the monthly calendar." msgstr "" @@ -943,7 +947,7 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:191 +#: ../../content/applications/productivity/calendar/outlook.rst:190 msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (*Outlook* and Odoo). The page redirects to a Microsoft login page, and the user is asked to log in to their account, if they are not already. Finally, grant the required permissions by clicking :guilabel:`Accept`." msgstr "" @@ -951,27 +955,27 @@ msgstr "" msgid "Authentication process on Microsoft Outlook OAuth page." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:201 +#: ../../content/applications/productivity/calendar/outlook.rst:200 msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook `. The configuration of Microsoft's *Azure* account is only done once, as Microsoft *Entra ID* tenants' client IDs and client secrets are unique, and help the user manage a specific instance of Microsoft cloud services for internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:207 +#: ../../content/applications/productivity/calendar/outlook.rst:206 msgid ":doc:`../../general/integrations/mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:208 +#: ../../content/applications/productivity/calendar/outlook.rst:207 msgid ":doc:`google`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:213 +#: ../../content/applications/productivity/calendar/outlook.rst:212 msgid "There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:216 +#: ../../content/applications/productivity/calendar/outlook.rst:215 msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click on the :guilabel:`Calendar` tab." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:230 +#: ../../content/applications/productivity/calendar/outlook.rst:229 msgid "The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with Odoo:" msgstr "" @@ -979,19 +983,19 @@ msgstr "" msgid "Outlook calendar reset options in Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:240 +#: ../../content/applications/productivity/calendar/outlook.rst:239 msgid ":guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft Outlook Calendar*." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:243 +#: ../../content/applications/productivity/calendar/outlook.rst:242 msgid ":guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:248 +#: ../../content/applications/productivity/calendar/outlook.rst:247 msgid ":guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or Odoo calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:250 +#: ../../content/applications/productivity/calendar/outlook.rst:249 msgid ":guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar* and/or Odoo calendar." msgstr "" @@ -1000,487 +1004,496 @@ msgid "Data Cleaning" msgstr "" #: ../../content/applications/productivity/data_cleaning.rst:5 -msgid "The Odoo *Data Cleaning* app keeps the database neat and organized throughout the use of its provided features:" +msgid "The Odoo **Data Cleaning** app maintains data integrity and consistency with the following features:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:8 +#: ../../content/applications/productivity/data_cleaning.rst:7 msgid ":ref:`Deduplicates `: merges or removes duplicate entries to ensure data is unique." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:10 +#: ../../content/applications/productivity/data_cleaning.rst:9 msgid ":ref:`Recycles `: identifies outdated records to either archive or delete them." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:12 -msgid ":ref:`Merges `: combines multiple similar entries into one streamlined record." -msgstr "" - -#: ../../content/applications/productivity/data_cleaning.rst:14 +#: ../../content/applications/productivity/data_cleaning.rst:11 msgid ":ref:`Formats `: standardizes text data by finding and replacing it according to specified needs." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:17 -msgid "Through customizable automated rules (or manual praxis), individual records and accompanying text data in the database will remain up-to-date and consistently formatted, tailored to company specifications." +#: ../../content/applications/productivity/data_cleaning.rst:14 +msgid "Customizable rules ensure text data stays up-to-date, streamlined, consistently formatted, and aligned with company-specific formatting requirements." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:24 +#: ../../content/applications/productivity/data_cleaning.rst:20 msgid "Install modules" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:26 -msgid "The *Data Cleaning* application consists of several modules. :ref:`Install ` the following to access all available features:" +#: ../../content/applications/productivity/data_cleaning.rst:22 +msgid "The **Data Cleaning** application consists of several modules. :ref:`Install ` the following to access all available features:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:33 +#: ../../content/applications/productivity/data_cleaning.rst:0 #: ../../content/applications/productivity/voip/axivox/call_queues.rst:30 #: ../../content/applications/productivity/whatsapp.rst:273 #: ../../content/applications/productivity/whatsapp.rst:677 msgid "Name" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:34 -msgid "Technical name" +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`Technical name`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:35 +#: ../../content/applications/productivity/data_cleaning.rst:31 #: ../../content/applications/productivity/documents.rst:89 msgid "Description" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:36 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`Data Recycle`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:37 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_recycle`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:38 -msgid "Base module to enable the recycle feature, available on Odoo Community edition." +#: ../../content/applications/productivity/data_cleaning.rst:34 +msgid "Base module to enable the recycle feature, available on :ref:`Odoo Community edition `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:39 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`Data Cleaning`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:40 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_cleaning`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:41 -msgid "Enables field cleaning feature to format text data across multiple records, available **only** on Odoo Enterprise edition." +#: ../../content/applications/productivity/data_cleaning.rst:38 +msgid "Enables field cleaning feature to format text data across multiple records, available **only** on :ref:`Odoo Enterprise edition `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:43 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`Data Cleaning (merge)`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:44 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_merge`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:45 -msgid "Enables the deduplication feature to find similar (or duplicate) records, and merge them, available **only** on Odoo Enterprise edition." +#: ../../content/applications/productivity/data_cleaning.rst:42 +msgid "Enables the deduplication feature to find similar (or duplicate) records, and merge them, available **only** on :ref:`Odoo Enterprise edition `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:53 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`CRM Deduplication`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:54 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_merge_crm`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:55 -msgid "Enables the deduplication feature on the *CRM* app, and uses the :doc:`CRM default merging feature <../sales/crm/pipeline/merge_similar>`." +#: ../../content/applications/productivity/data_cleaning.rst:52 +msgid "Enables the deduplication feature on the **CRM** app, and uses the :doc:`CRM default merging feature <../sales/crm/pipeline/merge_similar>`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:57 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`Helpdesk Merge action`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:58 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_merge_helpdesk`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:59 -msgid "Enables the merge feature for the *Helpdesk* app." +#: ../../content/applications/productivity/data_cleaning.rst:56 +msgid "Enables the merge feature for the **Helpdesk** app." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:60 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`Project Merge action`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:61 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_merge_project`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:62 -msgid "Enables the merge feature for the *Projects* app." +#: ../../content/applications/productivity/data_cleaning.rst:59 +msgid "Enables the merge feature for the **Projects** app." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:63 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`UTM Deduplication`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:64 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_merge_utm`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:65 -msgid "Enables the merge feature for the *UTM Tracker* app." +#: ../../content/applications/productivity/data_cleaning.rst:62 +msgid "Enables the merge feature for the **UTM Tracker** app." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:66 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid ":guilabel:`WMS Accounting Merge`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:67 +#: ../../content/applications/productivity/data_cleaning.rst:0 msgid "`data_merge_stock_account`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:68 -msgid "Creates a warning in cases of products merging that may affect inventory valuation, if the *Inventory* app is installed." +#: ../../content/applications/productivity/data_cleaning.rst:65 +msgid "Creates a warning in cases of products merging that may affect inventory valuation, if the **Inventory** app is installed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:74 +#: ../../content/applications/productivity/data_cleaning.rst:71 msgid "Deduplication" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:76 -msgid "On the :guilabel:`Duplicates` dashboard (:menuselection:`Data Cleaning app --> Deduplication`), Odoo suggests groups of similar records to be :ref:`merged ` by matching conditions within the records set by the :ref:`deduplication rules `." +#: ../../content/applications/productivity/data_cleaning.rst:73 +msgid "The *Duplicates* dashboard groups similar records to be :ref:`merged ` by matching conditions within the records set by the :ref:`deduplication rules `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:77 +msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Deduplication`." msgstr "" #: ../../content/applications/productivity/data_cleaning.rst:-1 msgid "Deduplication dashboard in the Data Cleaning application." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:85 +#: ../../content/applications/productivity/data_cleaning.rst:82 msgid "The :guilabel:`RULE` sidebar lists each of the active deduplication rules, and displays the total number of duplicates detected beside each rule." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:88 -msgid "By default, the :guilabel:`All` rule is selected. Displayed records are grouped by their rule, with a :guilabel:`Similarity` rating (out of 100%) in the list view, with the following columns:" +#: ../../content/applications/productivity/data_cleaning.rst:85 +msgid "By default, the :guilabel:`All` rule is selected. Records are grouped by their rule, with a :guilabel:`Similarity` rating (out of 100%), with the following columns:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:91 +#: ../../content/applications/productivity/data_cleaning.rst:88 msgid ":guilabel:`Created On`: the date and time the original record was created." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:92 +#: ../../content/applications/productivity/data_cleaning.rst:89 msgid ":guilabel:`Name`: the name or title of the original record." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:93 +#: ../../content/applications/productivity/data_cleaning.rst:90 msgid ":guilabel:`Field Values`: the original record's values for the fields used to detect duplicates." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:94 +#: ../../content/applications/productivity/data_cleaning.rst:91 msgid ":guilabel:`Used In`: lists other models referencing the original record." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:95 +#: ../../content/applications/productivity/data_cleaning.rst:92 msgid ":guilabel:`ID`: the original record's unique ID." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:96 -msgid ":guilabel:`Is Master`: the duplicates are merged into the *master* record. There can be **one** master record in a grouping of similar records." +#: ../../content/applications/productivity/data_cleaning.rst:93 +msgid ":guilabel:`Is Master`: the duplicates are merged into the *master* record. There can only be **one** master record in a grouping of similar records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:99 +#: ../../content/applications/productivity/data_cleaning.rst:96 msgid "Select a specific rule in the :guilabel:`RULE` sidebar to filter the duplicate records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:104 +#: ../../content/applications/productivity/data_cleaning.rst:101 msgid "Merge duplicate records" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:106 +#: ../../content/applications/productivity/data_cleaning.rst:103 msgid "To merge records, first choose a *master* record within the grouping of similar records. The master record acts as the base, at which any additional information from similar records are merged into." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:109 +#: ../../content/applications/productivity/data_cleaning.rst:106 msgid "Optionally, no master record can be set, leaving Odoo to choose a record at random to merge into." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:111 +#: ../../content/applications/productivity/data_cleaning.rst:108 msgid "Next, click the :guilabel:`Merge` button at the top of the similar records grouping. Then, click :guilabel:`Ok` to confirm the merge." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:114 -msgid "Once a record is merged, a message is logged in the chatter of the master record, describing the merge. Certain records, like *Project* tasks, are logged in the chatter with a link to the old record for a convenient reference." +#: ../../content/applications/productivity/data_cleaning.rst:111 +msgid "Once a record is merged, a message is logged in the chatter of the master record, describing the merge. Certain records, like **Project** tasks, are logged in the chatter with a link to the old record as a convenient reference of the merge." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:119 +#: ../../content/applications/productivity/data_cleaning.rst:116 msgid "Discard groupings by clicking the :guilabel:`DISCARD` button. Upon doing so, the grouping is hidden from the list and archived." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:122 -msgid "View discarded groupings by selecting the :guilabel:`Discarded` filter from the :ref:`Search... ` bar." +#: ../../content/applications/productivity/data_cleaning.rst:119 +msgid "View discarded groupings by selecting the :guilabel:`Discarded` filter from the :ref:`search bar `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:128 +#: ../../content/applications/productivity/data_cleaning.rst:125 msgid "Deduplication rules" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:130 -msgid "The :guilabel:`Deduplication Rules` page (:menuselection:`Data Cleaning app --> Configuration --> Rules: Deduplication`) is where the conditions for records to be detected as duplicates can be set." +#: ../../content/applications/productivity/data_cleaning.rst:127 +msgid "The *Deduplication Rules* set the conditions for how records are detected as duplicates." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:133 -#: ../../content/applications/productivity/data_cleaning.rst:255 -msgid "These rules can be configured for each model in the database, and with varying levels of specificity." +#: ../../content/applications/productivity/data_cleaning.rst:129 +msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:137 -msgid "The deduplication rules run once every day, by default, as part of a scheduled action chron (*Data Merge: Find Duplicate Records*). However, each rule can be :ref:`ran manually ` anytime." +#: ../../content/applications/productivity/data_cleaning.rst:134 +msgid "The deduplication rules run once every day, by default, as part of a scheduled action cron (*Data Merge: Find Duplicate Records*). However, each rule can be :ref:`ran manually ` anytime." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:142 +#: ../../content/applications/productivity/data_cleaning.rst:139 msgid "Modify a deduplication rule" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:144 -msgid "Select a default rule to edit, or create a new rule by clicking on the :guilabel:`New` button, on the :guilabel:`Deduplication Rules` page (:menuselection:`Data Cleaning app --> Configuration --> Rules: Deduplication`)." +#: ../../content/applications/productivity/data_cleaning.rst:141 +msgid "Select a default rule to edit, or create a new rule by clicking on the :guilabel:`New` button." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:148 +#: ../../content/applications/productivity/data_cleaning.rst:143 msgid "First, choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:151 +#: ../../content/applications/productivity/data_cleaning.rst:146 msgid "Optionally, configure a :guilabel:`Domain` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:154 +#: ../../content/applications/productivity/data_cleaning.rst:149 msgid "Depending on the selected :guilabel:`Model`, the :guilabel:`Duplicate Removal` field appears. Choose whether to :guilabel:`Archive` or :guilabel:`Delete` merged records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:157 +#: ../../content/applications/productivity/data_cleaning.rst:152 msgid "Next, select a :guilabel:`Merge Mode`:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:159 +#: ../../content/applications/productivity/data_cleaning.rst:154 msgid ":guilabel:`Manual`: requires each duplicate grouping to be manually merged, also enables the :guilabel:`Notify Users` field." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:161 +#: ../../content/applications/productivity/data_cleaning.rst:156 msgid ":guilabel:`Automatic`: automatically merges duplicate groupings, without notifying users, based on the records with a similarity percentage above the threshold set in the :guilabel:`Similarity Threshold` field." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:165 +#: ../../content/applications/productivity/data_cleaning.rst:160 msgid "Enable the :guilabel:`Active` toggle to start capturing duplicates with this rule as soon as it is saved." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:168 +#: ../../content/applications/productivity/data_cleaning.rst:163 msgid "Lastly, create at least one deduplication rule in the :guilabel:`Deduplication Rules` field, by clicking :guilabel:`Add a line`, under the :guilabel:`Unique ID Field` column." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:171 +#: ../../content/applications/productivity/data_cleaning.rst:166 msgid "Select a field in the model from the :guilabel:`Unique ID Field` drop-down menu. This field is referenced for similar records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:173 +#: ../../content/applications/productivity/data_cleaning.rst:168 msgid "Select a matching condition in the :guilabel:`Match If` field to apply the deduplication rule, depending on the text in the :guilabel:`Unique ID Field`:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:176 +#: ../../content/applications/productivity/data_cleaning.rst:171 msgid ":guilabel:`Exact Match`: the characters in the text match exactly." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:177 +#: ../../content/applications/productivity/data_cleaning.rst:172 msgid ":guilabel:`Case/Accent Insensitive Match`: the characters in the text match, regardless of casing and language-specific accent differences." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:181 -msgid "The rule does **not** capture duplicates without at least one deduplication rule set in the :guilabel:`Deduplication Rules` field." +#: ../../content/applications/productivity/data_cleaning.rst:176 +msgid "At least one :guilabel:`Deduplication Rules` must be set for the rule to capture duplicates." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:185 +#: ../../content/applications/productivity/data_cleaning.rst:179 msgid "A few more fields are available for an advanced configuration." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:187 +#: ../../content/applications/productivity/data_cleaning.rst:181 msgid "If on a multi-company database, the :guilabel:`Cross-Company` field is available. When enabled, duplicates across different companies are suggested." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:190 +#: ../../content/applications/productivity/data_cleaning.rst:184 msgid "Activate :ref:`developer-mode` to display the :guilabel:`Suggestion Threshold` field. Duplicates with a similarity below the threshold set in this field are **not** suggested." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:193 +#: ../../content/applications/productivity/data_cleaning.rst:187 msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture duplicate records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:199 +#: ../../content/applications/productivity/data_cleaning.rst:193 msgid "Manually run a deduplication rule" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:201 -msgid "To manually run a specific deduplication rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Rules: Deduplication`, and select the rule to run." +#: ../../content/applications/productivity/data_cleaning.rst:195 +msgid "To manually run a specific deduplication rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`, and select the rule to run." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:204 +#: ../../content/applications/productivity/data_cleaning.rst:198 msgid "Then, on the rule form, select the :guilabel:`Deduplicate` button on the top-left. Upon doing so, the :icon:`fa-clone` :guilabel:`Duplicates` smart button displays the number of duplicates captured." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:207 -msgid "Click on the :icon:`fa-clone` :guilabel:`Duplicates` smart button to manage these records." +#: ../../content/applications/productivity/data_cleaning.rst:201 +msgid "Click on the :icon:`fa-clone` :guilabel:`Duplicates` smart button to :ref:`manage these records `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:212 +#: ../../content/applications/productivity/data_cleaning.rst:207 msgid "Recycle records" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:214 -msgid "Use the *Recycle Records* feature to rid the database of old and outdated records." +#: ../../content/applications/productivity/data_cleaning.rst:209 +msgid "Use the *recycle records* feature to rid the database of old and outdated records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:216 -msgid "On the :guilabel:`Field Recycle Records` dashboard (:menuselection:`Data Cleaning app --> Recycle Records`), Odoo detects records that can be archived or deleted, by matching conditions within the records set by the :ref:`recycle record's rules `." +#: ../../content/applications/productivity/data_cleaning.rst:211 +msgid "The *Field Recycle Records* dashboard displays records that can be archived or deleted, by matching conditions within the records set by the :ref:`recycle record's rules `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:214 +msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Recycle Records`." msgstr "" #: ../../content/applications/productivity/data_cleaning.rst:-1 msgid "Field Recycle Records dashboard in the Data Cleaning application." msgstr "" +#: ../../content/applications/productivity/data_cleaning.rst:219 +msgid "The :guilabel:`RECYCLE RULES` sidebar lists each of the active recycle record rules." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:221 +msgid "By default, the :guilabel:`All` option is selected. Records are displayed with the following columns:" +msgstr "" + #: ../../content/applications/productivity/data_cleaning.rst:224 -msgid "The :guilabel:`RECYCLE RULES` sidebar lists each of the active recycle record rules, and displays the total number of records detected beside each rule." -msgstr "" - -#: ../../content/applications/productivity/data_cleaning.rst:227 -msgid "By default, the :guilabel:`All` option is selected. Records are displayed in the list view, with the following columns:" -msgstr "" - -#: ../../content/applications/productivity/data_cleaning.rst:230 +#: ../../content/applications/productivity/data_cleaning.rst:339 msgid ":guilabel:`Record ID`: the ID of the original record." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:231 +#: ../../content/applications/productivity/data_cleaning.rst:225 +#: ../../content/applications/productivity/data_cleaning.rst:340 msgid ":guilabel:`Record Name`: the name or title of the original record." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:233 -msgid "Select a specific rule in the :guilabel:`RECYCLE RULES` sidebar to filter the duplicate records." +#: ../../content/applications/productivity/data_cleaning.rst:227 +msgid "Select a specific rule in the :guilabel:`RECYCLE RULES` sidebar to filter the records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:235 +#: ../../content/applications/productivity/data_cleaning.rst:229 msgid "To recycle records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:237 +#: ../../content/applications/productivity/data_cleaning.rst:231 msgid "Upon doing so, the record is recycled, depending on how the rule is configured, to be either archived or deleted from the database." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:241 +#: ../../content/applications/productivity/data_cleaning.rst:235 msgid "Discard groupings by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list, and is not detected by the recycle rule again in the future." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:244 +#: ../../content/applications/productivity/data_cleaning.rst:238 msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar ` drop-down menu." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:250 +#: ../../content/applications/productivity/data_cleaning.rst:244 msgid "Recycle record rules" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:252 -msgid "The :guilabel:`Recycle Records Rules` page (:menuselection:`Data Cleaning app --> Configuration --> Rules: Recycle Records`) is where the conditions for records to be recycled can be set." +#: ../../content/applications/productivity/data_cleaning.rst:246 +msgid "The *Recycle Records Rules* set the conditions for how records are recycled." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:259 -msgid "The recycle rules run once a day, by default, as part of a scheduled action chron (*Data Recycle: Clean Records*). However, each rule can be :ref:`run manually ` anytime." +#: ../../content/applications/productivity/data_cleaning.rst:248 +msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:263 +#: ../../content/applications/productivity/data_cleaning.rst:253 +msgid "Recycle rules run once a day, by default, as part of a scheduled action cron (*Data Recycle: Clean Records*). However, each rule can be :ref:`run manually ` anytime." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:257 msgid "By default, no recycle record rules exist. Click the :guilabel:`New` button to create a new rule." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:265 +#: ../../content/applications/productivity/data_cleaning.rst:259 msgid "On the recycle record rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:268 +#: ../../content/applications/productivity/data_cleaning.rst:262 msgid "Optionally, configure a :guilabel:`Filter` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:271 +#: ../../content/applications/productivity/data_cleaning.rst:265 msgid "Next, configure the field and time range for how the rule detects the records to recycle:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:273 +#: ../../content/applications/productivity/data_cleaning.rst:267 msgid ":guilabel:`Time Field`: select a field from the model to base the time (:dfn:`Delta`)." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:274 +#: ../../content/applications/productivity/data_cleaning.rst:268 msgid ":guilabel:`Delta`: type the length of time, which must be a whole number (e.g. `7`)." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:275 +#: ../../content/applications/productivity/data_cleaning.rst:269 msgid ":guilabel:`Delta Unit`: select the unit of time (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`)." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:278 +#: ../../content/applications/productivity/data_cleaning.rst:272 msgid "Then, select a :guilabel:`Recycle Mode`:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:280 +#: ../../content/applications/productivity/data_cleaning.rst:274 msgid ":guilabel:`Manual`: requires each detected record to be manually recycled, and enables the :guilabel:`Notify Users` field." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:282 +#: ../../content/applications/productivity/data_cleaning.rst:276 msgid ":guilabel:`Automatic`: automatically merges recycled groupings, without notifying users." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:284 +#: ../../content/applications/productivity/data_cleaning.rst:278 msgid "Lastly, select a :guilabel:`Recycle Action` to either :guilabel:`Archive` or :guilabel:`Delete` records. If :guilabel:`Delete` is selected, choose whether or not to :guilabel:`Include Archived` records in the rule." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:288 +#: ../../content/applications/productivity/data_cleaning.rst:282 msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture records to recycle." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:292 +#: ../../content/applications/productivity/data_cleaning.rst:286 msgid "A recycle rule can be configured to delete archived leads and opportunities that were last updated a year ago, and with a specific lost reason, by using the following configuration:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:295 +#: ../../content/applications/productivity/data_cleaning.rst:289 msgid ":guilabel:`Model`: :guilabel:`Lead/Opportunity`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:296 +#: ../../content/applications/productivity/data_cleaning.rst:290 msgid ":guilabel:`Filter`:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:298 +#: ../../content/applications/productivity/data_cleaning.rst:292 msgid "`Active` `is` `not set`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:299 +#: ../../content/applications/productivity/data_cleaning.rst:293 msgid "`Lost Reason` `is in` `Too expensive`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:301 +#: ../../content/applications/productivity/data_cleaning.rst:295 msgid ":guilabel:`Time Field`: :guilabel:`Last Updated on (Lead/Opportunity)`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:302 +#: ../../content/applications/productivity/data_cleaning.rst:296 msgid ":guilabel:`Delta`: `1`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:303 +#: ../../content/applications/productivity/data_cleaning.rst:297 msgid ":guilabel:`Delta Unit`: :guilabel:`Years`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:304 +#: ../../content/applications/productivity/data_cleaning.rst:298 msgid ":guilabel:`Recycle Mode`: :guilabel:`Automatic`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:305 +#: ../../content/applications/productivity/data_cleaning.rst:299 msgid ":guilabel:`Recycle Action`: :guilabel:`Delete`" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:306 +#: ../../content/applications/productivity/data_cleaning.rst:300 msgid ":guilabel:`Include Archived`: :icon:`fa-check-square`" msgstr "" @@ -1488,36 +1501,256 @@ msgstr "" msgid "Recycle records rule form for a lead/opportunity." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:315 +#: ../../content/applications/productivity/data_cleaning.rst:308 msgid "Manually run a recycle rule" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:317 -msgid "To manually run a specific recycle rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Rules: Recycle Records`, and select the rule to run." +#: ../../content/applications/productivity/data_cleaning.rst:310 +msgid "To manually run a specific recycle rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`, and select the rule to run." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:320 +#: ../../content/applications/productivity/data_cleaning.rst:313 msgid "Then, on the rule form, click the :guilabel:`Run Now` button on the top-left. Upon doing so, the :icon:`fa-bars` :guilabel:`Records` smart button displays the number of records captured." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:323 -msgid "Click the :icon:`fa-bars` :guilabel:`Records` smart button to manage these records." +#: ../../content/applications/productivity/data_cleaning.rst:316 +msgid "Click the :icon:`fa-bars` :guilabel:`Records` smart button to :ref:`manage these records `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:328 +#: ../../content/applications/productivity/data_cleaning.rst:322 msgid "Field cleaning" msgstr "" +#: ../../content/applications/productivity/data_cleaning.rst:324 +msgid "Use the field cleaning feature to maintain consistent formatting of names, phone numbers, IDs and other fields throughout a database." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:327 +msgid "The *Field Cleaning Records* dashboard displays formatting changes to data in fields of a record, to follow a convention set by the field cleaning rules." +msgstr "" + #: ../../content/applications/productivity/data_cleaning.rst:330 -msgid "On the :guilabel:`Field Cleaning Records` dashboard (:menuselection:`Data Cleaning app --> Field Cleaning`), Odoo suggests formatting changes to data in fields of a record, to follow a convention set by the field cleaning rules." +msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Field Cleaning`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:-1 +msgid "Field Cleaning Records dashboard in the Data Cleaning application." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:335 +msgid "The :guilabel:`CLEANING RULES` sidebar lists each of the active cleaning rules." msgstr "" #: ../../content/applications/productivity/data_cleaning.rst:337 +msgid "By default, the :guilabel:`All` rule is selected. Records are listed with the following columns:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:341 +msgid ":guilabel:`Field`: the original record's field that contains the value to format." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:342 +msgid ":guilabel:`Current`: the current value in the field of the original record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:343 +msgid ":guilabel:`Suggested`: the suggested formatted value in the field of the original record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:345 +msgid "To clean and format records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:348 +msgid "Upon doing so, the record is formatted and/or cleaned." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:351 +msgid "Discard records by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list and will not be detected by the field cleaning rule again in the future." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:355 +msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:361 +msgid "Field cleaning rules" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:363 +msgid "The *Field Cleaning Rules* set the conditions for fields to be cleaned and/or formatted." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:365 +msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Field Cleaning`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:370 +msgid "The field cleaning rules run once every day, by default, as part of a scheduled action cron (*Data Cleaning: Clean Records*). However, each rule can be :ref:`ran manually ` anytime." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:374 +msgid "By default, a :guilabel:`Contact` rule exists to format and clean up the **Contacts** app records. Select the :guilabel:`Contact` record to make edits, or select the :guilabel:`New` button to create a new rule." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:378 +msgid "On the field cleaning rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:381 +msgid "Next, configure at least one rule by clicking :guilabel:`Add a line` in the :guilabel:`Rules` section." