diff --git a/locale/de/LC_MESSAGES/finance.po b/locale/de/LC_MESSAGES/finance.po index 4515af117..7535dfeed 100644 --- a/locale/de/LC_MESSAGES/finance.po +++ b/locale/de/LC_MESSAGES/finance.po @@ -4,7 +4,6 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Andreas Jonderko , 2022 # Leon Grill , 2022 # Chris Egal , 2022 # Philipp Hug , 2022 @@ -22,16 +21,18 @@ # Felix Schubert , 2022 # Michael Hofer, 2022 # Cécile Collart , 2022 +# Johannes Croe , 2022 # Martin Trigaux, 2022 +# Andreas Jonderko , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Andreas Jonderko , 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -260,7 +261,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -275,8 +276,8 @@ msgstr "" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -298,10 +299,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1401,8 +1404,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr "Zu erledigen" @@ -1652,7 +1654,6 @@ msgstr "Kontenabstimmungsprozess - Anwendungsfälle" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "Übersicht" @@ -2446,280 +2447,293 @@ msgstr "" "Lokalisierung und wie sie zu konfigurieren sind." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." +msgid "`VIDEO WEBINAR `_." msgstr "" -"VIDEO-WEBINAR EINER VOLLSTÄNDIGEN DEMO `_." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." -msgstr "`E-COMMERCE `_." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "Einführung" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +"`VIDEO WEBINAR ECOMMERCE `_." msgstr "" -"Die argentinische Lokalisierung wurde in Odoo v13 verbessert und erweitert, " -"in dieser Version sind die nächsten Module verfügbar:" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" +msgstr "Modulinstallation" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -"**l10n_ar**: Dieses Modul fügt Buchhaltungsfunktionen für die argentinische " -"Lokalisierung hinzu, die die minimale Konfiguration darstellen, die ein " -"Unternehmen benötigt, um in Argentinien und gemäß den Vorschriften und " -"Richtlinien der AFIP (Administración Federal de Ingresos Públicos) zu " -"arbeiten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" -msgstr "" -"**l10n_ar_reports**: Installiert den Bericht \"MwSt.-Bericch“ hinzu, der in " -"Argentinien gesetzlich vorgeschrieben ist und der die detaillierten " -"MwSt.-Informationen zu den in den Journalbuchungen erfassten Verkäufen oder " -"Käufen enthält. Dieses Modul enthält auch den MwSt.-Zusammenfassungsbericht," -" der für die Analyse der Rechnung verwendet wird" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" +msgstr "Name" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 -msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "Technische Bezeichnung" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "Beschreibung" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 +msgid "" +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" -"**l10n_ar_edi**: Dieses Modul umfasst alle technischen und funktionellen " -"Anforderungen zur Erstellung elektronischer Rechnungen über einen Webdienst," -" der auf den AFIP-Vorschriften basiert." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" -msgstr "Installieren Sie die argentinischen Lokalisierungsmodule" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 -msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 +msgid "" +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" -"Gehen Sie dazu auf *Apps* und suchen Sie nach Argentinien. Klicken Sie dann " -"auf *Installieren* für die ersten beiden Module." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "Konfigurieren Sie Ihr Unternehmen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -"Sobald die Module installiert sind, ist der erste Schritt, Ihre " -"Unternehmensdaten zu konfigurieren. Zusätzlich zu den Basisinformationen ist" -" ein wichtiges Feld die AFIP-Verantwortungsart, die die steuerlichen " -"Verpflichtungen und die Struktur des Unternehmens darstellt:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" -msgstr "Kontenplan" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" msgstr "" -"In den Buchhaltungseinstellungen gibt es drei verfügbare Pakete von " -"Kontenplänen, die mit dem AFIP-Verantwortungstyp des Unternehmens in " -"Verbindung stehen, beachten sie, dass Kleinunternehmen nicht so viele " -"Konten benötigen wie die Unternehmen, die komplexere steuerliche " -"Anforderungen haben:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." -msgstr "Monotributista (149 Konten)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." -msgstr "IVA Exempto (159 Konten)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." -msgstr "Responsables Inscriptos (166 Konten)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" -msgstr "Stammdaten konfigurieren" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 msgid "Electronic Invoice Credentials" msgstr "Elektronische Rechnung Zugangsdaten" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "Umgebung" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -"Die AFIP-Infrastruktur wird in zwei getrennten Umgebungen repliziert, der " -"Test- und der Produktionsumgebung." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"Testing is provided so that the Companies can test their developments until " -"they are ready to move into the Production environment. As these two " +"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 "" -"Die Testumgebung wird bereitgestellt, damit die Unternehmen ihre " -"Entwicklungen testen können, bis sie bereit sind, in die Produktionsumgebung" -" zu wechseln. Da diese beiden Umgebungen vollständig voneinander isoliert " -"sind, sind die digitalen Zertifikate der einen Instanz in der anderen nicht " -"gültig." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." msgstr "" -"Gehen Sie zu :menuselection:`Accounting --> Settings --> Argentinian " -"Localization`, um die Umgebung auszuwählen:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" -msgstr "AFIP-Zertifikate" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." msgstr "" -"Die elektronische Rechnung und andere AFIP-Dienste arbeiten mit WebServices " -"(WS), die von der AFIP bereitgestellt werden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" -"Um die Kommunikation mit der AFIP zu ermöglichen, müssen Sie zunächst ein " -"digitales Zertifikat beantragen, falls Sie noch keines haben." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" -"Zertifikatssignierungsanforderung anlegen (Odoo). Wenn diese Option " -"ausgewählt ist, wird eine Datei mit der Erweiterung ``.csr`` (certificate " -"signing request) erzeugt, die im AFIP-Portal zur Beantragung des Zertifikats" -" verwendet werden kann." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." -msgstr "" -"Zertifikat generieren (AFIP). Greifen Sie auf das AFIP-Portal zu und " -"befolgen Sie die im folgenden Dokument beschriebenen Anweisungen, um ein " -"Zertifikat zu erhalten. AFIP-Zertifikat abrufen " -"`_." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" -"Zertifikat und privaten Schlüssel hochladen (Odoo). Sobald das Zertifikat " -"generiert wurde, muss es in Odoo hochgeladen werden, indem Sie den Stift " -"neben dem Feld \"Certificado\" verwenden und die entsprechende Datei " -"auswählen." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 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/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" -"Falls Sie das Homologationszertifikat konfigurieren müssen, lesen Sie bitte " -"die offizielle AFIP-Dokumentation: \"Homologationszertifikat " -"\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "Partner" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" -msgstr "Identifikationsart und Umsatzsteuer" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 -msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -"Im Rahmen der argentinischen Lokalisierung sind die von der AFIP definierten" -" Dokumenttypen nun auf dem Partnerformular verfügbar; diese Informationen " -"sind für die meisten Transaktionen unerlässlich. Standardmäßig sind sechs " -"Identifikationsarten verfügbar:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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 "" -"Die vollständige Liste der von der AFIP definierten Identifikationsarten ist" -" in Odoo enthalten, aber nur die gebräuchlichen sind aktiv." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" -msgstr "AFIP Zuständigkeit Typ" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"The complete list of :guilabel:`Identification Types` defined by the AFIP is" +" included in Odoo, but only the common ones are active." msgstr "" -"In Argentinien wird die mit Kunden- und Lieferantentransaktionen verbundene " -"Belegart auf der Grundlage der AFIP-Zuständigkeitsart definiert; dieses Feld" -" sollte im Partnerformular definiert werden:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 +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/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2730,191 +2744,166 @@ msgstr "" msgid "Taxes" msgstr "Steuern" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -"Im Rahmen der Installation der Lokalisierung, werden die Steuern automatisch" -" mit dem zugehörigen Finanzkonto und der Konfiguration erstellt." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" -msgstr "Steuerarten" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "" "In Argentinien gibt es mehrere Steuerarten, von denen die gängigsten sind:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "" -"VAT. Es handelt sich um die reguläre Umsatzsteuer, die mehrere Prozentsätze " -"haben kann." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "" -"Wahrnehmung. Vorauszahlung einer Steuer, die auf Rechnungen erhoben wird." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "Einbehalt. Vorauszahlung einer Steuer, die auf Zahlungen erhoben wird" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "Andere." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "Spezielle Steuern" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -"Einige argentinische Steuern werden nicht von allen Unternehmen verwendet. " -"Diese Arten von Steuern sind standardmäßig als inaktiv eingestuft. Es ist " -"wichtig, dass Sie vor der Erstellung einer neuen Steuer überprüfen, ob sie " -"nicht bereits in den inaktiven Steuern enthalten sind:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "Belegarten" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" -"In einigen lateinamerikanischen Ländern, darunter auch Argentinien, werden " -"einige Buchhaltungstransaktionen wie Rechnungen und Lieferantenrechnungen " -"nach Belegarten klassifiziert, die von den staatlichen Finanzbehörden (in " -"Argentinien: AFIP) festgelegt werden." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." -msgstr "" -"Die Belegart ist eine wesentliche Information, die in den gedruckten " -"Berichten angezeigt werden muss und die sowohl bei Rechnungen als auch bei " -"Kontobewegungen leicht zu erkennen sein muss." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -"Jede Belegart kann eine eindeutige Reihenfolge pro Journal haben, der sie " -"zugeordnet ist. Als Teil der Lokalisierung enthält die Belegart das Land, " -"für das der Beleg gilt, und die Daten werden automatisch erstellt, wenn die " -"Lokalisierung installiert ist." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +"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 "" -"Die für die Belegart erforderlichen Informationen sind standardmäßig " -"enthalten, so dass der Benutzer in dieser Ansicht keine Angaben machen muss:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." msgstr "" -"Es gibt mehrere Belegarten, die standardmäßig inaktiv sind, aber bei Bedarf " -"aktiviert werden können." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "Buchstaben" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 -msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" -"Für Argentinien enthalten die Belegarten einen Buchstaben, der hilft, die " -"Transaktion/den Vorgang anzugeben, z. B.:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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 "" -"Wenn sich eine Rechnung auf eine B2B-Transaktion bezieht, muss eine Belegart" -" \"A\" verwendet werden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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 "" -"Wenn sich eine Rechnung auf eine B2C-Transaktion bezieht, muss eine Belegart" -" \"B\" verwendet werden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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 "" -"Wenn sich eine Rechnung auf eine Exporttransaktion bezieht, muss die " -"Belegart \"E\" verwendet werden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -"Die in der Lokalisierung enthaltenen Belegarten sind mit dem richtigen " -"Buchstaben versehen, der Benutzer braucht nichts weiter zu konfigurieren." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "Verwendung auf Rechnungen" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" -"Die Belegart für jede Transaktion wird durch die folgenden Faktoren " -"bestimmt:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." -msgstr "" -"Das mit der Rechnung verbundene Journal, das angibt, ob das Journal Belege " -"verwendet." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" -msgstr "" -"Bedingung, die auf der Grundlage der Art der Ausgaben und des Empfängers " -"angewendet wird (z. B. Art der steuerlichen Regelung des Käufers und Art der" -" steuerlichen Regelung des Lieferanten)" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "Buchstaben" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2924,821 +2913,875 @@ msgstr "" msgid "Journals" msgstr "Journale" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" +"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 "" -"In der argentinischen Lokalisierung kann das Journal je nach Verwendung und " -"internem Typ einen anderen Zweck haben. Um Ihre Journale zu konfigurieren, " -"gehen Sie zu :menuselection:`Finanzen --> Konfiguration --> Journale`:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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 "" -"Für Verkaufs- und Einkaufsjournale ist es möglich, die Option *Belege " -"verwenden* zu aktivieren. Dies zeigt an, dass das Journal eine Liste von " -"Belegarten aktiviert, die mit den Rechnungen und Lieferantenrechnungen " -"verknüpft werden können; weitere Einzelheiten zu den Rechnungen finden Sie " -"im Abschnitt 2.3 Belegarten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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 "" -"Wenn das Verkaufs-/Einkaufsjournal ohne die Option *Belege verwenden* " -"verwendet wird, liegt das daran, dass es nicht zur Erstellung von " -"Steuerrechnungen verwendet wird, sondern hauptsächlich für Kontobewegungen " -"im Zusammenhang mit dem internen Kontrollprozess." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "AFIP Information (auch bekannt als AFIP Point of Sale)" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 -msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" -"**AFIP-POS-System**: Dieses Feld ist nur für die Verkaufsjournale sichtbar " -"und definiert den Typ des AFIP POS, der für die Verwaltung der Transaktionen" -" verwendet wird, für die das Journal erstellt wird. Das AFIP-POS-System wird" -" ebenfalls definiert:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "Die Sequenzen der Belegarten, die sich auf den Web Service beziehen." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "Die Struktur und die Daten der elektronischen Rechnungsdatei." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "Web Services" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" -"``wsfev1: Elektronische Rechnung`` Dies ist der gebräuchlichste Dienst, mit " -"dem Rechnungen für die Belegarten A, B, C, M ohne Einzelheiten pro Position " -"erstellt werden." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." -msgstr "" -"``wsbfev1: Elektronische Steueranleihe`` Für diejenigen, die " -"Investitionsgüter in Rechnung stellen und die Vorteile der vom " -"Wirtschaftsministerium gewährten elektronischen Steueranleihen nutzen " -"möchten. Weitere Einzelheiten finden Sie unter dem folgenden Link: " -"`Steueranleihe `_." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" -"``wsfexv1: Elektronische Exportrechnung`` Wird verwendet, um Rechnungen für " -"internationale Kunden und Transaktionen zu erstellen, die einen " -"Exportprozess beinhalten, der Dokumententyp ist \"E\"." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" -"**AFIP-POS-Nummer**: Dies ist die im AFIP konfigurierte Nummer zur " -"Identifizierung der mit dieser AFIP-Kasse verbundenen Vorgänge." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." -msgstr "" -"**AFIP POS-Adresse**: Dieses Feld bezieht sich auf die für das POS " -"registrierte Handelsadresse, die in der Regel mit der Adresse des " -"Unternehmens identisch ist. Beispiel: Sie haben mehrere Filialen " -"(Steuerstandorte), dann verlangt AFIP, dass Sie eine AFIP-Kasse pro Standort" -" haben: dieser Standort wird im Rechnungsbericht gedruckt." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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 "" -"**Einheitliches Buch**: Wenn das AFIP POS System Preimpresa ist, haben die " -"Belegarten (für das Journal) mit demselben Buchstaben dieselbe Reihenfolge." -" Zum Beispiel:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "Rechnung: FA-A 0001-00000002." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." -msgstr "Gutschrift: NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "Lieferantengutschrift: ND-A 0001-00000004." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "Sequenzen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -"Wenn Sie die nächste Nummer in der Sequenz in Odoo basierend auf der " -"nächsten Nummer in der AFIP-Kasse synchronisieren möchten, können Sie die " -"Schaltfläche \"Weiter\" verwenden, die unter :ref: `Entwicklermodus` sichtbar ist:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"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 "" -"Bei der Erstellung der Einkaufsjournale kann festgelegt werden, ob sie mit " -"Belegarten verknüpft werden können oder nicht. Wenn die Option zur " -"Verwendung von Dokumenten gewählt wird, müssen die Belegartensequenzen nicht" -" manuell zugeordnet werden, da die Belegnummer vom Lieferanten " -"bereitgestellt wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "Verwendung und Prüfung" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "Rechnung" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" -"Nachdem die Partner und Journale erstellt und konfiguriert wurden, verhalten" -" sich die Rechnungen bei der Erstellung wie folgt:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 msgid "Document type assignation" msgstr "Zuordnung der Belegart" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" +"When the partner is selected, the :guilabel:`Document Type` field will be " +"filled in automatically based on the AFIP document type:" msgstr "" -"Sobald der Partner ausgewählt ist, wird die Belegart automatisch ausgefüllt," -" basierend auf der AFIP Belegart:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "**Rechnung für einen Kunden IVA Responsable Inscripto, Präfix A**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "**Rechnung für einen Endkunden, Präfix B**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "**Export-Rechnung, Präfix E**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" -"Wie in den Rechnungen zu sehen ist, verwenden alle dasselbe Journal, aber " -"das Präfix und die Reihenfolge werden durch die Belegart bestimmt." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" -"Die gebräuchlichste Belegart wird automatisch für die verschiedenen " -"Kombinationen von AFIP-Zuständigkeitsarten definiert, kann aber vom Benutzer" -" manuell aktualisiert werden." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "Elemente der elektronischen Rechnung" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" -"Wenn bei der Verwendung der elektronischen Rechnung alle Angaben korrekt " -"sind, wird die Rechnung auf die übliche Weise verbucht. Sollte etwas nicht " -"in Ordnung sein (weitere Einzelheiten finden Sie im Abschnitt Häufige " -"Fehler), wird eine Fehlermeldung mit Angabe des Problems/des " -"Lösungsvorschlags ausgegeben, und die Rechnung bleibt im Entwurf, bis die " -"entsprechenden Daten korrigiert wurden." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" -msgstr "" -"Sobald die Rechnung gebucht ist, werden die Informationen zur AFIP-" -"Validierung und zum AFIP-Status auf der Registerkarte AFIP angezeigt:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." -msgstr "AFIP-Autorisierung: CAE-Nummer." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 -msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" -"Verfallsdatum: Frist für die Zustellung der Rechnung an den Kunden. " -"Normalerweise 10 Tage nach Erstellung des CAE." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" -msgstr "Ergebnis:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "Angenommen im AFIP." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "Aceptado con Observaciones." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "Steuern in Rechnung stellen" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" -"Je nach AFIP-Zuständigkeitstyp kann sich die Mehrwertsteuer im PDF-Bericht " -"unterschiedlich verhalten:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -"**A. Steuer ausgeschlossen:** In diesem Fall muss der versteuerte Betrag im " -"Bericht klar ausgewiesen werden. Diese Bedingung gilt, wenn der Kunde die " -"folgende AFIP-Zuständigkeitsart hat:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." -msgstr "Verantwortlicher Inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -"**B. Steuerbetrag enthalten:** Dies bedeutet, dass der versteuerte Betrag im" -" Produktpreis, in der Zwischensumme und in der Gesamtsumme enthalten ist. " -"Diese Bedingung gilt, wenn der Kunde die folgenden AFIP-Zuständigkeitsarten " -"hat:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "IVA Sujeto Exento." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." -msgstr "Consumidor Final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." -msgstr "Verantwortlicher Monotributo." +msgid "Electronic invoice elements" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." -msgstr "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" -msgstr "Besondere Anwendungsfälle" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" -msgstr "Rechnungen für Dienstleistungen" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -"Für elektronische Rechnungen, die Dienstleistungen enthalten, verlangt die " -"AFIP die Angabe des Anfangs- und Enddatums der Dienstleistung. Diese " -"Informationen können auf der Registerkarte \"Sonstige Informationen\" " -"eingegeben werden:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 +msgid "" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" -"Wenn die Daten nicht manuell ausgewählt werden, bevor die Rechnung validiert" -" wird, werden die Werte automatisch unter Berücksichtigung des Beginns und " -"des Tages des Rechnungsmonats ausgefüllt:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" -msgstr "Exportieren von Rechnungen" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" -"Die Rechnungen, die sich auf Exporttransaktionen bezogen, erforderten ein " -"Journal, das das AFIP POS System \"Expo Voucher - Web Service\" verwendete, " -"damit der richtige Dokumententyp zugeordnet werden konnte:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" +":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 "" -"Wenn der in der Rechnung ausgewählte Kunde die AFIP-Zuständigkeitsart " -"\"Cliente / Proveedor del Exterior\" oder \"IVA Liberado - Ley Nº 19.640\" " -"eingestellt hat, weist Odoo automatisch zu:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." -msgstr "Journal in Bezug auf den Export-Webdienst." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." -msgstr "Art des Exportdokuments ." +msgid "IVA Sujeto Exento;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." -msgstr "Steuerliche Stellung: Compras/Ventas al exterior." +msgid "Consumidor Final;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." -msgstr "Concepto AFIP: Produkte / Endgültige Ausfuhr von Waren." +msgid "Responsable Monotributo;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." -msgstr "Steuerbefreiung." +msgid "IVA liberado." +msgstr "IVA liberado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 -msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." msgstr "" -"Die Exportdokumente benötigten den Incoterm in :menuselection:`Other Info " -"--> Accounting`:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" -msgstr "Fiskalische Anleihe" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" msgstr "" -"Die elektronische Steueranleihe wird für diejenigen verwendet, die " -"Investitionsgüter in Rechnung stellen und die Vorteile der vom " -"Wirtschaftsministerium gewährten elektronischen Steueranleihen in Anspruch " -"nehmen möchten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" -"Für diese Transaktionen ist es wichtig, die folgenden Anforderungen zu " -"berücksichtigen:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." -msgstr "Währung (gemäß Parametertabelle) und Rechnungsangebot." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "Steuern." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "Zone." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "Führen Sie jeden Posten einzeln auf." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "Code gemäß dem Gemeinsamen Nomenklator des Mercosur (NCM)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "Vollständige Beschreibung." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." -msgstr "Stückpreis (Netto)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "Menge." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." -msgstr "Maßeinheit." +msgid "Exportation invoices" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." -msgstr "Bonus." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "Umsatzsteuersatz." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" -msgstr "Elektronische Kredit-Rechnung MiPyme (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" -"**Rechnungen:** Es gibt mehrere Dokumenttypen, die als Mipyme klassifiziert " -"sind, auch bekannt als Electronic Credit Invoice (FCE in Spanisch), die " -"verwendet wird, um die KMU zu impulsieren, ist sein Zweck, einen Mechanismus" -" zu entwickeln, der die Finanzierungsbedingungen dieser Unternehmen " -"verbessert und ermöglicht es ihnen, ihre Produktivität zu erhöhen, durch die" -" frühzeitige Sammlung von Krediten und Forderungen an ihre Kunden und / oder" -" Lieferanten ausgestellt." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." -msgstr "Spezifische Dokumentenarten (201, 202, 206, etc.)." +msgid "Exempt Taxes." +msgstr "Steuerbefreiung." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -"Der Emittent sollte von der AFIP für MiPyme-Transaktionen zugelassen sein." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "Der Betrag sollte größer als 100.000 ARS sein." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -"Ein Bankkonto des Typs CBU muss mit dem Emittenten verbunden sein, " -"andernfalls kann die Rechnung nicht validiert werden, was z.B. zu diesen " -"Fehlermeldungen führt:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 -msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -"**Gutschrifts- und Belastungsanzeigen:** Bei der Erstellung einer " -"Gutschrifts-/Lastschriftanzeige im Zusammenhang mit einem FCE-Dokument sind " -"die folgenden Punkte zu beachten:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -"Verwenden Sie die Schaltflächen \"Gutschrift\" und \"Lastschrift\", damit " -"die korrekte Referenz des Erstellerdokuments an die Notiz übergeben wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +"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 "" -"Der Buchstabe des Dokuments sollte derselbe sein wie der des " -"Ursprungsdokuments (entweder A oder B)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:472 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" -"Es muss dieselbe Währung wie im Ausgangsdokument verwendet werden. Bei der " -"Verwendung einer Sekundärwährung gibt es eine Wechselkursdifferenz, wenn " -"sich der Wechselkurs zwischen dem Emissionstag und dem Zahlungsdatum " -"unterscheidet. Es ist möglich, eine Gutschrift/Lastschrift zu erstellen, um " -"den in ARS zu zahlenden Betrag zu verringern/erhöhen." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" -msgstr "Im Arbeitsablauf sind zwei Szenarien möglich:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +msgid "Zone;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" -"Der FCE wird abgelehnt, so dass in der Gutschrift das Feld \"FCE, is " -"Cancellation?\" auf True gesetzt werden sollte." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -"Die Gutschrift wird mit dem negativen Betrag erstellt, um den FCE-Beleg zu " -"annullieren. In diesem Fall muss das Feld \"FCE, is Cancellation?\" leer " -"(false) sein." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" -msgstr "Rechnung gedruckter Bericht" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 -msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "Umsatzsteuersatz." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 +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 "" -"Der PDF-Bericht über elektronische Rechnungen, die von der AFIP validiert " -"wurden, enthält am unteren Rand des Formats einen Strichcode, der die CAE-" -"Nummer darstellt, und das Ablaufdatum wird ebenfalls angezeigt, wie es " -"gesetzlich vorgeschrieben ist:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" -msgstr "Fehlersuche und Prüfung" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -"Zu Prüfungs- und Fehlerbehebungszwecken können Sie die detaillierten " -"Informationen zu einer Rechnungsnummer abrufen, die zuvor an die AFIP " -"gesendet wurde," -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 -msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" -"Sie können auch die letzte in AFIP verwendete Nummer für eine bestimmte " -"Belegart und POS-Nummer abrufen, um eventuelle Probleme bei der " -"Synchronisierung der Reihenfolge zwischen Odoo und AFIP zu lösen." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" -msgstr "Eingangsrechnungen" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:517 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"To change the :guilabel:`Transmission Mode` for a specific invoice, go to " +"the :guilabel:`Other Info` tab and change it before confirming." msgstr "" -"Basierend auf dem Einkaufsjournal, das für die Lieferantenrechnung " -"ausgewählt wurde, ist die Belegart jetzt ein Pflichtfeld. Dieser Wert wird " -"automatisch auf der Grundlage des AFIP-Zuständigkeitstyps des Ausstellers " -"und des Kunden ausgefüllt, aber der Wert kann bei Bedarf geändert werden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 +msgid "" +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" -"Die Dokumentennummer muss manuell eingegeben werden, und das Format wird " -"automatisch überprüft. Ist das Format ungültig, wird eine Fehlermeldung " -"angezeigt, in der das korrekte Format angegeben wird, das erwartet wird." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -"Die Lieferantenrechnungsnummer ist genauso aufgebaut wie die Rechnungen, mit" -" dem Unterschied, dass die Belegreihenfolge vom Benutzer eingegeben wird: " -"\"Belegpräfix - Buchstabe - Belegnummer\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" -msgstr "Bestätigung der Rechnungsnummer des Lieferanten in AFIP" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" -"Da die meisten Unternehmen über interne Kontrollen verfügen, um zu " -"überprüfen, ob sich die Lieferantenrechnung auf ein gültiges AFIP-Dokument " -"bezieht, kann in :menuselection:`Buchhaltung --> Einstellungen --> " -"Argentinische Lokalisierung --> Dokument im AFIP validieren` eine " -"automatische Validierung unter Berücksichtigung der folgenden Stufen " -"eingestellt werden:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -"**Nicht verfügbar:** Die Überprüfung wird nicht durchgeführt (dies ist der " -"Standardwert)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -"**Verfügbar:** Die Überprüfung ist abgeschlossen, falls die Nummer nicht " -"gültig ist, wird nur eine Warnung ausgegeben, aber Sie können die " -"Lieferantenrechnung buchen." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" -"**Erforderlich:** Die Überprüfung wird durchgeführt, und der Benutzer kann " -"die Lieferantenrechnung nicht buchen, wenn die Belegnummer nicht gültig ist." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" -msgstr "Wie man es in Odoo verwendet" +msgid "Invoice printed report" +msgstr "Rechnung gedruckter Bericht" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +"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 "" -"Dieses Tool enthält in der Lieferantenrechnung eine neue Schaltfläche \"Auf " -"AFIP überprüfen\", die sich neben dem AFIP-Autorisierungscode befindet." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -"Falls es sich nicht um eine gültige AFIP-Autorisierung handelt, wird der " -"Wert \"Abgelehnt\" angezeigt und die Details der Validierung werden dem Chat" -" hinzugefügt." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" -msgstr "Besondere Anwendungsfälle" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" -msgstr "Unversteuerte Konzepte" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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 "" -"Es gibt einige Umsätze, die Posten enthalten, die nicht Teil des " -"MwSt.-Grundbetrags sind, wie z.B. Rechnungen für Kraftstoffe und Benzin." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." msgstr "" -"Die Lieferantenrechnung wird unter Verwendung eines Postens für jedes " -"Produkt, das Teil des MwSt.-Grundbetrags ist, und eines zusätzlichen Postens" -" zur Registrierung des Betrags des steuerbefreiten Konzepts registriert:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "Wahrnehmung Steuern" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" msgstr "" -"Die Lieferantenrechnung wird mit einem Posten für jedes Produkt registriert," -" der Teil des MwSt.-Basisbetrags ist, die Wahrnehmungssteuer kann in jeder " -"der Produktzeilen hinzugefügt werden, als Ergebnis haben wir ein " -"Steuerkennzeichen für die MwSt. und eines für die Wahrnehmung, der " -"Standardwert für die Wahrnehmung ist immer 1,00." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -"Verwenden Sie den Bleistift neben dem Wert für die Wahrnehmung, um ihn zu " -"bearbeiten und den richtigen Wert einzustellen." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." -msgstr "Danach kann die Rechnung validiert werden." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 msgid "Reports" msgstr "Berichte" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" msgstr "" -"Als Teil der Lokalisierung wurden die nächsten Finanzberichte hinzugefügt:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" -msgstr "MwSt.-Berichte" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" -msgstr "Libro de IVA Ventas" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" -msgstr "Libro de IVA Compras" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" -msgstr "Resümee der IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:627 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 msgid "IIBB - Reports" msgstr "IIBB - Berichte" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" -msgstr "IIBB - Ventas por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" -msgstr "IIBB - Preise nach Gerichtsbarkeit" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 msgid "Australia" @@ -3905,6 +3948,14 @@ msgstr "" msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "VIDEO-WEBINAR DES LEITFADENS `_." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "Einführung" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -4164,6 +4215,10 @@ msgstr "" "enthaltenen Datensatzes installiert. Die Konten werden automatisch in " "zugeordnet:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "Steuern." + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -4185,6 +4240,11 @@ msgstr "Wechselkurs." msgid "Master Data" msgstr "Stammdaten" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "Identifikationsart und Umsatzsteuer" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -4246,6 +4306,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "Steuerarten" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "In Chile gibt es mehrere Steuerarten, von denen die gängigsten sind:" @@ -4278,6 +4342,11 @@ msgstr "" "unterschiedlich auswirken. Dies wird in Odoo unter Verwendung der Standard-" "Einkaufssteuerpositionen durchgeführt." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "Belegarten" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -4307,10 +4376,36 @@ msgid "" "module is installed." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" +"Die für die Belegart erforderlichen Informationen sind standardmäßig " +"enthalten, so dass der Benutzer in dieser Ansicht keine Angaben machen muss:" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" +"Es gibt mehrere Belegarten, die standardmäßig inaktiv sind, aber bei Bedarf " +"aktiviert werden können." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "Verwendung auf Rechnungen" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "" +"Die Belegart für jede Transaktion wird durch die folgenden Faktoren " +"bestimmt:" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -5100,6 +5195,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "Eingangsrechnungen" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -7064,28 +7163,6 @@ msgid "" "features of the Egyptian localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "Name" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "Technische Bezeichnung" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "Beschreibung" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr "" @@ -7319,7 +7396,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr "" @@ -9027,10 +9104,6 @@ msgstr "" " VAT Definition `_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "Modulinstallation" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -13496,6 +13569,10 @@ msgstr "" msgid "The NIF should be set following the RUC format." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "Kontenplan" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -13812,6 +13889,10 @@ msgid "" "about :doc:`multicurrencies <../../others/multi_currency>`." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "Stammdaten konfigurieren" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -14137,6 +14218,10 @@ msgid "" "number of credits. The price list in the IAP is always displayed in EUR." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "Besondere Anwendungsfälle" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -15334,6 +15419,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "Tags" @@ -15447,7 +15533,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -15775,9 +15861,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr "" @@ -18646,94 +18731,87 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 +msgid "Configuration: payment terms" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 +msgid "50% within 30 days" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 -msgid "Configuration: payment terms" +msgid "50% within 45 days" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 -msgid "50% within 30 days" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 -msgid "50% within 45 days" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 +msgid "Forecast bills to pay with the aged payable report" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 -msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 -msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." msgstr "" #: ../../content/applications/finance/accounting/payables/pay.rst:5 @@ -18746,182 +18824,105 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "USA - Vereinigte Staaten von Amerika" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" +"click on :guilabel:`Print`." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 @@ -18939,10 +18940,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr "" @@ -19012,184 +19013,180 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." +msgid "Vatican City State." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 -msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 -msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 @@ -19254,7 +19251,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "" @@ -20467,6 +20464,7 @@ msgid "Account receivables" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "" @@ -22135,16 +22133,16 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 @@ -22162,222 +22160,195 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 +msgid "SEPA Direct Debit as a payment method" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 -msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 -msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "Kundenrechnungen" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "" @@ -22802,12 +22773,22 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -22816,7 +22797,7 @@ msgid "" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -22827,51 +22808,51 @@ msgstr "" msgid "See detailed information of a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -22880,11 +22861,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -22896,39 +22877,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -22939,18 +22921,19 @@ msgid "" " Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -22964,11 +22947,11 @@ msgstr "" msgid "See the reconcile option" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -23028,57 +23011,55 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "Periodizität der Steuerrückzahlung" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone @@ -23097,19 +23078,19 @@ msgstr "Steuerraster" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." @@ -23119,242 +23100,569 @@ msgstr "" msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "Sperrdatum Steuer" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" +msgid "Lock your tax for a specific period in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "Umsatzsteuerbericht" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" +msgid "Create a report with customized formulas" msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "Entwicklermodus aktivieren" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "Varianten" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "Linien" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 -msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." -msgstr "" +msgid "Expressions" +msgstr "Ausdrücke" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "Spalten" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 @@ -25843,109 +26151,216 @@ msgstr "" msgid "`Odoo Documents: product page `_" msgstr "Odoo Dokumente: Produktseite `_" -#: ../../content/applications/finance/documents.rst:14 +#: ../../content/applications/finance/documents.rst:12 +msgid "" +"`Odoo Tutorials: Documents basics " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:13 +msgid "" +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "" +"Enable the centralization of files attached to a specific area of your " +"activity." +msgstr "" + +#: ../../content/applications/finance/documents.rst:31 +msgid "" +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." +msgstr "" + +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." +msgstr "" + +#: ../../content/applications/finance/documents.rst:39 +msgid "" +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." +msgstr "" + +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" +msgstr "Arbeitsbereiche" + +#: ../../content/applications/finance/documents.rst:45 +msgid "" +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:50 +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "Dokumentenmanagement" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 msgid "Workflow actions" msgstr "Workflow-Aktionen" -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:100 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." msgstr "" -"Workflow-Aktionen sind automatisierte Aktionen, die Sie auf der Ebene der " -"einzelnen Arbeitsbereiche erstellen und anpassen können. Sie werden neben " -"einer Datei angezeigt, wenn sie die von Ihnen festgelegten Kriterien " -"erfüllt. Auf diese Weise können Sie zum Beispiel einer Datei mit einem " -"einzigen Klick Tags hinzufügen oder sie in einen anderen Arbeitsbereich " -"verschieben. Workflow-Aktionen helfen Ihnen, die Verwaltung Ihrer Dokumente " -"und Ihre Geschäftsabläufe insgesamt zu optimieren." -#: ../../content/applications/finance/documents.rst:22 +#: ../../content/applications/finance/documents.rst:107 msgid "Create workflow actions" msgstr "Workflow-Aktionen erstellen" -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:109 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." -msgstr "" -"Um Workflow-Aktionen zu erstellen, gehen Sie zu :menuselection:`Dokumente " -"--> Konfiguration --> Arbeitsbereiche` und wählen Sie den Arbeitsbereich " -"aus, für den die Aktion gelten soll. Klicken Sie auf die intelligente " -"Schaltfläche *Aktionen* und dann auf *Erstellen*." - -#: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" +"Configuration --> Actions` and then click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/finance/documents.rst:33 +#: ../../content/applications/finance/documents.rst:113 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." msgstr "" -"Eine Aktion gilt für alle *Unterarbeitsbereiche* unter dem *Übergeordneten " -"Arbeitsbereich*, den Sie ausgewählt haben." -#: ../../content/applications/finance/documents.rst:36 -msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." -msgstr "" -"Wenn Sie den :ref: `Entwicklermodus` " -"verwenden, können Sie direkt auf alle Ihre Aktionen zugreifen, indem Sie zu " -":menuselection:`Dokumente --> Konfiguration --> Aktionen` gehen." - -#: ../../content/applications/finance/documents.rst:40 +#: ../../content/applications/finance/documents.rst:117 msgid "Set the conditions" msgstr "Legen Sie Bedingungen fest" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:119 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." msgstr "" -"Nachdem Sie Ihre Workflow-Aktion benannt haben, können Sie die Bedingungen " -"festlegen, die das Erscheinen des Aktions Button auf der rechten Seite " -"auslösen, wenn Sie eine Datei auswählen." -#: ../../content/applications/finance/documents.rst:45 +#: ../../content/applications/finance/documents.rst:123 msgid "There are three basic types of conditions you can set:" msgstr "" "Es gibt drei einfache Arten von Bedingungen, die Sie festlegen können:" -#: ../../content/applications/finance/documents.rst:47 +#: ../../content/applications/finance/documents.rst:125 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." msgstr "" -"**Tags**: Sie können sowohl die Bedingungen *Enthält* als auch *Enthält " -"nicht* verwenden, d. h. die Dateien *müssen* oder *dürfen* die hier " -"festgelegten Tags nicht haben." -#: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" -"**Kontakt**: Die Dateien müssen mit dem hier eingestellten Kontakt verbunden" -" sein." -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" -"**Besitzer**: Die Dateien müssen mit dem hier eingestellten Besitzer " -"verbunden sein." #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." @@ -25953,11 +26368,11 @@ msgstr "" "Wenn Sie keine Bedingungen festlegen, erscheint der Aktions Button bei allen" " Dateien, die sich im ausgewählten Arbeitsbereich befinden." -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "Erweiterte Bedingungsart: Domäne" -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." @@ -25965,67 +26380,54 @@ msgstr "" "Es wird empfohlen, einige Kenntnisse in der Odoo-Datenstruktur zu haben, um " "*Domain*-Filter richtig zu konfigurieren." -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" -"Um auf die Bedingung *Domäne* zugreifen zu können, muss der :ref: " -"`Entwicklermodus` aktiviert sein. Sobald dies geschehen ist," -" wählen Sie den Bedingungstyp *Domäne* und klicken Sie auf *Filter " -"hinzufügen*." #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" -"Um eine Regel zu erstellen, wählen Sie normalerweise ein Feld, einen " -"Operator und einen Wert aus. Wenn Sie beispielsweise eine Workflow-Aktion zu" -" allen PDF-Dateien in einem Arbeitsbereich hinzufügen möchten, setzen Sie " -"das Feld auf *Mime Type*, den Operator auf *enthält* und den Wert auf *pdf*." #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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 "" -"Klicken Sie auf *Knoten hinzufügen* (Pluskreis-Symbol) und *Zweig " -"hinzufügen* (Ellipsen-Symbol), um Bedingungen und Unterbedingungen " -"hinzuzufügen. Sie können dann angeben, ob Ihre Regel *Alle* oder *JEDE* " -"Bedingungen erfüllen soll. Sie können die Regel auch direkt mit dem *Code-" -"Editor* bearbeiten." #: ../../content/applications/finance/documents.rstNone msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "Konfigurieren Sie die Aktionen" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" msgstr "" -"Wählen Sie die Registerkarte *Aktionen*, um Ihre Aktion einzurichten. Sie " -"können gleichzeitig:" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." @@ -26033,7 +26435,7 @@ msgstr "" "**Kontakt festlegen**: Fügen Sie der Datei einen Kontakt hinzu oder ersetzen" " Sie einen bestehenden Kontakt durch einen neuen." -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." @@ -26041,13 +26443,13 @@ msgstr "" "**Eigentümer setzen**: fügt der Datei einen Eigentümer hinzu oder ersetzt " "einen vorhandenen Eigentümer durch einen neuen." -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" "**In Arbeitsbereich verschieben**: Verschiebt die Datei in einen beliebigen " "Arbeitsbereich." -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" @@ -26055,31 +26457,31 @@ msgstr "" "**Anlegen**: Erstellen Sie eines der folgenden an die Datei angehängten " "Elemente in Ihrer Datenbank:" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "" "**Produktvorlage**: Erstellen Sie ein Produkt, das Sie direkt bearbeiten " "können." -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "" "**Aufgabe**: Erstellen Sie eine Projektaufgabe, die Sie direkt bearbeiten " "können." -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "" "**Unterschriftsanfrage**: Erstellen Sie eine neue Unterschriftsvorlage zum " "Versenden." -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "" "**Direkt unterschreiben**: Erstellen Sie eine Unterschriftsvorlage, um " "direkt zu unterschreiben." -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." @@ -26087,7 +26489,7 @@ msgstr "" "**Lieferantenrechnung**: Erstellen Sie eine Lieferantenrechnung mithilfe von" " OCR und KI, um Informationen aus dem Dateiinhalt auszulesen." -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." @@ -26095,7 +26497,7 @@ msgstr "" "**Kundenrechnung**: Erstellen Sie eine Kundenrechnung mithilfe von OCR und " "KI, um Informationen aus der Datei auszulesen." -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." @@ -26103,7 +26505,7 @@ msgstr "" "**Lieferantengutschrift**: Erstellen Sie eine Lieferantengutschrift mit OCR " "und AI, um Informationen aus der Datei auszulesen." -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." @@ -26111,19 +26513,19 @@ msgstr "" "**Gutschrift**: Erstellen Sie eine Kundengutschrift mithilfe von OCR und KI," " um Informationen aus der Datei auszulesen." -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "" "**Bewerber**: Erstellen Sie eine neue HR-Bewerbung, die Sie direkt " "bearbeiten können." -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" "**Tags setzen**: Hinzufügen, Entfernen und Ersetzen einer beliebigen Anzahl " "von Tags." -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." @@ -26131,7 +26533,7 @@ msgstr "" "**Aktivitäten - Alle als erledigt markieren**: markiert alle mit der Datei " "verbundenen Aktivitäten als erledigt." -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -26145,6 +26547,24 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "Aufwand" @@ -26580,7 +27000,7 @@ msgstr "e (z.B. in Rechnung stellen)." msgid "Payment providers (credit cards, online payments)" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -26588,7 +27008,7 @@ msgid "" "favorite payment methods such as **Credit Cards**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -26600,13 +27020,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -26614,11 +27034,11 @@ msgid "" "providers' systems." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -26626,120 +27046,125 @@ msgid "" " on the bank account and follow the usual reconciliation workflow." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "Zahlungsfluss" - #: ../../content/applications/finance/payment_providers.rst:67 -msgid ":ref:`Tokenization `" +msgid "Payment flow from" msgstr "" #: ../../content/applications/finance/payment_providers.rst:68 -msgid ":ref:`Manual capture `" +msgid ":ref:`Tokenization `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:69 -msgid ":ref:`Refunds `" +msgid ":ref:`Manual capture `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:70 -msgid ":ref:`Express checkout `" +msgid ":ref:`Refunds `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:71 -msgid ":doc:`Adyen `" +msgid ":ref:`Express checkout `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" -msgstr "Zahlung aus Odoo" +msgid ":ref:`Extra fees `" +msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 -msgid "|V|" +msgid ":doc:`Adyen `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 +msgid "|V|" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -26749,7 +27174,16 @@ msgid "" "accounting control process." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "" @@ -26776,22 +27210,22 @@ msgid "" "information about this payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " "check if your payment provider supports these features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -26800,14 +27234,14 @@ msgid "" "conversion rate and for subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -26815,11 +27249,11 @@ msgid "" "provider's server." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -26830,45 +27264,45 @@ msgid "" "payments manually can prove itself useful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" " release the funds, click on the :guilabel:`VOID TRANSACTION` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -26877,31 +27311,31 @@ msgid "" "capturing or voiding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "Rückerstattungen" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " "customer payment, navigate to it and click on the :guilabel:`REFUND` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -26910,49 +27344,74 @@ msgid "" "refunding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -26967,7 +27426,7 @@ msgid "" " Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -26977,7 +27436,7 @@ msgid "" "your main database." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -26988,55 +27447,54 @@ msgstr "" msgid "Credentials tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "Länder" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -27044,21 +27502,21 @@ msgid "" "delivery methods are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -27068,24 +27526,24 @@ msgid "" " while preventing making payments and registering new tokens." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " "your customers. Click on the :guilabel:`Unpublish` button to unpublish it." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -27094,26 +27552,26 @@ msgid "" "advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -27123,65 +27581,69 @@ msgstr "" msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr "" @@ -27199,6 +27661,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -27362,7 +27825,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "" @@ -27420,7 +27883,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr "" @@ -27824,6 +28287,54 @@ msgid "" "main database." msgstr "" +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "Demo" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "" @@ -28250,6 +28761,10 @@ msgid "" "this on a test Odoo database rather than on your main database." msgstr "" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -28259,8 +28774,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 @@ -28568,43 +29083,49 @@ msgstr "" msgid "Link your Stripe Account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -28612,77 +29133,77 @@ msgid "" " webhook ` and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " "Stripe` and click on the *Connect Stripe* button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" " messages sent from Stripe to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -28690,37 +29211,37 @@ msgid "" "Standard Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -28742,104 +29263,104 @@ msgstr "" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " ":guilabel:`payment_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -28852,27 +29373,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -28880,28 +29401,28 @@ msgid "" "automatically from Odoo, or manually from Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" " registered with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -28912,7 +29433,7 @@ msgid "" "Click on :guilabel:`Add` to register your web domain with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "" @@ -28969,107 +29490,112 @@ msgid "Sign" msgstr "eSignatur" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." msgstr "" -"*Mit *Odoo Sign** können Sie Dokumente online versenden, unterschreiben und " -"genehmigen." #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." msgstr "" -"Sie können eine beliebige PDF-Datei hochladen und ihr per Drag-and-Drop " -"Felder hinzufügen. Diese Felder werden automatisch mit den Angaben des " -"Benutzers ausgefüllt, wenn dieser angemeldet ist." #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "`Odoo Sign: Produktseite `_" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "Gültigkeit von elektronischen Signaturen" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." msgstr "" -"Die Rechtsgültigkeit elektronischer Signaturen, die mit Odoo erzeugt werden," -" hängt von der Gesetzgebung Ihres Landes ab. Unternehmen, die im Ausland " -"tätig sind, sollten auch die Gesetze anderer Länder zur elektronischen " -"Signatur berücksichtigen." -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "In der Europäischen Union" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" -"Die eIDAS-Verordnung `_ legt den " -"Rahmen für elektronische Signaturen in allen 27 Mitgliedsstaaten der " -"Europäischen Union `_ fest." #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" -msgstr "Es werden drei Arten von elektronischen Signaturen unterschieden:" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" +msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "Elektronische Signaturen" +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" +msgstr "" -#: ../../content/applications/finance/sign.rst:33 +#: ../../content/applications/finance/sign.rst:36 msgid "Advanced electronic signatures" msgstr "Fortgeschrittene elektronische Signaturen" -#: ../../content/applications/finance/sign.rst:34 +#: ../../content/applications/finance/sign.rst:37 msgid "Qualified electronic signatures" msgstr "Qualifizierte elektronische Signaturen" -#: ../../content/applications/finance/sign.rst:36 +#: ../../content/applications/finance/sign.rst:39 msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." msgstr "" -"Odoo erzeugt den erste Typ, reguläre elektronische Signaturen, und diese " -"Signaturen können in der EU rechtliche Wirkungen entfalten, da die " -"Verordnung besagt, dass \"einer elektronischen Signatur die rechtliche " -"Wirkung und die Zulässigkeit als Beweismittel in Gerichtsverfahren nicht " -"allein deshalb abgesprochen werden darf, weil sie in elektronischer Form " -"vorliegt oder die Anforderungen an qualifizierte elektronische Signaturen " -"nicht erfüllt.\"" -#: ../../content/applications/finance/sign.rst:41 +#: ../../content/applications/finance/sign.rst:42 msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" msgstr "" -"Beachten Sie, dass elektronische Unterschriften nicht automatisch als gültig" -" anerkannt werden. Möglicherweise müssen Sie einen Nachweis über die " -"Gültigkeit der Unterschrift erbringen." - -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" -msgstr "In den Vereinigten Staaten von Amerika" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "Vereinigte Staaten von Amerika" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -29094,7 +29620,7 @@ msgstr "" " `_ nicht das" " UETA, sondern ähnliche Gesetze übernommen haben." -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" @@ -29102,150 +29628,201 @@ msgstr "" "Um als gültig anerkannt zu werden, müssen elektronische Signaturen insgesamt" " fünf Kriterien erfüllen:" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." msgstr "" -"Der Unterzeichner muss seine Absicht, zu unterschreiben, deutlich machen. " -"Zum Beispiel kann die Verwendung einer Maus zum Zeichnen einer Unterschrift " -"den Willen zeigen. Der Unterzeichner muss auch die Möglichkeit haben, sich " -"gegen die elektronische Unterzeichnung eines Dokuments zu entscheiden." -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." +"The signer must first express or imply their **consent to conduct business " +"electronically**." msgstr "" -"Ein Unterzeichner muss zunächst seine Zustimmung zur elektronischen " -"Abwicklung von Geschäften zustimmen." - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "" -"Die Signatur muss eindeutig zuzuordnen sein. In Odoo werden der Signatur " -"Metadaten, wie z. B. die IP-Adresse des Unterzeichners, hinzugefügt, die als" -" Nachweis verwendet werden können." - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "" -"Die Unterschrift muss mit dem zu unterzeichnenden Dokument verknüpft sein, " -"z. B. durch Aufzeichnung, wie die Unterschrift erfasst wurde." - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." -msgstr "" -"Elektronisch signierte Dokumente müssen aufbewahrt werden und allen " -"Beteiligten zu einem späteren Zeitpunkt zur Verfügung stehen, z. B. indem " -"der Unterzeichner entweder eine vollständig ausgefüllte Kopie erhält oder " -"die Möglichkeit hat, eine Kopie herunterzuladen." #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "Feldtypen" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -#: ../../content/applications/finance/sign.rst:84 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." msgstr "" -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"After giving your new field a name, select one of the six *Types* available:" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." msgstr "" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "Rollen" + +#: ../../content/applications/finance/sign.rst:88 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." msgstr "" #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." msgstr "" #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "" - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "" - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." -msgstr "" - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "" - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." -msgstr "" +msgid "Field Types" +msgstr "Feldtypen" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." msgstr "" #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/de/LC_MESSAGES/inventory_and_mrp.po b/locale/de/LC_MESSAGES/inventory_and_mrp.po index 9d7a10438..a5cc0e37e 100644 --- a/locale/de/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/de/LC_MESSAGES/inventory_and_mrp.po @@ -6,19 +6,19 @@ # Translators: # Wolfgang Taferner, 2022 # Anja Funk , 2022 -# Chris Egal , 2022 # Niki Waibel, 2022 # Friederike Fasterling-Nesselbosch, 2022 # Martin Trigaux, 2022 +# Chris Egal , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Chris Egal , 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -538,7 +538,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -7235,67 +7234,84 @@ msgid "" "on which work center is busy and plan resources accordingly in real-time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +msgid "Work order settings ticked in Odoo Manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 -msgid "" -"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 +msgid "" +"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -7303,246 +7319,289 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" -msgstr "" +msgid "Create a bill of materials" +msgstr "Erstellen Sie eine Stückliste" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" +msgid "Specify a bill of materials (BoM) for a product variant" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" +msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" +msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 -msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 -msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 diff --git a/locale/de/LC_MESSAGES/marketing.po b/locale/de/LC_MESSAGES/marketing.po index c7a71c175..2272e6142 100644 --- a/locale/de/LC_MESSAGES/marketing.po +++ b/locale/de/LC_MESSAGES/marketing.po @@ -5,8 +5,8 @@ # # Translators: # Friederike Fasterling-Nesselbosch, 2022 -# philku79 , 2022 # Oliver Roch , 2022 +# philku79 , 2022 # Martin Trigaux, 2022 # #, fuzzy @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" @@ -29,6 +29,7 @@ msgid "Marketing" msgstr "Marketing" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "Marketing-Automatisierung" @@ -43,114 +44,697 @@ msgid "Advanced" msgstr "Fortgeschritten" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" -msgstr "Kennzahlen verstehen" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 -msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." +msgid "Understanding metrics" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 +msgid "" +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." msgstr "" -"Kennzahlen sind Werte die Ihnen dabei helfen Fortschritt zu messen. Sie " -"können ein mächtiges Werkzeug sein, um Ihre Mitarbeiter dabei zu " -"unterstützen ihre Ziele zu erreichen." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 +msgid "Consider the following example:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "20 Datensätze erfüllen die Bedingungen." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." +"A relevant targeting filter that applies to a type of individual activity." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." +"Overview showing participants who do or do not match filtering criteria on " +"an activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "Erstellen Sie eine Kampagne" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "Anwendungsfälle" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." msgstr "" #: ../../content/applications/marketing/sms_marketing.rst:8 @@ -250,8 +834,8 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:67 msgid "" -"If you are on Odoo Online (SAAS) and have the Enterprise version, you " -"benefit from free trial credits to test the feature." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free trial credits to test the feature." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:72 diff --git a/locale/de/LC_MESSAGES/sales.po b/locale/de/LC_MESSAGES/sales.po index 7a0cb8308..3c131df8e 100644 --- a/locale/de/LC_MESSAGES/sales.po +++ b/locale/de/LC_MESSAGES/sales.po @@ -7,17 +7,17 @@ # Kevin Harrings , 2022 # Jan Meyer, 2022 # Leon Grill , 2022 -# Martin Trigaux, 2022 # Friederike Fasterling-Nesselbosch, 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Friederike Fasterling-Nesselbosch, 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -69,17 +69,18 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -354,98 +355,169 @@ msgstr "" msgid "Lead mining" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +msgid "" +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 +msgid "" +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 +msgid "" +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "Positionen" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" -"If you are on Odoo Online and have the Enterprise version, you benefit from " -"free trial credits to test the feature." +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:72 -msgid ":doc:`In-App Purchases (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 @@ -1998,210 +2070,277 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." +msgid "Making a product available in your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." +msgid "POS session interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 -msgid "Return and refund products" -msgstr "" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 +msgid "Return and refund products" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" +msgid "refund view from a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." +msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"It’s strongly advised to close your PoS session at the end of each day." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 -msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." +msgid "" +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 @@ -2308,6 +2447,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "" @@ -2379,10 +2519,51 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 +msgid "Set the Event URLs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 msgid "Add a new payment method" msgstr "Fügen Sie eine neue Zahlungsmethode hinzu" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " @@ -2390,13 +2571,14 @@ msgid "" "add your new method for Adyen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2411,12 +2593,13 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" @@ -2425,6 +2608,7 @@ msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -2605,6 +2789,214 @@ msgid "" "payment terminal and Odoo." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "" @@ -3314,75 +3706,110 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" +msgid "Invoice issuance" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" +msgid "Set a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." +msgid ":doc:`../overview/getting_started`" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 @@ -6238,6 +6665,173 @@ msgid "" " product." msgstr "" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "Steuern festlegen" diff --git a/locale/de/LC_MESSAGES/sphinx.po b/locale/de/LC_MESSAGES/sphinx.po index f91da01c8..964201b73 100644 --- a/locale/de/LC_MESSAGES/sphinx.po +++ b/locale/de/LC_MESSAGES/sphinx.po @@ -5,6 +5,7 @@ # # Translators: # Friederike Fasterling-Nesselbosch, 2022 +# Henry Mineehen , 2022 # Martin Trigaux, 2022 # #, fuzzy @@ -12,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" @@ -155,6 +156,86 @@ msgstr "Dokumentation" msgid "Content guidelines" msgstr "" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "Rechtliches" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "Bedingungen und Konditionen" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "Englisch" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "" diff --git a/locale/es/LC_MESSAGES/finance.po b/locale/es/LC_MESSAGES/finance.po index 70047f070..389460a39 100644 --- a/locale/es/LC_MESSAGES/finance.po +++ b/locale/es/LC_MESSAGES/finance.po @@ -29,7 +29,6 @@ # Cinthya Yepez , 2022 # Patricia Gutiérrez Capetillo , 2022 # AleEscandon , 2022 -# Lina Maria Avendaño Carvajal , 2022 # Leonardo J. Caballero G. , 2022 # Josep Anton Belchi, 2022 # Althay Ramallo Fuentes , 2022 @@ -38,17 +37,19 @@ # Óscar Fonseca , 2022 # Pedro M. Baeza , 2022 # Pablo Rojas , 2022 -# Martin Trigaux, 2022 # Braulio D. López Vázquez , 2022 +# Lina Maria Avendaño Carvajal , 2022 +# Martin Trigaux, 2022 +# Farouk Jabiri, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Braulio D. López Vázquez , 2022\n" +"Last-Translator: Farouk Jabiri, 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -279,7 +280,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -294,8 +295,8 @@ msgstr "" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -317,10 +318,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1404,8 +1407,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr "Por hacer" @@ -1649,7 +1651,6 @@ msgstr "Proceso de conciliación bancaria - casos de uso" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "Información general" @@ -2440,279 +2441,293 @@ msgstr "" "localización y cómo configurarla." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." +msgid "`VIDEO WEBINAR `_." msgstr "" -"`VIDEO WEBINAR DE UNA DEMOSTRACIÓN COMPLETA " -"`_." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." -msgstr "`COMERCIO ELECTRÓNICO `_." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "Introducción" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +"`VIDEO WEBINAR ECOMMERCE `_." msgstr "" -"La localización argentina se ha mejorado y ampliado en Odoo v13, en esta " -"versión están disponibles los siguientes módulos:" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" +msgstr "Instalación de módulos" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -"**l10n_ar**: Este módulo agrega funciones de contabilidad para la " -"localización argentina, que representan las configuraciones mínimas " -"necesarias para que una empresa opere en Argentina y bajo las regulaciones y" -" pautas de la AFIP (Administración Federal de Ingresos Públicos)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" -msgstr "" -"**l10n_ar_reports**: Incluye el informe del libro de IVA, que es un " -"requisito legal en Argentina y que contiene la información detallada de IVA " -"de las ventas o compras registradas en las entradas contables. Este módulo " -"incluye también el informe resumido del IVA que se utiliza para analizar la " -"factura." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" +msgstr "Nombre" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 -msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "Nombre técnico" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "Descripción" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 +msgid "" +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" -"**l10n_ar_edi**: Este módulo incluye todos los requisitos técnicos y " -"funcionales para poder realizar el intercambio de información basado en el " -"Web Service (servicio web) de Factura Electrónica (WSFE), bajo las " -"regulaciones de la AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" -msgstr "Instalar los módulos de localización Argentina" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 -msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 +msgid "" +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" -"Para esto, vaya a *Aplicaciones* y busque \"Argentina\". Luego haga clic en " -"*Instalar* para los dos primeros módulos." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "Configure su empresa" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -"Una vez que los módulos están instalados, el primer paso es configurar los " -"datos de su empresa. Adicional a la información básica, un campo clave para " -"completar es el Tipo de responsabilidad AFIP, que representa la " -"responsabilidad fiscal y la estructura de la empresa:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" -msgstr "Plan contable" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." msgstr "" -"En la configuración de Contabilidad, hay tres paquetes disponibles de Plan " -"de cuentas, que están relacionados con el tipo de responsabilidad AFIP de la" -" empresa, considerando así que si las empresas base no requieren tantas " -"cuentas como las empresas con requisitos fiscales más complejos:" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" +msgstr "Plan de cuentas" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." -msgstr "Monotributista (149 cuentas)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." -msgstr "Exento de IVA (159 cuentas)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." -msgstr "Responsables Inscriptos (166 cuentas)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" -msgstr "Configurar datos maestros" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 msgid "Electronic Invoice Credentials" msgstr "Credenciales de facturación electrónica" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "Entorno" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -"La infraestructura de AFIP se replica en dos entornos separados: de prueba y" -" de producción." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"Testing is provided so that the Companies can test their developments until " -"they are ready to move into the Production environment. As these two " +"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 "" -"El entorno de prueba es donde las empresas pueden probar sus desarrollos " -"hasta que estén listas para producción. Como estos dos entornos están " -"completamente asilados uno del otro, los certificados digitales de una " -"instancia no son válidos en la otra." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." msgstr "" -"Vaya a :menuselection:`Contabilidad --> Configuración --> Localización " -"argentina` para seleccionar el entorno:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" -msgstr "Certificados de AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." msgstr "" -"La facturación electrónica y otros servicios AFIP funcionan con Web Services" -" (servicios web por su sigla en inglés) proporcionados por AFIP." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" -"Para habilitar comunicación con AFIP, el primer paso es solicitar un " -"certificado digital si todavía no tiene uno." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" -"Generar el certificado de solicitud de firma (Odoo). Cuando se selecciona " -"esta opción, se genera un archivo con la extensión ``.csr`` (solicitud de " -"firma de certificado, por sus siglas en inglés) para utilizar el portal AFIP" -" para solicitar el certificado." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." -msgstr "" -"Generar certificado (AFIP). Acceda al portal de AFIP y siga las " -"instrucciones descritas en el siguiente documento para obtener un " -"certificado. `Obtener certificado de AFIP " -"`_." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" -"Cargar el certificado y la clave privada (Odoo). Una vez que se haya " -"generado el certificado debe subirlo en Odoo. Para esto, debe utilizar el " -"lápiz que se encuentra a continuación en el campo \"Certificado\" y " -"seleccionando el archivo correspondiente." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 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/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" -"En caso de que necesite configurar el Certificado de homologación, consulte " -"la documentación oficial de AFIP: `Certificado de homologación " -"`_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "Contacto" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" -msgstr "Tipo de identificación e IVA" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 -msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -"Como parte de la localización argentina, los tipos de documentos definidos " -"por la AFIP ahora están disponibles en el formulario de Partner, esta " -"información es esencial para la mayoría de las transacciones. Hay seis tipos" -" de identificación disponibles por defecto:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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 "" -"La lista completa de los tipos de identificación definidos por la AFIP se " -"incluye en Odoo, pero solo los comunes están activos." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" -msgstr "Tipo de responsabilidad AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"The complete list of :guilabel:`Identification Types` defined by the AFIP is" +" included in Odoo, but only the common ones are active." msgstr "" -"En Argentina, el tipo de documento asociado con las transacciones de " -"clientes y proveedores se define en función del tipo de responsabilidad ante" -" AFIP; este campo debe definirse en el formulario de Partner:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 +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/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2723,187 +2738,165 @@ msgstr "" msgid "Taxes" msgstr "Impuestos" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -"Como parte del módulo de localización, los impuestos se crean " -"automáticamente con su cuenta financiera y configuración relacionadas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" -msgstr "Tipos de impuestos" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "Argentina tiene varios tipos de impuestos, los más comunes son:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "**IVA**. Es el IVA normal y puede tener varios porcentajes." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "" -"**Percepción**. Pago anticipado de un impuesto que se aplica a las facturas." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "" -"**Retención**. Pago anticipado de un impuesto que se aplica a los pagos." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "Otros." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "Impuestos especiales" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -"Algunos impuestos argentinos no se usan comúnmente para todas las empresas, " -"este tipo de impuestos se incluyen como inactivos por defecto. Es importante" -" que antes de crear un nuevo impuesto confirme que no esté incluido ya en " -"los impuestos inactivos:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "Tipos de documentos" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" -"En algunos países de América Latina, incluida Argentina, algunas " -"transacciones contables como facturas de clientes y proveedores se " -"clasifican por tipos de documentos definidos por las autoridades fiscales " -"del gobierno (en el caso de Argentina, la AFIP)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." -msgstr "" -"El tipo de documento es un dato esencial que debe mostrarse en los informes " -"impresos y que debe identificarse fácilmente, dentro del conjunto de " -"facturas y de movimientos de cuenta." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -"Cada tipo de documento puede tener una secuencia única por diario donde se " -"asigna. Como parte de la localización, el *Tipo de documento* incluye el " -"país en el que se aplica el documento y los datos se crean automáticamente " -"cuando se instala el módulo de localización." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +"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 "" -"La información requerida para los tipos de documentos se incluye de manera " -"predeterminada, por lo que el usuario no necesita completar nada en esta " -"vista:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." msgstr "" -"Hay varios tipos de documentos que están inactivos de manera predeterminada," -" pero se pueden activar si es necesario." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "Letras" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 -msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" -"Para Argentina, los tipos de documentos incluyen una letra que indica la " -"transacción u operación. Por ejemplo:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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 "" -"Cuando una factura está relacionada con una transacción B2B (empresa a " -"empresa), se debe utilizar un tipo de documento \"A\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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 "" -"Cuando una factura está relacionada con una transacción B2C (empresa a " -"consumidor final), se debe utilizar un tipo de documento \"B\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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 "" -"Cuando una factura está relacionada con una transacción de exportación, se " -"debe utilizar un tipo de documento \"E\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -"Los documentos incluidos en la localización tienen la letra apropiada " -"asociada, el usuario no necesita configurar nada adicional." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "Usar en facturas" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" -msgstr "El tipo de documento en cada transacción estará determinado por:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" -"El diario relacionado con la factura, identificando si el diario usa " -"documentos." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" -msgstr "" -"Condición aplicada según el tipo de Emisor y Receptor (por ejemplo, tipo de " -"régimen fiscal del comprador y tipo de régimen fiscal del proveedor)." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "Letras" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2913,810 +2906,875 @@ msgstr "" msgid "Journals" msgstr "Diarios contables" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" +"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 "" -"En la localización argentina, el diario puede tener un enfoque diferente " -"dependiendo de su uso y tipo interno, para configurar sus diarios vaya a " -":menuselection:`Accounting --> Configuration --> Journals`:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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 "" -"Para los diarios de ventas y compras, es posible habilitar la opción *Usar " -"documentos*, que indica que el diario habilita una lista de tipos de " -"documentos que pueden relacionarse con las facturas de clientes y las " -"facturas de proveedores. Para obtener más detalles sobre las facturas, " -"consulte la sección 2.3 Tipos de documentos." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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 "" -"Si el diario de ventas o compras se usa sin la opción *Usar documentos* es " -"porque no se usará para generar facturas fiscales, sino principalmente para " -"movimientos de cuenta relacionados con el proceso de control interno." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "Información de AFIP (mejor conocida como Punto de venta de AFIP)" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 -msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" -"**Sistema AFIP PdV**: Este campo solo es visible para los diarios de ventas " -"y define el tipo de AFIP PdV que se utilizará para administrar las " -"transacciones para las que se crea el diario. El PdV de AFIP define también:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "Las secuencias de tipos de documentos relacionados con el WS." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "La estructura y los datos del archivo de factura electrónica." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "Servicios web" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" -"``wsfev1: Facturación electrónica.`` Este es el servicio más común, se " -"utiliza para generar facturas tipo A, B, C, M sin detalles por artículo." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." -msgstr "" -"``wsbfev1: Bono Fiscal Electrónico.`` Para quienes facturan bienes de " -"capital y desean acceder al beneficio de los Bonos de crédito fiscal " -"electrónicos otorgados por el Ministerio de Economía. Para obtener más " -"detalles, puede consultar el siguiente enlace: `Bono Fiscal " -"`_." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" -"``wsfexv1: Facturación Electrónica de Exportación.`` Se usa para generar " -"facturas para clientes internacionales y transacciones que involucren el " -"proceso de exportación. El tipo de documento relacionado es \"E\"." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" -"**Número de PdV de AFIP**: Este es el número configurado en AFIP para " -"identificar las operaciones relacionadas con este PdV de AFIP." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." -msgstr "" -"**Dirección de PdV de AFIP**: Este campo está relacionado con la dirección " -"comercial registrada para el PdV, que generalmente es la misma dirección de " -"la empresa. Por ejemplo: tiene varias tiendas (ubicaciones fiscales), " -"entonces AFIP requerirá que tenga un PdV de AFIP por ubicación: esta " -"ubicación se imprimirá en el informe de la factura." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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 "" -"**Libro unificado**: Cuando el sistema PdV de AFIP es Preimpresa, los tipos " -"de documentos (aplicables al diario) con la misma letra compartirán la misma" -" secuencia. Por ejemplo:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "Factura: FA-A 0001-00000002." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." -msgstr "Nota de crédito: NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "Nota de débito: ND-A 0001-00000004." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "Secuencias" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -"En caso de que quiera sincronizar el número siguiente en la secuencia de " -"Odoo según el siguiente número en el PdV de la AFIP puede usar el botón que " -"podrá ver en el ref:`modo desarrollador`." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"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 "" -"Al crear los diarios de compras, es posible definir si pueden relacionarse a" -" tipos de documentos o no. Si se elige la opción de usar documentos, no hay " -"necesidad de asociar manualmente las secuencias de tipo de documentos puesto" -" que el número de documento lo da el proveedor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "Uso y prueba" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "Facturas de clientes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" -"Después de que los partners y los diarios contables se creen y configuren, " -"este será el comportamiento de las facturas al crearlas:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 msgid "Document type assignation" msgstr "Asignación de tipo de documento" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" +"When the partner is selected, the :guilabel:`Document Type` field will be " +"filled in automatically based on the AFIP document type:" msgstr "" -"Una vez que se seleccione el cliente, el tipo de documento se llenará " -"automáticamente, de acuerdo con el tipo de documento AFIP:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "**Factura para un cliente IVA Responsable inscripto, prefijo A**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "**Factura para un cliente final, prefijo B**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "**Facturación para Exportación, prefijo E**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" -"Como se muestra en las facturas, todas usan el mismo diario contable, pero " -"el prefijo y la secuencia se asignan dependiendo el tipo de documento." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" -"El tipo de documento más común se definirá automáticamente para las " -"diferentes combinaciones de tipo de responsabilidad ante AFIP, pero el " -"usuario puede actualizarlo manualmente." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "Elementos de facturas electrónicas" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" -"Al usar facturación electrónica, si toda la información es correcta la " -"factura quedará registrada en la manera usual. En caso que algo necesite " -"revisarse (vea la sección de errores comunes para más detalles), aparecerá " -"un mensaje de error donde se le indicará el problema y se le sugerirá una " -"solución. La factura permanecerá en estado \"Borrador\" hasta que se corrija" -" la información necesaria." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" -msgstr "" -"Una vez que la factura se registra, la información relacionada a su estatus " -"y su validación ante la AFIP se muestra en la pestaña \"AFIP\". Esto " -"incluye:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." -msgstr "Autorización AFIP: Número CAE." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 -msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" -"Fecha de vencimiento: Fecha límite para entregar la factura al cliente. " -"Suele ser 10 días después de la generación del CAE." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" -msgstr "Resultado:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "Aceptado en AFIP." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "Aceptado con observaciones." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "Impuestos en facturas" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" -"Según el tipo de responsabilidad ante AFIP, el IVA puede tener un " -"comportamiento diferente en el informe PDF:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -"**A. Impuestos excluidos:** En este caso, el valor del impuesto debe " -"identificarse claramente en el informe. Esta condición se aplica cuando el " -"cliente tiene el siguiente tipo de responsabilidad ante AFIP:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." -msgstr "Responsable inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -"**B. Valor de impuestos incluido:** Esto significa que la cantidad gravada " -"se incluye como parte del precio del producto, subtotal y totales. Esta " -"condición se aplica cuando el cliente tiene los siguientes tipos de " -"responsabilidad ante AFIP:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "IVA sujeto exento." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." -msgstr "Consumidor final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." -msgstr "Responsable monotributo." +msgid "Electronic invoice elements" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." -msgstr "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" -msgstr "Casos de uso especiales" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" -msgstr "Facturas de servicios" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -"Para facturas electrónicas que incluyen servicios, la AFIP requiere reportar" -" la fecha de inicio y conclusión del servicio. Esta información puede " -"ingresarse en la pestaña \"Otra información\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 +msgid "" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" -"Si las fechas no se ingresan manualmente antes de validar la factura, se " -"agregarán automáticamente los días primero y último del mes en curso." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" -msgstr "Facturas de exportación" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" -"Las facturas relacionadas a transacciones de exportación requieren un diario" -" que usa el Sistema AFIP POS \"Expo Voucher - Web Service\" para que se le " -"asocie el tipo de documento apropiado:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" +":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 "" -"Cuando el cliente seleccionado en la factura tiene el Tipo de " -"responsabilidad ante AFIP como “Cliente / Proveedor del Exterior” o “IVA " -"Liberado – Ley Nº 19.640”, Odoo automáticamente asignará:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." -msgstr "Diario relacionado al servicio web de exportación." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." -msgstr "Tipo de documento de exportación." +msgid "IVA Sujeto Exento;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." -msgstr "Posición fiscal: compras/ventas al exterior." +msgid "Consumidor Final;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." -msgstr "Concepto AFIP: productos/exportación definitiva de bienes." +msgid "Responsable Monotributo;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." -msgstr "Exención de impuestos" +msgid "IVA liberado." +msgstr "IVA liberado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 -msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." msgstr "" -"Los documentos de exportación requieren el Incoterm en :menuselection:`Otra " -"información --> Contabilidad`:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" -msgstr "Bono fiscal" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" msgstr "" -"El bono fiscal electrónico lo deben usar quienes facturan bienes de capital " -"y desean acceder al beneficio del bono de impuestos electrónicos otorgado " -"por el Ministerio de Economía." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" -"Para estas transacciones es importante tener en consideración los siguientes" -" requisitos:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." -msgstr "divisa (según la tabla de parámetros) y presupuesto de factura," +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "impuestos," - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "zona, y" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "detalle de cada artículo." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "Código según la nomenclatura común del MERCOSUR (NCM)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "Descripción completa." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." -msgstr "Precio neto por unidad." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "Cantidad." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." -msgstr "Unidad de medida." +msgid "Exportation invoices" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." -msgstr "Bono" +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "Tasa de IVA." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" -msgstr "Factura de crédito electrónica MiPyME (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" -"**Facturas:** Hay varios tipos de documentos clasificados como MiPyME, " -"también conocidos como Factura de crédito electrónica (FCE), que se usa para" -" impulsar PyMEs. Su propósito es desarrollar un mecanismo que mejore las " -"condiciones de financiamiento de estas empresas y les permite incrementar su" -" productividad mediante el cobro anticipado de cuentas por pagar y cobrar a " -"sus clientes y/o proveedores." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." -msgstr "Tipos de documento específico (201, 202, 206, etc)." +msgid "Exempt Taxes." +msgstr "Exención de impuestos" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." -msgstr "La AFIP debe aceptar al emisor para transacciones MiPyMEs." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "La cantidad debe ser mayor a 100,000 ARS." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 -msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -"Una cuenta bancaria tipo CBU debe estar relacionada al emisor, de lo " -"contrario la factura no se puede validar, esto resultará en uno de los " -"siguientes errores:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -"**Notas de crédito o débito:** Al crear una nota de crédito o débito " -"relacionada a una FCE, es importante considerar los siguientes puntos:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -"Use los botones de Nota de crédito y débito, para transferir la referencia " -"correcta del documento de origen a la nota." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 -msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -"La letra del documento debe ser la misma que la del documento origen (ya sea" -" A o B)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"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/accounting/fiscal_localizations/localizations/argentina.rst:472 +msgid "" +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" -"Debe usarse la misma divisa que en el documento origen. Al usar una moneda " -"secundaria hay una diferencia resultante de la conversión. Si la tasa de " -"cambio no es la misma el día de la emisión y del pago, es posible crear una " -"nota de crédito o débito para incrementar o reducir la cantidad a pagar en " -"ARS." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" -msgstr "El flujo puede resultar en uno de dos escenarios:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +msgid "Zone;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" -"Se rechaza la FCE por lo que la nota de crédito debe tener el campo \"FCE: " -"¿es cancelación?\" activado." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -"La nota de crédito fue creada con un valor negativo para anular la FCE. En " -"este caso el campo \"FCE: ¿es cancelación?\" debe estar vacío (falso)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" -msgstr "Factura impresa" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 -msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "Tasa de IVA." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 +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 "" -"El PDF relacionado a la facturas electrónicas validadas por la AFIP incluye " -"un código de barras en la parte inferior que representa el CAE (Código de " -"autorización electrónico). La Fecha de vencimiento se muestra también por " -"ser requisito legal." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" -msgstr "Resolución de problemas y auditorías" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -"Para propósitos de auditorías y resolución de problemas pueden obtener la " -"información detallada de un número de factura que haya enviado antes a la " -"AFIP." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 -msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" -"También pueden obtener el último número usado en la AFIP para un tipo de " -"documento específico y el Número PdV para solicitar soporte para cualquier " -"problema con la sincronización de secuencias entre Odoo y la AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" -msgstr "Facturas de proveedores" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:517 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"To change the :guilabel:`Transmission Mode` for a specific invoice, go to " +"the :guilabel:`Other Info` tab and change it before confirming." msgstr "" -"Según el diario de ventas seleccionado para la factura, el tipo de documento" -" ahora es un campo obligatorio. Este valor se llena automáticamente según el" -" tipo de Responsabilidad ante AFIP del emisor y el cliente, pero el valor se" -" puede cambiar si es necesario." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 +msgid "" +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" -"El número de documento debe registrarse manualmente y el formato se valida " -"automáticamente. En caso de que el formato no sea válido, se mostrará un " -"error de usuario que indica el formato correcto que se espera." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -"El número de factura de proveedor tiene la misma estructura que las facturas" -" de cliente con la diferencia de que otro usuario ingresa la secuencia del " -"documento: \"Prefijo del documento - Letra - Número de documento\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" -msgstr "Validar el número de factura de proveedor en la AFIP" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" -"Como la mayoría de las empresas tienen controles internos para verificar que" -" la factura de proveedor está relacionada a un documento validado por la " -"AFIP, se puede fijar una validación automática en " -":menuselection:`Contabilidad --> Ajustes --> Localización argentina --> " -"Validar documento con AFIP`, tomando en cuenta los siguientes niveles:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -"**No Disponible:** No se realiza la verificación. (Este es el valor por " -"defecto)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -"**Disponible:** Se realiza la verificación. En caso que el número no sea " -"válido solo muestra una advertencia pero permite registrar la factura de " -"proveedor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" -"**Requerido:** Se realiza la verificación y no permite al usuario registrar " -"la factura de proveedor si el número de documento no es válido." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" -msgstr "Cómo usarlo en Odoo" +msgid "Invoice printed report" +msgstr "Factura impresa" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +"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 "" -"Esta herramienta agrega a la factura de proveedor un nuevo botón \"Verificar" -" en AFIP\" ubicado al lado del código de autorización AFIP." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -"En caso que no sea un código válido para la AFIP se mostrará el valor " -"\"Rechazado\" y los detalles de la validación serán agregados en el " -"\"chatter\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" -msgstr "Casos de uso especiales" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" -msgstr "Conceptos no gravados" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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 "" -"Hay algunas transacciones que incluyen artículos que no forman parte del " -"monto gravable; esto es común en facturas de combustibles" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." msgstr "" -"La factura de proveedor se registrará usando un artículo por cada producto " -"que forme parte de la base imponible para el IVA y un artículo adicional " -"para registrar el concepto exento:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "Impuestos de percepción" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." -msgstr "" -"La factura de proveedor se registrará usando un artículo por cada producto " -"que forme parte de la base imponible para el IVA, el impuesto de percepción " -"se puede agregar en cualquiera de las líneas de producto. Esto resultará en " -"un grupo de impuestos para el IVA y uno para la percepción. El valor por " -"defecto de percepción es siempre 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" +msgstr "Facturas de proveedor" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -"Debe usar el lápiz al lado de la cantidad de percepción para editarla e " -"ingresar la cantidad correcta." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." -msgstr "Después de hacer esto, se puede validar la factura." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 msgid "Reports" msgstr "Informes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" msgstr "" -"Como parte de la localización, se agregaron los siguientes reportes " -"financieros:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" -msgstr "Reportes de IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" -msgstr "Libro de IVA ventas" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" -msgstr "Libro de IVA compras" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" -msgstr "Resumen de IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:627 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 msgid "IIBB - Reports" msgstr "IIBB - Reportes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" -msgstr "IIBB - Ventas por jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" -msgstr "IIBB - Compras por jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 msgid "Australia" @@ -3885,6 +3943,14 @@ msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "" "`WEBINAR EN VIDEO DE LA GUÍA DE ENTREGA `_." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "Introducción" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -4144,6 +4210,10 @@ msgstr "" "conjunto de datos incluidos en el módulo de localización. Las cuentas se " "mapean automáticamente en:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "impuestos," + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -4165,6 +4235,11 @@ msgstr "tasa de conversión." msgid "Master Data" msgstr "Datos principales" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "Tipo de identificación e IVA" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -4226,6 +4301,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "Tipos de impuestos" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "Chile tiene varios tipos de impuestos, los más comunes son:" @@ -4256,6 +4335,11 @@ msgstr "" "afectaciones. Esto se hará en Odoo utilizando las posiciones fiscales de " "compra predeterminadas." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "Tipos de documentos" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -4285,10 +4369,35 @@ msgid "" "module is installed." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" +"La información requerida para los tipos de documentos se incluye de manera " +"predeterminada, por lo que el usuario no necesita completar nada en esta " +"vista:" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" +"Hay varios tipos de documentos que están inactivos de manera predeterminada," +" pero se pueden activar si es necesario." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "Usar en facturas" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "El tipo de documento en cada transacción estará determinado por:" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -5073,6 +5182,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "Facturas de proveedores" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -7055,28 +7168,6 @@ msgid "" "features of the Egyptian localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "Nombre" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "Nombre técnico" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "Descripción" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr "" @@ -7310,7 +7401,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr ":doc:`../../taxation/taxes/taxes`" @@ -9172,10 +9263,6 @@ msgstr "" " en: `fiskaly DSFinV-K API: VAT Definition (API: definición del IVA) " "`_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "Instalación de módulos" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -14383,6 +14470,10 @@ msgstr "" msgid "The NIF should be set following the RUC format." msgstr "El NIF debe configurarse siguiendo el formato del RUC." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "Plan contable" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -14784,6 +14875,10 @@ msgstr "" "Consulte la siguiente sección para obtener más información sobre " ":doc:`múltiples divisas <../../others/multi_currency>`." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "Configurar datos maestros" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -15218,6 +15313,10 @@ msgstr "" " la cantidad de créditos. La lista de precios en el IAP siempre se muestra " "en EUR." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "Casos de uso especiales" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -16564,6 +16663,7 @@ msgstr "" " se use para la venta o compra de un producto." #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "Etiquetas" @@ -16687,7 +16787,7 @@ msgstr ":doc:`../../receivables/customer_invoices/deferred_revenues`" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -17104,9 +17204,8 @@ msgstr "" "correctamente. " #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr ":doc:`../../bank/setup/bank_accounts`" @@ -20749,134 +20848,88 @@ msgstr "Pronóstico de futuras facturas por pagar" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." msgstr "" -"Cuando tiene cientos de facturas de proveedor por mes y cada una tiene " -"términos de pago distintos, podría ser complejo entender lo que tiene que " -"pagar y cuándo. Pagarle a sus proveedores muy pronto puede reducir su " -"disponibilidad de efectivo y pagarles muy tarde puede incurrir en cargos " -"adicionales." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 -msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." -msgstr "" -"Por suerte, Odoo le ofrece las herramientas adecuadas para gestionar de " -"forma eficiente las órdenes de pago a los proveedores." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 msgid "Configuration: payment terms" msgstr "Configuración: términos de pago" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" msgstr "" -"Con el fin de realizar un seguimiento de las condiciones del proveedor, " -"utilizamos los términos de pago en Odoo. Estos permiten llevar un " -"seguimiento de las condiciones para calcular la fecha límite de una factura." -" Como ejemplo, un término de pago puede ser:" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 msgid "50% within 30 days" msgstr "50% dentro de 30 días" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 msgid "50% within 45 days" msgstr "50% dentro de 45 días" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" -"Para crear los términos de pago más comunes, utilice el menú: " -":menuselection:`Configuración --> Gestión --> Términos de pago` en la " -"aplicación de **Contabilidad**. El siguiente ejemplo muestra un término de " -"pago del 30% directo y el balance después de 30 días." #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 +msgid "Forecast bills to pay with the aged payable report" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." msgstr "" -"Una vez que se definen los términos de pago, puede asignarlos a su proveedor" -" de forma predeterminada. Establezca el campo Términos de pago de proveedor " -"en la pestaña de Contabilidad de un formulario de proveedor. De esta forma, " -"cada vez que usted compre a este proveedor, Odoo le propondrá " -"automáticamente el término de pago correcto." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 -msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." -msgstr "" -"Aunque no establezca un término de pago específico para un proveedor, podrá " -"establecer un término de pago específico en la factura del proveedor." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "" -"Pronóstico de las facturas por pagar con el reporte de cuentas por pagar " -"antiguas" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." -msgstr "" -"Utilice el reporte de cuentas por pagar antiguas para llevar el seguimiento " -"de los importes por pagar a los proveedores. Puede obtenerlo desde el menú " -"de Reportes de la aplicación de Contabilidad. Este reporte le da un resumen " -"de los importes por pagar ordenado por proveedor, los compara con su fecha " -"límite (la fecha se calcula en cada factura mediante el término de pago)." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 -msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "" -"Este reporte le indica la cantidad que tendrá que pagar en los siguientes " -"meses." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "Seleccionar facturas por pagar" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -"Puede obtener una lista de facturas de proveedores en el menú " -":menuselection:`Compras --> Facturas de proveedor`. También puede listar " -"todas las facturas que debe pagar o las que estén vencidas (cuando se " -"retrasa en el pago), al utilizar los filtros avanzados." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." msgstr "" -"Desde esta pantalla, también puede cambiar a la vista de tabla dinámica o de" -" gráfico para obtener estadísticas sobre el importe pendiente de pago " -"durante el próximo mes, utilizando la función de agrupación por \"Fecha " -"límite\"." #: ../../content/applications/finance/accounting/payables/pay.rst:5 msgid "Vendor payments" @@ -20888,242 +20941,108 @@ msgstr "Pagar con cheques" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -"Una vez que decida pagar la factura de un proveedor, puede seleccionar el " -"pago con cheque. De este modo, el gerente puede imprimir todos los cheques " -"por lotes al final del día. Por último, el proceso de conciliación bancaria " -"cotejará los cheques que envió a los proveedores con los estados de cuenta " -"bancarios reales." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "Instalar el módulo necesario" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." -msgstr "" -"Para registrar los pagos a proveedores por medio de cheques, debe instalar " -"el módulo **Escritura de cheques**. Este módulo maneja el proceso de " -"registro de cheques en Odoo. A veces se necesitan otros módulos para " -"imprimir cheques, depende del país. Por ejemplo, se necesita el módulo " -"**Impresión de Cheques de EEUU** para imprimir cheques de los Estados " -"Unidos." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "" -"Es posible que estos módulos estén instalados de forma predeterminada según " -"el país y el plan de cuentas que utilice. Por ejemplo: los usuarios de " -"Estados Unidos no tienen que instalar nada, ya está configurado así de forma" -" predeterminada)." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "Activar métodos de pago con cheque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -"Para permitir los pagos con cheques, debe activar el método de pago en los " -"diarios bancarios relacionados. Desde el tablero de contabilidad (la " -"pantalla principal al entrar en la aplicación de Contabilidad), haga clic en" -" su cuenta bancaria en la opción :menuselection:`Más --> Ajustes`, y en el " -"campo **Método de pago**, seleccione **Cheque**." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "Material compatible para la impresión de cheques" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "Estados Unidos" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Para los Estados Unidos, Odoo es compatible de forma predeterminada con los " "siguientes formatos de cheques:" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -"**Quickbooks y Quicken**: cheque en la parte superior, talón en el centro y " -"en la parte inferior." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -"**Peachtree**: cheque en el centro, talón en la parte superior e inferior." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: cheque en la parte inferior, y talón en la parte superior." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "" -"También es posible personalizar sus propios cheques a través de " -"personalizaciones." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "Pagar una factura de proveedor con un cheque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "El pago a un proveedor con un cheque se realiza en tres pasos:" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" -msgstr "Registrar un pago que le gustaría hacer en la factura." +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "Imprimir cheques en lote para todos los pagos registrados." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" -msgstr "Conciliar los estados de cuenta bancarios." +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "Registrar un pago con cheque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -"Para registrar un pago en una factura, acceda a cualquier factura de " -"proveedor desde el menú :menuselection:`Compras --> Facturas de proveedor`. " -"Una vez que se valida la factura de proveedor, puede registrar un pago. " -"Establezca el **Método de Pago** como **Cheque** y valide la ventana de " -"pago." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "Imprimir cheques" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -"En el tablero de la aplicación de Contabilidad, en su cuenta bancaria, " -"debería ver un enlace \"X cheques por imprimir\". Haga clic en este enlace y" -" obtendrá la lista de todos los cheques que aún no se han impreso. Desde " -"esta pantalla puede imprimir todos los cheques en lote o revisarlos uno por " -"uno." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." -msgstr "" -"Si desea revisar cada pago uno por uno antes de imprimir el cheque, abra el " -"pago y haga clic en **Imprimir cheque** si lo aprueba. Un cuadro de diálogo " -"le preguntará el número del cheque. Le propone automáticamente el siguiente " -"número, pero puede cambiarlo si no coincide con el número de su próximo " -"cheque." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." +"click on :guilabel:`Print`." msgstr "" -"Para imprimir todos los cheques en lote, seleccione todos los pagos en la " -"vista de lista y después haga clic en Imprimir cheque en el menú superior de" -" \"impresión\"." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "Conciliar los estados de cuenta bancarios" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "" -"Después de procesar su estado de cuenta, cuando se acredite el cheque desde " -"su cuenta bancaria, Odoo le propondrá de forma automática emparejarlo con el" -" pago. Esto marcará el pago como **Conciliado**." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "" -"Para revisar los cheques que no se han acreditado, abra la lista de pagos y " -"filtre por el estado Enviado. Revise aquellos pagos que tengan una fecha de " -"hace más de 2 semanas." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "Pagar cualquier cosa con un cheque" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "" -"Puede registrar un pago que no esté relacionado con una factura de " -"proveedor. Para ello, utilice el menú superior :menuselection:`Compras --> " -"Pagos`. Registre su pago y seleccione el método de pago con cheque." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "" -"Si paga una factura de proveedor específica, ponga la referencia de la " -"factura en el campo **Memo**." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "" -"Una vez que se haya registrado su pago con cheque, no olvide " -"**confirmarlo**. Una vez confirmado, puede utilizar **Imprimir el cheque** " -"directamente o seguir el flujo anterior para imprimir cheques en lote:" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "`Imprimir cheques`_" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" -msgstr "`Conciliar los estados de cuenta bancarios`_" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 msgid "Pay several bills at once" @@ -21140,10 +21059,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr ":doc:`../../bank/reconciliation/use_cases`" @@ -21213,258 +21132,181 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr ":doc:`../../receivables/customer_invoices/payment_terms`" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "Pagar con SEPA" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." msgstr "" -"La Zona Única de Pagos en Euros (SEPA, por sus siglas en inglés), es una " -"iniciativa de integración de pagos de la Unión Europea para simplificar las " -"transferencias bancarias en euros. La SEPA le permite enviar órdenes de pago" -" a su banco para automatizar las transferencias bancarias." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" msgstr "" -"La SEPA cuenta con el apoyo de los bancos de los 28 estados miembros de la " -"UE, junto con Islandia, Noruega, Suiza, Andorra, Mónaco y San Marino." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" -"En Odoo, una vez que se decide pagar a un proveedor, se puede seleccionar el" -" pago de la factura con la SEPA. Después, al final del día, el gerente puede" -" crear el archivo SEPA que contiene todas las transferencias bancarias y " -"enviarlo al banco." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" -"De forma predeterminada, el archivo sigue las especificaciones de la " -"transferencia de crédito SEPA **'pain.001.001.03'**. Se trata de una norma " -"bien definida y consensuada entre los bancos. Sin embargo, según el país " -"establecido en su empresa, se puede utilizar otro formato: " -"**'pain.001.001.03.ch.02'** para Suiza y **'pain.001.003.03'** para " -"Alemania." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." +msgid "Vatican City State." msgstr "" -"Una vez que el banco procesa los pagos, puede importar directamente el " -"estado de cuenta dentro de Odoo. El proceso de conciliación bancaria " -"coincidirá perfectamente con las órdenes SEPA que envió a su banco con los " -"estados de cuenta reales." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 -msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 +msgid "" +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." msgstr "" -"Para pagar a los proveedores con SEPA, debe instalar el módulo " -"**Transferencia de crédito SEPA**. Este módulo maneja el proceso de " -"generación de archivos SEPA con base en los pagos de Odoo." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." msgstr "" -"De acuerdo a su país y el plan de cuentas que utilice, puede que este módulo" -" ya este instalado de forma predeterminada." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "Activar métodos de pago SEPA en bancos" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -"Para permitir los pagos por SEPA, debe activar el método de pago en los " -"diarios bancarios relacionados. Desde el tablero de contabilidad (la " -"pantalla que se obtiene al entrar a la aplicación de Contabilidad), haga " -"clic en \"Más\" en su cuenta bancaria y seleccione la opción " -"\"Configuración\"." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -"Para activar la SEPA, haga clic en la pestaña **Configuración avanzada** y, " -"en la parte **Métodos de pago** de la sección **Varios**, marque la casilla " -"**Transferencia de crédito SEPA**." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -"Asegúrese de indicar tanto el número de cuenta IBAN (el número de cuenta " -"nacional no funcionará con la SEPA) como el BIC (código de identificación " -"bancaria, por sus siglas en inglés) en su diario bancario." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." msgstr "" -"Los pagos que envíe mediante SEPA utilizarán de manera predeterminada el " -"nombre de su empresa como nombre de la parte iniciadora. Esto es lo que " -"aparece en el estado de cuenta del destinatario en el campo **pago de**. " -"Puede personalizarlo en la configuración de su empresa, en la pestaña " -"**Configuración**, en la sección **SEPA**." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "Registrar sus pagos" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." msgstr "" -"Puede registrar un pago que no esté relacionado con una factura de " -"proveedor. Para ello, vaya al menú superior :menuselection:`Compras --> " -"Pagos`. Registre su pago y seleccione el método de pago por Transferencia de" -" crédito SEPA." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." msgstr "" -"Si es la primera vez que le paga a este proveedor, tendrá que completar el " -"campo Cuenta bancaria del destinatario con, al menos, el nombre del banco, " -"el IBAN y el BIC (código de identificación de banco). Odoo verificará de " -"forma automática el formato IBAN." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "" -"Para futuros pagos a este proveedor, Odoo le propondrá automáticamente las " -"cuentas bancarias, aunque podrá seleccionar otra o crear una nueva." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "" -"Si paga una factura de proveedor específica, ponga la referencia de la " -"factura en el campo **nota**." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "" -"Una vez que haya registrado su pago, no olvide confirmarlo. También puede " -"pagar las facturas de proveedor desde las facturas directamente mediante el " -"botón Registrar pago en la parte superior de una factura de proveedor. El " -"formulario es el mismo, pero el pago se vinculará directamente a la factura " -"y se conciliará con ella de forma automática." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "Generar archivos SEPA" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "" -"En el tablero de la aplicación de Contabilidad podrá ver si hay archivos " -"SEPA por generar para cada cuenta bancaria." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." -msgstr "" -"Haga clic en el enlace para revisar que todos los pagos estén listos para " -"transferirse mediante la SEPA. Luego, seleccione todos los pagos que quiere " -"enviar (o marque la casilla superior para seleccionar todos los pagos al " -"mismo tiempo) y haga clic en :menuselection:`Más --> Descargar pagos SEPA`." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "Solución de problemas" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "El banco rechaza mi archivo SEPA" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 -msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." -msgstr "" -"Consulte a su banco para saber si admiten la **especificación de " -"transferencia de crédito de la SEPA** (la versión de la SEPA depende del " -"país definido en su empresa). Si no la admiten, o no pueden proporcionar la " -"información necesaria, reenvíe el mensaje de error a su partner de Odoo." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "" -"No hay un código de identificación bancario registrado para cuentas..." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 -msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "" -"Para enviar un pago SEPA, el destinatario debe estar identificado con un " -"IBAN y un BIC válidos. Si aparece este mensaje, es probable que haya " -"codificado una cuenta IBAN para el partner al que está pagando, pero haya " -"olvidado llenar el campo BIC." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr ":doc:`check`" - -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" -msgstr "Facturas de proveedor" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 msgid "Non-current assets and fixed assets" @@ -21548,7 +21390,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "Prerrequisitos" @@ -23093,6 +22935,7 @@ msgid "Account receivables" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "" @@ -25165,25 +25008,17 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" -"La SEPA, Zona Única de Pagos en Euros, es una iniciativa de integración de " -"pago de la Unión Europea para simplificar las transferencias bancarias " -"denominadas en EUROS. Si usa los **Adeudos directos SEPA**, sus clientes " -"pueden firmar un **mandato** que le autoriza a cobrar futuros pagos de sus " -"cuentas bancarias. Esta función es más útil para pagos recurrentes basados " -"en suscripciones." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." msgstr "" -"Puede registrar los mandatos de los clientes en Odoo y generar archivos XML " -"que contengan pagos pendientes realizados con un mandato SDD." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 msgid "" @@ -25205,101 +25040,76 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" -"Vaya a :menuselection:`Contabilidad --> Configuración --> Ajustes`, active " -"**Adeudos directos SEPA (SDD)** y haga clic en *Guardar*. Introduzca el " -"**Identificador de acreedor** de su empresa. Este número lo proporciona su " -"institución bancaria, o la autoridad encargada de entregarlos." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "Mandatos de adeudos directos SEPA" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "Crear un mandato" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." msgstr "" -"El mandato de adeudo directo SEPA es un documento que firman los clientes " -"para autorizar que usted pueda recolectar dinero directamente de sus cuentas" -" bancarias." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "" -"Para crear un nuevo mandato, vaya a :menuselection:`Contabilidad --> " -"Clientes --> Mandatos de adeudos directos`, haga clic en *Crear* y complete " -"el formulario." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" -"Exporte el archivo PDF haciendo clic en *Imprimir*. Después el cliente debe " -"firmar el documento. Una vez hecho, suba el archivo firmado en el campo " -"**Documento original** y haga clic en *Validar* para empezar el mandato." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 -msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." -msgstr "" -"Asegúrese de que los **datos de las cuentas bancarias IBAN** estén " -"registrados correctamente en el formulario de contacto del deudor, en la " -"pestaña de *Contabilidad*, y en sus ajustes :doc:`Cuenta bancaria " -"<../../bank/setup/bank_accounts>`." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "Adeudos directos SEPA como método de pago" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 -msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." +msgid "SEPA Direct Debit as a payment method" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 +msgid "" +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "" -"Asegúrese de cambiar el campo de **Estado** a *Habilitado*, y de seleccionar" -" **Firma en línea**, ya que esto es necesario para que sus clientes puedan " -"firmar sus mandatos." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "" @@ -25307,66 +25117,47 @@ msgstr "" "añadan su IBAN, su dirección de correo electrónico y que firmen su mandato " "de adeudo directo SEPA." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "Cerrar o revocar un mandato." +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." -msgstr "" -"Los mandatos de adeudo directo se cierran automáticamente después de su " -"*Fecha de finalización*. Si este campo se deja en blanco, el mandato seguirá" -" estando *Activo* hasta que sea *Cerrado* o *Revocado*." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." msgstr "" -"Si hace clic en **Cerrar** se actualizará el día de finalización del mandato" -" al día actual. Esto significa que las facturas emitidas después del día " -"actual no se procesarán con un pago SDD." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." msgstr "" -"Al hacer clic en **Revocar **, se deshabilita el mandato de inmediato. Ya no" -" se puede registrar ningún pago por SDD, sin importar de la fecha de la " -"factura. Sin embargo, los pagos que ya se registraron todavía se incluyen en" -" el siguiente archivo XML de SDD." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 -msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" msgstr "" -"Una vez que se *cierra* o *revoca* un mandato, ya no se puede volver a " -"activar." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" -msgstr "Cobrar por medio de pagos por lotes de SDD" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "Facturas de cliente" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." @@ -25374,77 +25165,46 @@ msgstr "" "Puede registrar los pagos por SDD para las facturas emitidas a clientes que " "cuenten con un mandato SDD activo." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." msgstr "" -"Para hacerlo, abra la factura, haga clic en *Registrar pago* y escoja " -"*Adeudos directos por SEPA* como método de pago." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" -msgstr "Genere archivos XML de SDD para realizar pagos" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." msgstr "" -"Se pueden subir todos los **archivos XML** con todas las instrucciones de " -"pago SDD en su interfaz bancaria en línea para procesar todos los pagos al " -"mismo tiempo." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -"Los archivos generados por Odoo siguen las especificaciones " -"**PAIN.008.001.02** de los adeudos directos SEPA, tal y como exigen las " -"directrices de implementación de la SEPA entre clientes y bancos, lo que " -"garantiza la compatibilidad con los bancos." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." msgstr "" -"Para generar su archivo XML para los pagos SDD pendientes, vaya al *diario " -"del banco* relacionado en su *tablero de Contabilidad*, haga clic en *Pagos " -"por cobrar por domiciliación bancaria*." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "" -"Seleccione todos los pagos que desee incluir en su archivo XML de SDD, haga " -"clic en *Acción* y seleccione *Crear pago por lotes*." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "" -"Luego, Odoo lo lleva al formulario de *Pago por lotes*. Haga clic en " -"*Validar* y descargue el archivo XML de SDD." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." @@ -25452,29 +25212,17 @@ msgstr "" "Por último, suba este archivo a su interfaz bancaria en linea para procesar " "los pagos." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." msgstr "" -"Puede recuperar todos los archivos XML de SDD generados en " -":menuselection:`Contabilidad -> Configuración -> Clientes -> Pagos por " -"lotes`." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr ":doc:`batch`" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "" -"`Odoo Academy: Mandato de adeudo directo SEPA (SDD) " -"`_" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "Registrar pagos de clientes con cheques" @@ -25976,12 +25731,22 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -25990,7 +25755,7 @@ msgid "" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -26001,51 +25766,51 @@ msgstr "" msgid "See detailed information of a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -26054,11 +25819,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -26070,39 +25835,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -26113,18 +25879,19 @@ msgid "" " Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -26138,11 +25905,11 @@ msgstr "" msgid "See the reconcile option" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -26222,83 +25989,56 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -"Las empresas que estén sujetas al **IVA (Impuesto sobre el Valor Añadido)** " -"deben presentar una **declaración de impuestos** mensual o trimestral, según" -" su volumen de negocio y las normas del país en el que estén registradas. La" -" declaración de impuestos -o declaración del IVA- proporciona a las " -"autoridades fiscales información sobre las transacciones gravables " -"realizadas por la empresa, el *impuesto de salida* que le ha cobrado a sus " -"clientes y el *impuesto de entrada* que le han cobrado sus proveedores. A " -"partir de estos valores, la empresa puede calcular el importe de los " -"impuestos que tiene que pagar o que le serán devueltos." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -"Puede encontrar más información sobre el IVA y su funcionamiento en `esta " -"página de la Comisión Europea " -"`_." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "agregar documento sobre la lista de intracom" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "Periodicidad de declaración de impuestos" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." msgstr "" -"La configuración de la **Periodicidad de declaración de impuestos** permite " -"que la aplicación de Contabilidad de Odoo calcule su declaración de " -"impuestos correctamente y también le envíe un recordatorio para que nunca se" -" le pase la fecha límite de la declaración." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" msgstr "" -"Para hacerlo, vaya a :menuselection:`Contabilidad --> Configuración --> " -"Ajustes --> Períodos fiscales`, y acceda a la sección **Periodicidad de " -"declaración de impuestos**." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" msgstr "" -"**Periodicidad**: defina aquí si presentará su declaración de impuestos de " -"forma mensual o trimestral." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" msgstr "" -"**Recordatorio**: defina el momento en que Odoo debe recordarle que debe " -"presentar su declaración de impuestos." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" -"**Diario**: seleccione el diario en el que se registrará la declaración de " -"impuestos." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "Configure how often tax returns have to be made in Odoo Accounting" @@ -26318,354 +26058,592 @@ msgstr "Cuadrículas de impuestos" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" -"Odoo genera reportes de impuestos basados en la configuración de las " -"**tablas de impuestos** configuradas en sus impuestos. Por lo tanto, es " -"crucial asegurarse de que todas las transacciones registradas usen los " -"impuestos correctos. Puede ver en cada apunte de diario cuál tabla de " -"impuestos se usa para esa transacción." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." msgstr "" -"Para configurar sus tablas de impuestos, vaya a :menuselection:`Contabilidad" -" --> Configuración --> Impuestos`, y abra el impuesto que desee modificar. " -"Desde ahí podrá editar la configuración de sus impuestos, junto con las " -"tablas de impuestos que se utilizan para registrar las facturas o notas de " -"crédito." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -"Los impuestos y los reportes suelen estar preconfigurados: se instala el " -"*paquete de localización fiscal* correspondiente de acuerdo al país que haya" -" seleccionado al momento de crear su base de datos. :doc:`Haga clic aquí " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` para " -"obtener más información sobre los paquetes de localización fiscal." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "Cerrar un periodo de impuestos" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "Fecha de bloqueo de impuestos" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." msgstr "" -"Cualquier transacción nueva cuya fecha contable sea anterior a la **Fecha de" -" bloqueo de impuestos ** se trasladará al siguiente periodo de impuestos " -"abierto. Esta función es útil para asegurarse de que no se pueda realizar " -"ningún cambio en un reporte una vez que se haya cerrado su periodo." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -"Por lo tanto, recomendamos bloquear la fecha de impuestos antes de trabajar " -"en su *Asiento de diario de cierre*. De esta manera, otros usuarios no " -"podrán modificar o añadir transacciones que repercutan en el asiento de " -"diario de cierre, lo que le ayudará a evitar algunos errores en la " -"declaración de impuestos." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." msgstr "" -"Para comprobar la **fecha de bloqueo de impuestos** actual, o para editarla," -" vaya a :menuselection:`Contabilidad --> Contabilidad --> Fechas de " -"bloqueo`." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" +msgid "Lock your tax for a specific period in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "Informe de impuestos" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "" -"Una vez que se hayan registrado todas las transacciones con impuestos para " -"el periodo que desea declarar, abra su **Reporte de impuestos**." - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "" -"Para ello, vaya a :menuselection:`Contabilidad --> Reportes --> Reporte de " -"impuestos`. También puede hacer clic en *Reporte de impuestos* desde su " -"*Resumen de contabilidad*." - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" -"Asegúrese de seleccionar el periodo correcto que desea declarar utilizando " -"el filtro de fechas. Podrá ver un resumen de su reporte de impuestos. A " -"continuación, haga clic en el botón *Asiento de diario de cierre*." - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." -msgstr "" -"Después de haber revisado el asiento generado, haga clic en *Publicar*. " -"Además de contabilizar el asiento, Odoo creará automáticamente un archivo " -"PDF con el **Reporte de Impuestos** que podrá descargar desde el chatter y " -"visualizar en la columna de la derecha. Este incluye todos los valores que " -"se deben reportar a las autoridades fiscales, junto con la cantidad que " -"tiene que pagar o ser reembolsada." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -"Si olvidó :ref:`bloquear su fecha fiscal ` antes de hacer " -"clic en *Cerrar asiento*, Odoo automáticamente bloqueará su período fiscal " -"en la misma fecha que la Fecha contable de su asiento. Este bloqueo " -"automático ocurrirá cuando haga clic en *Publicar*. Este mecanismo de " -"seguridad puede prevenir algunos errores fiscales, pero se aconseja bloquear" -" su fecha fiscal de forma manual antes, como se describió anteriormente." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr ":doc:`../../getting_started/initial_configuration/setup`" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" -msgstr "Cree reportes personalizados con sus propias fórmulas" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 -msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +msgid "Create a report with customized formulas" msgstr "" -"Odoo incorpora un sistema de elaboración de reportes eficaz y fácil de usar." -" La creación de nuevos reportes (como un reporte de impuestos o un balance o" -" estado de resultados con agrupaciones y diseños específicos) que se adapten" -" a sus necesidades nunca fue tan fácil." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "Activar modo de desarrollador" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." msgstr "" -"Para tener acceso a la interfaz de creación de reportes financieros, es " -"necesario activar :ref:`developer mode `." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "Crear sus reportes financieros" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." msgstr "" -"Primero, tiene que crear su reporte financiero. Para ello, vaya a " -":menuselection:`Contabilidad --> Configuración --> Reportes financieros`." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 +msgid "" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." msgstr "" -"Una vez que se haya ingresado el nombre, hay otros dos parámetros que se " -"deben configurar:" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" -msgstr "**Mostrar columnas de crédito y débito**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "**Periodo de análisis**:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "Basado en rangos de fechas (por ejemplo, pérdidas y ganancias)" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" -msgstr "Basado en una sola fecha (por ejemplo, el balance)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." msgstr "" -"Basado en rangos de fechas con las columnas 'antiguo' y 'total' y los " -"últimos 3 meses (por ejemplo, balances antiguos de los partners)" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." msgstr "" -"Bases en rangos de fechas y método de base de efectivo (por ejemplo, Estados" -" de cuenta de flujo de efectivo)" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "Agregue líneas en sus reportes personalizados" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "Variantes" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" -"Una vez que haya creado el reporte, es necesario que lo llene de líneas. " -"Todas necesitan un **nombre**, un **código** (que se utiliza para referirse " -"a la línea), un **número de secuencia** y un **nivel** (utilizado para la " -"representación de la línea)." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." msgstr "" -"En el campo **fórmulas** puede añadir una o varias fórmulas que permitan " -"asignar un valor a la columna de balance (y a la columna de débito y crédito" -" si aplica – separadas por ;)" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "Dispone de varios elementos en la fórmula:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -"``Ndays`` : El número de días del periodo seleccionado (para reportes con un" -" rango de fechas)." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "Líneas" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." msgstr "" -"Otro reporte, referido por su código. Utilice ``.balance`` para obtener su " -"valor de balance (también dispone de ``.credit``, ``.debit`` y " -"``.amount_residual``)" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 -msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." msgstr "" -"También se puede basar una línea en la suma de líneas de movimiento de " -"cuenta de un dominio determinado. En este caso es necesario completar el " -"campo de dominio con un dominio de Odoo en el objeto de línea de movimiento " -"de cuenta. Después, estará disponible un elemento adicional en el campo de " -"fórmulas, que es la suma de las líneas de movimientos de cuenta en el " -"dominio. También puede usar el campo agrupar por para agrupar las líneas de " -"movimiento de cuenta por una de sus columnas." - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "Otros campos útiles:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." -msgstr "**Tipo** : Tipo de resultado de la fórmula." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." -msgstr "" -"**El crecimiento es bueno cuando es positivo** : Se utiliza cuando se " -"calcula la columna de comparación. Comprueba si el crecimiento es bueno (se " -"muestra en verde) o no." +msgid "Expressions" +msgstr "Expresiones" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." msgstr "" -"**Modificador de fechas especiales** : Si una línea específica de un reporte" -" no debería usar las mismas fechas que el resto del reporte." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." msgstr "" -"**Mostrar dominio** : La forma en que se muestra el dominio de una línea. " -"Puede ser desplegable ( ``predeterminado``, oculto al principio pero que se " -"puede desplegar), ``siempre`` (siempre se muestra) o ``nunca`` (nunca se " -"muestra)." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" -msgstr ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "Columnas" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 msgid "Data inalterability check report" @@ -29492,108 +29470,215 @@ msgstr "" "`Documentos de Odoo: página del producto " "`_" -#: ../../content/applications/finance/documents.rst:14 +#: ../../content/applications/finance/documents.rst:12 +msgid "" +"`Odoo Tutorials: Documents basics " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:13 +msgid "" +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "" +"Enable the centralization of files attached to a specific area of your " +"activity." +msgstr "" + +#: ../../content/applications/finance/documents.rst:31 +msgid "" +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." +msgstr "" + +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." +msgstr "" + +#: ../../content/applications/finance/documents.rst:39 +msgid "" +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." +msgstr "" + +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" +msgstr "Espacios de trabajo" + +#: ../../content/applications/finance/documents.rst:45 +msgid "" +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:50 +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 msgid "Workflow actions" msgstr "Acciones de flujo de trabajo" -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:100 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." msgstr "" -"Las acciones de flujo de trabajo son acciones automatizadas que puede crear " -"y personalizar en cualquier nivel del espacio de trabajo. Aparecen al lado " -"de un archivo siempre que éste cumpla los criterios que haya establecido " -"previamente. De este modo, puede, por ejemplo, añadir etiquetas a un archivo" -" o moverlo a otro espacio de trabajo con un solo clic. En resumen, las " -"acciones de flujo de trabajo le ayudan a agilizar la gestión de sus " -"documentos y sus operaciones empresariales." -#: ../../content/applications/finance/documents.rst:22 +#: ../../content/applications/finance/documents.rst:107 msgid "Create workflow actions" msgstr "Crear acciones de flujo de trabajo" -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:109 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." -msgstr "" -"Para crear acciones de flujo de trabajo, vaya a :menuselection:`Documentos " -"--> Configuración --> Espacios de trabajo` y seleccione el espacio de " -"trabajo en el que desea aplicar la acción. Haga clic en el botón inteligente" -" *Acciones* y luego en *Crear*." - -#: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" +"Configuration --> Actions` and then click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/finance/documents.rst:33 +#: ../../content/applications/finance/documents.rst:113 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." msgstr "" -"Se aplica una acción a todos los *Espacios de trabajo hijos* bajo el " -"*Espacio de trabajo padre* que haya seleccionado." -#: ../../content/applications/finance/documents.rst:36 -msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." -msgstr "" -"Si utiliza el :ref:`modo de desarrollador `, puede acceder " -"directamente a todas sus acciones yendo a :menuselection: `Documentos --> " -"Configuración --> Acciones`." - -#: ../../content/applications/finance/documents.rst:40 +#: ../../content/applications/finance/documents.rst:117 msgid "Set the conditions" msgstr "Establecer las condiciones" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:119 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." msgstr "" -"Después de nombrar su acción de flujo de trabajo, puede establecer las " -"condiciones que desencadenan la aparición del botón de acción situado en el " -"panel lateral derecho al seleccionar un archivo." -#: ../../content/applications/finance/documents.rst:45 +#: ../../content/applications/finance/documents.rst:123 msgid "There are three basic types of conditions you can set:" msgstr "Hay tres tipos principales de condiciones que se pueden establecer:" -#: ../../content/applications/finance/documents.rst:47 +#: ../../content/applications/finance/documents.rst:125 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." msgstr "" -"**Etiquetas**: puede utilizar las condiciones *Contiene* y *No contiene*, lo" -" que significa que los archivos *deben tener* o *no deben tener* las " -"etiquetas establecidas aquí." -#: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" -"**Contacto**: los archivos deben estar vinculados al contacto establecido " -"aquí." -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" -"**Propietario**: los archivos deben estar vinculados al propietario " -"establecido aquí." #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." @@ -29601,11 +29686,11 @@ msgstr "" "Si no establece ninguna condición, el botón de acción aparece para todos los" " archivos situados dentro del espacio de trabajo seleccionado." -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "Tipo de condición avanzada: dominio" -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." @@ -29613,66 +29698,54 @@ msgstr "" "Se recomienda tener conocimiento sobre el desarrollo de Odoo para configurar" " correctamente los filtros de *Dominio*." -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" -"Para acceder a la condición *Dominio*, es necesario activar el :ref:`modo de" -" desarrollador `. Una vez activado, seleccione el tipo de " -"condición *Dominio* y haga clic en *Agregar filtro*." #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" -"Para crear una regla, normalmente se selecciona un campo, un operador y un " -"valor. Por ejemplo, si quiere añadir una acción de flujo de trabajo a todos " -"los archivos PDF dentro de un espacio de trabajo, establezca el campo como " -"*Tipo de letra*, el operador como *contiene* y el valor como *pdf*." #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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 "" -"Haga clic en *Añadir nodo* (icono del círculo con signo de más) y *Añadir " -"rama* (icono de la elipsis) para añadir condiciones y subcondiciones. " -"Después podrá especificar si su regla debe coincidir con *TODAS* o *NINGUNA*" -" de las condiciones. También puede editar la regla directamente utilizando " -"el *Editor de código*." #: ../../content/applications/finance/documents.rstNone msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "Configurar las acciones" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" msgstr "" -"Seleccione la pestaña *Acciones* para configurar su acción. Puede hacerlo " -"simultáneamente:" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." @@ -29680,7 +29753,7 @@ msgstr "" "**Establecer contacto**: añadir un contacto al expediente, o sustituir un " "contacto existente por uno nuevo." -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." @@ -29688,13 +29761,13 @@ msgstr "" "**Establecer propietario**: añade un propietario al archivo, o sustituye un " "propietario existente por uno nuevo." -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" "**Mover al espacio de trabajo**: mueve el archivo a cualquier espacio de " "trabajo." -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" @@ -29702,29 +29775,29 @@ msgstr "" "**Crear**: crea uno de los siguientes elementos vinculados al archivo en su " "base de datos:" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "" "**Plantilla de producto**: crea un producto que se puede editar " "directamente." -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "" "**Tarea**: crea una tarea del proyecto que se puede editar directamente." -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "" "**Solicitud de firma**: crea una nueva plantilla de firma para enviar." -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "" "**Firmar directamente**: crear una plantilla de firma que permita firmar " "directamente." -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." @@ -29732,7 +29805,7 @@ msgstr "" "**Factura de proveedor**: crea una factura de proveedor utilizando OCR y AI " "para extraer información del contenido del archivo." -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." @@ -29740,7 +29813,7 @@ msgstr "" "**Factura de cliente**: crea una factura de cliente utilizando OCR e IA para" " extraer la información del archivo." -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." @@ -29748,7 +29821,7 @@ msgstr "" "**Nota de crédito del proveedor**: crea una nota de crédito del proveedor " "utilizando OCR e IA para extraer información del archivo." -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." @@ -29756,19 +29829,19 @@ msgstr "" "**Nota de crédito**: crea una nota de crédito para el cliente utilizando OCR" " e IA para extraer información del archivo." -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "" "**Solicitante**: crea una nueva solicitud de RRHH que puede editar " "directamente." -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" "**Establecer etiquetas**: añadir, eliminar y reemplazar cualquier número de " "etiquetas." -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." @@ -29776,7 +29849,7 @@ msgstr "" "**Actividades - Marcar todas como hechas**: marca todas las actividades " "vinculadas al expediente como hechas." -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -29790,6 +29863,24 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "Ejemplo de una acción de flujo de Documentos Odoo" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "Gastos" @@ -30225,7 +30316,7 @@ msgstr "(ej. a facturar)." msgid "Payment providers (credit cards, online payments)" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -30233,7 +30324,7 @@ msgid "" "favorite payment methods such as **Credit Cards**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -30249,13 +30340,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -30263,11 +30354,11 @@ msgid "" "providers' systems." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -30275,120 +30366,125 @@ msgid "" " on the bank account and follow the usual reconciliation workflow." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "Proveedores de pago en línea" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "Flujo de pago" - #: ../../content/applications/finance/payment_providers.rst:67 -msgid ":ref:`Tokenization `" +msgid "Payment flow from" msgstr "" #: ../../content/applications/finance/payment_providers.rst:68 -msgid ":ref:`Manual capture `" +msgid ":ref:`Tokenization `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:69 -msgid ":ref:`Refunds `" +msgid ":ref:`Manual capture `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:70 -msgid ":ref:`Express checkout `" +msgid ":ref:`Refunds `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:71 -msgid ":doc:`Adyen `" +msgid ":ref:`Express checkout `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" -msgstr "Pago desde Odoo" +msgid ":ref:`Extra fees `" +msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 +msgid ":doc:`Adyen `" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:74 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 msgid "|V|" msgstr "|V|" -#: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -30398,7 +30494,16 @@ msgid "" "accounting control process." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "Pagos bancarios" @@ -30432,22 +30537,22 @@ msgstr "" "clic aquí <../finance/accounting/receivables/customer_payments/batch_sdd>` " "para obtener más información sobre este método de pago." -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " "check if your payment provider supports these features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -30456,14 +30561,14 @@ msgid "" "conversion rate and for subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -30471,11 +30576,11 @@ msgid "" "provider's server." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -30486,7 +30591,7 @@ msgid "" "payments manually can prove itself useful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." @@ -30494,7 +30599,7 @@ msgstr "" "Recibir la confirmación de pago y esperar hasta que la orden se envíe para " "capturar el pago." -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." @@ -30502,33 +30607,33 @@ msgstr "" "Revisar y verificar que las órdenes sean legítimas antes de que se complete " "el pago y empiece el proceso de cumplimiento." -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" " release the funds, click on the :guilabel:`VOID TRANSACTION` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -30537,31 +30642,31 @@ msgid "" "capturing or voiding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "Reembolsos" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " "customer payment, navigate to it and click on the :guilabel:`REFUND` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -30570,49 +30675,74 @@ msgid "" "refunding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -30627,7 +30757,7 @@ msgid "" " Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -30637,7 +30767,7 @@ msgid "" "your main database." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -30648,55 +30778,54 @@ msgstr "" msgid "Credentials tab" msgstr "Pestaña de credenciales" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "Pestaña de configuración" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "Países" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -30704,21 +30833,21 @@ msgid "" "delivery methods are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "Diario de pagos" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -30728,24 +30857,24 @@ msgid "" " while preventing making payments and registering new tokens." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " "your customers. Click on the :guilabel:`Unpublish` button to unpublish it." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "Perspectiva contable" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -30759,14 +30888,14 @@ msgstr "" "registrar los asientos de diario de sus pagos. Le recomendamos consultarlo " "con su contador." -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" @@ -30774,7 +30903,7 @@ msgstr "" "Puede usar un único diario para muchos métodos de pago. Y para cada método " "de pago puede:" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." @@ -30782,7 +30911,7 @@ msgstr "" "Definir una **Cuenta de contabilidad** para separar estos pagos de otro " "método de pago." -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -30794,7 +30923,7 @@ msgstr "" msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." @@ -30803,59 +30932,63 @@ msgstr "" "algunos diarios, o para un solo método de pago. Lo que mejor satisfaga sus " "necesidades." -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr "" @@ -30873,6 +31006,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -31056,7 +31190,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "Hacer una retención de tarjeta de crédito" @@ -31114,7 +31248,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr "" @@ -31562,6 +31696,54 @@ msgstr "" "*Modo de prueba*. Le recomendamos hacer esto en una base de datos de prueba " "en lugar de su base de datos principal." +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "Demostración" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "" @@ -32005,6 +32187,10 @@ msgid "" "this on a test Odoo database rather than on your main database." msgstr "" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -32014,8 +32200,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 @@ -32342,43 +32528,49 @@ msgstr "" msgid "Link your Stripe Account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "Odoo en línea" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -32386,77 +32578,77 @@ msgid "" " webhook ` and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " "Stripe` and click on the *Connect Stripe* button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" " messages sent from Stripe to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -32464,37 +32656,37 @@ msgid "" "Standard Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -32516,74 +32708,74 @@ msgstr "" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " ":guilabel:`payment_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." @@ -32591,31 +32783,31 @@ msgstr "" "Los métodos de pago locales son métodos que solo están disponibles para " "comerciantes, clientes, países y divisas específicas." -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "Bancontact" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "EPS" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "Przelewy24 (P24)" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -32628,27 +32820,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -32656,28 +32848,28 @@ msgid "" "automatically from Odoo, or manually from Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" " registered with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -32688,7 +32880,7 @@ msgid "" "Click on :guilabel:`Add` to register your web domain with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "" @@ -32754,102 +32946,112 @@ msgid "Sign" msgstr "Firmar" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." msgstr "" -"La aplicación de **Firma electrónica de Odoo** le permite enviar, firmar y " -"aprobar documentos en línea." #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." msgstr "" -"Puede cargar cualquier archivo PDF y añadirle campos que se pueden arrastrar" -" y soltar. Estos campos se completarán automáticamente con los datos del " -"usuario si ha iniciado sesión." #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "`Firma de Odoo: página de producto `_" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriales de Odoo: Firma `_" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "Validez de firmas electrónicas" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." msgstr "" -"La validez legal de las firmas electrónicas generadas por Odoo depende de la" -" legislación de su país. Las empresas que hacen negocios en el extranjero " -"también deben considerar las leyes de firma electrónica de otros países." -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "En la Unión Europea" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" -"El reglamento `eIDAS `_ determina" -" el marco de la firma electrónica en los `27 estados miembros de la Unión " -"Europea `_." #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" -msgstr "Distingue tres tipos de firmas electrónicas:" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" +msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "Firmas electrónicas" +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" +msgstr "" -#: ../../content/applications/finance/sign.rst:33 +#: ../../content/applications/finance/sign.rst:36 msgid "Advanced electronic signatures" msgstr "Firmas electrónicas avanzadas" -#: ../../content/applications/finance/sign.rst:34 +#: ../../content/applications/finance/sign.rst:37 msgid "Qualified electronic signatures" msgstr "Firmas electrónicas calificadas" -#: ../../content/applications/finance/sign.rst:36 +#: ../../content/applications/finance/sign.rst:39 msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." msgstr "" -"Odoo genera el primer tipo, las firmas electrónicas normales, estas firmas " -"pueden producir efectos legales en la UE, ya que el reglamento establece que" -" “no se le negará efectos jurídicos ni será excluida como prueba en juicio " -"por el solo hecho de presentarse en forma electrónica”." -#: ../../content/applications/finance/sign.rst:41 +#: ../../content/applications/finance/sign.rst:42 msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" msgstr "" -"Tenga en cuenta que es posible que las firmas electrónicas no se reconozcan " -"como válidas de forma automática. Es posible que necesite evidencia acerca " -"de la validez de una firma." - -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" -msgstr "En los Estados Unidos de América" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "Estados Unidos" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -32874,7 +33076,7 @@ msgstr "" "`_ no han " "adoptado la UETA, sino leyes similares." -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" @@ -32882,185 +33084,201 @@ msgstr "" "En general, para ser reconocidas como válidas, las firmas electrónicas deben" " cumplir cinco criterios:" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." msgstr "" -"El firmante debe mostrar una clara intención de firmar. El uso de un ratón " -"para firmar, por ejemplo, puede mostrar esta intención. El firmante también " -"debe tener la opción de no firmar electrónicamente un documento." -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." +"The signer must first express or imply their **consent to conduct business " +"electronically**." msgstr "" -"Un firmante debe expresar primero su consentimiento para realizar negocios " -"de forma electrónica." - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "" -"Se deben asignar correctamente los datos de la persona que firma. En Odoo, " -"los metadatos, como la dirección IP del firmante, se añaden a la firma, los " -"cuales pueden utilizarse como prueba adicional." - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "" -"La firma debe estar vinculada al documento que se firma, por ejemplo, " -"llevando un registro en el que se indique cómo se capturó la firma." - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." -msgstr "" -"Es necesario conservar los documentos firmados electrónicamente y permitir " -"que todas las partes implicadas puedan consultarlos en el futuro, por " -"ejemplo, facilitando al firmante una copia íntegra o la opción de descargar " -"una copia." #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -"La información proporcionada aquí no representa un asesoramiento legal; se " -"proporciona únicamente con fines informativos generales. Puesto que las " -"leyes que rigen la firma electrónica evolucionan con rapidez, no podemos " -"garantizar que la información esté actualizada. Le aconsejamos que se ponga " -"en contacto con un abogado local para obtener asesoramiento legal sobre el " -"cumplimiento y la validez de la firma electrónica." -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "Tipos de campo" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -"Al configurar sus *Tipos de campo*, también conocidos como *Tipos de " -"elementos de la firma*, puede acelerar el proceso de firma para sus " -"clientes, partners y empleados." -#: ../../content/applications/finance/sign.rst:84 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." msgstr "" -"Para crear y personalizar campos, active el :ref:`modo de desarrollador " -"`. Ahora vaya a :menuselection:`Documentos --> Configuración" -" --> Tipos de campo` y haga clic en *Crear*." -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"After giving your new field a name, select one of the six *Types* available:" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." msgstr "" -"Después de nombrar su nuevo campo, seleccione uno de los seis *tipos* " -"disponibles:" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "Roles" + +#: ../../content/applications/finance/sign.rst:88 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." msgstr "" -"**Firma**: los usuarios tienen que introducir su firma, ya sea dibujándola, " -"generando una con su nombre o subiendo un archivo (normalmente una imagen). " -"Cada campo de *Firma* posterior reutiliza los datos introducidos en el " -"primer campo." #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." msgstr "" -"**Inicial**: los usuarios pueden introducir sus iniciales, de una manera " -"similar a la del campo de **firma**." #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "**Texto**: los usuarios pueden introducir texto de una sola línea." - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "" -"**Texto multilínea**: los usuarios pueden introducir texto de varias líneas." - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" -"**Casilla de verificación**: los usuarios pueden seleccionar una casilla " -"(por ejemplo, para indicar su autorización o consentimiento)." - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "**Selección**: los usuarios pueden elegir una opción de varias." - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." -msgstr "" -"El *campo automático de partner* da la opción de autocompletar campos con la" -" información del perfil de Odoo de los usuarios. Por lo tanto, los campos " -"*Nombre*, *Correo electrónico*, *Teléfono* y *Empresa* están preconfigurados" -" en su base de datos." #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." -msgstr "Los usuarios pueden editar fácilmente los campos auto completados." +msgid "Field Types" +msgstr "Tipos de campo" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -"Puede cambiar el tamaño del campo al editar el *Ancho predeterminado* y la " -"*altura predeterminada*. Ambos se definen como un porcentaje de la página " -"completa expresado en forma de decimal, siendo 1 la anchura o la altura de " -"la página completa. De forma predeterminada, la anchura de los campos es del" -" 15% (0.150), mientras que la altura es del 1.5% (0.015) de la altura." -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." msgstr "" -"También puede escribir *consejos*. Los consejos se muestran en flechas y " -"están ubicados en la parte lateral izquierda de la página durante el proceso" -" de firma. También se puede utilizar un texto de *marcador de posición* que " -"se mostrará dentro del campo antes de que se complete." #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/es/LC_MESSAGES/general.po b/locale/es/LC_MESSAGES/general.po index 6fd80c5e9..b615e7270 100644 --- a/locale/es/LC_MESSAGES/general.po +++ b/locale/es/LC_MESSAGES/general.po @@ -15,7 +15,6 @@ # Marian Cuadra, 2022 # Raquel Iciarte , 2022 # Josep Anton Belchi, 2022 -# Xabi Spacebiker , 2022 # marcescu, 2022 # Vivian Montana , 2022 # Jesús Alan Ramos Rodríguez , 2022 @@ -29,7 +28,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Braulio D. López Vázquez , 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" @@ -1185,57 +1184,56 @@ msgstr "Modo de desarrollador (modo depuración)" #: ../../content/applications/general/developer_mode.rst:7 msgid "" -"The developer mode (or debug mode) gives you access to extra and advanced " -"tools." +"The developer mode (or debug mode) unlocks access to extra and advanced " +"tools in Odoo. There are several ways to activate the developer mode: " +"through the :ref:`settings `, the " +":ref:`browser extension `, through" +" the :ref:`command palette ` or the" +" :ref:`URL `." msgstr "" -"El modo de desarrollador (o de depuración) le da acceso a herramientas " -"adicionales y avanzadas." -#: ../../content/applications/general/developer_mode.rst:10 +#: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" msgstr "Activar mediante ajustes" -#: ../../content/applications/general/developer_mode.rst:12 -msgid "Go to :menuselection:`Settings --> Activate the developer mode`." -msgstr "" -"Vaya a :menuselection:`Configuración -> Activar el modo desarrollador`." - -#: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of the debug options under settings in Odoo" -msgstr "" - #: ../../content/applications/general/developer_mode.rst:19 msgid "" -"*Activate the developer mode (with assets)* is used by developers; *Activate" -" the developer mode (with tests assets)* is used by developers and testers." +"The debug mode can be activated in the Odoo database settings. Go to " +":menuselection:`Settings --> General Settings --> Developer Tools` and click" +" on :guilabel:`Activate the developer mode`. At least one application needs " +"to be installed for the :guilabel:`Developer Tools` section to appear in the" +" :guilabel:`Settings` module." msgstr "" -"*Activar el modo de desarrollador (con activos)* lo utilizan los " -"desarrolladores. *Activar el modo de desarrollador (con activos de prueba)* " -"lo utilizan los desarrolladores y la gente que realiza las pruebas." -#: ../../content/applications/general/developer_mode.rst:22 +#: ../../content/applications/general/developer_mode.rstNone +msgid "Overview of the debug options under settings in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:29 msgid "" -"Once activated, the *Deactivate the developer mode* option becomes " -"available." +":guilabel:`Activate the developer mode (with assets)` is used by developers;" +" :guilabel:`Activate the developer mode (with tests assets)` is used by " +"developers and testers." msgstr "" -"Una vez activada, la opción *Desactivar el modo desarrollador* está " -"disponible." -#: ../../content/applications/general/developer_mode.rst:25 -msgid "Activate through a browser extension" -msgstr "Activar mediante una extensión de navegador" - -#: ../../content/applications/general/developer_mode.rst:28 +#: ../../content/applications/general/developer_mode.rst:32 msgid "" -"Go to the settings and extensions of your web browser, and search for *Odoo " -"Debug*. Once the extension is installed, a new icon will be shown on your " -"toolbar." +"Once activated, the :guilabel:`Deactivate the developer mode` option becomes" +" available." msgstr "" -"Vaya a la configuración y extensiones de su navegador y busque *Odoo Debug*." -" Una vez instalada la extensión, se mostrará un nuevo icono en su barra de " -"herramientas." -#: ../../content/applications/general/developer_mode.rst:30 +#: ../../content/applications/general/developer_mode.rst:37 +msgid "Activate through the browser extension" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:39 +msgid "" +"Within a web browser, navigate to the browser settings and extensions and " +"search for the `Odoo Debug` extension. Once the extension is installed, a " +"new icon will be shown on the browser's toolbar." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:43 msgid "" "For the *Odoo Debug* extension, a single click enables a normal version of " "the mode, while a double click enables it with assets. To deactivate it, use" @@ -1246,44 +1244,40 @@ msgstr "" "tiene que hacer clic una vez." #: ../../content/applications/general/developer_mode.rstNone -msgid "View of odoo’s debug icon in a chrome’s toolbar" +msgid "View of Odoo's debug icon in a Google Chrome toolbar." msgstr "" -#: ../../content/applications/general/developer_mode.rst:37 +#: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" msgstr "Activar mediante la paleta de comandos" -#: ../../content/applications/general/developer_mode.rst:39 +#: ../../content/applications/general/developer_mode.rst:55 msgid "" -"The command palette tool has a command to activate the debug mode: open it " -"with the keyboard shortcut `ctrl+k`, then type `debug`: a command will show " -"up to activate the debug mode." +"In Odoo, the command palette tool has a command to activate the debug mode. " +"First, open the command palette tool with the keyboard shortcut `ctrl+k` and" +" then type `debug`. A command will show up to activate the debug mode." msgstr "" -"En la herramienta de paleta de comandos hay uno para activar el modo debug. " -"Abra la paleta con el atajo de teclado `ctrl+k`, después escriba `debug` y " -"aparecerá un comando para activar el modo de debug." #: ../../content/applications/general/developer_mode.rstNone -msgid "Command palette with debug command" +msgid "Command palette with debug command." msgstr "" -#: ../../content/applications/general/developer_mode.rst:48 +#: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" msgstr "Activar a través de la URL" -#: ../../content/applications/general/developer_mode.rst:50 +#: ../../content/applications/general/developer_mode.rst:70 msgid "" -"In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate " -"the debug mode, add `?debug=0` instead." +"The debug mode can also be activated by adding an extra query string to the " +"database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" +" deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" -"En la URL, añade ``?debug=1`` o ``?debug=true`` después de *web*. Para " -"desactivar el modo de depuración, añada ``debug=0`` en su lugar." #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of an url with the debug mode command added in Odoo" +msgid "Overview of a URL with the debug mode command added." msgstr "" -#: ../../content/applications/general/developer_mode.rst:58 +#: ../../content/applications/general/developer_mode.rst:79 msgid "" "Additional modes are available for developers: `?debug=assets` enables the " ":ref:`assets mode `, and " @@ -1295,45 +1289,43 @@ msgstr "" "and `?debug=prueba` activa el :ref:`modo de prueba " "`." -#: ../../content/applications/general/developer_mode.rst:65 -msgid "Locate the mode tools" -msgstr "Localizar las herramientas de modo" - -#: ../../content/applications/general/developer_mode.rst:67 -msgid "" -"The Developer mode tools can be accessed from the *Open Developer Tools* " -"button, located on the header of your pages. This menu contains additional " -"tools that are useful to understand or edit technical data, such as the " -"views or the actions. It contains some useful menu items such as:" +#: ../../content/applications/general/developer_mode.rst:86 +msgid "Locate the developer mode tools" msgstr "" -"Se puede acceder a las herramientas de desarrolladores con el botón de " -"*Abrir las herramientas de desarrollador* que se encuentra en la parte de " -"arriba de las páginas. Este menú contiene herramientas adicionales que " -"sirven para entender o editar datos técnicos, como las vistas o las " -"acciones. Contiene artículos del menú útiles, como:" -#: ../../content/applications/general/developer_mode.rst:72 -msgid "edit action" -msgstr "editar acción" - -#: ../../content/applications/general/developer_mode.rst:73 -msgid "manage filters" -msgstr "gestionar filtros" - -#: ../../content/applications/general/developer_mode.rst:74 -msgid "edit the current view" -msgstr "editar la vista actual" - -#: ../../content/applications/general/developer_mode.rst:75 -msgid "see the `fields view get`" -msgstr "ver la `vista de campos obtener`" - -#: ../../content/applications/general/developer_mode.rst:76 -msgid "and much more." -msgstr "y mucho más." +#: ../../content/applications/general/developer_mode.rst:88 +msgid "" +"Once developer mode is activated, the developer mode tools can be accessed " +"from the :guilabel:`Open Developer Tools` button, the bug icon located in " +"the header of the Odoo database." +msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of a console page and the debug icon being shown in Odoo" +msgid "Overview of a console page and the debug icon being shown in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:95 +msgid "" +"This menu contains additional tools that are useful to understand or edit " +"technical data, such as the views or actions of a page. On a page that has " +"filters, actions, and view options, the developer mode tools contain some " +"useful menu items such as:" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:99 +msgid ":guilabel:`Edit Action`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:100 +msgid ":guilabel:`Manage Filters`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:101 +msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:102 +msgid "See the :guilabel:`Fields View Get`" msgstr "" #: ../../content/applications/general/digest_emails.rst:3 @@ -1676,122 +1668,88 @@ msgid "Email Communication" msgstr "Comunicación por correo electrónico" #: ../../content/applications/general/email_communication/email_domain.rst:3 -msgid "Sending emails with Odoo" -msgstr "Enviar correos electrónicos con Odoo" +msgid "Send an email with Odoo" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:6 -msgid "Using your email domain in Odoo" -msgstr "Usar el dominio de su correo con Odoo" +msgid "Use an email domain in Odoo" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" -"Documents in Odoo (a CRM opportunity, a sales order, an invoice ...) have a " -"discussion thread, called *chatter*." +"Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, " +"etc.) have a discussion thread, called *chatter*." msgstr "" -"Documentos en Odoo (una oportunidad de CRM, una orden de venta, una " -"factura...) tienen una sección para hablar. Esta sección se llama *chatter*." #: ../../content/applications/general/email_communication/email_domain.rst:11 msgid "" -"When you post a message in the chatter, this message is sent by email to the" -" followers of the document. If a follower replies to the message, the reply " -"updates the chatter, and Odoo relays the reply to the followers." +"When a database user posts a message in the chatter, this message is sent by" +" email to the followers of the document. If a follower replies to the " +"message, the reply updates the chatter, and Odoo relays the reply to the " +"followers as a notification." msgstr "" -"Cuando publica un mensaje en el chatter, este es el mensaje que se envía por" -" correo electrónico a las personas que siguen el documento. Si una de estas " -"personas responde al mensaje, la respuesta actualiza el chatter y Odoo la " -"retransmite a los seguidores." #: ../../content/applications/general/email_communication/email_domain.rst:15 msgid "" -"Emails from your users to partners (customers, vendors) are sent from the " -"email address of your users. Similarly, emails from partners to users are " -"sent from the email address of the partners. This allows you to recognize at" -" a glance who sent an email relayed by Odoo." +"Messages sent in the chatter from internal database users to external users " +"(such as partners, customers, or vendors) are relayed on behalf of the " +"database users. Messages sent back to the chatter from external users will " +"appear in the chatter from their respective email addresses, or as they are " +"listed in their Contacts record." msgstr "" -"Los correos que sus usuarios envíen a los contactos (clientes, proveedores) " -"se envían desde la dirección de correo de sus usuarios. De la misma manera, " -"los correos que los contactos envíen a los usuarios se envían desde la " -"cuenta de correo del contacto. Así puede reconocer de inmediato quién envió " -"un correo que Odoo retransmitió." -#: ../../content/applications/general/email_communication/email_domain.rst:19 +#: ../../content/applications/general/email_communication/email_domain.rst:20 msgid "" -"If your database is hosted on our cloud (Odoo Online or Odoo.sh), it is not " -"necessary to add an outgoing email server to send emails from your custom " -"domain. You can enjoy this feature by using the default Odoo email server." +"If the Odoo database is hosted on the cloud (Odoo Online or Odoo.sh), it is " +"not necessary to add an outgoing email server to send emails from a custom " +"domain." msgstr "" -"Si su base de datos está alojada en nuestra nube (Odoo Online u Odoo.sh) no " -"necesita agregar un servidor de correo saliente para enviar correos desde su" -" dominio personalizado. Puede usar esta función con el servidor de correo " -"electrónico predeterminado de Odoo." #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" "The Odoo server is subject to a daily email limit to prevent abuse. The " -"default limit is 200 emails sent per day for databases with an Enterprise " -"subscription. This limit can be increased under certain conditions. See our " -":doc:`FAQ ` or contact support for more information." +"default limit is 200 emails sent per day for databases with an " +"**Enterprise** subscription. This limit can be increased under certain " +"conditions. See the :doc:`FAQ ` or contact support for more " +"information." msgstr "" -"El servidor de Odoo está sujeto a un límite de correos electrónicos al día " -"para evitar abusos. El límite por defecto es de 200 correos electrónicos " -"enviados por día para las bases de datos con una suscripción Enterprise. " -"Este límite se puede incrementar bajo ciertas condiciones. Lea nuestras " -":doc:`Preguntas frecuentes ` o contacte al equipo técnico para más " -"soporte." #: ../../content/applications/general/email_communication/email_domain.rst:29 msgid "" -"However, it is recommended that you configure your domain name to ensure " -"that emails from your users reach your partners, rather than being " -"considered spam." +"To ensure that emails sent to and from the chatter reach their intended " +"contacts, instead of being considered spam, Odoo recommends configuring the " +"domain name." msgstr "" -"Sin embargo, le recomendamos configurar su nombre de dominio para garantizar" -" que los correos electrónicos de sus usuarios lleguen a sus partners, en " -"lugar de que se consideren spam." #: ../../content/applications/general/email_communication/email_domain.rst:32 msgid "" -"For the same reason, we recommend that you always give your users an email " -"address from a domain you manage, rather than a generic email address " -"(gmail.com, outlook.com, etc.)." +"For the same reason, Odoo also recommends giving each database user an email" +" address from the configured domain, rather than a generic email address " +"domain (such as gmail.com, outlook.com, etc.)." msgstr "" -"Por la misma razón, le recomendamos que siempre brinde a sus usuarios una " -"dirección de correo electrónico de un dominio que gestione, en lugar de una " -"dirección de correo electrónico genérica (gmail.com, outlook.com, etc.)." -#: ../../content/applications/general/email_communication/email_domain.rst:38 +#: ../../content/applications/general/email_communication/email_domain.rst:39 msgid "Be SPF compliant" msgstr "Cumplimiento SPF" -#: ../../content/applications/general/email_communication/email_domain.rst:40 +#: ../../content/applications/general/email_communication/email_domain.rst:41 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" -" to specify which servers are allowed to send email from that domain. When a" -" server receives an incoming email, it checks whether the IP address of the " -"sending server is on the list of allowed IPs according to the SPF record of " -"the sender." +" to specify which servers are allowed to send emails from that domain. When " +"a server receives an incoming email, it checks if the IP address of the " +"sending server is on the list of allowed IPs according to the sender's " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -"El protocolo del Convenio de remitentes (SPF, por sus siglas en inglés) " -"permite al propietario de un nombre de dominio especificar qué servidores " -"pueden enviar correos electrónicos desde ese dominio. Cuando un servidor " -"recibe un correo entrante, verifique si la dirección IP del servidor " -"remitente está en la lista de direcciones IP permitidas según el registro " -"SPF del remitente." -#: ../../content/applications/general/email_communication/email_domain.rst:46 +#: ../../content/applications/general/email_communication/email_domain.rst:47 msgid "" -"The SPF verification is performed on the domain mentioned in the Return-Path" -" field of the email. In the case of an email sent by Odoo, this domain " -"corresponds to the value of the `mail.catchall.domain` key in the database " -"system parameters." +"The :abbr:`SPF (Sender Policy Framework)` verification is performed on the " +"domain mentioned in the `Return-Path` field of the email. In the case of an " +"email sent by Odoo, this domain corresponds to the value of the " +"`mail.catchall.domain` key in the database system parameters." msgstr "" -"La verificación de SPF se realiza en el dominio que se mencionó en el campo " -"Return-Path del correo electrónico. En el caso de un correo electrónico que " -"Odoo envió, este dominio corresponde al valor de la clave " -"`mail.catchall.domain` en los parámetros de sistema de la base de datos." -#: ../../content/applications/general/email_communication/email_domain.rst:50 +#: ../../content/applications/general/email_communication/email_domain.rst:51 msgid "" "See the :ref:`documentation on incoming emails " "`." @@ -1799,332 +1757,306 @@ msgstr "" "Consulte la :ref:`documentación sobre correos electrónicos entrantes " "`." -#: ../../content/applications/general/email_communication/email_domain.rst:52 +#: ../../content/applications/general/email_communication/email_domain.rst:53 msgid "" -"The SPF policy of a domain is set using a TXT record. How to create or " -"modify a TXT record depends on the provider hosting the DNS zone of your " -"domain name. In order for the verification to work properly, each domain can" -" only have one SPF record." +"The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a " +"TXT record. The way to create or modify a TXT record depends on the provider" +" hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In " +"order for the verification to work properly, each domain can only have one " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -"La política SPF de un dominio se establece mediante un registro TXT. Crear o" -" modificar un registro TXT depende del proveedor que da alojamiento a la " -"zona DNS de su nombre de dominio. Para que la verificación funcione de forma" -" adecuada, cada dominio puede tener solo un registro SPF." -#: ../../content/applications/general/email_communication/email_domain.rst:56 +#: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" -"If your domain name does not yet have an SPF record, the content of the " -"record to create is as follows:" +"If the domain name does not yet have an :abbr:`SPF (Sender Policy " +"Framework)` record, the content of the record to create it is as follows:" msgstr "" -"Si su nombre de dominio aún no tiene un registro SPF, el contenido del " -"registro por crear es el siguiente:" - -#: ../../content/applications/general/email_communication/email_domain.rst:59 -msgid "``v=spf1 include:_spf.odoo.com ~all``" -msgstr "``v=spf1 include:_spf.odoo.com ~all``" #: ../../content/applications/general/email_communication/email_domain.rst:61 -msgid "" -"If your domain name already has an SPF record, you need to update this " -"record (and do not create a new one)." +msgid "`v=spf1 include:_spf.odoo.com ~all`" msgstr "" -"Si su nombre de dominio ya tiene un registro SPF, debe actualizarlo (y no " -"crear uno nuevo)." -#: ../../content/applications/general/email_communication/email_domain.rst:66 +#: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" -"If your TXT record is `v=spf1 include:_spf.google.com ~all`, you need to " -"edit it to add `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " +"If the domain name already has an :abbr:`SPF (Sender Policy Framework)` " +"record, the record must be updated (and do not create a new one)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:68 +msgid "" +"If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " +"`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" -"Si su registro TXT es `v=spf1 include:_spf.google.com ~all`, debe editarlo " -"para agregar `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " -"include:_spf.google.com ~all`" -#: ../../content/applications/general/email_communication/email_domain.rst:69 +#: ../../content/applications/general/email_communication/email_domain.rst:71 msgid "" -"You can check if your SPF record is valid with a free tool like `MXToolbox " -"SPF `_." +"Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " +"free tool like `MXToolbox SPF `_." msgstr "" -"Puede verificar que su registro SPF sea válido con una herramienta gratuita " -"como `MXToolbox SPF `_." -#: ../../content/applications/general/email_communication/email_domain.rst:75 +#: ../../content/applications/general/email_communication/email_domain.rst:77 msgid "Enable DKIM" msgstr "Habilitar DKIM" -#: ../../content/applications/general/email_communication/email_domain.rst:77 -msgid "" -"The DomainKeys Identified Mail (DKIM) allows you to authenticate your emails" -" with a digital signature." -msgstr "" -"El Correo Identificado con Claves de Dominio (DKIM, por sus siglas en " -"inglés) le permite autenticar sus correos electrónicos con una firma " -"digital." - #: ../../content/applications/general/email_communication/email_domain.rst:79 msgid "" -"When sending an email, the Odoo server includes a unique DKIM signature in " -"the headers. The recipient's server decrypts this signature using the DKIM " -"record in your domain name. If the signature and the key contained in the " -"record match, this guarantees that your message is authentic and has not " -"been altered during transport." +"The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " +"with a digital signature." msgstr "" -"Al enviar un correo electrónico, el servidor de Odoo incluye una firma DKIM " -"única en los encabezados. El servidor del destinatario descifra esta firma " -"mediante el registro DKIM en su nombre de dominio. Si la firma y la clave en" -" el registro coinciden, garantiza que su mensaje es auténtico y que no se " -"alteró durante el transporte." -#: ../../content/applications/general/email_communication/email_domain.rst:84 +#: ../../content/applications/general/email_communication/email_domain.rst:82 msgid "" -"To enable DKIM, you must add a CNAME record to the DNS zone of your domain " -"name:" +"When sending an email, the Odoo server includes a unique :abbr:`DKIM " +"(DomainKeys Identified Mail)` signature in the headers. The recipient's " +"server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified " +"Mail)` record in the database's domain name. If the signature and the key " +"contained in the record match, this guarantees that the message is authentic" +" and has not been altered during transport." msgstr "" -"Para habilitar la DKIM, debe agregar un registro CNAME en la zona DNS de su " -"nombre de dominio:" -#: ../../content/applications/general/email_communication/email_domain.rst:86 -msgid "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" -msgstr "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" - -#: ../../content/applications/general/email_communication/email_domain.rst:89 +#: ../../content/applications/general/email_communication/email_domain.rst:88 msgid "" -"If your domain name is `mycompany.com`, you need to create a subdomain " +"To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME " +"(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" +" domain name:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:91 +msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:94 +msgid "" +"If the domain name is `mycompany.com`, make sure to create a subdomain " "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" -"Si su nombre de dominio es `miempresa.com`, debe crear un subdominio " -"`odoo._domainkey.miempresa.com` cuyo nombre canónico es " -"`odoo._domainkey.odoo.com.