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:384 +msgid "Upon doing so, a :guilabel:`Create Rules` popover window appears with the following fields to configure:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:387 +msgid "Select a :guilabel:`Field To Clean` from the model to assign to an action." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:388 +msgid "Choose one of the following :guilabel:`Action` options:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:390 +msgid ":guilabel:`Trim Spaces` reveals the :guilabel:`Trim` field to select the :guilabel:`All Spaces` or :guilabel:`Superfluous Spaces` option. Leading, trailing, and successive spaces are considered superfluous." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:395 +msgid "The contact name `Dr. John Doe` can be formatted with the following :guilabel:`Trim` options:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:398 +msgid ":guilabel:`All Spaces`: `DR.JohnDoe`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:399 +msgid ":guilabel:`Superfluous Spaces`: `DR. John Doe`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:401 +msgid ":guilabel:`Set Type Case` reveals the :guilabel:`Case` field to select either :guilabel:`First Letters to Uppercase`, :guilabel:`All Uppercase`, or :guilabel:`All Lowercase`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:405 +msgid "The lead/opportunity title `lumber inc, Lorraine douglas` can be formatted with the following :guilabel:`Case` options:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:408 +msgid ":guilabel:`First Letters to Uppercase`: `Lumber Inc, Lorraine Douglas`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:409 +msgid ":guilabel:`All Uppercase`: `LUMBER INC, LORRAINE DOUGLAS`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:410 +msgid ":guilabel:`All Lowercase`: `lumber inc, lorraine douglas`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:412 +msgid ":guilabel:`Format Phone` converts the phone number to an international country format." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:415 +msgid "Belgium: `061928374` :icon:`fa-long-arrow-right` `+32 61 92 83 74`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:416 +msgid "United States: `800 555-0101` :icon:`fa-long-arrow-right` `+1 800-555-0101`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:418 +msgid ":guilabel:`Scrap HTML` converts :abbr:`HTML (HyperText Markup Language)` to plain text." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:422 +msgid "HTML text" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:428 +msgid "Plain text" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:433 +msgid "Once a field and action are selected, click :guilabel:`Save` to close the :guilabel:`Create Rules` popover window." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:436 +msgid "Then, select a :guilabel:`Cleaning Mode`:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:438 +msgid ":guilabel:`Manual`: requires each detected field to be manually cleaned and enables the :guilabel:`Notify Users` field." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:440 +msgid ":guilabel:`Automatic`: automatically cleans fields without notifying users." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:442 +msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture fields to clean." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:448 +msgid "Manually run a field cleaning rule" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:450 +msgid "To manually run a specific field cleaning rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Field Cleaning`, and select the rule to run." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:453 +msgid "Then, on the rule form, select the :guilabel:`Clean` button on the top-left. Upon doing so, the :icon:`fa-bars` :guilabel:`Records` smart button displays the number of records captured." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:456 +msgid "Click on the :icon:`fa-bars` :guilabel:`Records` smart button to :ref:`manage these records `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:462 msgid "Merge action manager" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:339 -msgid "The :guilabel:`Merge Action Manager` (:menuselection:`Data Cleaning app --> Configuration --> Merge Action Manager`) enables or disables the *Merge* action available in the *Actions* menu for models in the database." +#: ../../content/applications/productivity/data_cleaning.rst:464 +msgid "The *Merge Action Manager* enables or disables the *Merge* action available in the *Actions* menu for models in the database." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:467 +msgid "Enable :ref:`developer-mode` and navigate to :menuselection:`Data Cleaning app --> Configuration --> Merge Action Manager`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:470 +msgid "Models are listed with the following columns:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:472 +msgid ":guilabel:`Model`: technical name of the model." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:473 +msgid ":guilabel:`Model Description`: display name of the model." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:474 +msgid ":guilabel:`Type`: whether the model is of the *Base Object* or *Custom Object* type." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:475 +msgid ":guilabel:`Transient Model`: the model handles temporary data that does not need to be stored long-term in the database." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:477 +msgid ":guilabel:`Can Be Merged`: enables the *Merge* action for the model." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:479 +msgid "To view which models are enabled by default, use the :ref:`search bar ` to filter models that :guilabel:`Can Be Merged`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:483 +msgid ":doc:`../essentials/contacts/merge`" msgstr "" #: ../../content/applications/productivity/discuss.rst:6 @@ -2875,144 +3108,144 @@ msgstr "" msgid "To add a link to your documents dashboard, click :icon:`fa-link` :guilabel:`Link`, enter the :guilabel:`URL`, and :guilabel:`Name` it." msgstr "" -#: ../../content/applications/productivity/documents.rst:206 +#: ../../content/applications/productivity/documents.rst:208 #: ../../content/applications/productivity/spreadsheet.rst:6 msgid "Spreadsheet" msgstr "" -#: ../../content/applications/productivity/documents.rst:208 -msgid "To create a new :doc:`spreadsheet `, click :guilabel:`Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an :doc:`existing template `." +#: ../../content/applications/productivity/documents.rst:210 +msgid "To create a new :doc:`spreadsheet `, select the workspace where the file should be stored, click the :guilabel:`New` button, then :guilabel:`Spreadsheet`. You can create a :guilabel:`Blank spreadsheet` or select an :doc:`existing template ` to use." msgstr "" -#: ../../content/applications/productivity/documents.rst:212 +#: ../../content/applications/productivity/documents.rst:215 msgid "Share" msgstr "" -#: ../../content/applications/productivity/documents.rst:214 +#: ../../content/applications/productivity/documents.rst:217 msgid "You can make a document or a workspace accessible to anyone by sharing a URL." msgstr "" -#: ../../content/applications/productivity/documents.rst:217 +#: ../../content/applications/productivity/documents.rst:220 msgid "Share a document" msgstr "" -#: ../../content/applications/productivity/documents.rst:219 +#: ../../content/applications/productivity/documents.rst:222 msgid "To generate a **share link** to a document, select the document and click the :guilabel:`Share` button." msgstr "" -#: ../../content/applications/productivity/documents.rst:222 +#: ../../content/applications/productivity/documents.rst:225 msgid "In the pop-up, you can :guilabel:`Name` the share link, set a validity date by filling in the :guilabel:`Valid Until` field, and if you own more than one site, select the :guilabel:`Website` you want so the right domain name is reflected in the URL." msgstr "" -#: ../../content/applications/productivity/documents.rst:226 +#: ../../content/applications/productivity/documents.rst:229 msgid "Click :guilabel:`Copy Link & Close` to copy the URL to your clipboard." msgstr "" -#: ../../content/applications/productivity/documents.rst:229 +#: ../../content/applications/productivity/documents.rst:232 msgid "You can also generate a share URL by selecting the document, going to the right panel, and clicking the :icon:`fa-share-alt` (:guilabel:`Share this selection`) icon." msgstr "" -#: ../../content/applications/productivity/documents.rst:233 +#: ../../content/applications/productivity/documents.rst:236 msgid "Share a workspace" msgstr "" -#: ../../content/applications/productivity/documents.rst:235 +#: ../../content/applications/productivity/documents.rst:238 msgid "You can share a link to a workspace and allow users to :guilabel:`Download` its content or :guilabel:`Download and Upload` files to it." msgstr "" -#: ../../content/applications/productivity/documents.rst:238 +#: ../../content/applications/productivity/documents.rst:241 msgid "To do so, go to the left column of your dashboard and select the workspace you want to share. You can also choose one or more tags that will be automatically added to the uploaded documents. Then, click the :guilabel:`Share` button." msgstr "" -#: ../../content/applications/productivity/documents.rst:242 +#: ../../content/applications/productivity/documents.rst:245 msgid "In the pop-up, a share :guilabel:`URL` you can :guilabel:`Copy` is displayed. You can :guilabel:`Name` your share link and set a validity date by filling in the :guilabel:`Valid Until` field. If you own more than one site, select the :guilabel:`Website` you want so the share link reflects the right domain name." msgstr "" -#: ../../content/applications/productivity/documents.rst:248 +#: ../../content/applications/productivity/documents.rst:251 msgid "The links added to your workspace using the :ref:`Link ` option cannot be shared and are, therefore, excluded." msgstr "" -#: ../../content/applications/productivity/documents.rst:250 +#: ../../content/applications/productivity/documents.rst:253 msgid "When tags are applied to a shared workspace, users can exclusively access the documents associated with those tags." msgstr "" -#: ../../content/applications/productivity/documents.rst:256 +#: ../../content/applications/productivity/documents.rst:259 msgid "Files upload" msgstr "" -#: ../../content/applications/productivity/documents.rst:258 +#: ../../content/applications/productivity/documents.rst:261 msgid "Toggle the :guilabel:`Allow upload` switch to allow users to upload files to your workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:260 +#: ../../content/applications/productivity/documents.rst:263 msgid "Tick the :guilabel:`Upload by Email` checkbox to enable users to upload documents sent by email in the workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:263 +#: ../../content/applications/productivity/documents.rst:266 msgid "Enter an alias in the :guilabel:`Email Alias` field. All documents sent to this email address are uploaded to the workspace using the chosen tags." msgstr "" -#: ../../content/applications/productivity/documents.rst:267 +#: ../../content/applications/productivity/documents.rst:270 msgid "You need to have an alias domain set to be able to upload documents by email. If it isn't existing yet, click :guilabel:`Choose or Configure Email Servers` and create an :ref:`alias domain `." msgstr "" -#: ../../content/applications/productivity/documents.rst:270 +#: ../../content/applications/productivity/documents.rst:273 msgid "By default, the :guilabel:`Document Owner` is the person who uploads a file to a workspace, but you can select another user. You can also set a :guilabel:`Contact`, usually an external person, such as a partner." msgstr "" -#: ../../content/applications/productivity/documents.rst:273 +#: ../../content/applications/productivity/documents.rst:276 msgid "Enable :guilabel:`Create a new activity` to automatically create an activity when a document is uploaded. Select the :guilabel:`Activity type` from the dropdown list and set the :guilabel:`Due Date In` field. You can also add a :guilabel:`Summary` and a :guilabel:`Responsible` person assigned to the activity." msgstr "" -#: ../../content/applications/productivity/documents.rst:279 +#: ../../content/applications/productivity/documents.rst:282 msgid "Go to :menuselection:`Configuration --> Share & Emails` to see and manage your share links. Select a line and click :guilabel:`Delete` to disable the URL. People who have received this link will no longer be able to access the document(s) or workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:286 +#: ../../content/applications/productivity/documents.rst:289 msgid "Workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:288 +#: ../../content/applications/productivity/documents.rst:291 msgid "Workflow actions help manage documents and overall business operations. These are automated actions that can be created and customized for each workspace. With a single click you can, for example, create, move, sign, add tags to a document, and process bills." msgstr "" -#: ../../content/applications/productivity/documents.rst:292 +#: ../../content/applications/productivity/documents.rst:295 msgid "When a document meets the set criteria, these workflow actions appear on the right panel." msgstr "" -#: ../../content/applications/productivity/documents.rst:295 +#: ../../content/applications/productivity/documents.rst:298 msgid "Create workflow actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:297 +#: ../../content/applications/productivity/documents.rst:300 msgid "To update an existing workflow action or create a new one, go to :menuselection:`Documents --> Configuration --> Actions` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/productivity/documents.rst:301 +#: ../../content/applications/productivity/documents.rst:304 msgid "An action applies to all **sub-workspaces** under the :guilabel:`Related Workspace` you selected." msgstr "" -#: ../../content/applications/productivity/documents.rst:304 +#: ../../content/applications/productivity/documents.rst:307 msgid "Set the conditions" msgstr "" -#: ../../content/applications/productivity/documents.rst:306 +#: ../../content/applications/productivity/documents.rst:309 msgid "Define the :guilabel:`Action Name` and then set the conditions that trigger the appearance of the action button on the right-side panel when selecting a file." msgstr "" -#: ../../content/applications/productivity/documents.rst:309 +#: ../../content/applications/productivity/documents.rst:312 msgid "There are three basic types of conditions you can set:" msgstr "" -#: ../../content/applications/productivity/documents.rst:311 +#: ../../content/applications/productivity/documents.rst:314 msgid ":guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does not contain` conditions, meaning the files *must have* or *must not have* the tags set here;" msgstr "" -#: ../../content/applications/productivity/documents.rst:314 +#: ../../content/applications/productivity/documents.rst:317 msgid ":guilabel:`Contact`: the files must be associated with the contact set here;" msgstr "" -#: ../../content/applications/productivity/documents.rst:316 +#: ../../content/applications/productivity/documents.rst:319 msgid ":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" @@ -3020,23 +3253,23 @@ msgstr "" msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:322 +#: ../../content/applications/productivity/documents.rst:325 msgid "If you do not set any conditions, the action button appears for all files inside the selected workspace." msgstr "" -#: ../../content/applications/productivity/documents.rst:326 +#: ../../content/applications/productivity/documents.rst:329 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/productivity/documents.rst:329 +#: ../../content/applications/productivity/documents.rst:332 msgid "It is recommended to have some knowledge of Odoo development to configure *Domain* filters properly." msgstr "" -#: ../../content/applications/productivity/documents.rst:332 +#: ../../content/applications/productivity/documents.rst:335 msgid "The :ref:`developer mode ` needs to be activated to enable the :guilabel:`Domain` :guilabel:`Condition type`. Once done, click :guilabel:`New Rule`." msgstr "" -#: ../../content/applications/productivity/documents.rst:335 +#: ../../content/applications/productivity/documents.rst:338 msgid "To create a rule, you typically select a :guilabel:`field`, an :guilabel:`operator`, and a :guilabel:`value`. For example, if you want to add a workflow action to all the PDF files inside a workspace, set the :guilabel:`field` to *Mime Type*, the :guilabel:`operator` to *contains*, and the pdf :guilabel:`value`." msgstr "" @@ -3044,115 +3277,115 @@ msgstr "" msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/productivity/documents.rst:343 +#: ../../content/applications/productivity/documents.rst:346 msgid "Click the :icon:`fa-plus` (:guilabel:`Add New Rule`) icon and the :icon:`fa-sitemap` (:guilabel:`Add branch`) icon to add conditions and sub-conditions. You can then specify if your rule should match :guilabel:`all` or :guilabel:`any` conditions. You can also edit the rule directly using the :guilabel:`Code editor`." msgstr "" -#: ../../content/applications/productivity/documents.rst:349 +#: ../../content/applications/productivity/documents.rst:352 msgid "Configure the actions" msgstr "" -#: ../../content/applications/productivity/documents.rst:351 +#: ../../content/applications/productivity/documents.rst:354 msgid "Go to the :guilabel:`Actions` section to set up your action. You can simultaneously:" msgstr "" -#: ../../content/applications/productivity/documents.rst:353 +#: ../../content/applications/productivity/documents.rst:356 msgid "**Move to Workspace**: move the file to any workspace;" msgstr "" -#: ../../content/applications/productivity/documents.rst:354 +#: ../../content/applications/productivity/documents.rst:357 msgid "**Create**: create one of the following items attached to the file in your database:" msgstr "" -#: ../../content/applications/productivity/documents.rst:356 +#: ../../content/applications/productivity/documents.rst:359 msgid "**Link to record**: create a link between a document and a record from a specific model;" msgstr "" -#: ../../content/applications/productivity/documents.rst:357 +#: ../../content/applications/productivity/documents.rst:360 msgid "**Product template**: create a product you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:358 +#: ../../content/applications/productivity/documents.rst:361 msgid "**Task**: create a Project task you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:359 +#: ../../content/applications/productivity/documents.rst:362 msgid "**Signature PDF template**: create a new Sign template to send out;" msgstr "" -#: ../../content/applications/productivity/documents.rst:360 +#: ../../content/applications/productivity/documents.rst:363 msgid "**PDF to sign**: create a Sign template to sign directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:361 +#: ../../content/applications/productivity/documents.rst:364 msgid "**Applicant**: create a new HR application you can edit directly;" msgstr "" -#: ../../content/applications/productivity/documents.rst:362 +#: ../../content/applications/productivity/documents.rst:365 msgid "**Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file content;" msgstr "" -#: ../../content/applications/productivity/documents.rst:364 +#: ../../content/applications/productivity/documents.rst:367 msgid "**Customer invoice**: create an invoice using OCR and AI to scrape information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:365 +#: ../../content/applications/productivity/documents.rst:368 msgid "**Vendor credit note**: create a vendor credit note using OCR and AI to scrape information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:367 +#: ../../content/applications/productivity/documents.rst:370 msgid "**Credit note**: create a customer credit note using OCR and AI to scrape information from the file;" msgstr "" -#: ../../content/applications/productivity/documents.rst:369 +#: ../../content/applications/productivity/documents.rst:372 msgid "**Miscellaneous Operations**: create an entry in the Miscellaneous Operations journal;" msgstr "" -#: ../../content/applications/productivity/documents.rst:370 +#: ../../content/applications/productivity/documents.rst:373 msgid "**Bank Statement**: import a bank statement;" msgstr "" -#: ../../content/applications/productivity/documents.rst:371 +#: ../../content/applications/productivity/documents.rst:374 msgid "**Purchase Receipt**: create a vendor receipt;" msgstr "" -#: ../../content/applications/productivity/documents.rst:372 +#: ../../content/applications/productivity/documents.rst:375 msgid "**Expense**: create an HR expense." msgstr "" -#: ../../content/applications/productivity/documents.rst:374 +#: ../../content/applications/productivity/documents.rst:377 msgid "**Set Contact**: add a contact to the file, or replace an existing contact with a new one;" msgstr "" -#: ../../content/applications/productivity/documents.rst:375 +#: ../../content/applications/productivity/documents.rst:378 msgid "**Set Owner**: add an owner to the file, or replace an existing owner with a new one;" msgstr "" -#: ../../content/applications/productivity/documents.rst:376 +#: ../../content/applications/productivity/documents.rst:379 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" -#: ../../content/applications/productivity/documents.rst:378 +#: ../../content/applications/productivity/documents.rst:381 msgid "To set up activities related to your actions, go to the :guilabel:`Activities` section:" msgstr "" -#: ../../content/applications/productivity/documents.rst:380 +#: ../../content/applications/productivity/documents.rst:383 msgid "**Activities - Mark all as Done**: mark all activities linked to the file as done;" msgstr "" -#: ../../content/applications/productivity/documents.rst:381 +#: ../../content/applications/productivity/documents.rst:384 msgid "**Activities - Schedule Activity**: create a new activity linked to the file as configured in the action. You can choose to set the activity on the document owner." msgstr "" -#: ../../content/applications/productivity/documents.rst:385 +#: ../../content/applications/productivity/documents.rst:388 msgid "Digitize documents with AI and optical character recognition (OCR)" msgstr "" -#: ../../content/applications/productivity/documents.rst:387 +#: ../../content/applications/productivity/documents.rst:390 msgid "Documents available in the Finance workspace can be digitized. Select the document to digitize, click :guilabel:`Create Vendor Bill`, :guilabel:`Create Customer Invoice`, or :guilabel:`Create Customer Credit Note`, and then click :guilabel:`Send for Digitization`." msgstr "" -#: ../../content/applications/productivity/documents.rst:392 +#: ../../content/applications/productivity/documents.rst:395 msgid ":doc:`AI-powered document digitization <../finance/accounting/vendor_bills/invoice_digitization>`" msgstr "" @@ -7333,7 +7566,7 @@ msgid ":doc:`Use formulas and functions `." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:22 -msgid ":doc:`Use default templates or create new ones `." +msgid ":doc:`Create and use templates `." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:23 @@ -10339,167 +10572,71 @@ msgid "To change which records are :ref:`used by the pivot `," -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:11 -msgid ":ref:`pipeline revenue reports `, or" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:12 -msgid ":ref:`sales commission report `." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:-1 -msgid "View of all the default templates" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:17 -msgid "You can also :ref:`save any spreadsheet as a template ` and :ref:`manage and edit existing templates `." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:21 -msgid "Default templates" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:26 -msgid "Accounting: budget reports" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:28 -msgid "Budget reports compare a company's actual spending with its budget over a defined period. Two templates are available: one uses quarterly intervals (:guilabel:`Budget Report (Quarterly)`), while the other uses monthly intervals (:guilabel:`Budget Report (Monthly)`)." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:-1 -msgid "Extract of a budget report" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:35 -msgid "The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of money made and spent over the corresponding period (month or quarter). The data is taken from posted journal items under :ref:`income and expense accounts `." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:40 -msgid "Journal items under the :guilabel:`Other Income` account type are not considered when collecting data." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:43 -msgid "To analyze your budget's performance, fill the cells under the :guilabel:`Budget` column with how much money you expect to make (:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over the related period and per account. Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their corresponding budget, expressed as a percentage." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:48 -msgid "Lastly, the :guilabel:`Net Profit` row represents the total :guilabel:`Income` minus the total :guilabel:`Expenses` for the :guilabel:`Actuals` and :guilabel:`Budget` columns." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:54 -msgid "CRM: pipeline revenue reports" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:56 -msgid "Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue Report (Monthly)` is dedicated to one-time revenue (:abbr:`NRR (non-recurring revenue)`), while the :guilabel:`MRR/NRR Pipeline Revenue Report (Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly recurring revenue)`)." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:62 -msgid "Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> Configuration --> Settings`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:-1 -msgid "Extract of a pipeline revenue report" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:68 -msgid "The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of monthly revenue from **won** opportunities." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:71 -msgid "To compute the revenue performance, fill in the monthly revenue targets." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:73 -msgid "For the :guilabel:`Revenue by Team` sheet, fill in the cells under the :guilabel:`Target` columns for each sales team." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:75 -msgid "For the :guilabel:`Revenue by Salesperson` sheet, open the :guilabel:`Targets` sheet and fill in the cells next to each salesperson. Use the :guilabel:`Monthly Factor` table below to adapt the main targets depending on the month of the year." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:79 -msgid "Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their related budget, expressed as a percentage." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:82 -msgid "Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of leads multiplied by their :guilabel:`Probability` percentage." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:86 -msgid "For actuals and forecasts:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:88 -msgid "The :guilabel:`Expected Closing` date found on leads is used to assign them to a month." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:89 -msgid "The recurring monthly revenue is used even if the recurring plan's number of months is set to a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:95 -msgid "Sales: sales commission" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:97 -msgid "This report presents the monthly commission earned or due to each salesperson." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:-1 -msgid "Extract of a sales commission report" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:102 -msgid "The :guilabel:`Rate` column is pre-filled with the percentage rate from the :guilabel:`Rates` tab, which can be customized for each product category according to the company's policy. Adjusting the rate for a specific product category automatically updates the commission amount for that category." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:106 -msgid "The :guilabel:`Invoiced` column shows the total amount of untaxed invoices grouped by salesperson and month." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:109 -msgid "Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced amount with the rate percentage." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:115 -msgid "Save a spreadsheet as a template" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:117 -msgid "Any spreadsheet can be saved as a template. From the menu bar, click :menuselection:`File --> Save as template`. Modify the default :guilabel:`Template Name` if necessary and click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/templates.rst:122 msgid "Templates are available to all users on the database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:127 +#: ../../content/applications/productivity/spreadsheet/templates.rst:15 +msgid "Create a template" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:17 +msgid "Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one `. From the menu bar, click :menuselection:`File --> Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:23 +msgid "Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit the template `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:27 +msgid "You can also create a template by :ref:`making a copy of an existing template and editing it `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:33 +msgid "Use templates" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:35 +msgid "To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:38 +msgid "Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:42 +msgid "By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:48 msgid "Manage and edit templates" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:129 +#: ../../content/applications/productivity/spreadsheet/templates.rst:50 msgid "Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter ` to view all templates in the database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:133 -msgid "To edit an existing template, click `✎ Edit` next to the desired template. Modifications are automatically saved." +#: ../../content/applications/productivity/spreadsheet/templates.rst:54 +msgid "Various actions are possible:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:137 -msgid "Use the download button under the :guilabel:`Data` column to export a template in JSON format. The file can be imported into another database." +#: ../../content/applications/productivity/spreadsheet/templates.rst:56 +msgid "Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to edit it." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:60 +msgid "Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` :guilabel:`Edit`, then making the required changes. Modifications are automatically saved." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:64 +msgid "Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` :guilabel:`Actions`, then :guilabel:`Delete`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/templates.rst:68 +msgid "Use the download button under the :guilabel:`Spreadsheet file` column to export a template in JSON format. The file can be imported into another database." msgstr "" #: ../../content/applications/productivity/to_do.rst:3 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 18b8ff07b..5978ba2cd 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -83,6 +83,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 +#: ../../content/applications/sales/sales/gelato.rst:15 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 @@ -5232,7 +5233,7 @@ msgid ":doc:`Enable multiple employees to log in. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 -msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`" +msgid ":doc:`Connect and set up an IoT sytem. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 @@ -5354,7 +5355,7 @@ msgid "Directly supported ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 -msgid "The following ePOS printers are directly compatible with Odoo without needing an :doc:`IoT Box `." +msgid "The following ePOS printers are directly compatible with Odoo without needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 @@ -5414,11 +5415,11 @@ msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 -msgid "ePOS printers with IoT Box integration" +msgid "ePOS printers with IoT system integration" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 -msgid "The following printers require an :doc:`IoT Box ` to be compatible with Odoo:" +msgid "The following printers require an :doc:`IoT system ` to be compatible with Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 @@ -5434,15 +5435,15 @@ msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56 -msgid "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK Javascript protocol `_ are compatible with Odoo **without** needing an :doc:`IoT Box `." +msgid "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK Javascript protocol `_ are compatible with Odoo **without** needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 -msgid "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT Box `." +msgid "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 -msgid "Epson printers using only USB connections are compatible **with** an :doc:`IoT Box `." +msgid "Epson printers using only USB connections are compatible **with** an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 @@ -5463,7 +5464,7 @@ msgid "Self-signed certificate for ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 -msgid "To work with Odoo, some printer models that can be used without an :doc:`IoT box ` may require :doc:`the HTTPS protocol ` to establish a secure connection between the browser and the printer. However, trying to reach the printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can temporarily :ref:`force the connection `, which allows you to reach the page in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open." +msgid "To work with Odoo, some printer models that can be used without an :doc:`IoT system ` may require :doc:`the HTTPS protocol ` to establish a secure connection between the browser and the printer. However, trying to reach the printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can temporarily :ref:`force the connection `, which allows you to reach the page in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 @@ -5850,6 +5851,112 @@ msgstr "" msgid "**Value**: `True`" msgstr "" +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:3 +msgid "IoT system connection" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:5 +msgid "To connect the POS with an :doc:`IoT system `:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:7 +msgid "Make sure both the Point of Sale and Internet of Things (IoT) apps are installed on your database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:9 +msgid "Set up the :doc:`/applications/general/iot/iot_box` or :doc:`/applications/general/iot/windows_iot`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:11 +msgid "Connect the peripheral devices to the IoT system:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:17 +msgid "Device" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18 +msgid "Instructions" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19 +msgid "Printer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:20 +msgid "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or to the network, and power it on. Refer to :doc:`../restaurant/kitchen_printing`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:22 +msgid "Cash drawer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:23 +msgid "The cash drawer should be connected to the printer with an RJ25 cable." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 +msgid "Barcode scanner" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:25 +msgid "The barcode scanner must end barcodes with an `ENTER` character (keycode 28) in order for the barcode scanner to be compatible. This is most likely the barcode scanner's default configuration." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:28 +msgid "Scale" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29 +msgid "Connect the scale and power it on. Refer to :doc:`/applications/general/iot/devices/scale`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30 +#: ../../content/applications/sales/point_of_sale/preparation.rst:100 +#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 +msgid "Customer display" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31 +msgid "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS (Point of Sale)` order. Refer to :doc:`/applications/general/iot/devices/screen`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:33 +msgid "Payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34 +msgid "The connection process depends on the terminal. Refer to the :doc:`payment terminals documentation `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:37 +msgid ":doc:`Connect the IoT system to your Odoo database `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38 +msgid ":ref:`Access the POS settings ` and select your POS, or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, then select the devices to be used for the POS. Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:44 +msgid "Click :guilabel:`IoT Devices` to access the list of :doc:`/applications/general/iot/devices` for your POS and view their connection status. Click a card to access the device's form." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:48 +msgid "`List of supported hardware `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49 +msgid ":doc:`IoT documentation `" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:54 +msgid "Setup example" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:-1 +msgid "A suggested configuration for a point of sale system." +msgstr "" + #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "" @@ -6024,7 +6131,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:44 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:58 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:115 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:120 #: ../../content/applications/sales/point_of_sale/preparation.rst:16 msgid "Go to the :ref:`POS settings `." msgstr "" @@ -6147,43 +6254,51 @@ msgid "Product list" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 -msgid "Synchronization" +msgid "Currently, UrbanPiper does not support combo products." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:113 -msgid "To make products available on food delivery platforms, synchronize with your UrbanPiper account:" +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:112 +msgid "As a workaround, create a product and define combo choices as :doc:`Attributes & Variants <../sales/products_prices/products/variants>`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 +msgid "Synchronization" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:118 +msgid "To make products available on food delivery platforms, synchronize with your UrbanPiper account:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:121 msgid "Scroll down the :guilabel:`Food Delivery Connector` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:117 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:122 msgid "Click the :guilabel:`Sync Menu` button." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:119 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 msgid "The :guilabel:`Last Sync on` timestamp below the :guilabel:`Create Store` and :guilabel:`Sync Menu` buttons updates." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:123 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 msgid "A successful synchronization triggers a notification." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:129 msgid "The synchronization process may take 2–3 minutes to reflect changes on the UrbanPiper Atlas platform." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:133 msgid "Go live" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:130 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:153 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:135 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 msgid "`Go to the Locations tab `_ of your Atlas account." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:131 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 msgid "Select the location to activate, then click :guilabel:`Request to go Live`." msgstr "" @@ -6191,19 +6306,19 @@ msgstr "" msgid "Request to go live button in the locations tab of the Atlas account" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 msgid "In the popup window:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:138 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:143 msgid "Select the platform(s) to activate and click :guilabel:`Next`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:139 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:144 msgid "Enter the :guilabel:`Platform ID` and :guilabel:`Platform URL` in the corresponding fields to establish the connection between the platform and UrbanPiper." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:146 msgid "Click the :guilabel:`Request to Go Live` button." msgstr "" @@ -6211,39 +6326,39 @@ msgstr "" msgid "Go live parameters" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:147 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:152 msgid "To find the location's :guilabel:`Platform ID` and :guilabel:`Platform URL`," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:149 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 msgid "Click the location to open its setup form." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:150 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:155 msgid "The location's parameters are available in the :guilabel:`HUB` tab." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:151 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:156 msgid "Verify that your location is live:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:159 msgid "Select any provider in the :guilabel:`Assoc. platform(s)` column to review the status of that platform for this location." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 msgid "Order flow" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:160 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:165 msgid "An order placed via the configured delivery platform triggers a notification. To manage these orders, open the orders' list view by:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:168 msgid "Clicking :guilabel:`Review Orders` on the notification popup." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:164 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:169 msgid "Clicking the bag-shaped icon for online orders and :guilabel:`New`." msgstr "" @@ -6251,60 +6366,60 @@ msgstr "" msgid "Cart button" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:170 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 msgid "Clicking this icon displays the number of orders at each stage: :guilabel:`New`, :guilabel:`Ongoing`, and :guilabel:`Done`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:172 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 msgid "The :guilabel:`New` button indicates newly placed orders, :guilabel:`Ongoing` is for accepted orders, and :guilabel:`Done` is for orders ready to be delivered." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:180 msgid "Then," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:201 msgid "Select the desired order." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:178 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:183 msgid "Click the :guilabel:`Accept` button." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:179 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 msgid "When an order is accepted, its :guilabel:`Order Status` switches from :guilabel:`Placed` to :guilabel:`Acknowledged` and is automatically displayed on the preparation display." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:187 msgid "When the order is ready," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:189 msgid "Open the orders' list view." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:185 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:190 msgid "Select the order." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:186 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 msgid "Click the :guilabel:`Mark as ready` button. Its :guilabel:`Order Status` switches from :guilabel:`Acknowledged` to :guilabel:`Food Ready`, and its :guilabel:`Status` switches from :guilabel:`Ongoing` to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 msgid "Order rejection" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:193 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 msgid "Sometimes, the shop or restaurant may want to **reject** an order. In this case, open the orders' list view," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:197 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:202 msgid "Click the :guilabel:`Reject` button." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:203 msgid "Select one of the reasons from the popup window." msgstr "" @@ -6312,7 +6427,7 @@ msgstr "" msgid "Reject order pop-up" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:204 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:209 msgid "**Swiggy** orders cannot be directly rejected. Attempting to reject one prompts Swiggy customer support to contact the restaurant. Similarly, **Deliveroo**, **JustEat**, and **HungerStation** do not allow order rejection. Always follow the respective provider's guidelines for handling such cases." msgstr "" @@ -6375,179 +6490,179 @@ msgstr "" msgid "Then, as the QR code type differs depending on your country, follow the corresponding documentation page from the following table to set them up." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:26 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27 msgid "QR code types" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28 msgid "Module name" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29 msgid "Technical name" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 msgid "Description" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31 msgid "Pix" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32 msgid ":doc:`Brazilian - Accounting<../../../finance/fiscal_localizations/brazil>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33 msgid "`l10n_br`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34 msgid "The base module to manage the accounting chart and localization for Brazil." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35 msgid "FPS" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36 msgid ":doc:`Hong Kong - Accounting<../../../finance/fiscal_localizations/hong_kong>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37 msgid "`l10n_hk`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38 msgid "The base module to manage the accounting chart and localization for Hong Kong." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39 msgid "QRIS" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40 msgid ":doc:`Indonesian - Accounting<../../../finance/fiscal_localizations/indonesia>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41 msgid "`l10n_id`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42 msgid "The base module to manage the accounting chart and localization for Indonesia." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43 msgid "PayNow" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44 msgid ":doc:`Singapore - Accounting<../../../finance/fiscal_localizations/singapore>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45 msgid "`l10n_sg`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46 msgid "The base module to manage the accounting chart and localization for Singapore." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47 msgid "QR-bill" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48 msgid ":doc:`Switzerland - Accounting<../../../finance/fiscal_localizations/switzerland>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49 msgid "`l10n_ch`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50 msgid "The base module to manage the accounting chart and localization for Switzerland." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51 msgid "PromptPay" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52 msgid ":doc:`Thailand - Accounting<../../../finance/fiscal_localizations/thailand>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53 msgid "`l10n_th`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54 msgid "The base module to manage the accounting chart and localization for Thailand." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55 msgid "VietQR" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56 msgid ":doc:`Vietnam - Accounting<../../../finance/fiscal_localizations/vietnam>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57 msgid "`l10n_vn`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58 msgid "The base module to manage the accounting chart and localization for Vietnam." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59 msgid "EPC" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60 msgid ":doc:`Account SEPA QR Code<../../../finance/accounting/customer_invoices/epc_qr_code>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61 msgid "`account_qr_code_sepa`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:62 msgid "This module adds support for SEPA Credit Transfer QR-code generation." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:64 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:65 msgid "Create the payment method" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:66 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67 msgid "Open the Point of Sale application." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68 msgid "Go to :menuselection:`Configuration --> Payment Methods` and create a payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69 msgid "Set a bank-type journal." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70 msgid "Select :guilabel:`Bank App (QR Code)` under the :guilabel:`Integration` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:71 msgid "Select the :guilabel:`QR Code Format` from the dropdown menu." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:72 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:73 msgid "Select :guilabel:`SEPA Credit Transfer QR` if you are part of the Single Euro Payments Area (SEPA)." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:74 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:75 msgid "Select :guilabel:`EMV Merchant-Presented QR-code` for other QR code types." msgstr "" @@ -6555,11 +6670,11 @@ msgstr "" msgid "QR code payment method configuration" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:80 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:82 msgid "At least one bank account must be defined in the journal to allow QR code payments to be registered with bank apps." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:83 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:85 msgid "Once the payment method is created, go to the :ref:`POS' settings ` and add the payment method to your POS under the :guilabel:`Payment` section." msgstr "" @@ -6567,11 +6682,11 @@ msgstr "" msgid "Enable QR code payment method" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:90 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:93 msgid "Register payments using QR codes" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:92 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:95 msgid "When processing a payment, select the payment method for QR code payments. A QR code is generated and displayed on the screen for the customer to scan and pay with their mobile banking app." msgstr "" @@ -6579,11 +6694,11 @@ msgstr "" msgid "QR code payment example" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:98 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:102 msgid "Hit :guilabel:`Confirm Payment` to validate the transaction." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:101 +#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:105 msgid "Odoo does **not** check the bank payment. It is recommended that users verify payments for validity before confirming them on the POS register." msgstr "" @@ -6785,7 +6900,7 @@ msgid "Connecting a payment terminal allows you to offer a fluid payment flow to msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 -msgid "Ingenico payment terminals require an :doc:`IoT Box `." +msgid "Ingenico payment terminals require an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 @@ -6797,12 +6912,13 @@ msgid "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 -msgid "Connect an IoT Box" +msgid "Connect an IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 -msgid "Connecting an Ingenico payment terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect an IoT Box to your database, please refer to the :doc:`IoT documentation `." +msgid "Connecting an Ingenico payment terminal to Odoo is a feature that requires an IoT system. For more information on how to connect an IoT system to your database, please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 @@ -6826,7 +6942,7 @@ msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 -msgid "On the next screen, enter the IP address of your IoT Box." +msgid "On the next screen, enter the IP address of your IoT system." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 @@ -6834,7 +6950,7 @@ msgid "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 -msgid "At this point, the terminal restarts and should be displayed in your IoT Box form in Odoo." +msgid "At this point, the terminal restarts and should be displayed on the IoT system's form in Odoo." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 @@ -7078,12 +7194,8 @@ msgstr "" msgid "This module replaces the **POS Six** module." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 -msgid "Connect an IoT box" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 -msgid "Connecting a Six payment terminal to Odoo is requires :doc:`using a Raspberry Pi or virtual (for Windows OS only) IoT box `." +msgid "Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 @@ -7091,7 +7203,7 @@ msgid "Configure the terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 -msgid "Navigate to your IoT Box homepage, where you can find the :guilabel:`Six payment terminal` field once your database server is connected to the IoT box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field with the ID received from Six, and click :guilabel:`Connect`. Your Six terminal ID should appear in the :guilabel:`Current Terminal Id` section." +msgid "Navigate to the IoT system's homepage, where you can find the :guilabel:`Six payment terminal` field once your database server is connected to the IoT system. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field with the ID received from Six, and click :guilabel:`Connect`. Your Six terminal ID should appear in the :guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 @@ -7099,7 +7211,7 @@ msgid "Setting the Six terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 -msgid "Odoo automatically restarts the IoT box when the Six terminal ID is configured. If your Six terminal is online, it will be automatically detected and connected to the database. Check the IoT box homepage under the :guilabel:`Payments` section to confirm the connection." +msgid "Odoo automatically restarts the IoT system when the Six terminal ID is configured. If your Six terminal is online, it will be automatically detected and connected to the database. Check the IoT system's homepage under the :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 @@ -7413,7 +7525,7 @@ msgid "Odoo is compatible with Worldline terminals that use the CTEP protocol (e msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 -msgid "Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect one to your database, please refer to the :doc:`IoT documentation `." +msgid "Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT system. For more information on how to connect one to your database, please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 @@ -7441,7 +7553,7 @@ msgid "Hostname" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 -msgid "To set up the hostname, enter your IoT box's IP address' sequence numbers and press **OK** at each \".\" until you reach the colon symbol." +msgid "To set up the hostname, enter your IoT system's IP address' sequence numbers and press **OK** at each \".\" until you reach the colon symbol." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 @@ -7457,19 +7569,19 @@ msgid "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK -- msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 -msgid "Your IoT box's IP address is available in your IoT Box application's database." +msgid "Your IoT system's IP address is available on the :ref:`IoT system's card in the IoT app `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 msgid "Port number" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:62 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 msgid "On the *Port number* screen, enter **9001** (or **9050** for Windows) and click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67 -msgid "For **Windows** IoT devices, it is necessary to add a firewall exception. Follow the :ref:`additional instructions in the Windows IoT documentation ` to add the exception to Windows Firewall." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 +msgid "For the :doc:`Windows virtual IoT `, the `9050` port must be added as a :ref:`Windows Firewall exception `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 @@ -7846,11 +7958,6 @@ msgstr "" msgid "Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the previous stage if you mistakenly sent it to the next stage." msgstr "" -#: ../../content/applications/sales/point_of_sale/preparation.rst:100 -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 -msgid "Customer display" -msgstr "" - #: ../../content/applications/sales/point_of_sale/preparation.rst:102 msgid "In parallel, click :guilabel:`Order Status Screen` to open the customer interface. This interface, designed for customers, provides an overview of orders that are:" msgstr "" @@ -7956,7 +8063,7 @@ msgid "And then scan the discount tag. The discount will be applied and you can msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "Discounts" msgstr "" @@ -8449,7 +8556,6 @@ msgid "If you select a customer with a default pricelist, it will be applied. Yo msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 #: ../../content/applications/sales/subscriptions/products.rst:116 msgid "Pricelists" msgstr "" @@ -8483,8 +8589,6 @@ msgid "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and clic msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:255 msgid "Multiple prices per product" msgstr "" @@ -8517,8 +8621,6 @@ msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414 msgid "Advanced price rules" msgstr "" @@ -9023,15 +9125,15 @@ msgid "From the :ref:`setup form `, select the :guilabe msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 -msgid "If your printer is connected to an IoT box, select :guilabel:`Use a printer connected to the IoT Box` and select the device in the :guilabel:`IoT Device` field." +msgid "If your printer is connected to an IoT system, select :guilabel:`Use a printer connected to the IoT Box` and select the device in the :guilabel:`IoT Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 -msgid "If you use an Epson printer that does not need an IoT box, select :guilabel:`Use an Epson printer` and enter the printer's IP address in the :guilabel:`Epson Printer IP Address` field." +msgid "If you use an Epson printer that does not require an IoT system, select :guilabel:`Use an Epson printer` and enter the printer's IP address in the :guilabel:`Epson Printer IP Address` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 -msgid ":doc:`/applications/general/iot/config/connect`" +msgid ":doc:`/applications/general/iot/connect`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 @@ -9277,7 +9379,7 @@ msgid "The two devices are not required to share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47 -msgid "IoT box" +msgid "IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 @@ -9293,7 +9395,7 @@ msgid "Both devices need to be connected to the same local network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61 -msgid ":doc:`../../../general/iot/config/pos`" +msgid ":doc:`../configuration/pos_iot`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 @@ -9862,6 +9964,7 @@ msgid "The *Amazon Connector* synchronizes orders between Amazon and Odoo, which msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 +#: ../../content/applications/sales/sales/shopee_connector.rst:12 msgid "Supported features" msgstr "" @@ -9898,6 +10001,7 @@ msgid "Synchronize (Odoo to Amazon) all available quantities of your products (F msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/shopee_connector.rst:24 msgid "Support multiple seller accounts." msgstr "" @@ -10011,6 +10115,7 @@ msgid "Amazon.ca" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 +#: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Mexico" msgstr "" @@ -10080,11 +10185,13 @@ msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:200 +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:199 msgid ":doc:`setup`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:113 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:232 msgid ":doc:`manage`" msgstr "" @@ -10093,6 +10200,7 @@ msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:48 msgid "Order synchronization" msgstr "" @@ -10129,6 +10237,7 @@ msgid "When an order is cancelled in Amazon, and was already synchronized in Odo msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:66 msgid "Force synchronization" msgstr "" @@ -10141,6 +10250,7 @@ msgid "Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app - msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:75 msgid "Be sure to pick a date that occurs prior to the last status change of the desired order to synchronize and save. This will ensure synchronization occurs correctly." msgstr "" @@ -10249,6 +10359,7 @@ msgid "Additionally, for B2B clients, it is currently required to manually retri msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:153 +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:155 msgid "Register payments" msgstr "" @@ -10265,6 +10376,7 @@ msgid "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon p msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:166 msgid "Then, select all the generated payments, and click :menuselection:`Actions --> Create batch payment --> Validate`." msgstr "" @@ -10438,6 +10550,7 @@ msgid "To modify default products, activate the :ref:`developer mode Webhooks` under the :guilabel:`Developer` drop-down menu in the left menu bar. In the new page, click :guilabel:`Add Webhook` to open a :guilabel:`Create Webhook` form." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:69 +msgid "The webhook form requires several specific configurations:" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:71 +msgid ":guilabel:`URL`: This tells Gelato where to send the order updates in Odoo. Copy and paste the Odoo database URL with the additional suffix `/gelato/webhook`." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:75 +msgid "`https://stealthywood.odoo.com/gelato/webhook`" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:77 +msgid ":guilabel:`Events`: Click into the field and select :guilabel:`order_status_updated`. Selecting :guilabel:`order_status_updated` ensures Odoo receives order changes automatically." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:79 +msgid ":guilabel:`Method`: Click into the field and select the :guilabel:`HTTP Post` option, as this is the request method used to send data from Gelato to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:81 +msgid "Tick the checkbox next to :guilabel:`I want to take Authorization to this webhook`." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:82 +msgid ":guilabel:`Header Name`: In this field, type in `signature` to match the field in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:83 +msgid "Click :guilabel:`Generate Key` to generate a :guilabel:`Header Value`." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:84 +msgid "Click :guilabel:`Create` to complete this webhook configuration." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:-1 +msgid "Newly configured webhook in the Gelato platform." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:90 +msgid "Copy and paste the API key and webhook on a notepad before tabbing out of the Gelato webpage as backup." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:94 +msgid "Configure Gelato connector in Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:96 +msgid "In Odoo, navigate to :menuselection:`Sales app --> Configuration --> Settings`, then scroll to the :guilabel:`Connectors` section. Enable the :guilabel:`Gelato` connector by ticking the checkbox. Next, paste the newly generated API keys and webhook secret key into their respective fields. Once saved, Gelato is available in Odoo **Sales** and **eCommerce** products." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:102 +msgid "Synchronizing Gelato products with Odoo Sales" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:104 +msgid "It is recommended to have products already configured in Gelato before configuring them in Odoo. To get the product ID in Gelato, navigate to the :guilabel:`Templates` page from the side bar menu. Select which product to synchronize in Odoo, then hover over the product card to reveal the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` menu icon. Click the menu icon, then click :guilabel:`Copy Template ID` to copy the product template ID to the clipboard." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:111 +msgid "`Start selling products with Gelato: Quick & easy setup `_" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:116 +msgid "Odoo Sales product" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:118 +msgid "To create a product in Odoo that matches the Gelato product, navigate to :menuselection:`Sales app --> Products --> Products`, select :guilabel:`New` to create a new product form. Type in the product :guilabel:`Name`, then navigate to the :guilabel:`Sales` tab. Find the :guilabel:`Gelato` section, then click into the :guilabel:`Template Reference` field and paste the copied template ID from the Gelato product. Finally, click :guilabel:`Synchronize`." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:124 +msgid "Successful synchronization pulls the Gelato product variant options into the newly configured Odoo product." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:127 +msgid "In the new :guilabel:`Print Images` field, click the :guilabel:`default` marker to set a default product image. Click the :icon:`fa-pencil` :guilabel:`(edit)` icon and select the product image file to upload, then :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:132 +msgid "The :guilabel:`Print Images` field *must* be configured on all Gelato products and their respective product variations before they can be ordered." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:136 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:138 +msgid "To view and edit the newly synchronized product variants, navigate to the :guilabel:`Attributes & Variants` tab, which will have the variants pulled from the Gelato product configuration. Click the :guilabel:`Configure` button to edit and configure the variant images, delivery methods, additional pricing, etc." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:144 +msgid "Order a Gelato product from Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:146 +msgid "Once synchronized, Gelato products are available to order in Odoo through :doc:`sales quotations ` or on the **eCommerce** store. Gelato delivery options are automatically synchronized upon API and webhook configuration." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:150 +msgid "To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. Select :guilabel:`Standard Delivery` or :guilabel:`Express Delivery` in the :guilabel:`Shipping Method` field, then click :guilabel:`Get rate`." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:154 +msgid "Once the quotation is confirmed, it becomes an active sales order, and the order is sent to Gelato for fulfillment. Once a sales order is sent from Odoo to Gelato, Gelato processes the order, produces the product at the nearest fulfillment center, and ships it directly to the end-customer." +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:159 +msgid ":doc:`send_quotations/create_quotations`" +msgstr "" + +#: ../../content/applications/sales/sales/gelato.rst:162 +msgid "When creating a sales order for Gelato products in the database, only Gelato products can be added to the same sales order. Multivendor orders are not available with the Gelato connector at this time." +msgstr "" + #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10498,108 +10819,84 @@ msgid "Down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 -msgid "A down payment is a partial payment made by the buyer when a sales contract is concluded. This implies both parties' (seller and buyer) full commitment to honor the contract." +msgid "A down payment is an initial, up-front payment made during the confirmation of a sales transaction. Down payments reduce the risk for both parties (the seller and the buyer) as they indicate a mutual commitment to complete the sales transaction." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8 -msgid "With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the remaining amount at a later date. In turn, the seller provides goods or services to the buyer after accepting the down payment, trusting that the remaining amount will be paid later on." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:9 +msgid "With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the remaining amount at a later date. In turn, the seller provides goods or services to the buyer upon or after accepting the down payment, trusting that the remaining amount will be paid later on." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 +msgid "In the Odoo **Sales** app, down payments can be customized to fit the needs of each individual sales transaction." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:17 msgid "Create invoices" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15 -msgid "When a sales order is confirmed, the option to create an invoice becomes available, via the :guilabel:`Create Invoice` button, located in the upper-left corner of the sales order form. When clicked, a :guilabel:`Create invoices` pop-up appears." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:19 +msgid "When a sales order is confirmed, the option to create an invoice becomes available, via the :guilabel:`Create Invoice` button. When clicked, a :guilabel:`Create invoice(s)` pop-up appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "Invoices are automatically created as drafts, so they can be reviewed before validation." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:26 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the :guilabel:`Create Invoice` field:" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:32 msgid ":guilabel:`Regular invoice`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:42 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:33 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid ":guilabel:`Down payment (percentage)`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:31 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:46 msgid ":guilabel:`Down payment (fixed amount)`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:37 msgid "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as they only pertain to down payment configurations." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:41 msgid "Initial down payment request" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:40 -msgid "On the :guilabel:`Create invoices` pop-up form, the down payment options are:" +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 +msgid "On the :guilabel:`Create invoice(s)` pop-up window, the down payment options are:" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 -msgid "Once the desired down payment option is selected in the :guilabel:`Create Invoice` field on the pop-up form, designate the desired amount, either as a percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:48 +msgid "Select the desired down payment option, then designate the desired amount, either as a percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:49 -msgid "Then, select the appropriate income account for the invoice in the :guilabel:`Income Account` field. Next, select a tax amount, if necessary, in the :guilabel:`Customer Taxes` drop-down field." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:51 +msgid "Once all fields are filled in, click the :guilabel:`Create Draft` button. Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice Draft`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 -msgid "A create invoices pop-up form with down payment fields filled in with information." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56 -msgid "Once all fields are filled in with the desired information, click the :guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice Draft`." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:55 +msgid "If an :guilabel:`Invalid Operation` error appears, double-check that the :doc:`invoicing policy ` is configured correctly. In some cases, for example, the invoicing policy is configured to require delivery before invoicing." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice Draft`, the down payment that was just configured in the :guilabel:`Create invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 -msgid "Down payment as a product in the invoice lines tab of a customer invoice draft in Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:68 -msgid "When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` tab is clicked, Odoo reveals the product form for the down payment." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71 -msgid "By default, the :guilabel:`Product Type` of down payment products generated for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing Policy` set to :guilabel:`Prepaid/Fixed Price`." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 -msgid "Down payment product form with service product type and invoicing policy field." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 -msgid "This product can be edited/modified at any time." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 -msgid "If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the :guilabel:`Invoicing Policy`, an invoice will **not** be able to be created." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:88 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:66 msgid "Example: request 50% down payment" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:91 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:69 msgid "The following example involves a 50% amount down payment on a product (:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`." msgstr "" @@ -10607,8 +10904,8 @@ msgstr "" msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:335 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:77 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:313 #: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 @@ -10616,15 +10913,15 @@ msgstr "" msgid ":doc:`invoicing_policy`" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:101 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "First, navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the quotation." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:104 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the :guilabel:`Cabinet with Doors` product." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:107 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:85 msgid "When the order is confirmed (via the :guilabel:`Confirm` button), the quotation turns into a sales order. Once this occurs, create and view the invoice by clicking :guilabel:`Create Invoice`." msgstr "" @@ -10632,29 +10929,29 @@ msgstr "" msgid "Cabinet with doors sales order that's been confirmed in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:114 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:92 msgid "Next, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:118 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:96 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:242 msgid "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are *not* required fields, and they will *not* appear if they've already been preconfigured in previous down payment requests." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:122 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:268 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:100 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "For more information, check out the documentation on :ref:`customer taxes modification on down payments ` and :ref:`income account modification on down payments `." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:104 msgid "Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:128 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:106 msgid "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:131 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:109 msgid "From there, the invoice can be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of buttons at the top of the page." msgstr "" @@ -10662,7 +10959,7 @@ msgstr "" msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:139 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:117 msgid "From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`." msgstr "" @@ -10670,7 +10967,7 @@ msgstr "" msgid "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:145 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:123 msgid "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the necessary information. Confirm the information provided is correct, and make any necessary adjustments. When ready, click the :guilabel:`Create Payment` button." msgstr "" @@ -10678,8 +10975,8 @@ msgstr "" msgid "Showcase of the Register Payment pop-up window with create payment button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:153 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:291 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:131 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:269 msgid "After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green :guilabel:`In Payment` banner in the upper-right corner." msgstr "" @@ -10688,11 +10985,11 @@ msgstr "" msgid "Customer Invoice with a green In Payment banner located in the upper-right corner." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:160 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:138 msgid "Now, when the customer wants to pay the remaining amount of the order, another invoice must be created. To do that, return to the sales order, via the breadcrumb links." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:163 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:141 msgid "Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order Lines` tab, along with the down payment that was just invoiced and posted." msgstr "" @@ -10700,11 +10997,11 @@ msgstr "" msgid "The down payments section in the order lines tab of a sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:148 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:172 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:150 msgid "On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "" @@ -10712,23 +11009,23 @@ msgstr "" msgid "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:179 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:157 msgid "If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo will create an invoice for the exact amount needed to complete the total payment, as indicated in the :guilabel:`Amount to invoice` field." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:163 msgid "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all the necessary information related to each invoice." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:189 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:167 msgid "To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:192 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the necessary information, including the remaining amount left to be paid on the order." msgstr "" @@ -10736,7 +11033,7 @@ msgstr "" msgid "The second register payment pop-up form in Odoo sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:199 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner. Also, both down payments are present in the :guilabel:`Invoice Lines` tab." msgstr "" @@ -10744,71 +11041,71 @@ msgstr "" msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:207 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 msgid "At this point, the flow is now complete." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:210 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:188 msgid "This flow is also possible with the :guilabel:`Fixed amount` down payment option." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:191 msgid "If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular invoice is created." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:195 msgid "However, for products that cost *less* than the 50% down payment, the down payments will **not** be able to be deducted when it comes time to invoice the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:220 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:198 msgid "This is because the product(s) would have to be delivered *before* creating the final invoice due to Odoo not allowing negative totals for invoices." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:223 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:201 msgid "If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft invoice that was created after the down payment." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:204 msgid "To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly on the sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:233 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "Example: request 100% down payment" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:235 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 msgid "The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50% down payment `, but with fewer steps." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:239 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 msgid "A 100% down payment is **not** the same as a full payment of the sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:241 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:219 msgid "A sales order paid through the regular invoice process will not allow any additional invoices to be generated, and **will not** display the *Create Invoice* button on the Sales Order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:222 msgid "Following this example **will** cause the *Create Invoice* button to be displayed on the Sales Order. This is because Odoo expects another invoice to be created after the down payment to complete payment of the sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:248 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 msgid "The *Solar Panel Installation* product is being used in this example." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:250 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the quote." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:253 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:231 msgid "Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the `Solar Panel Installation` product." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:256 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point, an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:259 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:237 msgid "On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field. Then, if desired, select an :guilabel:`Income Account` and :guilabel:`Customer Taxes` in their respective fields." msgstr "" @@ -10816,35 +11113,35 @@ msgstr "" msgid "The Down payment (percentage) option selected with 100% set as the Down Payment." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:276 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:254 msgid "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:280 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:258 msgid "The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of buttons at the top of the page." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:284 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 msgid "The payment can be registered by clicking the :guilabel:`Register Payment` button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:286 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 msgid "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the necessary information. Confirm the information provided is correct and make any necessary adjustments. When ready, click the :guilabel:`Create Payment` button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:298 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:276 msgid "The process is now complete, and the 100% down payment has been successfully applied." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:303 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:281 msgid "Customer taxes modification on down payments" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:305 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:283 msgid "To adjust the income account and customer taxes attached to a down payment, navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`), search for the `Down Payment` product in the search bar, and select it to reveal the product detail page." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:309 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:287 msgid "On the :guilabel:`Down Payment` product page, in the :guilabel:`General Information` tab, the customer taxes can be modified in the :guilabel:`Customer Taxes` field." msgstr "" @@ -10853,19 +11150,19 @@ msgstr "" msgid "How to modify the income account link to down payments." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:319 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:297 msgid "Income account modification on down payments" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:321 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:299 msgid "To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the *Accounting* app **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:324 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:302 msgid "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product page. That tab will **not** be accessible without the *Accounting* app installed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:327 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:305 msgid "In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income Account` field, located in the :guilabel:`Receivables` section." msgstr "" @@ -12769,51 +13066,30 @@ msgid "Pricelists, discounts, and formulas" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 -msgid "Odoo *Sales* has a useful pricelist feature that can be tailored to fit any unique pricing strategy." +msgid "A *pricelist* is a method of dynamic pricing that applies a list of prices (or price rules) to adjust sales prices. This adjustment can apply to specific customers, customer groups, sales orders, time periods, etc., and is useful for creating pricing strategies and optimizing sales margins." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7 -msgid "A *pricelist* is a list of prices (or price rules) that Odoo uses to determine the appropriate price for a customer. These pricelists can be set with specific criteria (such as time periods, minimum quantity sold, and more) in order to apply certain prices or discounts." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9 +msgid "Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11 -msgid "Pricelists suggest certain prices, but they can always be overridden on the sales order." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:13 +msgid "Pricelists configuration" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 -msgid "Pricing strategy options" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16 -msgid "To choose a pricing strategy, first navigate to :menuselection:`Sales app --> Configuration --> Settings`. In the :guilabel:`Pricing` section, click the checkbox next to the :guilabel:`Pricelists` feature." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20 -msgid "Doing so reveals two additional options beneath it: :guilabel:`Multiple prices per product` and :guilabel:`Advanced price rules (discounts, formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads to a separate pricelists page, wherein pricelists can be created and/or modified." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25 -msgid ":guilabel:`Multiple prices per product`: provides the option to set several different prices per product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 -msgid ":guilabel:`Advanced price rules (discounts, formulas)`: provides the option to create detailed price rules and apply discounts, margins, and roundings." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:15 +msgid "To enable pricelists in the Odoo **Sales** app, first navigate to :menuselection:`Sales app --> Configuration --> Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the :guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 -msgid "After clicking the checkbox beside the :guilabel:`Pricelists` feature, select one of those two options, then click :guilabel:`Save` to save all changes." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:22 +msgid "After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page reloads. From here, either select the :icon:`oi-arrow-right` :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app --> Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40 -msgid "After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app --> Products --> Pricelists`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:430 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or modified at any time." msgstr "" @@ -12821,463 +13097,135 @@ msgstr "" msgid "How the pricelists page looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 -msgid "The order of the pricelists on the :guilabel:`Pricelists` page has an impact on how they are applied. If several pricelists share the same criteria, **only** the first listed pricelist is applied." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 +msgid "If there is no specific pricelist configured on a sales quotation, the :guilabel:`Default` pricelist is applied." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57 -msgid "For example, for two pricelists with different rules, but same criteria (e.g., same website, same country), only the *first* pricelist in the list is applied." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 +msgid "The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. This option allows website visitors to choose a pricelist when shopping in your **eCommerce** website." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 -msgid "The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*. This pricelist is applied by default, if there are no matching criteria." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:42 +msgid "In Odoo 17 (and above), you are *not required* to enter a pricelist in the :guilabel:`Pricelist` field on a sales quotation form in order to confirm it (i.e. turn it into a sales order)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 -msgid "In Odoo 17 (and above), it is no longer required to have a pricelist entered in the :guilabel:`Pricelist` field on a quotation form in order to confirm it (i.e. turn it into a sales order)." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 +msgid "The chatter section is available on pricelist forms, which allows you to add notes and communications on each pricelist page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 -msgid "It should also be noted that, in Odoo 17 (and above), a chatter section can be found on pricelist forms, which enhances the ability to communicate about them." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:49 +msgid "Creating and editing pricelists" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:72 -msgid "From the :guilabel:`Pricelists` page, either select the desired pricelist to edit, or click :guilabel:`New` to create a new pricelist, which reveals a blank pricelist form that can be configured in a number of different ways." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:51 +msgid "From the :guilabel:`Pricelists` page, either select the pricelist to edit, or click :guilabel:`New` to create a new pricelist, which reveals a blank pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:80 -msgid "When creating a new pricelist, start by adding a name for the pricelist at the top of the form, in the blank field. Next, select which :guilabel:`Currency` should be used." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58 +msgid "When creating a new pricelist, start by adding a name for the pricelist at the blank field at top of the form. Next, select which :guilabel:`Currency` should be used." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 -msgid "Then, if working in a multi-company environment, select which company this pricelist should apply to in the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically applied to all companies in the database." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 +msgid "If working in a multi-company environment, select which company this pricelist should apply to in the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically applied to all companies in the database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:88 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 +msgid "If working in a multinational company, select the countries where this pricelist will apply under the :guilabel:`Country Groups` column." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 msgid "Price Rules tab" msgstr "" +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 +msgid "In the :guilabel:`Price Rules` tab, each line creates a new record that will implement customized pricing to the sales order where the pricelist is applied. To create a new price rule, click on :guilabel:`Add a line`, which opens a new pricelist rules form." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:75 +msgid "Then, select whether to apply this set of rules to a :guilabel:`Product` or :guilabel:`Category`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 +msgid "From here, there are several configuration options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 +msgid ":guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this field to choose one or more products to which this pricelist will apply." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 +msgid ":guilabel:`Category`: Select one or more product categories to which this pricelist will apply." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:82 +msgid ":guilabel:`Price Type`: Select whether the specialized pricing will fall under :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`. Depending on the price type, there will be additional configurations on how to apply the pricelist." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:86 +msgid ":guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by using a negative value in this field." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90 -msgid "The :guilabel:`Price Rules` tab functionality on a pricelist form varies depending on the :guilabel:`Pricelists` setting chosen: either :guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules (discounts, formulas)`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:94 -msgid "However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` tab are always the same, regardless of the chosen :guilabel:`Pricelists` setting." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100 -msgid "With the :guilabel:`Multiple prices per product` setting activated, the :guilabel:`Price Rules` tab on pricelist forms provides the option to add specific products, with a specific price, to a pricelist." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:104 -msgid "To add a specific product and price to a pricelist form, click the :guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the :guilabel:`Products` column. Then, select the desired product for which a specific price should be applied." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108 -msgid "Next, if necessary, select a product variant under the :guilabel:`Variants` column (e.g. a specific product size, color, etc.). If no variants are selected, then this price will apply to all variants of the product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:112 -msgid "If a minimum amount of the product must be purchased in order to apply the specific price, enter the amount under the :guilabel:`Min. Quantity` column." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 -msgid "To configure the price of the product for this specific pricelist, enter the desired amount under the :guilabel:`Price` column. Then, there is the option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the configured product price, if desired." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 -msgid "To add another product line, click :guilabel:`Add a line` again, and repeat the process. There is no limit to how many products can be added in the :guilabel:`Price Rules` tab of a pricelist form." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 -msgid "For more information, check out the following section: :ref:`Multiple prices per product `." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128 -msgid "With the :guilabel:`Advanced price rules (discounts, formulas)` setting activated, the :guilabel:`Price Rules` tab on pricelist forms provides the option to configure detailed price rules based on formulas." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132 -msgid "Check out the :ref:`Advanced price rules (discounts, formulas) ` section for detailed steps on how to add advanced price rules to a pricelist." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:136 -msgid "Recurring Prices tab" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:138 -msgid "Recurring prices are specifically used with :doc:`subscription products <../../../subscriptions/products>`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141 -msgid "Under the :guilabel:`Recurring Prices` tab, the same functionality of the :guilabel:`Price Rules` tab is present. The only difference being that a recurring time period can be applied in the :guilabel:`Recurring Plan` column." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145 -msgid "Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, click :guilabel:`Add a price rule`, and select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:149 -msgid "New recurrence periods can also be created from this column. To do so, type in the name for the new :guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to create the time period, which can be edited later." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 -msgid "Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save & Close` button." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "Custom time period pop-up form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:162 -msgid "Lastly, add the desired price for this recurring price rule in the :guilabel:`Recurring Price` column." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166 -msgid ":doc:`../../../subscriptions`" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:169 -msgid "Rental rules tab" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:171 -msgid "Under the :guilabel:`Rental rules` tab, specific price rules can be configured for various rental products, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:175 -msgid "To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the :guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178 -msgid "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, `Hourly`, etc.)." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:180 -msgid "Lastly, configure a :guilabel:`Price` for the rental rule in the respective column." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183 -msgid "Configuration tab" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 -msgid "Under the :guilabel:`Configuration` tab, there are a few options that can further customize the pricelist." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "Configuration tab on pricelist detail form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:192 -msgid "From here, under the :guilabel:`Availability` section, in the :guilabel:`Country Groups` field, certain country groups can be added to the pricelist. There is no limit to how many country groups can be added in this field." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:197 -msgid "If no country is set for a customer, Odoo takes the first pricelist without any country group." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:199 -msgid "Under the :guilabel:`Website` section, there are a few options that can be configured. In the :guilabel:`Website` field, this pricelist can be applied to a specific website, if working in a multi-website environment. If left blank, the pricelist is applied to all websites in the database." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:203 -msgid "Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for customers to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers **cannot** select this pricelist for themselves." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207 -msgid "Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type in the desired promo code that, when entered during the checkout process, applies the pricelist to the customer, even if the customer does not fall into the previously-specified criteria." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211 -msgid "Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount Policy` field with two options to choose from: :guilabel:`Discount included in the price` or :guilabel:`Show public price & discount to the customer`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 -msgid "If :guilabel:`Discount included in the price` is selected, the price shown to the customer already accounts for the discount being applied. However, if :guilabel:`Show public price & discount to the customer` is selected, the customer sees the actual public price *and* how much they are saving with this pricelist discount." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:221 -msgid "Customer pricelist application" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 -msgid "While the default pricelist applied to any customer is the :guilabel:`Public Pricelist`, Odoo provides the opportunity to directly apply a different pricelist to customers on their contact form." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:226 -msgid "To do that, open the desired customer's contact form, either by navigating to :menuselection:`Sales app --> Orders --> Customers` and selecting the customer from the main :guilabel:`Customers` page, or by clicking on the customer's name on a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "Sample customer detail form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234 -msgid "On the desired customer's contact form, under the :guilabel:`Sales & Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist should be applied to this specific customer from the drop-down menu in the :guilabel:`Pricelist` field." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "The pricelist field in a customer detail form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:243 -msgid "When a customer is added to the database, the default pricelist is automatically applied to them. There is **no way** to have a blank *Pricelist* field on a contact form. Even if that field is left blank, the default pricelist appears when that contact form is opened again." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:247 -msgid "However, when that contact is added to a quotation, and the *Pricelist* field is auto-populated (based on the information from their contact form), that predetermined pricelist can be removed from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned into a sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257 -msgid "To apply several prices per individual product, select the :guilabel:`Multiple prices per product` option, after enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:261 -msgid "Next, apply pricelists to specific products using the product form. Navigate to the :menuselection:`Sales app --> Products --> Products` and select the product for which multiple prices should be applied. Selecting a product from the :guilabel:`Products` page reveals that specific product's product form on a separate page." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:266 -msgid "On the product form, click the :guilabel:`Extra Prices` smart button, located at the top of the form." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "How the extra prices smart button appears in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:273 -msgid "Doing so reveals a separate page displaying the :guilabel:`Price Rules` that are specific to that particular product. Here, price rules can be edited or created at any time." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "How the extra price rules per product page appears in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280 -msgid "To create a new price rule for a product from this specific :guilabel:`Price Rules` page, click :guilabel:`New` to add a new, customizable row that has the desired product already populated in the :guilabel:`Applied On` column." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284 -msgid "Next, select which :guilabel:`Pricelist` this specific product price rule should apply to, via the drop-down menu in the :guilabel:`Pricelist` column." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 -msgid "The :guilabel:`Public Pricelist` is the default pricelist used with Odoo *Sales* and *eCommerce*." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:291 -msgid "To create a new pricelist from this page, type in the desired name of the new pricelist in the :guilabel:`Pricelist` column, then select :guilabel:`Create` from the drop-down menu. All pricelists can be modified at any time, by navigating to :menuselection:`Sales app --> Products --> Pricelists`. Pricelists can also be created on that specific :guilabel:`Pricelists` page, as well." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297 -msgid "After the desired pricelist is added to the row, designate a :guilabel:`Min. Quantity` for the price rule." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:301 -msgid "If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the :guilabel:`Price` column will be applied to orders of 2 or more products. So, in theory, if a single product costs $100, customers can be encouraged to buy more, if the :guilabel:`Price` is set at $85 per product for a :guilabel:`Min. Quantity` of `2` products." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:306 -msgid "Next, enter the desired amount in the :guilabel:`Price` column. Then, if needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the product's price rule." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:309 -msgid "And lastly, if working in a multi-company environment, select which company this price rule should be applied to in the :guilabel:`Company` field. Leaving this field blank means the price rule applies for all companies in the database." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313 -msgid "Click away from the row to activate Odoo's auto-save capability, meaning that newly-created price rule is now ready to be used." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:316 -msgid "Proceed to add as many unique price rules per product as desired. There is no limit to how many price rules can be added per product." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:319 -msgid "With the price rule(s) in place for a specific product, customers who fall into those corresponding pricelists automatically see those new prices applied. The number of price rules applied to a particular product are also displayed in the :guilabel:`Extra Prices` smart button, located on every product form." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325 -msgid "When a price rule/pricelist is added to a product via the :guilabel:`Extra Prices` smart button, it is also reflected on the pricelist itself. Similarly, when a price rule for a specific product is added to a pricelist, it is also reflected on the product form via the :guilabel:`Extra Prices` smart button." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:335 -msgid "The *Discounts* feature allows the ability to set a discount or increase the price on *individual items* in a sales order. This is calculated as a percentage of that product's sales price." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 -msgid "To access discounts, navigate to the *Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click the :guilabel:`Discounts` checkbox, then click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "Click the checkbox labeled Discounts to activate Discounts." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:346 -msgid "After the setting has been activated, navigate to the desired quotation by going to :menuselection:`Sales app --> Orders --> Quotations` at the top of the page. Once there, click on the desired quote from the list." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:350 -msgid "In the order lines section of the quotation form, a new column heading will appear labeled :guilabel:`Disc.%`. This column is used to set discounts on individual line items. Enter the desired discount for each product line and the new price will automatically be calculated in the quote :guilabel:`Total` at the bottom of the page." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356 -msgid "A discount can also be added directly to a sales order in the same way. Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the desired sales order, and add the discount to :guilabel:`Disc.%` as described above." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "The Dis.% heading will now appear in Order Lines." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365 -msgid "Positive values for :guilabel:`Disc.%` will apply a *discount*, while negative values can be used to *increase* the price." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:369 -msgid "Discount button" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:371 -msgid "In Odoo 17, with the :ref:`Discounts setting ` enabled, a :guilabel:`Discount` button appears at the bottom of sales orders." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "The discount button located at the bottom of a sales order form in the Odoo Sales app." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 -msgid "When the :guilabel:`Discount` button on a sales order is clicked, a :guilabel:`Discount` pop-up window appears." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 -msgid "On this pop-up window, configure the :guilabel:`Discount` percentage, and select one of the following discount options: :guilabel:`On All Order Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 -msgid ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to add the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window) on all existing order lines of the sales order." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388 -msgid ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to the order, which has the cumulative value equivalent to the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window). Any product added (or removed) *after* the discount is added does **not** affect the discount value on the order line." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 -msgid "In this example, since the total of the order is $600, and there is a 30% global discount, that specific line is added to the sales order with a -180 value (which is 30% of $600)." +msgid "If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set as :guilabel:`Discount`, the discount will visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 -msgid "The sales order with the applied global discount option in the Odoo Sales application." +msgid "A pricelist rule using Price Type: Discount to create a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 -msgid ":guilabel:`Fixed Amount`: When selected, the percentage designation in the :guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein a specific amount must be entered. This configured value is added as a discount line on the sales order." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 +msgid "How a pricelist rule using Price Type: Discount appears on customer preview." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 -msgid "It is more beneficial to add a :guilabel:`Fixed Amount` discount after **all** desired products have been added to a sales order. If there are changes made to the sales order *after* the discount is added, make sure to change the value on the :guilabel:`Discount` line, or remove the line and add the discount again." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:99 +msgid ":guilabel:`Formula`: Calculate the pricelist rules based the following configuration:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416 -msgid "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature provides the option to set price change rules based on discounts and formulas. These changes can be relative to the product list/catalog price, the product's cost, or another pricelist." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101 +msgid ":guilabel:`Discount`: Percentage discount to be applied. Negative values can be entered to increase prices." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 -msgid "To use advanced pricing rules, with discounts and formulas, select the :guilabel:`Advanced price rules (discounts, formulas)` option, after enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click :guilabel:`Save`." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 +msgid "If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set as :guilabel:`Formula`, the discount will *not* be visible to the customer." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 -msgid "After activating and saving that :guilabel:`Pricelists` feature, the :guilabel:`Settings` page reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app --> Products --> Pricelists`." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108 +msgid ":guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after discount. The rounding method sets the price so that it is a multiple of the value in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 -msgid "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, or create a new pricelist by clicking the :guilabel:`New` button." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113 +msgid "Rounding is applied *after* the discount and *before* the extra fee." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:436 -msgid "On the pricelist form, under the :guilabel:`Price Rules` tab, click :guilabel:`Add a line` to add an advanced price rule. Doing so reveals a :guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule is configured." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 +msgid ":guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount` and :guilabel:`Round off to` have been applied." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 +msgid ":guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product lines in the quotation form will be updated to this price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:445 -msgid "Price computation" +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120 +msgid ":guilabel:`Min Qty`: Specify the minimum quantity of selected products for this pricelist to apply." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 -msgid "On this form, first choose one of the three :guilabel:`Computation` options:" +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 +msgid ":guilabel:`Validity Period`: Specify the start and end date during which this pricelist can be applied to quotations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:449 -msgid ":guilabel:`Fixed Price`: the price computation is based on a fixed price." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:450 -msgid ":guilabel:`Discount`: the price computation is based on a discount." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:451 -msgid ":guilabel:`Formula`: the price computation is based on a formula." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:454 -msgid "Each :guilabel:`Computation` option reveals its own computation-specific fields on the form." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:456 -msgid "If :guilabel:`Fixed Price` is selected, enter the desired price in the :guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, enter the desired discount percentage in the :guilabel:`Discount` field that appears." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 -msgid "If :guilabel:`Formula` is selected, a number of configurable options appear." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 -msgid "The various formula computation options present in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:466 -msgid "To configure the :guilabel:`Formula` computation option, start by selecting an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the advanced price rule formula will be based on." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:470 -msgid "Next, in the :guilabel:`Discount` field, determine how much of a discount should be applied. It should be noted that a mark-up can be applied by setting a negative discount in this field." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:474 -msgid "To formulate a 100% markup (or 2 times the cost of the product), with a $5 minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the :guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is often seen in retail situations." +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 +msgid "To formulate a 100% markup (or two times the price of the product), with a $5 minimum margin, set the :guilabel:`Based price` field to :guilabel:`Sales Price` and the :guilabel:`Discount` to `-100`. This is often seen in retail situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:482 -msgid "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or subtract) to the amount calculated with the discount. After that, enter a desired figure in the :guilabel:`Rounding Method` field. The rounding method sets the price so that it is a multiple of the value in the field." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:487 -msgid "Rounding is applied *after* the discount and *before* the surcharge." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:490 -msgid "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the :guilabel:`Extra Fee` to `-0.01`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:493 -msgid "Lastly, specify the minimum amount of margin over the base price in the :guilabel:`Margins` field." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:495 -msgid "Once all formula-related configurations are complete, Odoo provides an example of the formula in a blue block to the right of the configurations." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:499 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:134 msgid "To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to :guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to `-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" @@ -13285,55 +13233,255 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:508 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 +msgid "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the :guilabel:`Extra Fee` to `-0.01`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146 +msgid "Recurring Prices tab" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 +msgid "Recurring prices are specifically used with :doc:`subscription products <../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that they will only apply to subscription products, or products with recurring prices enabled." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:152 +msgid "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the :guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add :guilabel:`Recurring Plan`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:156 +msgid ":guilabel:`Product Variants` are configured under products that have one or more values, such as color, size, etc. Once a product has been selected under the :guilabel:`Products Tab`, if applicable, select the desired product variants to be included in the price rule." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 +msgid "Then, select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "The recurring prices tab in a pricelist configuration form." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166 +msgid "New recurrence periods can also be created from this column. To do so, type in the name for the new :guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to create the time period, which can be edited later. Alternatively, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save & Close` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "Custom time period pop-up form in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178 +msgid "Lastly, add the desired price for this recurring price rule in the :guilabel:`Recurring Price` column." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:182 +msgid ":doc:`../../../subscriptions`" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 +msgid "Rental rules tab" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:187 +msgid "Price rules can be configured for :doc:`rental products <../../../rental>` under the :guilabel:`Rental rules` tab, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:191 +msgid "To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the :guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 +msgid "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, `Hourly`, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:196 +msgid "Lastly, configure a :guilabel:`Price` for the rental rule in the respective column." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "The rental tab in a pricelist configuration form." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 +msgid "Ecommerce Tab" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 +msgid "Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an :doc:`Ecommerce website <../../../../websites/ecommerce/products>`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207 +msgid "To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:209 +msgid "The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211 +msgid "Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code` field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "The Ecommerce tab in a pricelist configuration form." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:218 +msgid "Customer pricelist application" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:220 +msgid "While the default pricelist applied to any customer is the :guilabel:`Public Pricelist`, Odoo provides the opportunity to directly apply a different pricelist to customers on their contact form." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 +msgid "To do that, open the desired customer's contact form, either by navigating to :menuselection:`Sales app --> Orders --> Customers` and selecting the customer from the main :guilabel:`Customers` page, or by clicking on the customer's name on a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "Sample customer detail form in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:231 +msgid "On the desired customer's contact form, under the :guilabel:`Sales & Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist should be applied to this specific customer from the drop-down menu in the :guilabel:`Pricelist` field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "The pricelist field in a customer detail form in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 +msgid "When a customer is added to the database, the default pricelist is automatically applied to them. There is **no way** to have a blank *Pricelist* field on a contact form. Even if that field is left blank, the default pricelist appears when that contact form is opened again." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:244 +msgid "However, when that contact is added to a quotation, and the *Pricelist* field is auto-populated (based on the information from their contact form), that predetermined pricelist can be removed from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned into a sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:254 +msgid "The *Discounts* feature allows the ability to set a discount or increase the price on *individual items* in a sales order. This is calculated as a percentage of that product's sales price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257 +msgid "To access discounts, navigate to the *Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click the :guilabel:`Discounts` checkbox, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "Click the checkbox labeled Discounts to activate Discounts." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:265 +msgid "After the setting has been activated, navigate to the desired quotation by going to :menuselection:`Sales app --> Orders --> Quotations` at the top of the page. Once there, click on the desired quote from the list." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:269 +msgid "In the order lines section of the quotation form, a new column heading will appear labeled :guilabel:`Disc.%`. This column is used to set discounts on individual line items. Enter the desired discount for each product line and the new price will automatically be calculated in the quote :guilabel:`Total` at the bottom of the page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:275 +msgid "A discount can also be added directly to a sales order in the same way. Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the desired sales order, and add the discount to :guilabel:`Disc.%` as described above." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "The Dis.% heading will now appear in Order Lines." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284 +msgid "Positive values for :guilabel:`Disc.%` will apply a *discount*, while negative values can be used to *increase* the price." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 +msgid "Discount button" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:290 +msgid "In Odoo 17, with the :ref:`Discounts setting ` enabled, a :guilabel:`Discount` button appears at the bottom of sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 +msgid "The discount button located at the bottom of a sales order form in the Odoo Sales app." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297 +msgid "When the :guilabel:`Discount` button on a sales order is clicked, a :guilabel:`Discount` pop-up window appears." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:300 +msgid "On this pop-up window, configure the :guilabel:`Discount` percentage, and select one of the following discount options: :guilabel:`On All Order Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 +msgid ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to add the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window) on all existing order lines of the sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:307 +msgid ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to the order, which has the cumulative value equivalent to the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window). Any product added (or removed) *after* the discount is added does **not** affect the discount value on the order line." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313 +msgid "In this example, since the total of the order is $600, and there is a 30% global discount, that specific line is added to the sales order with a -180 value (which is 30% of $600)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 +msgid "The sales order with the applied global discount option in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:320 +msgid ":guilabel:`Fixed Amount`: When selected, the percentage designation in the :guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein a specific amount must be entered. This configured value is added as a discount line on the sales order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325 +msgid "It is more beneficial to add a :guilabel:`Fixed Amount` discount after **all** desired products have been added to a sales order. If there are changes made to the sales order *after* the discount is added, make sure to change the value on the :guilabel:`Discount` line, or remove the line and add the discount again." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "Conditions" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:510 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333 msgid "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the :guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:513 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:336 msgid "Here, start by selecting one of the options in the :guilabel:`Apply On` field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:515 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 msgid ":guilabel:`All Products`: the advanced pricelist rule will be applied to all products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:516 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:339 msgid ":guilabel:`Product Category`: the advanced pricelist rule will be applied to a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:518 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:341 msgid ":guilabel:`Product`: the advanced pricelist rule will be applied to a specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:519 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:342 msgid ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:522 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "If any of those options, apart from :guilabel:`All Products`, are selected, a new option-specific field appears, in which the specific :guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:526 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid "Then, select a minimum quantity to be applied to the advanced pricelist rule in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:530 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 msgid "Once all configurations are complete, either click :guilabel:`Save & Close` to save the advanced pricelist rule, or click :guilabel:`Save & New` to immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:535 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "If a price rule is set for a particular product, and another one for its product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:539 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:362 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:540 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 msgid ":doc:`/applications/websites/ecommerce/products/price_management`" msgstr "" @@ -13610,12 +13758,6 @@ msgstr "" msgid "As mentioned previously, when attributes and values have been added to the Odoo database, they can be used for existing or imported products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "When product attributes and values are configured in the database, they can be used on product import spreadsheets to add more information and detail to products being imported." msgstr "" @@ -15982,6 +16124,659 @@ msgstr "" msgid "An error pop-up message appears when attempting to cancel an order for an ongoing subscription that has an invoice." msgstr "" +#: ../../content/applications/sales/sales/shopee_connector.rst:5 +msgid "Shopee Connector" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:7 +msgid "The **Shopee Connector** synchronizes orders between Shopee and Odoo, which considerably reduces the amount of time spent manually entering Shopee orders (from the Shopee Seller account) into Odoo. It also allows users to accurately keep track of Shopee sales in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:14 +msgid "The **Shopee Connector** is able to:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:16 +msgid "Synchronize (Shopee to Odoo) all confirmed orders, and their order items, which include:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:18 +msgid "Product name" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:19 +msgid "SKU reference" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:20 +msgid "Quantity" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:22 +msgid "Synchronize (Odoo to Shopee) all available quantities of your products (:abbr:`FBM (Fulfilled by Merchant)`)." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:25 +msgid "Support multiple Shopee marketplaces (shops) per seller account." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:28 +msgid "The **Shopee Connector** is designed to synchronize sales orders data. Other actions, such as downloading weekly/monthly income/fees reports, handling disputes, or issuing refunds, **must** be managed from the *Shopee Seller Central*, as usual." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:33 +msgid "Shopee supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:36 +msgid "**APAC region**" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:38 +msgid "Indonesia" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:38 +msgid "Shopee.co.id" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:40 +msgid "Taiwan" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:40 +msgid "Shopee.tw" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:42 +msgid "Vietnam" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:42 +msgid "Shopee.vn" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:44 +msgid "Thailand" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:44 +msgid "Shopee.co.th" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:46 +msgid "Philippines" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:46 +msgid "Shopee.ph" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:48 +msgid "Malaysia" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:48 +msgid "Shopee.com.my" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:50 +msgid "Singapore" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:50 +msgid "Shopee.sg" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:54 +msgid "**South America region**" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:56 +msgid "Brazil" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:56 +msgid "Shopee.com.br" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:58 +msgid "Chile" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:58 +msgid "Shopee.cl" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:60 +msgid "Colombia" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:60 +msgid "Shopee.com.co" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:62 +msgid "Shopee.com.mx" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:66 +msgid ":doc:`shopee_connector/setup`" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector.rst:67 +msgid ":doc:`shopee_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:3 +msgid "Shopee order management" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:6 +msgid "Product catalog mapping" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:9 +msgid "New Odoo customers with no existing products" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:11 +msgid "If you are starting a new Odoo database and your products are only on Shopee, you can import your Shopee product catalog into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:14 +msgid "**Export Shopee catalog:** Use the *Mass Function* drop-down to export the product catalog from Shopee, ensuring it includes the Shopee SKUs." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:0 +msgid "Mass Function drop-down in Shopee." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:20 +msgid "**Import into Odoo:** :doc:`Import <../../../essentials/export_import_data>` the exported catalog into Odoo. During the import process, it is *crucial* to map the Shopee SKU to the *Internal Reference* field in Odoo. This field will serve as the link between your Shopee and Odoo products." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:26 +msgid "Existing Odoo customers with products already in Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:28 +msgid "If you already have products in your Odoo database, you'll need to map your Shopee listings to your existing Odoo products." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:31 +msgid "**Export Shopee catalogs:** Use the *Mass Function* drop-down to export the product catalog from Shopee (including Shopee SKUs) and :doc:`export <../../../essentials/export_import_data>` your product catalog from Odoo (including *Internal References*)." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:34 +msgid "**Map in a spreadsheet:** Use a spreadsheet to map the products. Match the Shopee SKU from the Shopee export with the corresponding *Internal Reference* from the Odoo export. Create a column that links the Shopee SKU with the Odoo *Internal Reference*." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:37 +msgid "**Update Odoo products:** Import the updated spreadsheet back into Odoo. Use the mapping you created in the spreadsheet to update the *Internal Reference* field of your existing Odoo products with the corresponding Shopee SKU. This establishes the link between your Odoo and Shopee products." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:43 +msgid "Product catalog synchronization between Odoo and Shopee is **not automatic**. It is a **manual operation** that you must initiate. The process differs depending on whether your products already exist in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:50 +msgid "Orders are automatically fetched from Shopee, and synchronized in Odoo, at **regular intervals**." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:52 +msgid "The synchronization is based on the Shopee orders status: only orders whose status has changed since the last synchronization are fetched from Shopee. This includes changes on Shopee only." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:55 +msgid "When an order is canceled on Shopee, it will update the order's status in Odoo. On the other hand, if an order is canceled on Odoo, the change won't be reflected on Shopee." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:58 +msgid "For every synchronized order, Odoo creates a sales order and a customer (contact), as long as the customer hasn't been previously imported from Shopee or doesn't already exist in the database." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:62 +msgid "The principal of the synchronization is to *only fetch orders that needs to be shipped* (i.e., `SHIPPED`, `CANCEL`, `UNPAID`, `COMPLETED`)." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:68 +msgid "In order to force the synchronization of an order, whose status has **not** changed since the previous synchronization:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:71 +msgid "Then, navigate to the Shopee account in Odoo :menuselection:`Sales app --> Configuration --> Shopee --> Account --> Shop`. Modify the date for :guilabel:`Last Order Sync` under :guilabel:`Orders Follow-up`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:79 +msgid "Manage deliveries in :abbr:`FBM (Fulfilled by Merchant)`" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:81 +msgid "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a picking is instantly created in the **Inventory** app, along with a sales order and customer record." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:84 +msgid "When a picking related to the order is confirmed, you also have to click on :guilabel:`Arrange Shipment` in your Shopee Seller Account in order to be able to generate and fetch the :guilabel:`Shipping Label` and :guilabel:`Tracking Number`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:89 +msgid "Shopee delivery statuses" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:91 +msgid "Understanding the different Shopee delivery statuses is crucial for managing your orders effectively. Here's a breakdown:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:94 +msgid "**Ready to ship:** The seller can now arrange shipment for this order." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:95 +msgid "**Shipment arranged:** The seller has arranged shipment online and received a tracking number from the third-party logistics (3PL) provider." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:97 +msgid "**Shipped:** The parcel has been dropped off at the 3PL location or picked up by the 3PL provider." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:99 +msgid "**Cancelled:** The order has been canceled." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:100 +msgid "**Pickup failed:** The 3PL parcel pickup attempt failed. The seller needs to rearrange shipment, and the rest of the order fulfillment content." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:-1 +msgid "Shopee delivery status in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:107 +msgid "Unsupported for Non-Shopee Supported Logistics (NSSL)" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:109 +msgid "This feature is not available for :abbr:`NSSL (Non-Shopee Supported Logistics)`, you have to manually create shipping label and tracking number via the logistics provider's website/app. Check your region for list of supported logistics (e.g. `Malaysia `_)." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:114 +msgid "Shopee requires users to provide a tracking reference with each delivery. This is needed to assign a carrier." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:117 +msgid "If the carrier doesn't automatically provide a tracking reference, one must be set manually. This rule applies to all Shopee marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:121 +msgid "Follow deliveries in Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:123 +msgid "For :abbr:`FBM (Fulfilled by Merchant)` orders, the stock move is automatically created in Odoo by the Shopee connector, thanks to the shipping status of Shopee." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:-1 +msgid "Stock move created for Shopee order in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:130 +msgid "Order fulfillment process" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:132 +msgid "This section describes the process of fulfilling Shopee orders within Odoo, from order creation to inventory updates." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:135 +msgid "**New order creation:** When a new order is placed on Shopee, it is automatically created in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:137 +msgid "**Arrange shipment on Shopee:** Before the order can be shipped, you **must** arrange the shipment through the Shopee platform itself. This usually involves selecting a shipping provider, generating a shipping label, and scheduling pickup or drop-off. Odoo does *not* handle the physical shipping arrangements; this is managed entirely within Shopee." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:141 +msgid "**Fetch Shopee shipping label (delivery note):** Once the shipment is arranged on Shopee, Odoo fetches the generated shipping label (which serves as the delivery note). This label contains crucial information like the tracking number and is essential for printing and attaching to the package. The shipping label is imported into Odoo and associated with the corresponding sales order." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:146 +msgid "**Validate stock out in Odoo:** After the shipping label is retrieved, you need to validate the stock movement in Odoo. This confirms that the ordered items have left your warehouse or inventory. Validating the stock out will decrease the stock levels in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:149 +msgid "**Inventory update on Shopee:** Finally, Odoo pushes the updated stock levels back to Shopee. This ensures that your Shopee listings reflect the current inventory, preventing overselling and keeping your product availability accurate. This synchronization keeps your Shopee storefront up-to-date with your Odoo inventory." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:157 +msgid "Since customers pay Shopee as an intermediary, creating a dedicated *Bank* journal (e.g. named `Shopee Payments`), with a dedicated *Bank and Cash* intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:160 +msgid "Additionally, as Shopee makes a single weekly or monthly payment, selecting all the invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:163 +msgid "To do that, use the appropriate :guilabel:`Journal` dedicated to Shopee payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:170 +msgid "This same action can be performed with vendor bills from Shopee dedicated to fees/commissions." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:172 +msgid "When the balance is received in the bank account at the end of the week/month, and the bank statements are recorded, credit the Shopee intermediary account by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:176 +msgid "Analyzing Shopee sales with Odoo's reporting" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:178 +msgid "Odoo's dashboard consolidates sales data from all your connected sales channels, providing a comprehensive overview of your business performance. To specifically analyze your Shopee sales, you will need to configure sales teams for your Shopee shops. This setup enables you to filter and isolate Shopee sales data within the Odoo dashboard." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:184 +msgid "Setting up sales teams for Shopee reporting" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:186 +msgid "By default, the Shopee account's sales team is shared across all of your company's accounts. To generate separate reports for specific Shopee shops or marketplaces, you'll need to assign dedicated sales teams." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:190 +msgid "**Assign a sales team to your Shopee shop:** Navigate to the Shopee account configuration (typically found under :menuselection:`Sales --> Configuration --> Accounts`). Within the account details, assign a specific sales team to your Shopee shop." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:193 +msgid "**Filtering Shopee sales on the dashboard:** Once sales teams are assigned, you can use the dashboard filters to view sales data specifically for your Shopee shops. Select the appropriate sales team to isolate and analyze your Shopee performance." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/manage.rst:198 +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:231 +msgid ":doc:`Shopee supported features and marketplaces <../shopee_connector>`" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:3 +msgid "Shopee Connector configuration" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:5 +msgid "Odoo allows users to synchronize with Shopee Seller account in the database, but users **must** have a registered **Shopee Seller account** and a **Shopee Open account** prior to completing the configuration." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:9 +msgid "Set up an Open Shopee account by first going to the `Shopee Open Platform `_, and click the :guilabel:`Get Access (Now)` button located in the middle of the page." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:13 +msgid "Use the `Open Shopee Developer Guide `_, and follow the registration process. Once all done, proceed to follow the instructions below to register and link the Open Shopee account in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:18 +msgid "Shopee Open Platform access and seller account requirements are **regionally specific**. This means the rules, qualifications, and processes differ from country to country. Before proceeding with Odoo's Shopee Connector setup, verify the requirements for *your* specific Shopee region." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:22 +msgid "**Key Considerations:**" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:24 +msgid "**Shopee Seller Status & Business Type:** You must have an active Shopee seller account (Individual or Registered Business). Your eligibility depends on your region and business registration." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:27 +msgid "**Order Volume/Seller Tier (If Applicable):** Many regions require a minimum number of orders within a specific time frame or a certain seller tier (e.g., Mall, Preferred, Managed) to access the Open Platform." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:31 +msgid "**Action Required:**" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:33 +msgid "Identify your Shopee region." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:34 +msgid "Locate the official Shopee documentation for your region. `Open Shopee Developer Guide `_" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:36 +msgid "Carefully review the requirements for seller accounts and Open Platform access in your region." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:38 +msgid "Ensure your Shopee account meets all the necessary criteria *before* proceeding with the Odoo Shopee Connector configuration." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:44 +msgid "Connect Shopee seller account to Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:46 +msgid ":ref:`Install ` the :guilabel:`Shopee Connector` (`sale_shoppe`) by going to :menuselection:`Apps`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:49 +msgid "Then connect your Shopee Open account by navigating to :menuselection:`Sales app --> Configuration --> Shopee --> Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:52 +msgid "From here, click :guilabel:`New` to create to link a new Shopee account." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:54 +msgid "Then, in the :guilabel:`Credentials` tab, select the appropriate :guilabel:`API Endpoint` from the drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:58 +msgid "Shopee offers several API endpoints for production and testing. Selecting the correct endpoint is crucial for successful integration. Choose the endpoint that corresponds to your marketplace location." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:62 +msgid ":guilabel:`Shopee Production Endpoint (Singapore)`: This is the primary endpoint for sellers in most APAC countries. Select this option unless you are specifically operating within mainland China or Brazil." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:65 +msgid ":guilabel:`Shopee Production Endpoint (China)`: This endpoint is exclusively for sellers operating within mainland China. It is designed to comply with local regulations and business practices." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:68 +msgid ":guilabel:`Shopee Production Endpoint (Brazil)`: This endpoint is dedicated to sellers operating within Brazil. Select this option if your Shopee store is based in Brazil." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:70 +msgid ":guilabel:`Shopee Testing Endpoint`: This endpoint is for development and testing purposes only. Use it to simulate interactions with the Shopee API without affecting your live data. **Do not use this endpoint for production.**" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:73 +msgid ":guilabel:`Shopee Testing Endpoint (China)`: Similar to the general testing endpoint, this one is specifically for testing integrations related to the China-specific production endpoint. **Do not use this endpoint for production.**" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:77 +msgid "After selecting the correct API Endpoint in the :guilabel:`Credentials` form, input your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner Key` in the corresponding fields. Then click :guilabel:`Save And Authorize`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:82 +msgid "You'll need your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner Key` to complete this step. Here's how to find them in the Shopee Open Platform:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:85 +msgid "**Log in to the Shopee Open Platform:** `Log in `_ with the credentials you used to register your Open Shopee account." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:87 +msgid "**Navigate to App Management:** Go to the :guilabel:`App Management` section, then select :guilabel:`App List`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:89 +msgid "**Select your app:** Choose the specific app you want to synchronize with Odoo (either your test app or your production app)." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:91 +msgid "**Find your credentials:** Within the app details, you'll find your Partner ID and Partner Key. These are the values you'll need to copy and paste into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:96 +msgid "**Copy carefully:** Copy the Partner ID and Partner Key accurately, without any extra spaces or characters. These are case-sensitive." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:98 +msgid "**Keep your key secure:** Your Partner Key is sensitive information. Do not share it with anyone. Treat it like a password." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:102 +msgid "Authorization and account registration" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:104 +msgid "After entering connecting the :ref:`Shoppe Seller account to Odoo `, the authorization process begins." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:108 +msgid "Shopee seller account selection/login" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:110 +msgid "Upon clicking :guilabel:`Save and Authorize`, Odoo redirects to the Shopee seller account selection page." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:113 +msgid "**Already logged in:** If you are already logged in to a Shopee account, your email address or username will be displayed. Click on your account to proceed." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:115 +msgid "**Not logged in:** If you are not logged in, you will be prompted to enter the credentials (email/username and password) of the Shopee seller account you wish to connect to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:119 +msgid "Granting access to Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:121 +msgid "After selecting or logging into your Shopee seller account, you will be directed to the authorization (or consent) page. Here, confirm that you allow Shopee to grant Odoo access to your account and related data. This step is essential for the integration to function correctly." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:126 +msgid "Account registration and Shopee shop creation" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:128 +msgid "Upon confirming access, Shopee redirects you back to Odoo. An indicator appears, confirming that your Shopee account has been successfully registered." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:132 +msgid "Post-synchronization configuration" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:134 +msgid "After the redirection, you should perform the following steps within Odoo:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:136 +msgid "**Rename the Shopee Account (Optional):** The newly created Shopee account in Odoo will likely have a default name. You can rename it to something more descriptive (e.g., the name of your Shopee shop) for easier management." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:139 +msgid "**Set the Last Order Synchronization Date:** This setting determines the starting point for fetching orders from Shopee. Choose a date from which you want Odoo to retrieve past orders." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:141 +msgid "**Configure Inventory Synchronization:** Decide whether you want to synchronize your product inventory between Odoo and Shopee. Enable the :guilabel:`Synchronize Inventory` option to automatically push stock updates from Odoo to Shopee. Disabling this option prevents automatic inventory updates." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:145 +msgid "**Assign a Default Sales Team:** Assign a default sales team to your Shopee account in Odoo. This helps with reporting and order management." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:148 +msgid "With the Shopee account successfully registered, the marketplaces available with this specific account can later be synchronized the exact same way, and listed under the :guilabel:`Shops` button." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:153 +msgid "Shopee orders in Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:155 +msgid "When a Shopee order is synchronized, only lines for items are created on the sales order in Odoo. Each one represents one for the product that was sold on Shopee." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:-1 +msgid "Shopee synchronized sale order in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:161 +msgid "Any necessary price reconciliation related to shipping or income versus fees can be managed later using Shopee's weekly / monthly financial reports, which can then be imported into the Odoo **Accounting** app." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:165 +msgid "The selection of a database product for a sales order item is done by matching its :guilabel:`Internal Reference` (a customizable product reference identifier in Odoo, like `FURN001`) with the Shopee *SKU*." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:169 +msgid "If no database product with a matching internal reference is found for a given :guilabel:`Shopee SKU`, then a default database product, *Shopee Item*." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:173 +msgid "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> Settings`. In the :guilabel:`Connectors` section, under :guilabel:`Shopee Sync`, find the :guilabel:`Default Products`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:180 +msgid "To allow for tax reporting of Shopee sales with Odoo, the taxes applied to the sales order items are those set on the product, or determined by the :doc:`fiscal position <../../../finance/fiscal_localizations>`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:184 +msgid "Make sure to have the correct taxes set on your products in Odoo, or have it done by a fiscal position, to avoid discrepancies in the subtotals between *Shopee Seller Central* and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:188 +msgid "As shopee does not necessarily apply the same taxes as those configured in Odoo, it may happen that order totals differ by a few cents between Odoo and *Shopee Seller Central*. Those differences can be resolved with a write-off when reconciling the payments in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:197 +msgid "To add a new marketplace, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:199 +msgid "**Navigate to Shopee Accounts:** Go to :menuselection:`Sales --> Configuration --> Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:200 +msgid "**Create a New Shopee Account:** Click :guilabel:`New` to create a new Shopee marketplace account." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:202 +msgid "**Select the API Endpoint:** Choose the appropriate API endpoint for your local market. (Typically, this will be :guilabel:`Shopee Production Endpoint (Singapore)` unless you are operating in mainland China or Brazil. Refer to the documentation for details on endpoint selection)." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:206 +msgid "**Enter Credentials:** Your :guilabel:`Partner ID` and :guilabel:`Partner Key` are the same as those linked to your unique Open Shopee account. Enter these values in the corresponding fields." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:208 +msgid "**Name Your Shop:** Give the new shop a descriptive name (e.g., `Shopee Philippines`) to identify it later." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:210 +msgid "**Assign a Sales Team:** Assign a relevant sales team (e.g., `Shopee Sales Philippines`) to enable advanced reporting capabilities." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:212 +msgid "**Synchronize Your Account:** If none of your existing marketplaces are listed, click :guilabel:`Log in with another account` to synchronize a new one. This will initiate the Shopee authorization process." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:217 +msgid "Automatic synchronization" +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:219 +msgid "Newly added marketplaces are automatically added to the list of synchronized marketplaces. If a new marketplace does *not* appear in the list after synchronization, it indicates that the marketplace is either incompatible with the Shopee Open Platform or unavailable for your specific seller account. Consult the Shopee Open Platform documentation or contact their support for further assistance." +msgstr "" + +#: ../../content/applications/sales/sales/shopee_connector/setup.rst:226 +msgid "While Odoo allows creating the same Shopee shop multiple times, only one instance will function due to token limitations. To avoid order management issues, synchronize each shop only once. For connection updates, manually fetch orders first before re-establishing the connection." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "" @@ -16465,69 +17260,28 @@ msgstr "" msgid "Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products." msgstr "" -#: ../../content/applications/sales/subscriptions/ecommerce.rst:7 -msgid "However, by default, the eCommerce product page **only** displays the shortest recurrence period listed in the :guilabel:`Recurring Prices` tab of the product form." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:10 -msgid "For example, if a subscription product has *monthly* and *annaul* recurrence periods configured, then *only* the monthly price appears on the eCommerce page for that product, by default." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:13 -msgid "To add more recurrence periods to the eCommerce product page, create a *product variant* for each recurrence period." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:17 +#: ../../content/applications/sales/subscriptions/ecommerce.rst:8 msgid ":doc:`Configure subscription products `" msgstr "" -#: ../../content/applications/sales/subscriptions/ecommerce.rst:18 -msgid ":doc:`Product variants `" +#: ../../content/applications/sales/subscriptions/ecommerce.rst:11 +msgid "Selling eCommerce subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/ecommerce.rst:21 -msgid "Create recurrence periods as product variants" +#: ../../content/applications/sales/subscriptions/ecommerce.rst:13 +msgid ":doc:`Configure the subscription product ` as a regular recurring sales product. To start selling the subscription in the eCommerce shop, click the :guilabel:`Go to Website` smart button to navigate to the product page." msgstr "" -#: ../../content/applications/sales/subscriptions/ecommerce.rst:23 -msgid "To set up each recurrence period as a product variant, go to :menuselection:`Subscriptions app --> Products --> Products`, and select a product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add a line`." +#: ../../content/applications/sales/subscriptions/ecommerce.rst:17 +msgid "From here, review the subscription product and its recurring periods. Then, toggle the switch in the upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`." msgstr "" -#: ../../content/applications/sales/subscriptions/ecommerce.rst:27 -msgid "Then proceed to create an :guilabel:`Attribute` called `Billing Period` (or something similar), by typing in the name, and clicking :guilabel:`Create` from the mini drop-down menu that appears. This attribute name appears as option heading on the product page of the eCommerce shop." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:31 -msgid "Next, create :guilabel:`Values` that correspond to the recurrence periods that are configured in the :guilabel:`Recurring Prices` tab of the product form." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:34 -msgid "To do that, type in the name of the recurrence period in the :guilabel:`Values` column, on the same :guilabel:`Attribute` line, in the :guilabel:`Attributes & Variants` tab. Then, click :guilabel:`Create` from the mini drop-down menu that appears." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:38 -msgid "These value names appear as selectable options on the product page of the eCommerce shop." +#: ../../content/applications/sales/subscriptions/ecommerce.rst:20 +msgid "The new subscription product is now available to purchase on the eCommerce website, with options for the different recurring periods." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:-1 -msgid "Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n" -"the product form." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:45 -msgid "With those configurations in place and saved, a :guilabel:`Product Variants` column appears in the :guilabel:`Recurring Prices` tab. Proceed to assign the different :guilabel:`Product Variants` to their corresponding recurrence :guilabel:`Period` and :guilabel:`Price`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:-1 -msgid "Product variants on the \"Time-based pricing\" tab of the product form." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:53 -msgid "After following those aforementioned steps, the product variants are available for selection on the eCommerce product page." -msgstr "" - -#: ../../content/applications/sales/subscriptions/ecommerce.rst:-1 -msgid "Recurrence periods configured as product variants on the eCommerce product page." +msgid "Subscription product on eCommerce website." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3 diff --git a/locale/sources/services.pot b/locale/sources/services.pot index 24ed7b5ae..fb6fe3f3a 100644 --- a/locale/sources/services.pot +++ b/locale/sources/services.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -3446,110 +3446,118 @@ msgid "Using the project dashboard" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:15 -msgid "To access the project dashboard, open the **Project** app and hover over the desired project’s card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and select :guilabel:`Dashboard`." +msgid "To access the project dashboard, open the **Project** app and hover over the desired project’s card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and select :guilabel:`Dashboard`. Alternatively, you can access the project dashboard from the project’s :ref:`top bar `." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:19 +#: ../../content/applications/services/project/project_dashboard.rst:20 msgid "The left side of the dashboard displays a list of existing :ref:`project updates `, and the right side provides :ref:`detailed information about records linked to the project `, as well as :ref:`milestones `, :ref:`profitability `, and :ref:`budgets `." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:26 +#: ../../content/applications/services/project/project_dashboard.rst:27 msgid "The information displayed on the project dashboard varies depending on the applications installed on your database. For example, you will not see information about **Timesheets**, **Planning**, or **Purchase Orders** if the corresponding applications are not installed." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:33 +#: ../../content/applications/services/project/project_dashboard.rst:34 msgid "Totals smart buttons" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:35 -msgid "The following smart buttons are displayed on the top left of the project dashboard:" +#: ../../content/applications/services/project/project_dashboard.rst:36 +msgid "The following smart buttons are displayed on the top right of the project dashboard:" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:37 +#: ../../content/applications/services/project/project_dashboard.rst:38 msgid ":guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or :guilabel:`Canceled` :ref:`tasks `) and all tasks, in format completed/all, as well as the entire project's completion percentage estimation." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:40 -msgid ":guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app configuration) linked to the project. This includes all :doc:`timesheets <../timesheets>`, whether or not they have been validated." +#: ../../content/applications/services/project/project_dashboard.rst:41 +msgid ":guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app configuration) allocated in the project’s **settings**. This includes all :doc:`timesheets <../timesheets>`, whether or not they have been validated." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:43 +#: ../../content/applications/services/project/project_dashboard.rst:44 msgid ":guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning** app. This includes all :doc:`planned shifts <../planning>`, including past shifts and shifts that have not yet been published." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:46 +#: ../../content/applications/services/project/project_dashboard.rst:47 msgid ":guilabel:`Documents`: number of :doc:`documents <../../productivity/documents>` in the project’s workspace." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:48 +#: ../../content/applications/services/project/project_dashboard.rst:49 msgid ":guilabel:`Burndown Chart`: click the smart button to access a :doc:`report ` on the status of the project’s tasks over time." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:50 -msgid ":guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report ` on the project’s timesheets and shifts." +#: ../../content/applications/services/project/project_dashboard.rst:51 +msgid ":guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report ` on the project’s timesheets and shifts. This allows you to easily compare planned and effective hours of work on the project." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:52 +#: ../../content/applications/services/project/project_dashboard.rst:54 msgid "**Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of records linked to the project." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:56 +#: ../../content/applications/services/project/project_dashboard.rst:58 msgid "Use the project dashboard smart buttons to update the project records easily. Click :guilabel:`Timesheets` to validate timesheets, :guilabel:`Planned` to create project planning, :guilabel:`Documents` to view and validate documents, etc." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:63 +#: ../../content/applications/services/project/project_dashboard.rst:65 msgid "Milestones" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:65 -msgid "This section is only visible if :doc:`milestones ` have been created for this project. Click :guilabel:`Add Milestone` to create a new milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as completed, or click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it." +#: ../../content/applications/services/project/project_dashboard.rst:67 +msgid "This section is only visible if :doc:`milestones ` have been enabled in the Project’s app settings. Click :guilabel:`Add Milestone` to create a new milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as completed, or click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:73 +#: ../../content/applications/services/project/project_dashboard.rst:72 +msgid "The milestones are displayed in red if they’re past their deadline, or in green if they are ready to be marked as reached (i.e. tasks linked to the milestone that have been marked with :guilabel:`done` or :guilabel:`canceled` :ref:`status `)." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:79 msgid "Profitability" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:75 -msgid "This section only applies to billable projects and provides a breakdown of project costs and revenues." +#: ../../content/applications/services/project/project_dashboard.rst:81 +msgid "This section provides a breakdown of project costs and revenues, which are impacted by all records linked to the project and its :doc:`Analytic account `." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:81 +#: ../../content/applications/services/project/project_dashboard.rst:85 +msgid "The profitability report is only displayed for billable projects." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:90 msgid "Budgets" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:83 +#: ../../content/applications/services/project/project_dashboard.rst:92 msgid "If a budget has been set for the project, its status and related details are displayed in this section. Click :guilabel:`Add Budget` to create a new budget for the project." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:87 -msgid ":doc:`Analytic accounting ` must be enabled in your database’s **Accounting** application in order for this section to be displayed." +#: ../../content/applications/services/project/project_dashboard.rst:96 +msgid ":doc:`Budgets ` must be enabled in your database’s **Accounting** application in order for this section to be displayed." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:94 +#: ../../content/applications/services/project/project_dashboard.rst:102 msgid "Project updates" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:96 +#: ../../content/applications/services/project/project_dashboard.rst:104 msgid "Project updates allow you to take a snapshot of the project’s overall status at a given point in time, for example, during a periodic (weekly, bi-weekly, or monthly) review. This allows you to compare specific data points, note any aspects of the project that need improvement, and estimate if the project is on or off track." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:101 +#: ../../content/applications/services/project/project_dashboard.rst:109 msgid "To create a new project update, go to the project dashboard, click :guilabel:`New`, and fill in the following fields:" msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:104 +#: ../../content/applications/services/project/project_dashboard.rst:112 msgid ":guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At Risk`, :guilabel:`Off Track`, :guilabel:`On Hold`, and :guilabel:`Done`. Once the status is set, a color-coded dot is displayed on the project’s Kanban card, allowing the project manager to easily identify which projects need attention." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:108 +#: ../../content/applications/services/project/project_dashboard.rst:116 msgid ":guilabel:`Progress`: Manually input the completion percentage based on the project's progress." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:109 +#: ../../content/applications/services/project/project_dashboard.rst:117 msgid ":guilabel:`Date` and :guilabel:`Author`: These fields are automatically filled in with appropriate information based on the user who created the update and the current date." msgstr "" -#: ../../content/applications/services/project/project_dashboard.rst:111 +#: ../../content/applications/services/project/project_dashboard.rst:119 msgid ":guilabel:`Description`: Use this rich-text field to gather notes. Depending on the project configuration (e.g., if the project is billable), this field may be pre-filled with current information on aspects such as profitability, budget, milestones, etc." msgstr "" @@ -3665,19 +3673,19 @@ msgstr "" msgid "If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**, or other." msgstr "" -#: ../../content/applications/services/project/project_management.rst:81 +#: ../../content/applications/services/project/project_management.rst:83 msgid "Top bar" msgstr "" -#: ../../content/applications/services/project/project_management.rst:83 +#: ../../content/applications/services/project/project_management.rst:85 msgid "In project management, reviewing the various records and documents related to a project is often necessary. Odoo Project’s **top bar** provides quick access to these essential resources. You can customize each project's top bar to match its specific needs." msgstr "" -#: ../../content/applications/services/project/project_management.rst:87 +#: ../../content/applications/services/project/project_management.rst:89 msgid "To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card, then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc." msgstr "" -#: ../../content/applications/services/project/project_management.rst:92 +#: ../../content/applications/services/project/project_management.rst:94 msgid "You can then click the buttons to access the related records without leaving the Project app. To return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar." msgstr "" @@ -3685,27 +3693,27 @@ msgstr "" msgid "Top bar selection menu" msgstr "" -#: ../../content/applications/services/project/project_management.rst:99 +#: ../../content/applications/services/project/project_management.rst:101 msgid "Custom top bar buttons" msgstr "" -#: ../../content/applications/services/project/project_management.rst:101 +#: ../../content/applications/services/project/project_management.rst:103 msgid "You can also create your own buttons to access more specific views:" msgstr "" -#: ../../content/applications/services/project/project_management.rst:103 +#: ../../content/applications/services/project/project_management.rst:105 msgid "Click an existing top bar button to access the view." msgstr "" -#: ../../content/applications/services/project/project_management.rst:104 +#: ../../content/applications/services/project/project_management.rst:106 msgid "Customize the view with keywords, filters, and grouping options using the search bar." msgstr "" -#: ../../content/applications/services/project/project_management.rst:105 +#: ../../content/applications/services/project/project_management.rst:107 msgid "Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select :guilabel:`Save View`." msgstr "" -#: ../../content/applications/services/project/project_management.rst:107 +#: ../../content/applications/services/project/project_management.rst:109 msgid "Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share the button with other users." msgstr "" diff --git a/locale/sources/studio.pot b/locale/sources/studio.pot index 637d0b9db..6c95c6e3b 100644 --- a/locale/sources/studio.pot +++ b/locale/sources/studio.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -37,7 +37,7 @@ msgid ":doc:`Models `" msgstr "" #: ../../content/applications/studio.rst:24 -msgid ":doc:`Automated actions `" +msgid ":doc:`Automation rules `" msgstr "" #: ../../content/applications/studio.rst:25 @@ -73,7 +73,7 @@ msgid "Approval rules" msgstr "" #: ../../content/applications/studio/approval_rules.rst:5 -msgid "Studio approval rules allow you to require the approval of one or several users before an action can be performed using a button." +msgid "Approval rules are used to automate approval processes for actions. They allow you to define the criteria for when an approval is required before an action can be performed using a button." msgstr "" #: ../../content/applications/studio/approval_rules.rst:9 @@ -81,7 +81,7 @@ msgid "Configuration" msgstr "" #: ../../content/applications/studio/approval_rules.rst:11 -msgid "To add an approval rule:" +msgid "To add approval rules with Studio, proceed as follows:" msgstr "" #: ../../content/applications/studio/approval_rules.rst:13 @@ -213,7 +213,7 @@ msgid "To create an automation rule with Studio, proceed as follows:" msgstr "" #: ../../content/applications/studio/automated_actions.rst:11 -msgid "Open Studio and click :guilabel:`Automations`, then :guilabel:`New`." +msgid ":ref:`Open Studio ` and click :guilabel:`Automations`, then :guilabel:`New`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:12 @@ -521,106 +521,118 @@ msgid ":guilabel:`Note only`: to only post the message as an internal note in th msgstr "" #: ../../content/applications/studio/automated_actions.rst:277 +msgid "Send WhatsApp" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:280 +msgid "To automate the sending of WhatsApp messages, one or more :ref:`WhatsApp templates ` must be created." +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:283 +msgid "This action is used to send a WhatsApp message to a contact linked to a specific record. To do so, select the appropriate :guilabel:`WhatsApp Template` from the drop-down menu." +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:289 msgid "Add Followers and Remove Followers" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:279 +#: ../../content/applications/studio/automated_actions.rst:291 msgid "Use these actions to (un)subscribe existing contacts to/from the record." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:282 +#: ../../content/applications/studio/automated_actions.rst:294 msgid "Create Record" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:284 +#: ../../content/applications/studio/automated_actions.rst:296 msgid "This action is used to create a new record on any model." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:286 +#: ../../content/applications/studio/automated_actions.rst:298 msgid "Select the required model in the :guilabel:`Record to Create` field; it contains the current model by default. Specify a :guilabel:`Name` for the record, and then, if you want to create the record on another model, select a field in the :guilabel:`Link Field` field to link the record that triggered the creation of the new record." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:292 +#: ../../content/applications/studio/automated_actions.rst:304 msgid "The dropdown list related to the :guilabel:`Link Field` field only contains :ref:`one2many fields ` existing on the current model that are linked to a :ref:`many2one field ` on the target model." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:297 +#: ../../content/applications/studio/automated_actions.rst:309 msgid "You can create another automation rule with :ref:`studio/automated-actions/action/update-record` actions to update the fields of the new record if necessary. For example, you can use a :guilabel:`Create Record` action to create a new project task and then assign it to a specific user using an :guilabel:`Update Record` action." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:305 +#: ../../content/applications/studio/automated_actions.rst:317 msgid "Execute Code" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:307 +#: ../../content/applications/studio/automated_actions.rst:319 msgid "This action is used to execute Python code. You can write your code into the :guilabel:`Code` tab using the following variables:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:310 +#: ../../content/applications/studio/automated_actions.rst:322 msgid "`env`: environment on which the action is triggered" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:311 +#: ../../content/applications/studio/automated_actions.rst:323 msgid "`model`: model of the record on which the action is triggered; is a void recordset" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:312 +#: ../../content/applications/studio/automated_actions.rst:324 msgid "`record`: record on which the action is triggered; may be void" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:313 +#: ../../content/applications/studio/automated_actions.rst:325 msgid "`records`: recordset of all records on which the action is triggered in multi-mode; this may be left empty" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:315 +#: ../../content/applications/studio/automated_actions.rst:327 msgid "`time`, `datetime`, `dateutil`, `timezone`: useful Python libraries" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:316 +#: ../../content/applications/studio/automated_actions.rst:328 msgid "`float_compare`: utility function to compare floats based on specific precision" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:317 +#: ../../content/applications/studio/automated_actions.rst:329 msgid "`log(message, level='info')`: logging function to record debug information in ir.logging table" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:319 +#: ../../content/applications/studio/automated_actions.rst:331 msgid "`_logger.info(message)`: logger to emit messages in server logs" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:320 +#: ../../content/applications/studio/automated_actions.rst:332 msgid "`UserError`: exception class for raising user-facing warning messages" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:321 +#: ../../content/applications/studio/automated_actions.rst:333 msgid "`Command`: x2many commands namespace" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:322 +#: ../../content/applications/studio/automated_actions.rst:334 msgid "`action = {...}`: to return an action" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:325 +#: ../../content/applications/studio/automated_actions.rst:337 msgid "The available variables are described both in the :guilabel:`Code` and :guilabel:`Help` tabs." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:328 +#: ../../content/applications/studio/automated_actions.rst:340 msgid "Send Webhook Notification" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:330 +#: ../../content/applications/studio/automated_actions.rst:342 msgid "This action allows to send a POST request with the values of the :guilabel:`Fields` to the URL specified in the :guilabel:`URL` field." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:333 +#: ../../content/applications/studio/automated_actions.rst:345 msgid "The :guilabel:`Sample Payload` provides a preview of the data included in the request using a random record's data or dummy data if no record is available." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:339 +#: ../../content/applications/studio/automated_actions.rst:351 msgid "Execute Existing Actions" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:341 +#: ../../content/applications/studio/automated_actions.rst:353 msgid "The action is used to trigger multiple actions (linked to the current model) at the same time. To do so, click on :guilabel:`Add a line`, then, in the :guilabel:`Add: Child Actions` pop-up, select an existing action or click :guilabel:`New` to create a new one." msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 05223fe3d..ebb261fd4 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-01-28 12:25+0000\n" +"POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -283,39 +283,39 @@ msgstr "" msgid ":doc:`checkout`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:17 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:19 msgid "'Add to Cart' action customization" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:19 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:21 msgid "When customers click on the :guilabel:`Add to Cart` button, the product is added to their cart, and customers remain **by default** on the product's page. However, customers can either immediately be **redirected** to their cart, or given the choice on what to do through a **dialog box**." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:23 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:25 msgid "To change the default behavior, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart` and select one of the options." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:28 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:30 msgid "If a product has :doc:`optional products <../products/cross_upselling>`, the **dialog box** will always appear." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:32 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:34 msgid ":doc:`../products/catalog`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:37 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:39 msgid "Replace 'Add to Cart' button by 'Contact Us' button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:39 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:41 msgid "You can replace the 'Add to Cart' button with a 'Contact Us' button which redirects users to the URL of your choice." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:43 -msgid "Hiding the :guilabel:`Add to Cart` button is often used by B2B eCommerces that need to restrict purchases only to :ref:`customers with an account `, but still want to display an online product catalog for those without." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:45 +msgid "Hiding the :guilabel:`Add to Cart` button is often used by B2B eCommerces that need to restrict purchases only to :ref:`customers with an account `, but still want to display an online product catalog for those without." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:47 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:49 msgid "To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Products` and tick :guilabel:`Prevent Sale of Zero Priced Product`. This creates a new :guilabel:`Button url` field where you can enter the **redirect URL** to be used. Then, set the price of the product to `0.00` either from the **product's template**, or from a :doc:`pricelist <../../../sales/sales/products_prices/prices/pricing>`." msgstr "" @@ -323,48 +323,52 @@ msgstr "" msgid "Contact us button on product page" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:58 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:60 msgid "The 'Contact Us' button and '*Not Available For Sale*' text can both be modified using the **website builder** on the product's page (:menuselection:`Edit --> Customize`) by clicking on them." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:63 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:65 #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:-1 msgid "Customizable 'Add to Cart' button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:65 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:67 msgid "You can also create a customizable 'Add to Cart' button and link it to a specific product. The **customized button** can be added on any page of the website as an **inner content** building block, and is an *additional* button to the regular :guilabel:`Add to Cart` button." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:69 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:71 msgid "To add it, go on the :guilabel:`Shop` page of your choice, click :menuselection:`Edit --> Blocks` and place the building block. Once placed, you have the following options:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:72 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:74 msgid ":guilabel:`Product`: select the product to link the button with. Selecting a product renders the :guilabel:`Action` field available;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:74 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:76 msgid ":guilabel:`Action`: choose if the button should :guilabel:`Add to Cart` or :guilabel:`Buy Now` (instant checkout)." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:84 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:86 msgid "'Buy Now' button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:86 -msgid "You can enable the 'Buy Now' button to instantly take the customer to **checkout** instead of adding the product to the cart. The :guilabel:`Buy Now` button is an *additional* button and does not replace the :guilabel:`Add to Cart` button. To enable it, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process` and tick :guilabel:`Buy Now`." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:88 +msgid "You can enable the :guilabel:`Buy Now` button to take customers directly to the :ref:`review order ` step instead of adding the product to the cart. This button is an *additional* option and does not replace the :guilabel:`Add to Cart` button. To do so, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop—Checkout Process` section, enable :guilabel:`Buy Now`, and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:95 +msgid "Alternatively, you can enable the :guilabel:`Buy Now` button directly from a product page by clicking :guilabel:`Edit` and navigating to the :guilabel:`Customize` tab." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:-1 msgid "Buy Now button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:97 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:102 msgid "Re-order from portal" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:99 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:104 msgid "Customers have the possibility to **re-order** items from **previous sales orders** on the customer portal. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process` and enable :guilabel:`Re-order From Portal`. Customers can find the :guilabel:`Order Again` button on their **sales order** from the **customer portal**." msgstr "" @@ -377,149 +381,212 @@ msgid "Checkout" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:5 -msgid "You can customize the **checkout steps**, add more content using the **website builder**, and enable additional features such as **express checkout** and **sign in/up at checkout**." +msgid "Once customers have added their desired products to the cart, they can access it by clicking the :icon:`fa-shopping-cart` button in the header to start the checkout process. In Odoo eCommerce, this process consists of sequential :ref:`steps `, some of which support additional features. The related checkout pages can be :ref:`customized ` using the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:8 -msgid "You can use **building blocks** to add content at any step of the checkout process. To do so, from any **checkout page**, go to :menuselection:`Edit --> Blocks`, and drag and drop **building blocks** to the page." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:13 -msgid "Note that content added through building blocks is **specific** to each step." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:14 +msgid "Checkout policy" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:16 -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 -msgid "Checkout steps" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:19 -msgid "Review order: promo code (and subtotal)" +msgid "To allow customers to checkout as guests or force them to sign in/create an account, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The following options are available:" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:21 -msgid "If you have enabled :guilabel:`Discounts, Loyalty, & Gift Card` in the settings (:menuselection:`Website --> Configuration --> Settings --> Shop - Products`), you can enable the :guilabel:`Promo Code` field (:menuselection:`Edit --> Customize`) from any checkout page. Customers can then redeem gift cards and promotional codes at the :guilabel:`Review Order` step." +msgid ":guilabel:`Optional`: Customers can check out as guests and register later via the order confirmation email to track their order." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:26 -msgid "Furthermore, you can display the subtotal with discounts applied by enabling :guilabel:`Show Discount in Subtotal`." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:23 +msgid ":guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 -msgid "Subtotal discount" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:24 +msgid ":guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the :ref:`Review Order ` step to complete their purchase." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:34 -msgid "Address: B2B fields" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:28 +msgid "B2B access management" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:36 -msgid "Optional :guilabel:`TIN/VAT` and :guilabel:`Company Name` fields can be added to the :guilabel:`Billing Address` form for B2B customers, at the :guilabel:`Address` step. To add the fields, go to :menuselection:`Edit --> Customize` from any checkout page, and enable :guilabel:`Show B2B fields`." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:30 +msgid "To restrict checkout to selected B2B customers, follow these steps:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:42 -msgid "Request extra info (additional step)" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:32 +msgid "Go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop - Checkout Process` section, enable the :ref:`Mandatory (no guest checkout) ` option." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:35 +msgid "Scroll down to the :guilabel:`Privacy` section, go to :guilabel:`Customer Account`, and select :guilabel:`On invitation`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:37 +msgid "Go to :menuselection:`Website --> eCommerce --> Customers`, switch to the :guilabel:`List` view, and select the customers you wish to grant access to your :doc:`portal <../../../general/users/portal>`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:40 +msgid "Click the :icon:`fa-cog` :guilabel:`Actions` button, then :guilabel:`Grant portal access`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:41 +msgid "Review the selected customers in the :guilabel:`Portal Access Management` pop-up and click :guilabel:`Grant Access`." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:44 -msgid "You can request :guilabel:`Extra Info` from the customer by adding an :guilabel:`Extra Info` step between the :guilabel:`Address` and :guilabel:`Confirm Order` steps. To do so, go to :menuselection:`Edit --> Customize` from any checkout page, and enable :guilabel:`Extra Step Option`." +msgid "Once done, the relevant customers receive an email confirming their account creation, including instructions on setting a password and activating their account." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:53 -msgid "The :guilabel:`Extra Info` step is an online form linked to the quotation or sales order of the customer. The information added during that step can be found on the quotation or sales order of the customer from the back end, in the **Sales** app." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:48 +msgid "You can revoke access or re-invite a customer using the related buttons in the :guilabel:`Portal Access Management` pop-up." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:57 -msgid "When enabled, you can remove, add, and modify fields of the form by clicking on :guilabel:`Edit` in the top-right corner, and then clicking on any of the form's fields. All customization options, as well as the :guilabel:`+ Field` button to add new fields, are available at the bottom of the :guilabel:`Customize` menu under the :guilabel:`Field` section." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:50 +msgid "Users can only have one :doc:`portal access <../../../general/users/portal>` per email." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 -msgid "Online form customization" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:51 +msgid "Settings are website-specific, so you could set up a B2C website that allows guest checkout and B2B website with mandatory sign-in." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:55 +msgid ":doc:`Customer accounts <../ecommerce_management/customer_accounts>`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:56 +msgid ":doc:`Portal access <../../../general/users/portal>`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:61 +msgid "Checkout steps" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:63 +msgid "During the checkout process, customers are taken through the following steps:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:65 +msgid ":ref:`Review order `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:66 +msgid ":ref:`Delivery `" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:67 -msgid "Confirm order: terms and conditions" +msgid ":ref:`Extra info (if enabled) `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:68 +msgid ":ref:`Payment `" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:69 -msgid "You can ask customers to agree to the :guilabel:`Terms & Conditions` in order to confirm their order by enabling :guilabel:`Accept Terms & Conditions` under :menuselection:`Edit --> Customize` on any checkout page." +msgid ":ref:`Order confirmation `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 -msgid "Terms and conditions" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:73 +msgid "Each step can be customized using the website editor: Click :guilabel:`Edit` to add :doc:`building blocks <../../website/web_design/building_blocks>` from the :guilabel:`Blocks` tab or open to the :guilabel:`Customize` tab to enable various checkout options." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:78 -msgid "Express checkout" +msgid "Content added through building blocks is **specific** to each step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:80 -msgid "You can enable a :guilabel:`Buy Now` button on products' pages which instantly takes the customer to the :guilabel:`Confirm Order` checkout page, instead of adding the product to the cart. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process section` and tick :guilabel:`Buy Now`. Alternatively, the :guilabel:`Buy Now` button can also be enabled from any product's page by going :menuselection:`Edit --> Customize`, in the :guilabel:`Cart` section." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:83 +msgid "Review order" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:86 -msgid "The button can be found next to the :guilabel:`Add to Cart` button on the product's page." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:85 +msgid "The :guilabel:`Review Order` step allows customers to see the items they added to their cart, adjust quantities, or :guilabel:`Remove` products. Information related to the product prices and taxes applied are also displayed. Customers can then click the :guilabel:`Checkout` button to continue to the :ref:`Delivery ` step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 -msgid "Buy now (express checkout) button" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:90 +msgid "Open the website editor to :ref:`enable ` checkout options such as:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:93 +msgid ":guilabel:`Suggested Accessories`: to showcase :ref:`accessory products `;" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:95 -msgid "Guest and signed-in checkout" +msgid ":guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards ` or apply :doc:`discount codes <../../../sales/sales/products_prices/loyalty_discount>`;" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:97 -msgid "It is possible to introduce a **checkout policy** under which customers can either checkout as **guests** or **signed-in users only**. Customers can also checkout as guest, and **optionally sign up later** in order to track their order, if enabled." +msgid ":guilabel:`Add to Wishlist`: To allow signed-in users to remove a product from their cart and add it to their wishlist, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Products` section, and enable :guilabel:`Wishlists`. The :guilabel:`Add to Wishlist` option is then enabled by default in the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:101 -msgid "To select a policy, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process`. You can choose between:" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:103 +msgid "If a :doc:`fiscal position ` is detected automatically, the product tax is determined based on the customer's IP address." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:104 -msgid ":guilabel:`Optional`: allows guests to checkout and later register from the **order confirmation** email to track their order;" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:105 +msgid "If the installed :doc:`payment provider ` supports :ref:`express checkout `, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:106 -msgid ":guilabel:`Disabled (buy as guest)`: customers can only checkout as guests;" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:113 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:3 +msgid "Delivery" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:107 -msgid ":guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:115 +msgid "Once they have reviewed their order:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:110 -msgid ":doc:`../ecommerce_management/customer_accounts`" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:117 +msgid "Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their :guilabel:`Email address`, along with their delivery address and phone details;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:111 -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:24 -msgid ":doc:`/applications/general/users/portal`" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:119 +msgid "Signed-in customers can select the appropriate :guilabel:`Delivery address`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:114 -msgid "B2B access restriction" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:116 -msgid "If you wish to restrict checkout only to **selected B2B customers**, enable :guilabel:`Mandatory (no guest checkout)` and go to :menuselection:`Website --> eCommerce --> Customers`. Select the customer you wish to **grant access to**, click :menuselection:`Action --> Grant portal access`, and click :guilabel:`Grant Access`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:122 -msgid "Settings are **website-specific**, which means you can set up a B2C website allowing **guest** checkout, and another for B2B customers with **mandatory sign-in**." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:121 +msgid "They can then :doc:`choose a delivery method `, select or enter their :guilabel:`Billing Address` (or toggle the :guilabel:`Same as delivery address` switch if the billing and delivery addresses are identical), and click :guilabel:`Confirm` to proceed to the next step." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:126 -msgid "Users can only have one portal access per **email**. They *cannot* be granted access to two different portals with the same **email address**." +msgid "For B2B customers, you can also :ref:`enable ` optional :guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields` option in the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:130 -msgid "Shared customer accounts" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:133 +msgid "Extra info" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:132 -msgid "If you enable :guilabel:`Shared Customer Accounts` under :menuselection:`Website --> Configuration --> Settings --> Privacy section`, you can allow or disallow access to *all* websites for one same account." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:135 +msgid "You can add an :guilabel:`Extra Info` step in the checkout process to collect additional customer information through an online form, which is then included in the :ref:`sales order `. To do so :ref:`enable ` the :guilabel:`Extra Step` option in the website editor. The form can be :ref:`customized ` as needed." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:142 +msgid "Alternatively, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Checkout Process` section, enable :guilabel:`Extra Step During Checkout`, and click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize the form." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:150 +msgid "Payment" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:152 +msgid "At the :guilabel:`Payment` step, customers :guilabel:`Choose a payment method`, enter their payment details, and click :guilabel:`Pay now`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:155 +msgid "You can require customers to agree to your :doc:`terms and conditions ` before payment. To :ref:`enable ` this option, go to the website editor and toggle the :guilabel:`Accept Terms & Conditions` feature." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:161 +msgid "Enable the :ref:`developer mode ` and click the :icon:`fa-bug` :guilabel:`bug` icon to display an :ref:`availability ` report for payment providers and payment methods, which helps diagnose potential availability issues on the payment form." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:169 +msgid "Order confirmation" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:171 +msgid "The final step of the checkout process is the :guilabel:`Order confirmation`, which provides a summary of the customer's purchase details." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:175 +msgid ":doc:`Order handling <../../ecommerce/ecommerce_management/order_handling>`" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:3 @@ -587,12 +654,8 @@ msgstr "" msgid "Enter gift card code to process checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:3 -msgid "Delivery" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:5 -msgid "Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose their preferred option at :doc:`checkout `. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` or :ref:`Based on Rules `, and :ref:`in-store pickup `." +msgid "Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose their preferred option at :doc:`checkout `. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` or ::ref:`Based on Rules `, and :ref:`in-store pickup `." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:16 @@ -652,7 +715,7 @@ msgid "to configure specific rules (e.g., to offer free shipping for orders abov msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:73 -msgid "to configure :ref:`Fixed Price ` shipping or shipping :ref:`Based on Rules `." +msgid "to configure :ref:`Fixed Price ` shipping, or shipping :ref:`Based on Rules `." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:76 @@ -660,69 +723,69 @@ msgid "To create a custom delivery method, go to :menuselection:`Website --> Con msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:80 -msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` if the shipping method does not involve any specific provider." +msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules ` or :ref:`Fixed Price `." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:85 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:84 msgid "Upon :ref:`configuring ` a delivery method, you can:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:88 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:87 msgid "Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by selecting it in the :guilabel:`Website` field;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:90 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:89 msgid "Click the :guilabel:`Test Environment` smart button to switch to the :guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish` the delivery method and make it available to website visitors;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:93 -msgid "Use the :guilabel:`Availability` tab to define :ref:`conditions ` for the delivery method based on the order’s content or destination." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:92 +msgid "Use the :guilabel:`Availability` tab to define :ref:`conditions ` for the delivery method based on the order's content or destination." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:100 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:99 msgid "Click & Collect" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:102 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:101 msgid "To allow customers to reserve products online and pay for/collect them in-store, follow these steps:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:104 -#: ../../content/applications/websites/ecommerce/products.rst:252 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:103 +#: ../../content/applications/websites/ecommerce/products.rst:258 #: ../../content/applications/websites/website/configuration/multi_website.rst:26 #: ../../content/applications/websites/website/configuration/multi_website.rst:136 msgid "Go to :menuselection:`Website --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:105 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:104 msgid "Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:107 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:106 msgid "Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure ` the delivery method and ensure the :guilabel:`Provider` field is set to :guilabel:`Pick up in store`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:110 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:109 msgid "In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where customers can collect their orders." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:112 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:111 msgid "Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to :guilabel:`Publish` and make the delivery method available to customers." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:116 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:115 msgid "When the product is in stock, a location selector is displayed on the :doc:`product <../products>` and :doc:`checkout ` pages. Customers cannot select a pickup location if the product is out of stock at that location. The :ref:`Continue selling ` option for out-of-stock products is not supported." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:120 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:119 msgid "If the :ref:`Show Available Qty ` option is enabled for a product, customers can view the stock quantity available for each warehouse in the location selector on the product page." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:123 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:122 msgid "Each warehouse must have a **complete address** to ensure its location is accurately displayed to customers. Incomplete addresses prevent the warehouse from being shown." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:125 +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:124 msgid "The Click & Collect option is not available for services." msgstr "" @@ -744,13 +807,17 @@ msgid "Customer account log-in" msgstr "" #: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:16 -msgid "Customers can only have an account if the :ref:`sign in/up at checkout ` option allows for accounts creation." +msgid "Customers can only have an account if the :ref:`sign in/up at checkout ` option allows for account creation." msgstr "" #: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:20 msgid "Similarly to the rest of the website, the customer account page can be customized with **content blocks** and other features through the **website builder**." msgstr "" +#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:24 +msgid ":doc:`/applications/general/users/portal`" +msgstr "" + #: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:27 msgid "Access restriction" msgstr "" @@ -1133,332 +1200,336 @@ msgstr "" msgid "Products created from the frontend are automatically :ref:`published `, while products created from the backend are not. To publish a product, click the :guilabel:`Go to Website` smart button to access the product page, then toggle the switch from :guilabel:`Unpublished` to :guilabel:`Published`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:42 +#: ../../content/applications/websites/ecommerce/products.rst:40 +msgid ":doc:`Create new products using the Barcode Lookup database `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:46 msgid "Import products" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:44 +#: ../../content/applications/websites/ecommerce/products.rst:48 msgid "To :ref:`import product data ` using XLSX or CSV files, go to :menuselection:`Website --> eCommerce --> Products`, click the :icon:`fa-cog` (:guilabel:`gear`) icon, then :ref:`Import records `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:49 +#: ../../content/applications/websites/ecommerce/products.rst:53 msgid "To publish **large batches** of products, follow these steps:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:51 +#: ../../content/applications/websites/ecommerce/products.rst:55 msgid "Go to :menuselection:`Website --> eCommerce --> Products`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:52 +#: ../../content/applications/websites/ecommerce/products.rst:56 msgid "Remove the :guilabel:`Published` filter and switch to the :guilabel:`List` view." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:53 +#: ../../content/applications/websites/ecommerce/products.rst:57 msgid "Click the :icon:`fa-sliders` (:guilabel:`dropdown toggle`) icon and enable :guilabel:`Is published`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:55 +#: ../../content/applications/websites/ecommerce/products.rst:59 msgid "Click the :guilabel:`Is Published` column to re-order it by **published** or **unpublished** products." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:57 +#: ../../content/applications/websites/ecommerce/products.rst:61 msgid "Select the products to publish by ticking their box." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:58 +#: ../../content/applications/websites/ecommerce/products.rst:62 msgid "In the :guilabel:`Is Published` column, tick the box for any of the selected products, then :guilabel:`Confirm` to publish them." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:64 +#: ../../content/applications/websites/ecommerce/products.rst:68 msgid "Shop page" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:66 +#: ../../content/applications/websites/ecommerce/products.rst:70 msgid "To customize the layout of the main :guilabel:`Shop` page or modify its content, click :guilabel:`Edit`. Go to the :guilabel:`Blocks` tab to add :doc:`building blocks <../../websites/website/web_design/building_blocks>` or to the :guilabel:`Customize` tab to change the page layout or add features:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:71 +#: ../../content/applications/websites/ecommerce/products.rst:75 msgid ":guilabel:`Layout`: Select :guilabel:`Grid` or :guilabel:`List`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:73 +#: ../../content/applications/websites/ecommerce/products.rst:77 msgid ":guilabel:`Size`: Set the number of products displayed per page and line." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:74 +#: ../../content/applications/websites/ecommerce/products.rst:78 msgid ":guilabel:`Style`: Select :guilabel:`Default`, :guilabel:`Cards`, :guilabel:`Thumbnails`, or :guilabel:`Grid`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:76 +#: ../../content/applications/websites/ecommerce/products.rst:80 msgid ":guilabel:`Image Size`: Choose the aspect ratio for the product images: :guilabel:`Landscape (4/3)`, :guilabel:`Default (1/1)`, :guilabel:`Portrait (4/5)`, or :guilabel:`Vertical (2/3)`. You can also adjust the display by changing the :guilabel:`Fill` options to best fit your design preferences." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:82 +#: ../../content/applications/websites/ecommerce/products.rst:86 msgid ":guilabel:`Search Bar`: Toggle the switch to display a search bar at the top of the products" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:82 +#: ../../content/applications/websites/ecommerce/products.rst:86 msgid "page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:84 +#: ../../content/applications/websites/ecommerce/products.rst:88 msgid ":guilabel:`Prod. Desc.`: Toggle the switch to display the product description below the product's name." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:87 +#: ../../content/applications/websites/ecommerce/products.rst:91 msgid ":guilabel:`Categories`: display product categories on the :guilabel:`Left`, on the :guilabel:`Top`, or both. If :guilabel:`Left` is selected, you can enable :guilabel:`Collapse Categories` to make the category menu collapsible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:91 +#: ../../content/applications/websites/ecommerce/products.rst:95 msgid ":guilabel:`Datepicker`: Toggle the switch to display a date range calendar to check the availability of rental products over a specific period. The :doc:`Rental app <../../sales/rental>` must be installed to use this feature." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:95 +#: ../../content/applications/websites/ecommerce/products.rst:99 msgid ":guilabel:`Attributes`: Show product attributes on the :guilabel:`Left` and/or display a :icon:`fa-sliders` (:guilabel:`dropdown toggle`) icon at the :guilabel:`Top` allowing customers to filter products based on their attributes." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:99 +#: ../../content/applications/websites/ecommerce/products.rst:103 msgid ":guilabel:`Price Filter`: Toggle the switch to display a :guilabel:`Price Range` bar, which allows customers to filter products according to a specific price range by dragging adjustable handles." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:102 +#: ../../content/applications/websites/ecommerce/products.rst:106 msgid ":guilabel:`Product Tags`: Toggle the switch to display the :guilabel:`Product Template Tags` on the product page and allow customers to filter products using those tags by going to the :guilabel:`Tags` section in the left column." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:106 +#: ../../content/applications/websites/ecommerce/products.rst:110 msgid ":guilabel:`Top Bar`: Select :guilabel:`Sort By` to display a dropdown list in the top bar for sorting products and/or :guilabel:`Layout` to allow customers to switch to the grid or list view using the related icons." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:110 +#: ../../content/applications/websites/ecommerce/products.rst:114 msgid ":guilabel:`Default Sort`: Choose how products are sorted by default: :guilabel:`Featured`, :guilabel:`Newest Arrivals`, :guilabel:`Name (A-Z)`, :guilabel:`Price - Low to High`, or :guilabel:`Price - High to Low`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:114 +#: ../../content/applications/websites/ecommerce/products.rst:118 msgid ":guilabel:`Buttons`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:116 +#: ../../content/applications/websites/ecommerce/products.rst:120 msgid "Select the :icon:`fa-shopping-cart` (:guilabel:`Shopping cart`) option to display an :icon:`fa-shopping-cart` (:guilabel:`Add to cart`) icon on each product's image, which takes the customer to the checkout page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:120 +#: ../../content/applications/websites/ecommerce/products.rst:126 msgid "Select the :icon:`fa-heart-o` (:guilabel:`Wishlist`) option to display an :icon:`fa-shopping-cart` (:guilabel:`Add to wishlist`) icon on each product's image allowing logged-in customers to save products to a wishlist." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:124 +#: ../../content/applications/websites/ecommerce/products.rst:130 msgid "Select the :icon:`fa-exchange` (:guilabel:`Compare`) option to display the :icon:`fa-exchange` (:guilabel:`Compare`) icon on each product's image allowing customers to :ref:`compare products ` based on their attributes." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:129 +#: ../../content/applications/websites/ecommerce/products.rst:135 msgid "To feature a product, go to the :ref:`product form ` and click the :icon:`fa-star-o` (:guilabel:`Favorite`) icon next to the product's name." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:135 +#: ../../content/applications/websites/ecommerce/products.rst:141 msgid "Product page" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:137 +#: ../../content/applications/websites/ecommerce/products.rst:143 msgid "To access a product's page, go to the :guilabel:`Shop` and click on the product. Click :guilabel:`Edit` to :ref:`customize ` the page or :ref:`edit its images `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:143 +#: ../../content/applications/websites/ecommerce/products.rst:149 msgid "To access the backend **product form**, click the :icon:`fa-cog` :guilabel:`Product` button in the top-right corner of the product page. Alternatively, navigate to :menuselection:`Website --> eCommerce --> Products` and select the product. You can configure the product page from the form by adding :ref:`variants `, :ref:`digital documents `, or :ref:`translating ` content." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:150 +#: ../../content/applications/websites/ecommerce/products.rst:156 msgid "Click the :guilabel:`Go to Website` smart button to return to the frontend product's page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:155 +#: ../../content/applications/websites/ecommerce/products.rst:161 #: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 msgid "Customization" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:157 +#: ../../content/applications/websites/ecommerce/products.rst:163 msgid "To customize a product page, click :guilabel:`Edit`. Go to the :guilabel:`Blocks` tab to add :doc:`building blocks <../../websites/website/web_design/building_blocks>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:161 +#: ../../content/applications/websites/ecommerce/products.rst:167 msgid "When dragging and dropping a building block on the product page, placing it above or below the top or bottom blue lines makes it visible on all product pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:163 +#: ../../content/applications/websites/ecommerce/products.rst:169 msgid "You can edit any text on your website simply by clicking on it while in :guilabel:`Edit` mode." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:165 +#: ../../content/applications/websites/ecommerce/products.rst:171 msgid "Go to the :guilabel:`Customize` tab to modify the page layout or add features:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:167 +#: ../../content/applications/websites/ecommerce/products.rst:173 msgid ":guilabel:`Terms and Conditions`: Toggle the switch to display a link to your :doc:`terms and conditions <../../finance/accounting/customer_invoices/terms_conditions>` on the product page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:171 +#: ../../content/applications/websites/ecommerce/products.rst:177 msgid ":guilabel:`Customers`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:173 +#: ../../content/applications/websites/ecommerce/products.rst:179 msgid ":guilabel:`Rating`: Allow logged-in portal users to submit product reviews by clicking the stars below the product's name and sharing their experience in the :guilabel:`Customer Reviews` section at the bottom. Reviews are visible from the product page using the :icon:`fa-plus` (:guilabel:`plus`) icon next to the :guilabel:`Customer Reviews` heading or from the product form's chatter. To restrict visibility to internal employees, toggle the :guilabel:`Public` switch next to the review comment." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:179 +#: ../../content/applications/websites/ecommerce/products.rst:185 msgid ":guilabel:`Share`: Add social media and email icon buttons allowing customers to share the product through those channels." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:182 +#: ../../content/applications/websites/ecommerce/products.rst:188 msgid ":guilabel:`Select Quantity`: Toggle the switch to allow customers to select the product quantity they want to purchase." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:185 +#: ../../content/applications/websites/ecommerce/products.rst:191 msgid ":guilabel:`Tax indication`: Toggle the switch to indicate if the price is :ref:`VAT included or excluded `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:188 +#: ../../content/applications/websites/ecommerce/products.rst:194 msgid ":guilabel:`Variants`: Show all possible product :ref:`variants ` vertically as a :guilabel:`Products List` or horizontally as selectable :guilabel:`Options` to compose the variant yourself." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:192 +#: ../../content/applications/websites/ecommerce/products.rst:198 msgid ":guilabel:`Product Tags`: Toggle the switch to display the :guilabel:`Product Template Tags` on the product page and allow customers to filter products using those tags." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:195 +#: ../../content/applications/websites/ecommerce/products.rst:201 msgid ":guilabel:`Cart`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:197 +#: ../../content/applications/websites/ecommerce/products.rst:203 msgid ":guilabel:`Buy Now`: Add a :icon:`fa-bolt` :guilabel:`Buy Now` option to take the customer to the checkout page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:199 +#: ../../content/applications/websites/ecommerce/products.rst:205 msgid ":guilabel:`Wishlist`: Add an :icon:`fa-heart-o` :guilabel:`Add to wishlist` option allowing logged-in customers to save products in a wishlist." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:201 +#: ../../content/applications/websites/ecommerce/products.rst:207 msgid ":guilabel:`Compare`: Add a :icon:`fa-exchange` :guilabel:`Compare` option, allowing customers to :ref:`compare products ` based on their attributes." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:204 +#: ../../content/applications/websites/ecommerce/products.rst:210 msgid ":guilabel:`Specification`: Select :guilabel:`Bottom of Page` to display a detailed list of the attributes and their values available for the product. This option only works for products with :ref:`variants ` if the :ref:`Product comparison tool ` is enabled in the Website :guilabel:`Settings`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:211 +#: ../../content/applications/websites/ecommerce/products.rst:217 msgid ":guilabel:`Variants`, :icon:`fa-heart-o` :guilabel:`Wishlist`, and :icon:`fa-exchange` :guilabel:`Compare` options must be enabled by going to :menuselection:`Website --> Configuration --> Settings`, in the :guilabel:`Shop - Products` section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:215 +#: ../../content/applications/websites/ecommerce/products.rst:221 msgid "Enabled functions apply to all product pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:216 +#: ../../content/applications/websites/ecommerce/products.rst:222 msgid "Products with single values for their attributes do not generate variants but are still displayed in the :guilabel:`Product Specifications`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:222 +#: ../../content/applications/websites/ecommerce/products.rst:228 msgid "Image customization" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:224 +#: ../../content/applications/websites/ecommerce/products.rst:230 msgid "To customize the images available on the product page, go to the :guilabel:`Customize` tab:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:226 +#: ../../content/applications/websites/ecommerce/products.rst:232 msgid ":guilabel:`Images Width`: Changes the width of the product images displayed on the page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:227 +#: ../../content/applications/websites/ecommerce/products.rst:233 msgid ":guilabel:`Layout`: The :guilabel:`Carousel` layout allows customers to navigate from one image to the next using the :icon:`fa-angle-left` (:guilabel:`left arrow`) or :icon:`fa-angle-right` (:guilabel:`right arrow`); whereas the :guilabel:`Grid` displays four images in a square layout." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:230 +#: ../../content/applications/websites/ecommerce/products.rst:236 msgid ":guilabel:`Image Zoom`: Select the zoom effect for product images: :guilabel:`Magnifier on hover` :guilabel:`Pop-up on Click`, :guilabel:`Both`, or :guilabel:`None`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:232 +#: ../../content/applications/websites/ecommerce/products.rst:238 msgid ":guilabel:`Thumbnails`: Align thumbnails on the :icon:`fa-long-arrow-left` (:guilabel:`Left`) or" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:233 +#: ../../content/applications/websites/ecommerce/products.rst:239 msgid "at the :icon:`fa-long-arrow-down` (:guilabel:`Bottom`)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:234 +#: ../../content/applications/websites/ecommerce/products.rst:240 msgid ":guilabel:`Main Image`: Click :guilabel:`Replace` to change the product's main image." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:235 +#: ../../content/applications/websites/ecommerce/products.rst:241 msgid ":guilabel:`Extra Images`: :guilabel:`Add` extra images or videos (including via URL) or :guilabel:`Remove all` product images." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:239 +#: ../../content/applications/websites/ecommerce/products.rst:245 msgid "Images must be in PNG or JPG format and with a minimum size of 1024x1024 to trigger the zoom." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:244 +#: ../../content/applications/websites/ecommerce/products.rst:250 msgid "Product variants" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:246 +#: ../../content/applications/websites/ecommerce/products.rst:252 msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>` are different versions of the same product, such as various colors or materials, with potential differences in price and availability." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:250 +#: ../../content/applications/websites/ecommerce/products.rst:256 msgid "To configure product variants for a product:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:253 +#: ../../content/applications/websites/ecommerce/products.rst:259 msgid "Scroll down to the :guilabel:`Shop - Products` section and enable the :guilabel:`Product Variants` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:255 +#: ../../content/applications/websites/ecommerce/products.rst:261 msgid "Access the :ref:`product forms ` and go to the :guilabel:`Attributes & Variants` tab, where you can add attributes and values, allowing customers to configure and select product variants on the product page. For multiple attributes, you can combine them to create specific variants." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:260 +#: ../../content/applications/websites/ecommerce/products.rst:266 msgid "To display or hide an attribute on the :guilabel:`Shop` page and allow visitors to filter them, go to :menuselection:`Website --> eCommerce --> Attributes`, click on the attribute, and select :guilabel:`Visible` or :guilabel:`Hidden` in the :guilabel:`eCommerce Filter Visibility` field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:265 +#: ../../content/applications/websites/ecommerce/products.rst:271 msgid "To display the product attributes on :ref:`the main Shop page `, set the :guilabel:`Attributes` feature to :guilabel:`Left` using the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:267 +#: ../../content/applications/websites/ecommerce/products.rst:273 msgid "To group attributes under the same section when :ref:`comparing products `, go to the :guilabel:`eCommerce Category` field and either select an :doc:`existing category or create a new one <../../websites/ecommerce/products>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:273 +#: ../../content/applications/websites/ecommerce/products.rst:279 msgid "Two attribute values are needed to make the filter visible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:276 +#: ../../content/applications/websites/ecommerce/products.rst:282 msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>`" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:281 +#: ../../content/applications/websites/ecommerce/products.rst:287 msgid "Digital files" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:283 +#: ../../content/applications/websites/ecommerce/products.rst:289 msgid "You can link digital files like certificates, eBooks, or user manuals to the products. These documents are available :ref:`before payment ` on the product page or in the customer portal :ref:`after checkout `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:287 +#: ../../content/applications/websites/ecommerce/products.rst:293 msgid "To link a digital file to a product, go to the :ref:`product form ` and click the :guilabel:`Documents` smart button. Then, click :guilabel:`Upload` to upload a file directly, or for additional options, click :guilabel:`New`, then :guilabel:`Upload your file`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:292 +#: ../../content/applications/websites/ecommerce/products.rst:298 msgid "You can link a URL instead of a digital file. To do so, click :guilabel:`New`, go to the :guilabel:`Type` field, and select :guilabel:`URL`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:294 +#: ../../content/applications/websites/ecommerce/products.rst:300 msgid "To edit an existing file, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`) in the top-right corner of the document card and click :guilabel:`Edit`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:300 +#: ../../content/applications/websites/ecommerce/products.rst:306 msgid "Digital files available before payment" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:302 +#: ../../content/applications/websites/ecommerce/products.rst:308 msgid "To make the file available on the product page (before payment), leave the :guilabel:`Visibility` field blank and toggle the :guilabel:`Show on product page` switch." msgstr "" @@ -1466,103 +1537,103 @@ msgstr "" msgid "digital file available before payment on the product page" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:311 +#: ../../content/applications/websites/ecommerce/products.rst:317 msgid "Digital files available after payment" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:313 +#: ../../content/applications/websites/ecommerce/products.rst:319 msgid "To make the file available (after payment), set the :guilabel:`Visibility` field to :guilabel:`Confirmed order` and turn off the :guilabel:`Show on product page` switch." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:319 +#: ../../content/applications/websites/ecommerce/products.rst:325 msgid "Translation" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:321 +#: ../../content/applications/websites/ecommerce/products.rst:327 msgid "If multiple languages are available on your website, you can translate a product's information directly on the :ref:`product form `. Fields that support multiple languages are identifiable by their abbreviation language (e.g., EN) next to their field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:325 +#: ../../content/applications/websites/ecommerce/products.rst:331 msgid "The eCommerce-related fields to translate are:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:327 +#: ../../content/applications/websites/ecommerce/products.rst:333 msgid ":guilabel:`Product name`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:328 +#: ../../content/applications/websites/ecommerce/products.rst:334 msgid ":guilabel:`Out-of-Stock Message` (under the :guilabel:`Sales` tab)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:329 +#: ../../content/applications/websites/ecommerce/products.rst:335 msgid ":guilabel:`Sales Description` (under the :guilabel:`Sales` tab)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:332 +#: ../../content/applications/websites/ecommerce/products.rst:338 msgid "Having untranslated content on a web page may be detrimental to the user experience and :doc:`SEO <../../websites/website/pages/seo>`. You can use the :doc:`Translate <../website/configuration/translate>` feature to translate the page's content." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:335 +#: ../../content/applications/websites/ecommerce/products.rst:341 msgid "To check the language(s) of your website, go to :menuselection:`Website --> Configuration --> Settings` and go to the :guilabel:`Website Info` section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:341 +#: ../../content/applications/websites/ecommerce/products.rst:347 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:343 +#: ../../content/applications/websites/ecommerce/products.rst:349 msgid "To set the product's website availability, navigate to the :ref:`product form `, go to the :guilabel:`Sales` tab, and in the :guilabel:`eCommerce shop` section, select the :guilabel:`Website` you wish the product to be available on. Leave the field blank to make the product available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:349 +#: ../../content/applications/websites/ecommerce/products.rst:355 msgid "You can make a product available on either *one* website or *all* websites, but selecting only *some* websites is not possible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:355 +#: ../../content/applications/websites/ecommerce/products.rst:361 msgid "Stock management" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:357 +#: ../../content/applications/websites/ecommerce/products.rst:363 msgid "To enable and configure inventory management options, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section and the :guilabel:`Inventory Defaults` sub-section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:362 +#: ../../content/applications/websites/ecommerce/products.rst:368 msgid "The **Inventory** app must be installed to see the inventory management options." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:363 +#: ../../content/applications/websites/ecommerce/products.rst:369 msgid "To display the stock level on the product page, the :guilabel:`Product Type` field must be set to :guilabel:`Storable` in the :ref:`product form `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:367 +#: ../../content/applications/websites/ecommerce/products.rst:373 msgid "Inventory" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:369 +#: ../../content/applications/websites/ecommerce/products.rst:375 msgid "In the :guilabel:`Inventory Defaults` sub-section, fill in those fields:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:371 +#: ../../content/applications/websites/ecommerce/products.rst:377 msgid ":doc:`Warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:372 +#: ../../content/applications/websites/ecommerce/products.rst:378 msgid ":guilabel:`Out-of-Stock`: Enable :guilabel:`Continue Selling` to allow customers to place orders even when the product is **out of stock**. Leave the box unchecked to **prevent orders**." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:374 +#: ../../content/applications/websites/ecommerce/products.rst:380 msgid ":guilabel:`Show Available Qty`: Displays the available quantity left under a specified threshold on the product page. The available quantity is calculated based on the :guilabel:`On hand` quantity minus the quantity already reserved for outgoing transfers." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:381 +#: ../../content/applications/websites/ecommerce/products.rst:387 msgid "Product comparison" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:383 +#: ../../content/applications/websites/ecommerce/products.rst:389 msgid "To allow website visitors to compare products based on their attributes, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, and enable :guilabel:`Product Comparison Tool`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:387 +#: ../../content/applications/websites/ecommerce/products.rst:393 msgid "The :icon:`fa-exchange` (:guilabel:`Compare`) icon is now available on each product card on the main shop page when customers hover their mouse over it. To compare products, customers can click the :icon:`fa-exchange` (:guilabel:`Compare`) option on the products they want to compare, then click :icon:`fa-exchange` :guilabel:`Compare` in the pop-up window at the bottom of the page to reach the comparison summary." msgstr "" @@ -1570,11 +1641,11 @@ msgstr "" msgid "Product comparison window" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:397 +#: ../../content/applications/websites/ecommerce/products.rst:403 msgid "The :guilabel:`Product Comparison Tool` is only available for products with :ref:`attributes `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:399 +#: ../../content/applications/websites/ecommerce/products.rst:405 msgid "Selecting the :icon:`fa-exchange` (:guilabel:`Compare`) option from a product page is also possible." msgstr "" @@ -1587,14 +1658,18 @@ msgid "The eCommerce catalog is the equivalent of your physical store shelves: i msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:10 -msgid "Categorize the product catalog" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/catalog.rst:12 -msgid "In Odoo, there is a **specific category model** for your eCommerce. Using eCommerce categories for your products allows you to add a navigation menu on your eCommerce page. Visitors can then use it to view all products under the category they select." +msgid "Go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Privacy` section to restrict :guilabel:`Ecommerce Access` to logged-in users and/or enable :guilabel:`Shared Customer Accounts` to allow access to all websites with a single account." msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:16 +msgid "Categorize the product catalog" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/catalog.rst:18 +msgid "In Odoo, there is a **specific category model** for your eCommerce. Using eCommerce categories for your products allows you to add a navigation menu on your eCommerce page. Visitors can then use it to view all products under the category they select." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/catalog.rst:22 msgid "To do so, go to :menuselection:`Website --> eCommerce --> Products`, select the product you wish to modify, click on the :guilabel:`Sales` tab, and select the :guilabel:`Categories` you want under :guilabel:`eCommerce Shop`." msgstr "" @@ -1602,11 +1677,11 @@ msgstr "" msgid "eCommerce categories under the \"Sales\" tab" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:25 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:31 msgid "A single product can appear under multiple eCommerce categories." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:27 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:33 msgid "When your product's categories are configured, go to your **main shop page** and click on :menuselection:`Edit --> Customize tab`. In the :guilabel:`Categories` option, you can either enable a menu on the :guilabel:`Left`, on the :guilabel:`Top`, or both. If you select the :guilabel:`Left` category, the option :guilabel:`Collapsable Category Recursive` appears and allows to render the :guilabel:`Left` category menu collapsable." msgstr "" @@ -1614,27 +1689,27 @@ msgstr "" msgid "Categories options for your eCommerce website" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:38 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:44 msgid ":doc:`../products`" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:43 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:49 msgid "Browsing" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:45 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:51 msgid "The eCommerce category is the first tool to organize and split your products. However, if you need an extra level of categorization in your catalog, you can activate various **filters** such as attributes or sort-by search." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:50 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:56 msgid "Attributes" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:52 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:58 msgid "Attributes refer to **characteristics** of a product, such as **color** or **material**, whereas variants are the different combinations of attributes. :guilabel:`Attributes and Variants` can be found under :menuselection:`Website --> eCommerce --> Products`, select your product, and :guilabel:`Attributes & Variants` tab." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:58 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:64 msgid ":doc:`../../../sales/sales/products_prices/products/variants`" msgstr "" @@ -1642,51 +1717,51 @@ msgstr "" msgid "Attributes and variants of your product" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:64 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:70 msgid "To enable **attribute filtering**, go to your **main shop page**, click on :menuselection:`Edit --> Customize tab` and select either :guilabel:`Left`, :guilabel:`Top`, or both. Additionally, you can also enable :guilabel:`Price Filtering` to enable price filters." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:69 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:75 msgid ":guilabel:`Price Filter` works independently from **attributes** and, therefore, can be enabled on its own if desired." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:73 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:79 msgid "You can use **attribute filters** even if you do not work with product variants. When adding attributes to your products, make sure only to specify *one* value per attribute. Odoo does not create variants if no combination is possible." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:78 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:84 msgid "Sort-by search" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:80 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:86 msgid "It is possible to allow the user to manually **sort the catalog** using the search bar. From your **main shop page**, click on :menuselection:`Edit --> Customize tab`; you can enable or disable the :guilabel:`Sort-By` option as well as the :guilabel:`Layout` button. You can also select the :guilabel:`Default Sort` of the :guilabel:`Sort-By` button. The default sort applies to *all* categories." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:86 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:92 msgid "The **sorting** options are:" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:88 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:94 msgid "Featured" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:89 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:95 msgid "Newest Arrivals" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:90 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:96 msgid "Name (A-Z)" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:91 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:97 msgid "Price - Low to High" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:92 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:98 msgid "Price - High to Low" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:94 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:100 msgid "In addition, you can **manually edit** the catalog's order of a product by going to **the main shop page** and clicking on the product. Under the :guilabel:`Product` section of the :guilabel:`Customize` section, you can rearrange the order by clicking on the arrows. `<<` `>>` move the product to the **extreme** right or left, and `<` `>` move the product by **one** row to the right or left. It is also possible to change the catalog's order of products in :menuselection:`Website --> eCommerce --> Products` and drag-and-dropping the products within the list." msgstr "" @@ -1694,23 +1769,23 @@ msgstr "" msgid "Product rearrangement in the catalog" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:107 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:113 msgid "Page design" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:110 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:116 msgid "Category page" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:112 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:118 msgid "You can customize the layout of the category page using the website builder." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:115 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:121 msgid "Editing the layout of the category page is global; editing one category layout affects *all* category pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:118 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:124 msgid "To do so, go on to your :menuselection:`Category page --> Edit --> Customize`. Here, you can choose the layout, the number of columns to display the products, etc. The :guilabel:`Product Description` button makes the product description visible from the category page, underneath the product picture." msgstr "" @@ -1718,39 +1793,39 @@ msgstr "" msgid "Layout options of the category pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:127 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:133 msgid "You can choose the size of the grid, but be aware that displaying too many products may affect performance and page loading speed." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:131 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:137 msgid "Product highlight" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:133 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:139 msgid "You can highlight products to make them more visible on the category or product page. On the page of your choice, go to :menuselection:`Edit --> Customize` and click on the product to highlight. In the :guilabel:`Product` section, you can choose the size of the product image by clicking on the grid, and you can also add a **ribbon** or :guilabel:`Badge`. This displays a banner across the product's image, such as:" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:139 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:145 msgid "Sale;" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:140 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:146 msgid "Sold out;" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:141 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:147 msgid "Out of stock;" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:142 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:148 msgid "New." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:144 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:150 msgid "Alternatively, you can activate the :doc:`developer mode <../../../general/developer_mode>` on the **product's template**, and under the :guilabel:`Sales` tab, change or create the ribbon from the :guilabel:`Ribbon` field." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:149 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:155 msgid "The :doc:`developer mode <../../../general/developer_mode>` is only intended for experienced users who wish to have access to advanced tools. Using the **developer mode** is *not* recommended for regular users." msgstr "" @@ -1758,23 +1833,23 @@ msgstr "" msgid "Ribbon highlight" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:158 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:164 msgid "Additional features" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:160 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:166 msgid "You can access and enable additional feature buttons such as **add to cart**, **comparison list**, or a **wishlist**. To do so, go to your **main shop page**, and at the end of the :guilabel:`Products Page` category, click on the feature buttons you wish to use. All three buttons appear when hovering the mouse over a product's image." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:165 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:171 msgid ":guilabel:`Add to Cart`: adds a button to :doc:`add the product to the cart <../checkout_payment_shipping/cart>`;" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:167 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:173 msgid ":guilabel:`Comparison List`: adds a button to **compare** products based on their price, variant, etc.;" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:169 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:175 msgid ":guilabel:`Wishlist Button`: adds a button to **wishlist** the product." msgstr "" @@ -1786,11 +1861,11 @@ msgstr "" msgid "Appearance of buttons when hoovering over the mouse" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:180 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:186 msgid "Add content" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:182 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:188 msgid "You can use **building blocks** to add content on the category page, with a variety of blocks ranging from :guilabel:`Structure` to :guilabel:`Dynamic Content`. Specific areas are defined to use blocks are defined and highlighted on the page when **dragging-and-dropping** a block." msgstr "" @@ -1798,15 +1873,15 @@ msgstr "" msgid "Building blocks areas" msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:190 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:196 msgid "If you drop a building block **on top** of the product list, it creates a new category header specific to *that* category." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:192 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:198 msgid "If you drop a building **on the top** or **bottom** of the page, it becomes visible on *all* category pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products/catalog.rst:196 +#: ../../content/applications/websites/ecommerce/products/catalog.rst:202 msgid "Adding content to an eCommerce category page is beneficial in terms of **SEO** strategy. Using **keywords** linked to the products or the eCommerce categories improves organic traffic. Additionally, each category has its own specific URL that can be pointed to and is indexed by search engines." msgstr "" @@ -5011,7 +5086,7 @@ msgid "Adding a CNAME DNS record to Cloudflare to redirect a www subdomain to an msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:227 -msgid "Define a redirect rule to permanently redirect (301) your naked domain (e.g., `yourdomain.com`) to both `http://` and `https://` by going to :menuselection:`Rules --> Redirect Rules --> Create rule`, and:" +msgid "Define a redirect rule to permanently redirect (301) your naked domain (e.g., `yourdomain.com`) to both `http://` and `https://` by going to :menuselection:`Rules --> Create rule --> Products`, and clicking :guilabel:`Create a Rule` under :guilabel:`Redirect Rules`:" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:231 @@ -5043,7 +5118,7 @@ msgid ":guilabel:`Type`: Dynamic" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:242 -msgid ":guilabel:`Expression`: e.g., `concat(\"https://www.yourdomain.com/\", http.request.uri.path)`" +msgid ":guilabel:`Expression`: e.g., `concat(\"https://www.yourdomain.com\", http.request.uri.path)`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:243