`." -#: ../../content/applications/general/email_communication/email_domain.rst:92 +#: ../../content/applications/general/email_communication/email_domain.rst:97 msgid "" -"How to create or modify a CNAME record depends on the provider hosting the " -"DNS zone of your domain name. The most common providers are list below." +"The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends " +"on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the " +"domain name. The most common providers are :ref:`listed below " +"`." msgstr "" -"Cómo se crea o modifica un registro CNAME depende del proveedor de " -"alojamiento de la zona DNS de su nombre de dominio. Los proveedores más " -"comunes se listan a continuación." - -#: ../../content/applications/general/email_communication/email_domain.rst:95 -msgid "" -"You can check if your DKIM record is valid with a free tool like `DKIM Core " -"`_. If a selector is asked, enter `odoo`." -msgstr "" -"Puede verificar si su registro DKIM es válido mediante una herramienta " -"gratuita como `DKIM Core `_. Si se le solicita " -"un selector, ingrese `odoo`." - -#: ../../content/applications/general/email_communication/email_domain.rst:99 -msgid "Check your DMARC policy" -msgstr "Verificar su política DMARC" #: ../../content/applications/general/email_communication/email_domain.rst:101 msgid "" -"The Domain-based Message Authentication, Reporting & Conformance (DMARC) is " -"a protocol that unifies SPF and DKIM. The instructions contained in the " -"DMARC record of a domain name tell the destination server what to do with an" -" incoming email that fails the SPF and/or DKIM check." +"Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with " +"a free tool like `DKIM Core `_. If a selector " +"is asked, enter `odoo`." msgstr "" -"La Autenticación de Mensajes Basada en Dominios, Reportes y Conformidad " -"(DMARC, por sus siglas en inglés) es un protocolo que unifica el SPF y la " -"DKIM. Las instrucciones que vienen en el registro DMARC de un nombre de " -"dominio indican al servidor destino qué hacer con un correo entrante que no " -"cumpla con la verificación de SPF y/o de DKIM." #: ../../content/applications/general/email_communication/email_domain.rst:105 -msgid "" -"There are three DMARC policies: - ``p=none`` - ``p=quarantine`` - " -"``p=reject``" +msgid "Check the DMARC policy" msgstr "" -"Hay tres políticas DMARC: - ``p=none`` - ``p=quarantine`` - ``p=reject``" -#: ../../content/applications/general/email_communication/email_domain.rst:110 +#: ../../content/applications/general/email_communication/email_domain.rst:107 msgid "" -"``p=quarantine`` and ``p=reject`` instruct the server that receives an email" -" to quarantine that email or ignore it if the SPF and/or DKIM check fails." +"The Domain-based Message Authentication, Reporting, & Conformance (DMARC) " +"record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and " +":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the" +" :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name tell the destination server what to do" +" with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" +" and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." msgstr "" -"``p=quarantine`` y ``p=reject`` indican al servidor que recibe el correo " -"electrónico que lo ponga en cuarentena o lo ignore si no pasó las " -"comprobación de SPF y/o de DKIM." -#: ../../content/applications/general/email_communication/email_domain.rst:113 +#: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" -"If your domain name uses DMARC and has defined one of these policies, it is " -"therefore imperative to be SPF compliant or to enable DKIM." +"There are three :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` policies:" msgstr "" -"Si su nombre de dominio usa DMARC y se le definió una de estas políticas, " -"es por lo tanto necesario que sea compatible con SPF o habilitar DKIM." #: ../../content/applications/general/email_communication/email_domain.rst:117 -msgid "" -"Yahoo or AOL are examples of email providers with a DMARC policy set to " -"``p=reject``. We strongly advise against using an *@yahoo.com* or *@aol.com*" -" address for your users. These emails will never reach their recipient." +msgid "`p=none`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:118 +msgid "`p=quarantine`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:119 +msgid "`p=reject`" msgstr "" -"Yahoo o AOL son ejemplos de proveedores de correo electrónico con una " -"política DMAR establecida como ``p=reject``. Le recomendamos no usar " -"direcciones *@yahoo.com* o *@aol.com* con sus usuarios. Estos correos " -"electrónicos jamás llegarán a su destinatario." #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" -"``p=none`` is used for the domain owner to receive reports about entities " -"using their domain. It should not impact the deliverability if the DMARC " -"check fails." +"`p=quarantine` and `p=reject` instruct the server that receives an email to " +"quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " +"Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" -"El propietario del dominio utiliza ``p=none`` para recibir reportes sobre " -"entidades que utilicen su dominio. Un fallo en la comprobación DMARC no " -"debería tener ningún impacto en la entrega." -#: ../../content/applications/general/email_communication/email_domain.rst:124 +#: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" -"You can check the DMARC record of a domain name with a tool like `MXToolbox " -"DMARC `_." +"If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` and has defined one of these policies, the domain" +" must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " +":abbr:`DKIM (DomainKeys Identified Mail)`." msgstr "" -"Puede revisar el registro DMARC de un nombre de dominio con una herramienta " -"como `MXToolbox DMARC `_." - -#: ../../content/applications/general/email_communication/email_domain.rst:127 -msgid "" -"If one of your partners, customer or vendor, uses DMARC and has defined one " -"of these policies, the Odoo server cannot relay emails from this partner to " -"your users." -msgstr "" -"Si uno de sus partners, clientes o proveedores utiliza DMARC y definió una " -"de estas políticas, el servidor de Odoo no puede retransmitir correos " -"electrónicos de este contacto a sus usuarios." #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" -"You need to :ref:`handle user notifications in Odoo " -"`, or replace the email address of the" -" partner with a default email address." +"Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-" +"based Message Authentication, Reporting, & Conformance)` policy set to " +"`p=reject`. Odoo strongly advises against using an *@yahoo.com* or " +"*@aol.com* address for the database users. These emails will never reach " +"their recipient." msgstr "" -"Debe :ref:`usar las notificaciones de usuario en Odoo " -"`, o reemplazar la dirección de correo" -" electrónico del contacto con una dirección predeterminada." -#: ../../content/applications/general/email_communication/email_domain.rst:136 -msgid "SPF, DKIM & DMARC documentation of common providers" -msgstr "Documentación de SPF, DKIM y DMARC de los proveedores más comunes" - -#: ../../content/applications/general/email_communication/email_domain.rst:138 +#: ../../content/applications/general/email_communication/email_domain.rst:135 msgid "" -"`OVH DNS " -"`_" +"`p=none` is used for the domain owner to receive reports about entities " +"using their domain. It should not impact the deliverability if the " +":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` check fails." msgstr "" -"`OVH DNS " -"`_" #: ../../content/applications/general/email_communication/email_domain.rst:139 msgid "" -"`OVH SPF `_" +"Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name with a tool like `MXToolbox DMARC " +"`_." msgstr "" -"`OVH SPF `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:140 -msgid "" -"`GoDaddy TXT record `_" -msgstr "" -"`GoDaddy TXT record `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:141 -msgid "`GoDaddy SPF `_" -msgstr "`GoDaddy SPF `_" #: ../../content/applications/general/email_communication/email_domain.rst:142 msgid "" -"`GoDaddy DKIM `_" +"If a partner, customer, or vendor, uses :abbr:`DMARC (Domain-based Message " +"Authentication, Reporting, & Conformance)` and has defined one of these " +"policies, the Odoo server cannot relay emails from this partner to the " +"database users." msgstr "" -"`GoDaddy DKIM `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:143 -msgid "" -"`NameCheap " -"`_" -msgstr "" -"`NameCheap " -"`_" - -#: ../../content/applications/general/email_communication/email_domain.rst:144 -msgid "" -"`CloudFlare DNS `_" -msgstr "" -"`CloudFlare DNS `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:145 -msgid "" -"`Google Domains `_" -msgstr "" -"`Google Domains `_" #: ../../content/applications/general/email_communication/email_domain.rst:146 msgid "" -"`Azure DNS `_" +"To solve this issue, :ref:`handle user notifications in Odoo " +"`, or replace the email address of the" +" partner with a default email address." msgstr "" -"`Azure DNS `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:148 -msgid "" -"To fully test your configuration, the tool `Mail-Tester `_ will give you a full overview of the content and " -"configuration you have in one email sent! Mail-Tester can also be used for " -"other lesser known providers." -msgstr "" -"Para probar por completo su configuración, la herramienta `Mail-Tester " -"`_ le dará un resumen completo del contenido y" -" configuración de un correo electrónico enviado. Mail-Tester también se " -"puede usar con otros proveedores menos conocidos." #: ../../content/applications/general/email_communication/email_domain.rst:153 -msgid "Use a default email address" -msgstr "Usar una dirección de correo electrónico predeterminada" +msgid "SPF, DKIM & DMARC documentation of common providers" +msgstr "Documentación de SPF, DKIM y DMARC de los proveedores más comunes" #: ../../content/applications/general/email_communication/email_domain.rst:155 msgid "" -"To force the email address from which emails are sent, you need to create " -"the following key in the System Parameters of the database:" +"`OVH DNS " +"`_" msgstr "" -"Para forzar la dirección de correo electrónico de la que se enviarán los " -"correos, debe crear la siguiente clave en los parámetros de sistema de la " -"base de datos:" +"`OVH DNS " +"`_" + +#: ../../content/applications/general/email_communication/email_domain.rst:156 +msgid "" +"`OVH SPF `_" +msgstr "" +"`OVH SPF `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:157 +msgid "" +"`GoDaddy TXT record `_" +msgstr "" +"`GoDaddy TXT record `_" #: ../../content/applications/general/email_communication/email_domain.rst:158 +msgid "`GoDaddy SPF `_" +msgstr "`GoDaddy SPF `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:159 msgid "" -"If ``mail.default.from`` is set, and contains a full email address, all " -"outgoing emails are sent from the given address. This is a requirement to " -"use `Outlook with Odoo `_." +"`GoDaddy DKIM `_" +msgstr "" +"`GoDaddy DKIM `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:160 +msgid "" +"`NameCheap " +"`_" msgstr "" -"Si se establece ``mail.default.from``, y contiene una dirección de correo " -"electrónico completa, todos los correos electrónicos salientes se envían " -"desde la dirección indicada. Este es un requisito para usar `Outlook con " -"Odoo `_." #: ../../content/applications/general/email_communication/email_domain.rst:162 msgid "" -"You access the **System Parameters** in :ref:`developer mode ` in the :menuselection:`Settings --> Technical --> Parameters --> " -"System Parameters` menu." +"`CloudFlare DNS `_" +msgstr "" +"`CloudFlare DNS `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:163 +msgid "" +"`Google Domains `_" +msgstr "" +"`Google Domains `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:164 +msgid "" +"`Azure DNS `_" +msgstr "" +"`Azure DNS `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:166 +msgid "" +"To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " +"configuration in one sent email. Mail-Tester can also be used for other, " +"lesser-known providers." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:171 +msgid "Use a default email address" +msgstr "Usar una dirección de correo electrónico predeterminada" + +#: ../../content/applications/general/email_communication/email_domain.rst:173 +msgid "" +"Access the :guilabel:`System Parameters` by activating :ref:`developer mode " +"` and going to :menuselection:`Settings --> Technical --> " +"Parameters --> System Parameters` menu." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:176 +msgid "" +"To force the email address from which emails are sent, a combination of the " +"following keys needs to be set in the system parameters of the database:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:179 +msgid "" +"`mail.default.from`: accepts the local part or a complete email address as " +"value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:180 +msgid "" +"`mail.default.from_filter`: accepts a domain name or a full email address as" +" value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:183 +msgid "" +"The `mail.default.from_filter` works only for `odoo-bin` configurations, " +"otherwise this parameter can be set using the `from_filter` field on " +"`ir.mail_server`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:186 +msgid "" +"If the email address of the author does not match " +"`mail.default.from_filter`, the email address is replaced by " +"`mail.default.from` (if it contains a full email address) or a combination " +"of `mail.default.from` and `mail.catchall.domain`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:190 +msgid "" +"If the `from_filter` contains a full email address, and if the " +"`mail.default.from` is the same as this address, then all of the email " +"addresses that are different from `mail.default.from` will be encapsulated " +"in `mail.default.from`." msgstr "" -"Puede acceder a los **parámetros de sistema** en el :ref:`modo de " -"desarrollador ` en el menú :menuselection:`Ajustes --> " -"Técnico --> Parámetros --> Parámetros de sistema`." #: ../../content/applications/general/email_communication/email_servers.rst:3 msgid "Send and receive emails in Odoo with an email server" @@ -2478,12 +2410,10 @@ msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:140 msgid "" "Sales Channel (to create Leads or Opportunities in `Odoo CRM " -"`__)," +"`__)," msgstr "" -"Canal de ventas (para crear leads u oportunidades en la aplicación de `CRM " -"de Odoo `__)," -#: ../../content/applications/general/email_communication/email_servers.rst:141 +#: ../../content/applications/general/email_communication/email_servers.rst:142 msgid "" "Support Channel (to create Tickets in `Odoo Helpdesk " "`__)," @@ -2491,7 +2421,7 @@ msgstr "" "Canal de soporte (para crear tickets en la aplicación de `Servicio de " "asistencia de Odoo `__)," -#: ../../content/applications/general/email_communication/email_servers.rst:142 +#: ../../content/applications/general/email_communication/email_servers.rst:143 msgid "" "Projects (to create new Tasks in `Odoo Project `__)," @@ -2499,7 +2429,7 @@ msgstr "" "Proyectos (para crear nuevas tareas en `la aplicación de Proyecto de Odoo " "`__)," -#: ../../content/applications/general/email_communication/email_servers.rst:144 +#: ../../content/applications/general/email_communication/email_servers.rst:145 msgid "" "Job Positions (to create Applicants in `Odoo Recruitment " "`__)," @@ -2507,11 +2437,11 @@ msgstr "" "Puestos de trabajo (para crear candidatos en `la aplicación de Reclutamiento" " de Odoo `__)," -#: ../../content/applications/general/email_communication/email_servers.rst:146 +#: ../../content/applications/general/email_communication/email_servers.rst:147 msgid "etc." msgstr "etc." -#: ../../content/applications/general/email_communication/email_servers.rst:148 +#: ../../content/applications/general/email_communication/email_servers.rst:149 msgid "" "Depending on the mail server, there might be several methods to fetch " "emails. The easiest and most recommended method is to manage one email " @@ -2522,7 +2452,7 @@ msgstr "" "dirección de correo electrónico por seudónimo de Odoo en su servidor de " "correo." -#: ../../content/applications/general/email_communication/email_servers.rst:151 +#: ../../content/applications/general/email_communication/email_servers.rst:152 msgid "" "Create the corresponding email addresses in the mail server (catchall@, " "bounce@, sales@, etc.)." @@ -2530,7 +2460,7 @@ msgstr "" "Cree las direcciones de correo electrónico correspondientes en su servidor " "de correo (catchall@, bounce@, ventas@, etc.)." -#: ../../content/applications/general/email_communication/email_servers.rst:152 +#: ../../content/applications/general/email_communication/email_servers.rst:153 msgid "" "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> " "General Settings --> Discuss`." @@ -2620,12 +2550,81 @@ msgstr "" "Acciones programadas` y busque :guilabel:`Correo: Servicio de Fetchmail`." #: ../../content/applications/general/email_communication/email_servers.rst:191 +msgid "Utilizing the From Filter on an outgoing email server" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:193 +msgid "" +"The :guilabel:`FROM Filtering` field allows for the use of a specific " +"outgoing email server depending on the :guilabel:`From` email address or " +"domain that Odoo is sending on behalf of. This setting can be used to " +"improve the deliverability or sending success rate of emails sent from the " +"database. Setting the :guilabel:`FROM Filtering` field can also be used to " +"send from different domains in a multi-company environment. Access this " +"field in Odoo by navigating to :menuselection:`Settings --> Custom Mail " +"Servers --> Outgoing Mail Servers --> New`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rstNone +msgid "Outgoing email server settings and the FROM filter settings." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:204 +msgid "" +"When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " +"is set, an email server is chosen in the following sequence:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:207 +msgid "" +"First, Odoo searches for an email server that has the same :guilabel:`FROM " +"Filtering` value as the :guilabel:`From` value (email address) defined in " +"the outgoing email. For example, if the :guilabel:`From` value (email " +"address) is `test\\@example.com`, only the email servers that have the " +":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:211 +msgid "" +"However, if no email servers are found that use the :guilabel:`From` value, " +"then Odoo searches for an email server that has the same *domain* as the " +":guilabel:`From` value (email address) defined in the outgoing email. For " +"example, if the :guilabel:`From` email address is `test\\@example.com`, only" +" the email servers that have the :guilabel:`FROM Filtering` value equal to " +"`example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:217 +msgid "" +"If no email servers are found after checking for the domain, then Odoo " +"returns all email servers that do not have any :guilabel:`FROM Filtering` " +"value(s) set." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:220 +msgid "" +"Should this query return no results, then Odoo performs a search for an " +"email server using the system parameter: `mail.default.from`. First, the " +"email address listed attempts to match an email server, and then the domain " +"attempts to find a match. If no email server is found, Odoo returns the " +"first outgoing email server (sorted by priority)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:226 +msgid "" +"If several email servers are found, then Odoo uses the first one according " +"to its priority. For example, if there are two email servers, one with a " +"priority of `10` and the other with a priority of `20`, then the email " +"server with a priority of `10` is used first." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:231 msgid "Set up different dedicated servers for transactional and mass mails" msgstr "" "Configurar distintos servidores dedicados para correos masivos y " "transaccionales" -#: ../../content/applications/general/email_communication/email_servers.rst:193 +#: ../../content/applications/general/email_communication/email_servers.rst:233 msgid "" "In Odoo a separate Mail Transfer Agent (MTA) server can be used for " "transactional emails and mass mailings. Example: Use Postmark or SendinBlue " @@ -2637,7 +2636,7 @@ msgstr "" "correos masivos. Por ejemplo: utilice Postmark o SendinBlue para correos " "transaccionales, y Amazon SES, Mailgun o Sendgrid para correos masivos." -#: ../../content/applications/general/email_communication/email_servers.rst:198 +#: ../../content/applications/general/email_communication/email_servers.rst:238 msgid "" "A default outgoing email server is already configured. Do not create an " "alternative one unless a specific external outgoing email server is needed " @@ -2647,7 +2646,7 @@ msgstr "" "alternativo a menos que necesite usar un servidor de correo electrónico " "saliente externo por razones técnicas." -#: ../../content/applications/general/email_communication/email_servers.rst:201 +#: ../../content/applications/general/email_communication/email_servers.rst:241 msgid "" "To do this, first activate the :ref:`developer mode `, and " "then go to :menuselection:`Settings --> Technical --> Outgoing` email " @@ -2663,7 +2662,7 @@ msgstr "" " correo masivo. Asegúrese de darle prioridad al servidor transaccional al " "indicar un número de prioridad menor para el servidor MTA transaccional." -#: ../../content/applications/general/email_communication/email_servers.rst:207 +#: ../../content/applications/general/email_communication/email_servers.rst:247 msgid "" "Now, go to :menuselection:`Email Marketing --> Settings` and enable " ":guilabel:`Dedicated Server`. With these settings, Odoo uses the server with" diff --git a/locale/es/LC_MESSAGES/inventory_and_mrp.po b/locale/es/LC_MESSAGES/inventory_and_mrp.po index 109dc097f..e47efd214 100644 --- a/locale/es/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/es/LC_MESSAGES/inventory_and_mrp.po @@ -21,15 +21,16 @@ # Braulio D. López Vázquez , 2022 # Lina Maria Avendaño Carvajal , 2022 # Martin Trigaux, 2022 +# Mariela Moreno , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Mariela Moreno , 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -736,7 +737,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -8629,67 +8629,84 @@ msgid "" "on which work center is busy and plan resources accordingly in real-time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "Configure sus centros de trabajo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +msgid "Work order settings ticked in Odoo Manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 -msgid "" -"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 +msgid "" +"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "Cree sus centros de trabajo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -8700,251 +8717,289 @@ msgstr "" "trabajo alterno, incluso si el habitual está libre." #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" -msgstr "Crear listas de materiales" +msgid "Create a bill of materials" +msgstr "Crear una lista de materiales" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" -msgstr "Configurar una lista de materiales" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." msgstr "" -"La ubicación de destino **no** debe ser una ubicación de desechos. Una " -"ubicación de desecho es donde se colocan los productos que no se necesitan." #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" -msgstr "Utilizar la misma LdM para describir las variantes" +msgid "Specify a bill of materials (BoM) for a product variant" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" -msgstr "Agregar subproductos" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 -msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 -msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 +msgid "" +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 +msgid "" +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" +msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" -msgstr "Gestionar las existencias de los componentes" +msgid "Create the kit as a product" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." msgstr "" -"Se pueden modificar todos los demás elementos del kit de acuerdo con sus " -"preferencias. Los componentes del producto no requieren ninguna " -"configuración particular." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "Gestione las existencias de productos de kits y componentes" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 -msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 +msgid "" +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 -msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 -msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 diff --git a/locale/es/LC_MESSAGES/marketing.po b/locale/es/LC_MESSAGES/marketing.po index aeca921f1..e805baf27 100644 --- a/locale/es/LC_MESSAGES/marketing.po +++ b/locale/es/LC_MESSAGES/marketing.po @@ -4,20 +4,21 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Fabian , 2022 # Patricia Gutiérrez Capetillo , 2022 -# Martin Trigaux, 2022 # Braulio D. López Vázquez , 2022 # Lucia Pacheco , 2022 +# Antonio Trueba, 2022 +# Raquel Iciarte , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Lucia Pacheco , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -30,6 +31,7 @@ msgid "Marketing" msgstr "Marketing" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "Automatización de marketing" @@ -45,150 +47,698 @@ msgid "Advanced" msgstr "Avanzado" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" -msgstr "Comprendiendo las métricas" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 -msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." +msgid "Understanding metrics" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 +msgid "" +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." msgstr "" -"Las métricas son valores que le ayudan a medir el progreso y pueden ayudarle" -" a vincular a sus empleados con sus metas." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 -msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." +msgid "Consider the following example:" msgstr "" -"Cuando cree un flujo de trabajo en Odoo, el contenido visual ya muestra las " -"métricas en un formulario de gráfica y en números." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "Consideremos el ejemplo de abajo:" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 +msgid "" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." msgstr "" -"El *Objetivo* - objeto de la empresa - es *Lead/Oportunidad* y se redujo a " -"los que tienen la descripción \"producto\" en el *Nombre de a etiqueta* y " -"tenga una dirección de correo configurada." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "Un total de 20 registros concuerdan con el criterio" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." msgstr "" -"De esos 20 registros, 25 se convirtieron en participantes, en otras " -"palabras, concuerdan con el criterio." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." msgstr "" -"Cada vez que el sistema comienza a trabajar en la actualización de números y" -" realizando acciones, verá al modelo *Objetivo* y revisará si los nuevos " -"registros se agregaron o modificaron, lo que mantendrá el flujo al día." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." msgstr "" -"Este filtro de aplica a *todas* las actividades. Los leads que pierdan la " -"etiqueta se excluirán de otras actividades." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" -"*Registros* es un número en tiempo real, esto quiere decir que aunque el " -"flujo de trabajo esté en función, se pueden hacer cambios en la oportunidad " -"(borrar, agregar, ajustar). Se pueden actualizar los números de registros, " -"pero no se puede cambiar el número de participantes, ya que la métrica *no* " -"excluirá oportunidades que se hayan configurado como participantes antes, " -"solo agregará nuevos. Por este motivo, el número de *registros* puede ser " -"diferente al número de *participantes*." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." +"A relevant targeting filter that applies to a type of individual activity." msgstr "" -"También puede aplicar filtros a las actividades individualmente en " -"*Dominio*. Una función útil para especificar un filtro individual que solo " -"se realizará si los registros satisfacen ambos filtros, el de la actividad y" -" el del dominio." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." msgstr "" -"Por ejemplo: para una actividad en el que tenga que enviar un SMS, se puede " -"asegurar que un número está configurado para evitar activar un SMS que jamás" -" se enviaría." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." +"Overview showing participants who do or do not match filtering criteria on " +"an activity." msgstr "" -"*Éxito* es el número de veces que se buscó por participantes (que vayan con " -"el filtro de la actividad) exitosamente en relación al número total de " -"participantes." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "" -"Si un participante no concuerda con las condiciones, se agregará a " -"*Rechazado*." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." -msgstr "" -"Si pasa el cursor encima del gráfico, puede ver el número de participantes " -"exitosos y rechazados por día de los últimos 15 días." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "Primeros pasos" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "Cree una campaña" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "Casos de uso" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." msgstr "" -"Cada registro nuevo se agrega al modelo *Objetivo*, después, se agregará " -"automáticamente al flujo de trabajo y empezará el flujo de trabajo desde el " -"inicio (acción madre)." #: ../../content/applications/marketing/sms_marketing.rst:8 msgid "SMS Marketing" diff --git a/locale/es/LC_MESSAGES/productivity.po b/locale/es/LC_MESSAGES/productivity.po index 2d74c201d..3dab25cfe 100644 --- a/locale/es/LC_MESSAGES/productivity.po +++ b/locale/es/LC_MESSAGES/productivity.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" @@ -747,7 +747,6 @@ msgid "Internet of Things (IoT)" msgstr "Internet de las cosas (IoT)" #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/gmail.rst:6 #: ../../content/applications/productivity/mail_plugins/outlook.rst:6 msgid "Configuration" msgstr "Configuración" @@ -2141,171 +2140,216 @@ msgstr "" msgid "Gmail Plugin" msgstr "Plugin de Gmail" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:8 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:5 msgid "" -"The Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both " -"on Odoo and Gmail." +"The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users " +"can keep track of all their work between Gmail and Odoo, without losing any " +"information." msgstr "" -"El :doc:`plugin de correo <../mail_plugins>` de Gmail se debe configurar " -"tanto en Odoo como en Gmail." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:13 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 -msgid "Enable Mail Plugin" -msgstr "Habilitar el plugin de correo" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:9 +msgid "Odoo Online users" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:11 +msgid "" +"For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to " +"configure the Gmail Plugin." +msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:15 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 -msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " -":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "" -"Primero, debe habilitar la función de *plugin de correo* en su base de " -"datos. Vaya a :menuselection:`Ajustes --> Ajustes generales --> " -"Integraciones`, habilite el *plugin de correo*, y *guarde* la configuración." - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:21 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:94 msgid "Install the Gmail Plugin" msgstr "Instalar el plugin de Gmail" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:23 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:17 msgid "" -"Open the `Gmail Plugin Apps Script project " -"`_." +"First, log in to the Gmail account that the user wishes to connect to Odoo." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:19 +msgid "" +"From the Gmail inbox, click the plus sign icon on the right side panel to " +"get add-ons. If the side panel is not visible, click on the arrow icon at " +"the bottom right corner of the inbox to reveal it." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "Plus sign icon on the Gmail inbox side panel." msgstr "" -"Abra el `proyecto de Apps Script del plugin de Gmail " -"`_." #: ../../content/applications/productivity/mail_plugins/gmail.rst:26 msgid "" -"Verify you are logged in using the Google account you want to install the " -"plugin on." +"Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo" +" Inbox Addin`." msgstr "" -"Verifique que inició sesión en la cuenta de Google en la que desea instalar " -"el plugin." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:28 -msgid "Click on *Publish* then *Deploy from manifest...*" -msgstr "Haga clic en *Publicar* y luego en *Desplegar desde el manifiesto...*" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Deploying from manifest the Gmail Plugin from the Apps Script project" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "Odoo Inbox Addin on Google Workspace Marketplace." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:32 +msgid "" +"Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google " +"Workspace Marketplace " +"`_." msgstr "" -"Despliegue del plugin de Gmail desde el manifiesto a partir del proyecto de " -"Apps Script" #: ../../content/applications/productivity/mail_plugins/gmail.rst:35 msgid "" -"Make sure you are using the legacy editor; otherwise the *Deploy from " -"manifest* functionality may not be available." +"Once the plugin is located, click :guilabel:`Install`. Then, click " +":guilabel:`Continue` to start the installation." msgstr "" -"Asegúrese de usar el editor clásico, de otra forma la función *Desplegar " -"desde el manifiesto* puede no estar disponible." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Using the legacy editor in the Gmail Plugin Apps Script project" -msgstr "Uso del editor clásico del plugin de Gmail del proyecto Apps Script" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:42 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:38 msgid "" -"Click on *Install add-on*. A \"Deployment installed\" notification should " -"appear. You can then click on *Close*." +"Next, select which Gmail account the user wishes to connect to Odoo. Then " +"click :guilabel:`Allow` to let Odoo access the Google account. Google will " +"then show a pop-up window confirming that the installation was successful." msgstr "" -"Haga clic en *Instalar complemento*. Debe aparecer una notificación que diga" -" \"Se instaló el despliegue\". Luego haga clic en *Cerrar*." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Installing the Gmail Plugin from the Apps Script project" -msgstr "Instalar el plugin de Gmail desde el proyecto Apps Script" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:43 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:131 +msgid "Configure the Odoo database" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:52 -msgid "Configure your Gmail mailbox" -msgstr "Configurar su bandeja de entrada de Gmail" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:54 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:45 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:133 msgid "" -"Open any email in your Gmail mailbox. On the right-side panel, click on the " -"Odoo icon and then *Authorize Access*." +"The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in " +"order to use the Gmail Plugin. To enable the feature, go to " +":menuselection:`Settings --> General Settings`. Under the " +":guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then" +" click :guilabel:`Save`." msgstr "" -"Abra cualquier correo electrónico en su bandeja de entrada de Gmail. En el " -"panel ubicado a la derecha, haga clic en el icono de Odoo y luego en " -"*Autorizar acceso*." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Authorizing access to the Gmail Plugin" -msgstr "Autorización de acceso al plugin de Gmail" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "The Mail Plugin feature in the Settings." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:61 -msgid "Choose the right Google account." -msgstr "Elija la cuenta de Odoo correcta." +#: ../../content/applications/productivity/mail_plugins/gmail.rst:55 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:143 +msgid "Configure the Gmail inbox" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Choosing your Google account" -msgstr "Elección de la cuenta de Google" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:57 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:145 +msgid "" +"In the Gmail inbox, a purple Odoo icon is now visible on the right side " +"panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click" +" on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin" +" window to grant Odoo access to the Gmail inbox." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:67 -msgid "Allow the Gmail Plugin to access some of your data." -msgstr "Permita que el plugin de Gmail tenga acceso a algunos de sus datos." +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "" +"The Authorize Access button in the right sidebar of the Odoo plugin panel." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Allowing the Gmail Plugin to access Google data" -msgstr "Brindar al plugin de Gmail acceso a los datos de Google" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:65 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:153 +msgid "" +"Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that" +" the user wishes to connect to the Gmail inbox, and log in to the database." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:69 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:157 +msgid "" +"Use the general URL for the database, not the URL of a specific page in the " +"database. For example, use `https://mycompany.odoo.com`, not " +"`https://mycompany.odoo.com/web#cids=1&action=menu`." +msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:73 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:161 msgid "" -"The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The " +"browser will then show a :guilabel:`Success!` message. After that, close the" +" window. The Gmail inbox and Odoo database are now connected." msgstr "" -"En el panel ubicado a la derecha ahora aparece una opción de **Información " -"de la empresa**. Al final de la página, haga clic en *Iniciar sesión*." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "Inicio de sesión en su base de datos de Odoo" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:78 +msgid "Odoo On-Premise users" +msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:80 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +"For databases hosted on servers other than Odoo Online (or Odoo.sh), follow " +"the steps below to configure the Gmail Plugin." msgstr "" -"Solo está disponible una cantidad limitada de solicitudes de *Información de" -" la empresa* (*Enriquecimiento de leads*) como prueba. Esta función requiere" -" :ref:`créditos prepagados `." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:83 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/gmail.rst:84 +msgid "" +"As part of their security guidelines, Google requires add-on creators to " +"provide a list of URLs that can be used in actions and redirections launched" +" by the add-on. This protects users by ensuring, for example, that no add-on" +" redirects users toward a malicious website. (Read more on `Google Apps " +"Script `_.)" msgstr "" -"Introduzca el URL de su base de datos de Odoo y haga clic en *Iniciar " -"sesión*." - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" -msgstr "Introducir el URL de su base de datos de Odoo" #: ../../content/applications/productivity/mail_plugins/gmail.rst:89 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +msgid "" +"Since Odoo can only list the `odoo.com` domain and not every on-premise " +"customer's unique server domain, on-premise customers cannot install the " +"Gmail Plugin from the Google Workspace Marketplace." msgstr "" -"Si no ha iniciado sesión en su base de datos, introduzca sus credenciales." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:91 -msgid "Click on *Allow* to let the Gmail Plugin connect to your database." +#: ../../content/applications/productivity/mail_plugins/gmail.rst:96 +msgid "" +"First, access the `GitHub repository `_ for the Odoo Mail Plugins. Next, click on the green " +":guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download " +"the Mail Plugin files onto the user's computer." msgstr "" -"Haga clic en *Permitir* para que el plugin de Gmail pueda conectarse a su " -"base de datos." -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Allowing the Gmail Plugin to connect to a database" -msgstr "Permitir al plugin de Gmail conectarse a la base de datos" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "" +"Download the ZIP file from the Odoo GitHub repository for Mail Plugins." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:104 +msgid "" +"Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-" +"extensions-master --> gmail --> src --> views`, and open the " +":file:`login.ts` file using any text editor software, such as Notepad " +"(Windows), TextEdit (Mac), or Visual Studio Code." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:108 +msgid "" +"Delete the following three lines of text from the :file:`login.ts` file:" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:116 +msgid "" +"This removes the `odoo.com` domain constraint from the Gmail Plugin program." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:118 +msgid "" +"Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master " +"--> gmail`, and open the file called :guilabel:`README`. Follow the " +"instructions in the :guilabel:`README` file to push the Gmail Plugin files " +"as a Google Project." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:123 +msgid "" +"The computer must be able to run Linux commands in order to follow the " +"instructions on the :guilabel:`README` file." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:126 +msgid "" +"After that, share the Google Project with the Gmail account that the user " +"wishes to connect to Odoo. Then, click :guilabel:`Publish` and " +":guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-" +"on` to install the Gmail Plugin." +msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:3 msgid "Outlook Plugin" @@ -2319,6 +2363,20 @@ msgstr "" "El :doc:`plugin de correo <../mail_plugins>` de Outlook se debe configurar " "tanto en Odoo como en Outlook." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +msgid "Enable Mail Plugin" +msgstr "Habilitar el plugin de correo" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +msgid "" +"First, you need to enable the *Mail Plugin* feature in your database. Go to " +":menuselection:`Settings --> General Settings --> Integrations`, enable " +"*Mail Plugin*, and *Save* the configuration." +msgstr "" +"Primero, debe habilitar la función de *plugin de correo* en su base de " +"datos. Vaya a :menuselection:`Ajustes --> Ajustes generales --> " +"Integraciones`, habilite el *plugin de correo*, y *guarde* la configuración." + #: ../../content/applications/productivity/mail_plugins/outlook.rst:21 msgid "Install the Outlook Plugin" msgstr "Instalar el plugin de Outlook" @@ -2395,6 +2453,28 @@ msgstr "" msgid "Odoo for Outlook add-in button" msgstr "Botón del complemento de Odoo para Outlook" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +msgid "" +"The right-side panel can now display **Company Insights**. At the bottom, " +"click on *Login*." +msgstr "" +"En el panel ubicado a la derecha ahora aparece una opción de **Información " +"de la empresa**. Al final de la página, haga clic en *Iniciar sesión*." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +msgid "Logging in your Odoo database" +msgstr "Inicio de sesión en su base de datos de Odoo" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 +msgid "" +"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" +" available as a trial. This feature requires :ref:`prepaid credits " +"`." +msgstr "" +"Solo está disponible una cantidad limitada de solicitudes de *Información de" +" la empresa* (*Enriquecimiento de leads*) como prueba. Esta función requiere" +" :ref:`créditos prepagados `." + #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" "If, after a short while, the panel is still empty, it is possible that your " @@ -2432,6 +2512,16 @@ msgstr "" msgid "Once done, the Outlook panel needs to be opened again." msgstr "Una vez hecho esto, debe abrir el panel de Outlook otra vez." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 +msgid "Enter your Odoo database URL and click on *Login*." +msgstr "" +"Introduzca el URL de su base de datos de Odoo y haga clic en *Iniciar " +"sesión*." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +msgid "Entering your Odoo database URL" +msgstr "Introducir el URL de su base de datos de Odoo" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:99 msgid "Click on *Allow* to open the pop-up window." msgstr "Haga clic en *Permitir* para abrir la ventana emergente." @@ -2440,6 +2530,11 @@ msgstr "Haga clic en *Permitir* para abrir la ventana emergente." msgid "New window pop-up warning" msgstr "Advertencia de nueva ventana emergente" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 +msgid "If you aren't logged into your database, enter your credentials." +msgstr "" +"Si no ha iniciado sesión en su base de datos, introduzca sus credenciales." + #: ../../content/applications/productivity/mail_plugins/outlook.rst:107 msgid "Click on *Allow* to let the Outlook Plugin connect to your database." msgstr "" diff --git a/locale/es/LC_MESSAGES/sales.po b/locale/es/LC_MESSAGES/sales.po index 54451f594..3242fd5ec 100644 --- a/locale/es/LC_MESSAGES/sales.po +++ b/locale/es/LC_MESSAGES/sales.po @@ -10,24 +10,24 @@ # Jesús Alan Ramos Rodríguez , 2022 # Vivian Montana , 2022 # José Cabrera Lozano , 2022 -# Patricia Gutiérrez Capetillo , 2022 # David Arnold , 2022 -# Pablo Rojas , 2022 # Nicole Kist , 2022 # Jon Perez , 2022 -# Martin Trigaux, 2022 # Lucia Pacheco , 2022 # Leonardo J. Caballero G. , 2022 # Braulio D. López Vázquez , 2022 +# Pablo Rojas , 2022 +# Martin Trigaux, 2022 +# Patricia Gutiérrez Capetillo , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Braulio D. López Vázquez , 2022\n" +"Last-Translator: Patricia Gutiérrez Capetillo , 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -90,17 +90,18 @@ msgstr "" "canales en especiales desde la configuración de formulario." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -396,121 +397,170 @@ msgstr "" msgid "Lead mining" msgstr "Minado de leads" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -"En cualquier negocio es esencial obtener leads de calidad para apoyar el " -"crecimiento. El minado de leads le ayuda a generar leads desde cero " -"directamente desde su base de datos. Enfóquese en sus leads de acuerdo con " -"criterios fijos como el país, el tamaño se la empresa, o la industria de la " -"que provienen para que sea relevante según su empresa." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -"Para usar esta función vaya a :menuselection:`CRM --> Configuración --> " -"Ajustes` y active la función de **minado de leads**." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" -msgstr "Empiece a generar leads" - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." msgstr "" -"Ahora tendrá un nuevo botón llamado **Generar leads** en su flujo. También " -"podrá crear solicitud de minado de leads desde :menuselection:`Configuración" -" --> Solicitudes de minado de leads` y también lo podrá hacer desde " -":menuselection:`Leads --> Leads` donde tiene el botón de **Generar leads**." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 -msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" msgstr "" -"Desde aquí, haga clic en el botón de **Generar leads**. Ahí aparecerá una " -"ventana desde donde podrá elegir sus criterios." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 +msgid "" +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -"Puede decidir filtrar los leads que obtiene según el tamaño (número de " -"empleados) de las empresas. Puede elegir los países de los que vienen sus " -"leads y es posible que elija varios países. Puede elegir el sector del que " -"vienen sus leads. Es posible elegir más de un sector." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 -msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 +msgid "" +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" msgstr "" -"Puede elegir el vendedor y el equipo de ventas que se asignarán. También " -"puede agregar etiquetas para rastrear sus leads generados." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." -msgstr "Los leads generados tendrán el nombre de la empresa." +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +msgid "" +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 +msgid "" +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 +msgid "" +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "Precio" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." -msgstr "" -"La casilla azul automáticamente le dirá cuántos créditos se consumirán." - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 -msgid "" -"If you are on Odoo Online and have the Enterprise version, you benefit from " -"free trial credits to test the feature." +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:72 -msgid ":doc:`In-App Purchases (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 +msgid "" +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." msgstr "" -":doc:`Compras dentro de la app (IAP) " -"`" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" +msgstr ":doc:`../../../general/in_app_purchase`" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" @@ -2389,256 +2439,277 @@ msgstr "Empezando" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." msgstr "" -"Al trabajar con una aplicación de PdV, los empleados quieren una solución " -"simple y amigable con el usuario. Una solución que funciona en línea, fuera " -"de línea y con cualquier dispositivo." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" msgstr "" -"Un sistema de Punto de venta es una aplicación completamente integrada que " -"permite cualquier transacción, automáticamente registra movimientos de " -"productos en sus existencias y le da estadísticas a tiempo real y " -"consolidaciones en todas sus tiendas." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "Ponga productos disponibles en el PdV" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." +msgid "Making a product available in your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." -msgstr "También puede definir si se tiene que pesar un producto o no." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "Configure sus métodos de pago" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" -"Para agregar un método de pago, primero necesita crearlo. Vaya a " -":menuselection:`Punto de venta --> Configuraciónn --> Métodos de pago` y " -"haga clic en crear. Después, puede nombrar su método de pago y configurarlo." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "" -"No olvide sus credenciales para métodos que usan una terminal de pago." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." -msgstr "" -"Ahora puede elegir el método de pago en sus ajustes de PdV. Para hacerlo, " -"vaya a :menuselection:`Punto de venta --> Configuración --> Punto de venta` " -"y abra el PdV donde quiere incluir el método de pago. Después, agregue el " -"método de pago." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." msgstr "" -"*Configuración* es el menú donde puede editar todos los ajustes del punto de" -" venta. Para restaurantes hay más funciones disponibles." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" -msgstr "Su primera sesión de PdV" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" -msgstr "Su primera orden" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" msgstr "" -"Abra una nueva sesión desde el tablero, solo haga clic en *Nueva sesión*." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" +msgstr "Iniciar una sesión" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." -msgstr "Llegará a la interfaz del PdV después de la pantalla de carga." +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." +msgid "POS session interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "" -"Puede registrar un pago una vez que se complete una orden. Todos los métodos" -" de pago disponibles aparecerán en la izquierda de la pantalla. Seleccione " -"el método de pago e ingrese la cantidad recibida. Después, puede validar el " -"pago." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "Como separador decimal, puede usar tanto `,` como `.`." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 +msgid "" +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 msgid "Return and refund products" msgstr "Regresar y reembolsar productos" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 -msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," msgstr "" -"Tener una política de retorno bien planeada es clave para mantener " -"satisfechos a los clientes y para hacer el proceso de retorno fácil para " -"usted." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" -"Para hacerlo, desde la interfaz del PdV seleccione el producto y la cantidad" -" (con el botón +/-) que el cliente quiere regresar. Si son varios productos," -" repita el proceso individualmente." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 -msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 +msgid "" +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." msgstr "" -"Al estar en la interfaz del pago el total es negativo. Para terminar el " -"proceso de regreso, procese el pago y valídelo." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." +msgid "refund view from a POS" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" -msgstr "Cierre la sesión de PdV" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." msgstr "" -"Para cerrar la sesión al final del día, haga clic en el botón de cerrar en " -"la esquina superior derecha de su pantalla y confírmelo. Ahora, cierre la " -"sesión en la vista de tablero." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." +msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"It’s strongly advised to close your PoS session at the end of each day." -msgstr "Le recomendamos que cierre su sesión de PdV al final de cada día." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" -"Un vez que se cierra una sesión puede ver el resumen de todas las " -"transacciones por método de pago. Después, haga clic en una línea para ver " -"todas las órdenes que se pagaron durante su sesión de PdV. Si todo es " -"correcto, valide la sesión y publique los asientos de cierre" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 -msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." -msgstr "" -"Para conectar el hardware del PdV con una caja IoT de Odoo, lea estos " -"documentos: :doc:`Conecte una caja IoT a su base de " -"datos` y :doc:`Use la caja " -"IoT para el PdV`." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "Vea sus estadísticas" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." -msgstr "" -"Mantenerse al tanto de sus ventas es esencial para obtener buenas " -"estadísticas. Por esto, Odoo le brinda análisis sobre sus ventas." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -"Parra acceder a sus estadísticas vaya a :menuselection:`Punto de venta --> " -"Reportes--> Órdenes`. Ahí, puede ver varias estadísticas en forma de gráfico" -" o en tabla dinámica." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." -msgstr "También puede acceder a él a través del tablero." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 +msgid "" +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 @@ -2761,6 +2832,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "Configure el método de pago" @@ -2848,10 +2920,51 @@ msgstr "" "obligatorio." #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 +msgid "Set the Event URLs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 msgid "Add a new payment method" msgstr "Añadir un nuevo método de pago" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " @@ -2863,13 +2976,14 @@ msgstr "" "Posteriormente, seleccione el PdV y vaya a :menuselection:`Pagos --> Métodos" " de pago`, y agregue su nuevo método para Adyen." -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "Pagar con una terminal de pago" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2890,6 +3004,7 @@ msgstr "" "validar la orden." #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." @@ -2897,7 +3012,7 @@ msgstr "" "Esta opción solo está disponible después de recibir un mensaje de error que " "le informa que la conexión falló." -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" "Para cancelar la solicitud de pago, haga clic en :guilabel:`cancelar`." @@ -2907,6 +3022,7 @@ msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -3142,6 +3258,214 @@ msgstr "" " el botón de :guilabel:`Forzar hecho`. Esto le permitirá validar la orden en" " Odoo incluso si hay problemas de conexión entre la terminal de pago y Odoo." +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "Solución de problemas" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "Vantiv" @@ -4044,93 +4368,111 @@ msgstr "" " de *Agregar una línea de redondeo* y el método de redondeo *al alza*." #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" -msgstr "Facturar desde la interfaz de PdV" +msgid "Invoice issuance" +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." msgstr "" -"Algunos de sus clientes pueden solicitar una factura al comprar en su Punto " -"de venta, puede gestionarlo con facilidad directamente desde la interfaz de " -"PdV." #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" -msgstr "Activar facturación" +msgid "Set a customer" +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." msgstr "" -"Vaya a :menuselection:`Punto de venta --> Configuración --> Punto de venta` " -"y seleccione su Punto de venta:" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 -msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 +msgid "" +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." msgstr "" -"En *Facturas y recibos* verá la opción de facturación, selecciónela. No " -"olvide elegir en qué diario se deben crear las facturas." #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "Seleccionar un cliente" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "En la interfaz de su sesión, use el botón de cliente." - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." msgstr "" -"Posteriormente, puede seleccionar un cliente existente y establecerlo como " -"su cliente o crear uno nuevo con este botón." -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." msgstr "" -"Se le invitará a completar el formulario del cliente con su información." -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" -msgstr "Facturar a su cliente" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." +msgid ":doc:`../overview/getting_started`" msgstr "" -"En la pantalla de pago ahora tiene una opción de factura, use el botón para " -"seleccionarla y validarla." -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "Posteriormente, puede imprimir la factura y pasar a su próxima orden." - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "Obtener facturas" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 -msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 +msgid "" +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -"Una vez que salga de la interfaz del PdV (:menuselection:`Cerrar --> " -"Confirmar` en la esquina superior derecha) encontrará todas sus órdenes en " -":menuselection:`Punto de venta --> Órdenes --> Órdenes` y en la pestaña de " -"estado verá cuáles han sido facturadas. Puede acceder a la factura al hacer " -"clic en una orden." #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 msgid "Log in with employee" @@ -7733,6 +8075,173 @@ msgid "" " product." msgstr "" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "Establecer impuestos" diff --git a/locale/es/LC_MESSAGES/services.po b/locale/es/LC_MESSAGES/services.po index a5af9c8d5..941f0cb82 100644 --- a/locale/es/LC_MESSAGES/services.po +++ b/locale/es/LC_MESSAGES/services.po @@ -12,6 +12,7 @@ # Jesse Garza , 2022 # Alejandro Kutulas , 2022 # Braulio D. López Vázquez , 2022 +# Pedro M. Baeza , 2022 # Lucia Pacheco , 2022 # #, fuzzy @@ -1848,7 +1849,7 @@ msgstr "" #: ../../content/applications/services/timesheets.rst:8 msgid "Timesheets" -msgstr "Hojas de horas" +msgstr "Partes de horas" #: ../../content/applications/services/timesheets/overview/time_off.rst:3 msgid "Create Timesheets upon Time Off Validation" @@ -1990,44 +1991,45 @@ msgstr "" #: ../../content/services/support/what_can_i_expect.rst:22 msgid "What kind of support is included?" -msgstr "¿Qué tipo de soporte está incluido?" +msgstr "¿Con qué me puede ayudar el equipo de soporte?" #: ../../content/services/support/what_can_i_expect.rst:24 msgid "" "Providing you with relevant material (guidelines, product documentation, " "etc...)" msgstr "" -"Proporcionarle el material pertinente (directrices, documentación del " -"producto, etc.)" +"Proporcionar material pertinente (directrices, documentación del producto, " +"entre otros)." #: ../../content/services/support/what_can_i_expect.rst:26 msgid "" "Answers to issues that you may encounter in your standard Odoo database (eg." " “I cannot close my Point of Sale” or “I cannot find my sales KPIs?”)" msgstr "" -"Respuestas a los problemas que puede encontrar en su base de datos estándar " -"de Odoo (por ejemplo, “no puedo cerrar mi punto de venta” o “no puedo " -"encontrar mis KPI de ventas”)." +"Responder a problemas que puede encontrar en su base de datos estándar de " +"Odoo (por ejemplo, “no puedo cerrar mi punto de venta” o “no puedo encontrar" +" mis KPI de ventas”)." #: ../../content/services/support/what_can_i_expect.rst:28 msgid "Questions related to your account, subscription, or billing" -msgstr "Preguntas relacionadas con su cuenta, suscripción o facturación" +msgstr "" +"Responder a preguntas relacionadas con su cuenta, suscripción o facturación." #: ../../content/services/support/what_can_i_expect.rst:29 msgid "" "Bug resolution (blocking issues or unexpected behaviour not due to " "misconfiguration or customization)" msgstr "" -"Solución de bugs (problemas de bloqueo o comportamientos inesperados que no " -"se deban a una mala configuración o personalización)" +"Solucionar bugs (problemas de bloqueo o comportamientos inesperados que no " +"se deban a una mala configuración o personalización)." #: ../../content/services/support/what_can_i_expect.rst:31 msgid "" "Issues that might occur in a test database after upgrading to a newer " "version" msgstr "" -"Situaciones que pueden ocurrir en una base de datos de prueba después de " -"actualizar a una nueva versión" +"Resolver problemas que puedan ocurrir en una base de datos de prueba después" +" de actualizar a una nueva versión." #: ../../content/services/support/what_can_i_expect.rst:33 msgid "" @@ -2035,7 +2037,7 @@ msgid "" " agreement and gives you the material and knowledge to do it yourself!*" msgstr "" "*El equipo de soporte de Odoo no realiza cambios en su base de datos de " -"producción sin su aprobación, además le proporciona el material y los " +"producción sin su aprobación, en cambio, le proporciona el material y los " "conocimientos necesarios para que pueda hacerlo usted mismo.*" #: ../../content/services/support/what_can_i_expect.rst:38 diff --git a/locale/es/LC_MESSAGES/sphinx.po b/locale/es/LC_MESSAGES/sphinx.po index 9fc387dd2..8ee7dd4e9 100644 --- a/locale/es/LC_MESSAGES/sphinx.po +++ b/locale/es/LC_MESSAGES/sphinx.po @@ -5,18 +5,19 @@ # # Translators: # Patricia Gutiérrez Capetillo , 2022 -# Martin Trigaux, 2022 # Braulio D. López Vázquez , 2022 # Lucia Pacheco , 2022 +# Antonio Trueba, 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Lucia Pacheco , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -165,6 +166,86 @@ msgstr "Documentación" msgid "Content guidelines" msgstr "Lineamientos de contenido" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "Legal" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "Términos y condiciones" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "Inglés" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "En esta página" diff --git a/locale/es/LC_MESSAGES/websites.po b/locale/es/LC_MESSAGES/websites.po index 5b8a3444a..20ffa4063 100644 --- a/locale/es/LC_MESSAGES/websites.po +++ b/locale/es/LC_MESSAGES/websites.po @@ -29,7 +29,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Lucia Pacheco , 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" @@ -3064,13 +3064,9 @@ msgstr "robots.txt" #: ../../content/applications/websites/website/optimize/seo.rst:623 msgid "" "When indexing your website, search engines take a first look at the general " -"indexing rules of the a``/robots.txt`` file (allowed robots, sitemap path, " +"indexing rules of the ``/robots.txt`` file (allowed robots, sitemap path, " "etc.). Odoo automatically creates it. Its content is:" msgstr "" -"Al indexar su sitio web, los motores de búsqueda toman en cuenta las reglas " -"generales de indexación del archivo a``/robots.txt`` (robots permitidos, " -"ruta del mapa del sitio, etc.) que Odoo crea de forma automática. Su " -"contenido es:" #: ../../content/applications/websites/website/optimize/seo.rst:627 msgid "User-agent: \\* Sitemap: https://www.odoo.com/sitemap.xml" diff --git a/locale/fr/LC_MESSAGES/finance.po b/locale/fr/LC_MESSAGES/finance.po index 03aa7ce89..83fa58045 100644 --- a/locale/fr/LC_MESSAGES/finance.po +++ b/locale/fr/LC_MESSAGES/finance.po @@ -4,7 +4,6 @@ # FIRST AUTHOR , YEAR. # # Translators: -# e2f , 2022 # anthony chaussin , 2022 # Fred Gilson , 2022 # Eloïse Stilmant , 2022 @@ -15,7 +14,6 @@ # Benjamin Stienon , 2022 # Jonathan Castillo , 2022 # Florent de Labarre , 2022 -# Richard Mouthier , 2022 # Alexandra Jubert, 2022 # Julien Goergen , 2022 # jb78180 , 2022 @@ -28,26 +26,27 @@ # Christelle Pinchart , 2022 # Xavier Symons , 2022 # Shark McGnark , 2022 -# Jérôme Tanché , 2022 # Vallen Delobel , 2022 # Arnaud Willem , 2022 # Ludvig Auvens , 2022 # Camille Dantinne , 2022 # Khadija Mbazaa , 2022 # 0169fee580ff5de3f9b7241d14f30af9_5f30934 <1948a2319336319ed4429b6139c8c1c2_916898>, 2022 -# Cécile Collart , 2022 -# Jolien De Paepe, 2022 -# Martin Trigaux, 2022 # Fernanda Marques , 2022 +# Jolien De Paepe, 2022 +# Olivier ANDRE , 2022 +# Jérôme Tanché , 2022 +# Martin Trigaux, 2022 +# Cécile Collart , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Fernanda Marques , 2022\n" +"Last-Translator: Cécile Collart , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -275,7 +274,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -290,8 +289,8 @@ msgstr "" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -313,10 +312,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1414,8 +1415,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr "À faire" @@ -1667,7 +1667,6 @@ msgstr "Processus de lettrage bancaire - cas d'utilisation" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "Vue d'ensemble" @@ -2487,278 +2486,293 @@ msgstr "" "localisation, et comment la configurer." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." -msgstr "`WEBINAR D'UNE DEMO COMPLETE `_." +msgid "`VIDEO WEBINAR `_." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." -msgstr "`ECOMMERCE `_." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "Introduction" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +"`VIDEO WEBINAR ECOMMERCE `_." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" msgstr "" -"La localisation argentine a été améliorée et étendue dans Odoo v13, dans " -"cette version les modules suivants sont disponibles:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -"**l10n_ar** : ce module ajoute des fonctionnalités de comptabilité pour la " -"localisation Argentine, qui représentent la configuration minimale " -"nécessaire pour qu'une entreprise puisse opérer en Argentine et conformément" -" aux réglementations et directives de l'AFIP (Administración Federal de " -"Ingresos Públicos)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" -msgstr "" -"**l10n_ar_reports** : Ajouter un rapport de livre de TVA qui est une " -"exigence légale en Argentine et qui contient les informations détaillées sur" -" la TVA des ventes ou des achats enregistrés dans les écritures de journal. " -"Ce module comprend également le rapport récapitulatif TVA qui est utilisé " -"pour analyser la facture" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" +msgstr "Nom" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 -msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "Nom technique" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "Description" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 +msgid "" +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" -"**l10n_ar_edi** : Ce module comprend toutes les exigences techniques et " -"fonctionnelles pour générer une facture électronique via un service web, sur" -" la base de la réglementation AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" -msgstr "Installez les modules de localisation argentins" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 -msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 +msgid "" +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" -"Pour cela, allez dans *Applications* et recherchez l'Argentine. Cliquez " -"ensuite sur *Installer* pour les deux premiers modules." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "Configurez votre société" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -"Lorsque les modules sont installés, la première étape est de mettre en place" -" les données de votre société. En plus des informations essentielles, un " -"champ clé à remplir est le le type de responsabilité AFIP, qui représente " -"l'obligation fiscale et la structure d'une société:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" msgstr "Plan comptable" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" -msgstr "" -"Dans les paramètres de comptabilité, il existe trois packages disponibles " -"pour le plan comptable, qui sont liés au type de responsabilité AFIP de la " -"société, en considérant que si les sociétés de base ne nécessitent pas " -"autant de comptes que les sociétés qui ont des exigences fiscales plus " -"complexes :" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." -msgstr "Monotributista (149 comptes)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." -msgstr "IVA Exempto (159 comptes)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." -msgstr "Responsables Inscriptos (166 comptes)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" -msgstr "Configurez les données de base" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 msgid "Electronic Invoice Credentials" msgstr "Identifiants de facturation électronique" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "Environnement" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -"L'infrastructure AFIP est répliquée dans deux environnements distincts, " -"Testing et Production." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"Testing is provided so that the Companies can test their developments until " -"they are ready to move into the Production environment. As these two " +"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 "" -"Les tests sont fournis afin que les entreprises puissent tester leurs " -"développements jusqu'à ce qu'elles soient prêtes à passer en production. " -"Comme ces deux environnements sont complètement isolés l'un de l'autre, les " -"certificats numériques d'une instance ne sont pas valables dans l'autre " -"instance." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." msgstr "" -"Accédez à :menuselection:`Comptabilité --> Paramètres --> Localisation " -"Argentine` pour sélectionner l'environnement :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" -msgstr "Certificats AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." msgstr "" -"La facture électronique et les autres services de l'afip fonctionnent avec " -"les WebServices (WS) fournis par l'AFIP." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" -"Afin de permettre la communication avec l'AFIP, la première étape consiste à" -" demander un certificat numérique si vous n'en avez pas déjà." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" -"Générer une demande de signature de certificat (Odoo). Lorsque cette option " -"est sélectionnée, un fichier avec l'extension ``.csr`` (certificate signing " -"request) est généré pour être utilisé par le portail AFIP pour demander le " -"certificat." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." -msgstr "" -"Générer un certificat (AFIP). Accédez au portail AFIP et suivez les " -"instructions décrites dans le document suivant afin d'obtenir un certificat." -" `Obtenir le certificat AFIP " -"`_." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" -"Téléchargez le certificat et la clé privée (Odoo). Une fois le certificat " -"généré, il faut le télécharger dans Odoo, en utilisant le crayon à côté du " -"champ \"Certificado\" et sélectionner le fichier correspondant." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 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/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" -"Si vous devez configurer le certificat d'homologation, veuillez vous référer" -" à la documentation officielle de l'AFIP : `Certificat d'homologation " -"`_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "Partenaire" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" -msgstr "Type d'identification et TVA" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 -msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -"Dans le cadre de la localisation Argentine, les types de documents définis " -"par l'AFIP sont désormais disponibles sur le formulaire Partenaire, cette " -"information est indispensable pour la plupart des transactions. Six types " -"d'identification sont disponibles par défaut :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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 "" -"La liste complète des types d'identification définis par l'AFIP est incluse " -"dans Odoo mais seuls les plus courants sont actifs." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" -msgstr "Type de responsabilité AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"The complete list of :guilabel:`Identification Types` defined by the AFIP is" +" included in Odoo, but only the common ones are active." msgstr "" -"En Argentine, le type de document associé aux transactions des clients et " -"des fournisseurs est défini en fonction du type de responsabilité AFIP, ce " -"champ doit être défini dans le formulaire partenaire :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 +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/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2769,191 +2783,166 @@ msgstr "" msgid "Taxes" msgstr "Taxes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -"Dans le cadre du module de localisation, les taxes sont créées " -"automatiquement avec leur compte financier et leur configuration associés." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" -msgstr "Types de taxes" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "" "L'Argentine possède plusieurs types de taxes, les plus courantes sont :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "TVA : c'est la TVA normale et elle peut avoir plusieurs pourcentages." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "" -"Perception : c'est le versement anticipé d'une taxe qui est appliqué aux " -"factures." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "" -"Retenue : c'est le versement anticipé d'une taxe qui est appliqué aux " -"paiements." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "Autres" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "Taxes spéciales" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -"Certaines taxes argentines ne sont généralement pas appliquées à toutes les " -"sociétés. Par défaut, ces types de taxes sont ajoutées en mode désactivé, " -"avant de créer une nouvelle taxe vous devez impérativement confirmer si " -"elles se trouvent déjà dans les taxes désactivées ou pas." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "Types de documents" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" -"Dans certains pays de l'Amérique latine, y compris l'Argentine, certaines " -"opérations comptables comme les factures et les bordereaux de livraison sont" -" classées par types de documents définis par les autorités fiscales " -"publiques (l'AFIP dans le cas de l'Argentine)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." -msgstr "" -"Le type de document est une information essentielle qui doit être affichée " -"dans les rapports imprimés et qui doit être facilement identifiée, dans " -"l'ensemble des factures ainsi que des mouvements de compte." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -"Chaque type de document se voit attribuer une séquence unique selon le " -"journal auquel il est affecté. Selon la localisation, le type de document " -"inclut le pays dans lequel le document est applicable et les données sont " -"créées automatiquement lorsque le module de la localisation est installé." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +"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 "" -"Les informations requises pour les différents types de documents sont " -"incluses par défaut, de sorte que l'utilisateur n'a rien à remplir dans " -"cette vue :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." msgstr "" -"Plusieurs types de documents sont désactivés par défaut mais ils peuvent " -"être activés si nécessaire." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "Lettres" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 -msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" -"Dans le cas de l'Argentine, les types de document contiennent une lettre qui" -" vous indique la transaction/opération, par exemple :" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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 "" -"Lorsqu'une facture est liée à une transaction B2B, un document de type \"A\"" -" doit être utilisé. " -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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 "" -"Lorsqu'une facture est liée à une transaction B2C, un document de type \"B\"" -" doit être utilisé. " -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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 "" -"Lorsqu'une facture est liée à une transaction d'exportation, un document de " -"type \"E\" doit être utilisé. " -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -"Les documents ajoutés à la localisation ont leur propre lettre associée, " -"l'utilisateur ne doit rien configurer de plus." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "Utilisation dans les factures" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" -"Le type de document à utiliser dans chaque transaction sera déterminé par :" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." -msgstr "" -"Le journal lié à la facture, qui indique si celui-ci utilise des documents." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" -msgstr "" -"La condition appliquée en fonction du type de problèmes et du récepteur (par" -" ex. le type de régime fiscal de l'acheteur et le type de régime fiscal du " -"vendeur)." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "Lettres" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2963,771 +2952,875 @@ msgstr "" msgid "Journals" msgstr "Journaux" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" -msgstr "" -"Dans la localisation Argentine, le journal peut avoir une approche " -"différente en fonction de son utilisation et de son type interne. Pour " -"configurer vos journaux, accédez à :menuselection:`Comptabilité --> " -"Configuration --> Journaux`:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 -msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "" -"Informations AFIP (également connu sous le nom de point de vente AFIP)" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" -msgstr "" -"**Système AFIP POS** : Ce champ n'est visible que pour les journaux des " -"ventes et définit le type d'AFIP POS qui sera utilisé pour gérer les " -"transactions pour lesquelles le journal est créé. L'AFIP POS définit ainsi :" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "Les séquences de types de documents liés au service Web." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "La structure et les données du fichier de factures électroniques." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "Services web" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" -"``wsfev1 : Facture électronique.`` C'est le service le plus courant, il est " -"utilisé pour générer des factures pour les types de documents A, B, C, M " -"sans détail par article." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." +"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/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" -"**Numéro de POS AFIP** : Il s'agit du numéro configuré dans l'AFIP pour " -"identifier les opérations liées à ce POS AFIP." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "Facture : FA-A 0001-00000002." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." -msgstr "Note de crédit : NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "Note de débit : ND-A 0001-00000004." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "Séquences" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" -msgstr "" -"Si vous souhaitez synchroniser le numéro suivant dans la séquence dans Odoo " -"en fonction du numéro suivant dans le point de vente AFIP, le bouton suivant" -" visible sous :ref:`mode développeur ` peut être utilisé :" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 -msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 +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/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "Utilisation et test" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "Facture" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" -"Une fois les partenaires et journaux créés et configurés, lorsque les " -"factures seront générées elles auront le profil suivant :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 msgid "Document type assignation" msgstr "Attribution du type de document" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" +"When the partner is selected, the :guilabel:`Document Type` field will be " +"filled in automatically based on the AFIP document type:" msgstr "" -"Lorsque le partenaire est sélectionné, le type de document sera " -"automatiquement rempli, en fonction du type de document AFIP :" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "**Facture pour un client TVA Responsable Inscripto, préfixe A**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "**Facture pour un client final, préfixe B**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "**Facture d'exportation, préfixe E**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" -"Comme indiqué sur les factures, ils utilisent tous le même journal mais le " -"préfixe et la séquence sont donnés par le type de document." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" -"Le type de document le plus courant sera défini automatiquement pour les " -"différentes combinaisons de type de responsabilité AFIP mais il peut être " -"mis à jour manuellement par l'utilisateur." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "Éléments de la facture électronique" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" -"En cas d'utilisation de la facture électronique, si toutes les informations " -"sont correctes, la facture est enregistrée de manière standard. Si quelque " -"chose doit être corrigé (voir la section \"Erreurs courantes\" pour plus de " -"détails), un message d'erreur est affiché indiquant le problème et la " -"solution proposée et la facture reste en projet jusqu'à ce que les données " -"soient corrigées." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" -msgstr "" -"Une fois la facture enregistrée, les informations relatives à la validation " -"et au statut AFIP sont affichées dans l'onglet AFIP, notamment :" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." -msgstr "Autorisation AFIP : Numéro CAE." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 -msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" -"Date d'expiration : Date limite de transmission de la facture aux clients. " -"Normalement 10 jours après la génération du CAE." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" -msgstr "Résultat:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "Aceptado en AFIP." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "Aceptado con Observaciones." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "Taxes de facturation" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" -"En fonction du type de responsabilité AFIP, la taxe sur la TVA peut avoir un" -" comportement différent sur le rapport pdf :" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -"**A. Taxe exclue :** Dans ce cas, le montant taxé doit être clairement " -"identifié dans le rapport. Cette condition s'applique lorsque le client a le" -" type de responsabilité AFIP suivant :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." -msgstr "Responsable Inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -"**B. Montant de la taxe inclus :** Cela signifie que le montant de la taxe " -"est inclus dans le prix du produit, le sous-total et les totaux. Cette " -"condition s'applique lorsque le client possède les types de responsabilité " -"AFIP suivants :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "IVA Sujeto Exento." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." -msgstr "Consumidor Final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." -msgstr "Responsable Monotributo." +msgid "Electronic invoice elements" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." -msgstr "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" -msgstr "Cas d'utilisation particuliers" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" -msgstr "Factures pour des services" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -"Pour les factures électroniques qui incluent des services, l'AFIP exige de " -"déclarer la date de début et de fin du service, cette information peut être " -"remplie dans l'onglet “Autres informations” :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 +msgid "" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" -"Si les dates ne sont pas sélectionnées manuellement avant la validation de " -"la facture, les valeurs seront remplies automatiquement en considérant le " -"début et le jour du mois de la facture :" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 -msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." +":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/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." -msgstr "Type de document d'exportation ." +msgid "IVA Sujeto Exento;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." -msgstr "Position fiscale : Compras/Ventas al exterior." +msgid "Consumidor Final;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." +msgid "Responsable Monotributo;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." -msgstr "Exonération d'impôts." +msgid "IVA liberado." +msgstr "IVA liberado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" -msgstr "" -"Pour ces transactions, il est important de prendre en considération les " -"exigences suivantes :" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "Taxes." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "Zone." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "Détaillez chaque élément." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "Code selon la nomenclature commune du Mercosur (NCM)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "Description complète." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." -msgstr "Prix net unitaire." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "Quantité." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." -msgstr "Unité de mesure." +msgid "Exportation invoices" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." -msgstr "Bonus." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "Taux de TVA." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" -"**Factures:** Il existe plusieurs types de documents classés comme Mipyme " -"également connu sous le nom de facture électronique de crédit (FCE en " -"espagnol), qui est utilisé pour stimuler les PME, son objectif est de " -"développer un mécanisme qui améliore les conditions de financement de ces " -"entreprises et leur permet d'augmenter leur productivité, grâce au " -"recouvrement anticipé des crédits et des créances émises à leurs clients et " -"/ ou fournisseurs." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." -msgstr "Types de documents spécifiques (201, 202, 206, etc.)." +msgid "Exempt Taxes." +msgstr "Exonération d'impôts." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." -msgstr "L'émetteur doit être éligible par l'AFIP aux transactions MiPyme." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "Le montant doit être supérieur à 100 000 ARS." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 -msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -"Un compte bancaire de type CBU doit être lié à l'émetteur, sinon la facture " -"ne peut pas être validée, voici quelques messages d'erreurs à titre " -"d'exemple :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -"**Notes de crédit et de débit:** Lors de la création d'une note de " -"crédit/débit liée à un document FCE, il est important de prendre en " -"considération les points suivants :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -"Utilisez les boutons Note de crédit et Note de débit, afin que la référence " -"correcte du document d'origine soit transmise à la note." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 -msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -"La lettre du document doit être la même que celle du document d'origine " -"(soit A, soit B)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"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/accounting/fiscal_localizations/localizations/argentina.rst:472 +msgid "" +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" -"La même devise que le document source doit être utilisée. Lors de " -"l'utilisation d'une devise secondaire, il y a une différence de change si le" -" taux de change est différent entre le jour d'émission et la date de " -"paiement, il est possible de créer une note de crédit/débit pour " -"diminuer/augmenter le montant à payer en ARS." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" -msgstr "Dans le flux de travail, nous pouvons avoir deux scénarios :" +msgid "Zone;" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 -msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "Taux de TVA." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 +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 "" -"Le rapport PDF relatif aux factures électroniques qui ont été validées par " -"l'AFIP comprend un code-barres en bas du format qui représente le numéro " -"CAE, la date d'expiration est également affichée comme l'exige la loi :" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" -msgstr "Résolution des problèmes et audit" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -"À des fins d'audit et de résolution de problèmes, vous pouvez obtenir les " -"informations détaillées d'un numéro de facture qui a été précédemment envoyé" -" à l'AFIP," -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 -msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" -"Vous pouvez également obtenir le dernier numéro utilisé dans AFIP pour un " -"type de document et un numéro de point de vente spécifiques, afin d'éviter " -"tout problème de synchronisation des séquences entre Odoo et AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" -msgstr "Factures fournisseurs" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:517 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"To change the :guilabel:`Transmission Mode` for a specific invoice, go to " +"the :guilabel:`Other Info` tab and change it before confirming." msgstr "" -"En fonction du journal d'achat sélectionné pour la facture du fournisseur, " -"le type de document est désormais un champ obligatoire. Cette valeur est " -"remplie automatiquement sur la base du type de responsabilité AFIP de " -"l'émetteur et du client, mais la valeur peut être modifiée si nécessaire." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 +msgid "" +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" -"Le numéro de document doit être enregistré manuellement et le format est " -"validé automatiquement. Si le format n'est pas valide, une erreur " -"utilisateur s'affiche, indiquant le format correct attendu." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -"Le numéro de facture du fournisseur est structuré de la même manière que les" -" factures, à la différence que la séquence des documents est introduite par " -"l'utilisateur : “Préfixe du document - Lettre - Numéro du document\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" -msgstr "Valider le numéro de facture du fournisseur dans AFIP" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" -"Comme la plupart des entreprises ont des contrôles internes pour vérifier " -"que la facture du fournisseur est liée à un document AFIP valide, une " -"validation automatique peut être définie dans :menuselection:`Comptabilité " -"--> Paramètres --> Localisation argentine --> Valider le document dans " -"l'AFIP`, en considérant les niveaux suivants :" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -"**Non disponible:** La vérification n'est pas effectuée (c'est la valeur par" -" défaut)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -"**Disponible:** La vérification est faite, dans le cas où le numéro n'est " -"pas valide, cela ne fait qu'émettre un avertissement mais cela vous permet " -"de poster la facture du fournisseur." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" -"**Requise:** La vérification est faite et ne permet pas à l'utilisateur " -"d'enregistrer la facture du fournisseur si le numéro du document n'est pas " -"valide." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" -msgstr "Comment l'utiliser dans Odoo" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 -msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +msgid "Invoice printed report" msgstr "" -"Cet outil intègre dans la facture du fournisseur un nouveau bouton " -"\"Vérifier sur AFIP\" situé à côté du code d'autorisation AFIP." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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 "" -"S'il ne s'agit pas d'une autorisation AFIP valide, la valeur \"Rejeté\" sera" -" affichée et les détails de la validation seront ajoutés au chat." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" -msgstr "Cas d'utilisation particuliers" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" -msgstr "Concepts exonérés" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -"Certaines transactions incluent des éléments qui ne font pas partie du " -"montant de base de la TVA. C'est le cas des factures de carburant et " -"d'essence." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +"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 "" -"La facture du fournisseur sera enregistrée en utilisant un poste pour chaque" -" produit faisant partie du montant de base de la TVA et un poste " -"supplémentaire pour enregistrer le montant du concept exonéré :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "Taxes de perception" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" msgstr "" -"La facture du fournisseur sera enregistrée en utilisant 1 élément pour " -"chaque produit qui fait partie du montant de base de la TVA, la taxe de " -"perception peut être ajoutée dans n'importe quelle ligne de produit, comme " -"résultat nous aurons un groupe de taxe pour la TVA et un pour la perception," -" la valeur par défaut de la perception est toujours 1.00." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -"Vous devez utiliser le crayon qui se trouve à côté du montant de Perception " -"pour le modifier et définir le montant correct." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." -msgstr "Une fois cette opération effectuée, la facture peut être validée." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 msgid "Reports" msgstr "Rapports" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" msgstr "" -"Dans le cadre de la localisation, les prochains rapports financiers ont été " -"ajoutés :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" -msgstr "Rapports TVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" -msgstr "Libro de IVA Ventas" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" -msgstr "Libro de IVA Compras" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" -msgstr "Résumé de la TVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:627 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 msgid "IIBB - Reports" msgstr "Rapports IIBB" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" -msgstr "IIBB - Ventas por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" -msgstr "IIBB - Compras por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 msgid "Australia" @@ -3899,6 +3992,14 @@ msgstr "" msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "Introduction" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -4158,6 +4259,10 @@ msgstr "" " des données incluses dans le module de localisation. Les comptes sont " "mappés automatiquement dans :" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "Taxes." + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -4179,6 +4284,11 @@ msgstr "Taux de conversion." msgid "Master Data" msgstr "Données de base" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "Type d'identification et TVA" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -4240,6 +4350,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "Types de taxes" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "" @@ -4273,6 +4387,11 @@ msgstr "" "affections. Cela se fera dans Odoo en utilisant les positions fiscales " "d'achat par défaut." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "Types de documents" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -4302,10 +4421,36 @@ msgid "" "module is installed." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" +"Les informations requises pour les différents types de documents sont " +"incluses par défaut, de sorte que l'utilisateur n'a rien à remplir dans " +"cette vue :" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" +"Plusieurs types de documents sont désactivés par défaut mais ils peuvent " +"être activés si nécessaire." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "Utilisation dans les factures" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "" +"Le type de document à utiliser dans chaque transaction sera déterminé par :" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -5016,6 +5161,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "Factures fournisseurs" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -6978,28 +7127,6 @@ msgid "" "features of the Egyptian localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "Nom" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "Nom technique" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "Description" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr "" @@ -7233,7 +7360,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr ":doc:`../../taxation/taxes/taxes`" @@ -8919,10 +9046,6 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -13166,6 +13289,10 @@ msgstr "" msgid "The NIF should be set following the RUC format." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "Plan comptable" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -13495,6 +13622,10 @@ msgid "" "about :doc:`multicurrencies <../../others/multi_currency>`." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "Configurez les données de base" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -13838,6 +13969,10 @@ msgid "" "number of credits. The price list in the IAP is always displayed in EUR." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "Cas d'utilisation particuliers" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -15103,6 +15238,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "Étiquettes" @@ -15216,7 +15352,7 @@ msgstr ":doc:`../../receivables/customer_invoices/deferred_revenues`" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -15630,9 +15766,8 @@ msgstr "" " correctement configuré." #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr ":doc:`../../bank/setup/bank_accounts`" @@ -19192,133 +19327,88 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." msgstr "" -"Lorsque vous avez des centaines de factures fournisseurs par mois avec pour " -"chacune d'elles des conditions de paiement différentes, il peut être " -"complexe de suivre ce que vous avez à payer et quand vous devez payer. Payer" -" vos fournisseurs trop tôt peut diminuer votre trésorerie, et payert trop " -"tard peut entraîner des frais supplémentaires." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 -msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." -msgstr "" -"Heureusement, Odoo vous fournit les bons outils pour gérer les paiement " -"fournisseurs efficacement." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 msgid "Configuration: payment terms" msgstr "Configuration : conditions de règlement" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" msgstr "" -"Pour suivre les conditions fournisseur, nous utilisons des conditions de " -"règlement dans Odoo. Les conditions de règlement permettent de garder une " -"trace des conditions pour calculer la date d'échéance d'une facture. A titre" -" d'exemple, un délai de paiement peut être :" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 msgid "50% within 30 days" msgstr "50% sous 30 jours" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 msgid "50% within 45 days" msgstr "50% sous 45 jours" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" -"Pour créer vos conditions de règlement les plus courantes, utilisez le menu " -":menuselection:`Configuration -> Gestion -> Conditions de règlement` dans " -"l'application de **Comptabilité**. L'exemple suivant montre des conditions " -"de règlement de 30% de suite et le solde sous 30 jours." #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 -msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." +msgid "Forecast bills to pay with the aged payable report" msgstr "" -"Une fois que les conditions de paiement sont définies, vous pouvez les " -"assigner à votre fournisseur. Définissez le champ Condition de règlement " -"fournisseur dans l'onglet Comptabilité d'une fiche fournisseur. De cette " -"façon, chaque fois que vous allez acheter à ce fournisseur, Odoo vous " -"proposera automatiquement le délai de paiement à droite." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." msgstr "" -"Si vous ne définissez pas des conditions de règlement spécifiques sur un " -"fournisseur, vous serez toujours en mesure de mettre des conditions de " -"règlement spécifiques sur la facture fournisseur." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "Prévision des factures à payer avec la Balance Agée Fournisseurs" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." -msgstr "" -"Afin de suivre les montants à payer aux fournisseurs, utilisez le rapport " -"Balance agée des fournisseurs. Vous pouvez y accéder à partir du menu " -"Rapport de l'application de Comptabilité. Ce rapport vous donne un résumé " -"par fournisseur des montants à payer, au regard des dates d'échéances (la " -"date d'échéance étant calculée sur chaque facture en utilisant les " -"conditions de règlement)." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 -msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "" -"Ce rapport vous indique combien vous aurez à payer dans les prochains mois." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "Sélectionner des factures à payer" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -"En utilisant le menu :menuselection:`Achats --> Factures fournisseur`, vous " -"pouvez obtenir une liste des factures fournisseurs. En utilisant les filtres" -" avancés, vous pouvez lister toutes les factures que vous devez payer ou les" -" factures qui sont en retard (vous êtes en retard sur le paiement)." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." msgstr "" -"Depuis cet écran, vous pouvez également passer au tableau croisé dynamique " -"ou à la vue graphique pour obtenir des statistiques sur le montant dû au " -"cours du mois suivant, en utilisant la fonction grouper par \"Date " -"d'échéance\"." #: ../../content/applications/finance/accounting/payables/pay.rst:5 msgid "Vendor payments" @@ -19330,227 +19420,107 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -"Quand vous décidez de payer une facture fournisseur, vous pouvez choisir de " -"payer par chèque. Ainsi, à la fin de la journée, le responsable peut " -"imprimer tous les chèques par lot. Enfin, le processus de lettrage bancaire " -"fera correspondre les chèques que vous avez envoyés aux fournisseurs avec " -"les relevés bancaires réels." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "installer le module requis" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." -msgstr "l'impression " - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "" -"Selon votre pays et le plan comptable que vous utilisez, ces modules peuvent" -" être installés par défaut. (exemple: les utilisateurs des États-Unis n'ont " -"rien à installer, c'est configuré par défaut)." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "Activer la méthode de paiment par chèque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -"Afin de permettre les paiements par chéque, vous devez activer le mode de " -"paiement sur les journaux des banques concernées. Depuis le tableau de bord " -"de la Comptabilité (l'écran que vous obtenez lorsque vous entrez dans " -"l'application de Comptabilité), dans votre compte bancaire cliquez sur " -":menuselection:`Plus --> Configuration`. Dans le champ **Méthodes de " -"paiement**, cochez **Chèques**." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "Pré-imprimés de chèques compatibles pour l'impression des chèques" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "États Unis" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Pour les États-Unis, Odoo prend en charge par défaut les formats de chèques " "suivants :" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -"**QuickBooks® & Quicken®**: chèque en haut, talons au milieu et en bas" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" -msgstr "**Peachtree®** : chèque au milieu, talons en haut et en bas" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP®**: chèque en bas, et talons en haut" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "" -"Il est également possible de définir votre propre format de chèque à travers" -" les personnalisations." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "Payer un fournisseur par chèque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "Le paiement d'un fournisseur par chèque se fait en trois étapes :" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" -msgstr "l'enregistrement du paiement que vous souhaitez faire sur la facture" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "L'impression des chèques par lots pour tous les paiements enregistrés" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" -msgstr "rapprochement bancaire" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "Enregistrer un paiement par chèque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "Imprimer des chèques" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -"Dans le tableau de bord de Comptabilité, sur votre compte bancaire, vous " -"devriez voir un lien \"X chèques à imprimer\". Cliquez sur ce lien et vous " -"obtiendrez la liste de tous les chèques qui ne sont pas encore imprimés. " -"Depuis cet écran, vous pouvez imprimer tous les chèques d'un coup ou les " -"examiner un par un." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." -msgstr "" -"Si vous voulez vérifier chaque paiement un par un avant d'imprimer le " -"chèque, ouvrez le paiement et cliquez sur **Imprimer le chèque** si vous " -"l'acceptez. Une boîte de dialogue vous demandera le numéro du chèque. Il " -"vous propose automatiquement le numéro suivant, mais vous pouvez le changer " -"s'il ne correspond pas à votre prochain numéro de chèque." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." -msgstr "" -"Pour imprimer tous les chèques d'un coup, sélectionnez tous les paiements de" -" la liste et sélectionnez ensuite **Imprimer --> Chèques** dans le menu " -"\"Imprimer\" en haut." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "Tout payer par chèque" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "" -"Vous pouvez enregistrer un paiement qui n'est pas lié à une facture " -"fournisseur. Pour ce faire, utilisez le menu du haut :menuselection:`Achats " -"--> Paiements`. Enregistrez votre paiement et sélectionnez une méthode de " -"paiement par chèque." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "" -"Si vous payez une facture fournisseur spécifique, saisissez la référence de " -"la facture dans le champ **Mémo**." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "" -"Une fois que votre paiement par chèque est enregistré, n'oubliez pas de le " -"**Confirmer**. Une fois confirmé, vous pouvez utiliser **Imprimer chèque** " -"directement ou suivre la méthode précédente pour imprimer les chèques par " -"lot :" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "`Imprimez des chèques`_" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" +"click on :guilabel:`Print`." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 @@ -19568,10 +19538,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr ":doc:`../../bank/reconciliation/use_cases`" @@ -19641,245 +19611,180 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr ":doc:`../../receivables/customer_invoices/payment_terms`" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "Pay avec SEPA" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." msgstr "" -"SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" msgstr "" -"Le SEPA est pris en charge par les banques des 28 États membres de l'UE " -"ainsi que par l'Islande, la Norvège, la Suisse, Andorre, Monaco et Saint-" -"Marin." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." +msgid "Vatican City State." msgstr "" -"Une fois que les paiements sont traités par votre banque, vous pouvez " -"importer directement le relevé de compte à l'intérieur Odoo. Le processus de" -" lettrage bancaire fera parfaitement correspondre les ordres SEPA que vous " -"avez envoyés à votre banque aux relevés bancaires réels." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 -msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 +msgid "" +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." msgstr "" -"Pour payer les fournisseurs avec SEPA, vous devez installer le module " -"**Transfert de crédit SEPA**. Ce module gère le processus de création des " -"fichiers SEPA basé sur les paiements Odoo." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." msgstr "" -"Selon votre pays et le plan comptable que vous utilisez, ce module peut être" -" installé par défaut." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "Activer les méthodes de paiement SEPA sur les banques" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -"Afin de permettre les paiements par SEPA, vous devez activer le mode de " -"paiement sur les journaux des banques concernées. Depuis le tableau de bord " -"de la Comptabilité (l'écran que vous obtenez lorsque vous entrez dans " -"l'application de Comptabilité), cliquez sur \"Plus\" sur votre compte " -"bancaire et sélectionnez l'option \"Configuration\"." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -"Pour activer SEPA, cliquez sur l'onglet **Paramètres avancés** et, dans les " -"**Méthodes de paiement** dans la section **Divers**, cochez la case **Sepa " -"Credit Transfer**." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -"Assurez-vous d'indiquer le numéro de compte IBAN (le numéro de compte " -"national ne fonctionnera pas avec SEPA) et le BIC (code d'identification de " -"banque) dans votre journal de banque." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." msgstr "" -"Par défaut, les paiements que vous envoyez avec SEPA utiliseront le nom de " -"votre entreprise comme nom d'émetteur. C'est ce qui apparaîtra sur le relevé" -" bancaire du destinataire dans le champ **Payé par**. Vous pouvez le " -"personnaliser dans les \"Données de votre société\", dans l'onglet " -"**Configuration**, sous la section **SEPA**." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "Enregistrez vos paiements" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." msgstr "" -"Vous pouvez enregistrer un paiement qui n'est pas lié à une facture " -"fournisseur. Pour ce faire, utilisez le menu du haut :menuselection:`Achats " -"-> Paiements`. Enregistrez votre paiement et sélectionnez une méthode de " -"paiement par Sepa Credit Transfer." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." -msgstr "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "" -"Pour les paiements futurs à ce fournisseur, Odoo vous proposera " -"automatiquement le compte bancaire, mais vous serez en mesure d'en " -"sélectionner un autre ou d'en créer un nouveau." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "" -"Si vous payez une facture fournisseur spécifique, saisissez la référence de " -"la facture dans le champ **mémo**." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "" -"Une fois que votre paiement est enregistré, n'oubliez pas de le confirmer. " -"Vous pouvez également payer les factures fournisseurs directement depuis la " -"facture à l'aide du bouton Enregistrer le paiement en haut d'une facture " -"fournisseur. Le formulaire est le même, mais le paiement est directement lié" -" à la facture et sera automatiquement rapprochée avec elle." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "Générer des fichiers SEPA" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "" -"À partir du tableau de bord de votre Comptabilité, vous devriez voir s'il y " -"a des fichiers SEPA à générer pour chaque compte bancaire." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." -msgstr "" -"Cliquez sur le lien pour vérifier tous les paiements qui sont prêts à ête " -"transférés par SEPA. Ensuite, sélectionnez tous les paiements que vous " -"souhaitez envoyer (ou cochez la case en haut pour sélectionner tous les " -"paiements à la fois) et cliquez sur :menuselection:`Plus -> Télécharger les " -"paiements SEPA`." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "Dépannage" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "La banque refuse mon fichier SEPA" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 -msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "" -"Il n'y a pas de Bank Identifier Code enregistré pour le compte bancaire ..." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 -msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "" -"Pour envoyer un paiement SEPA, le destinataire doit être identifié par un " -"code IBAN et un code BIC valides. Si ce message apparaît, vous avez " -"probablement enregistré un code IBAN pour le partenaire que vous payez, mais" -" oublié de remplir le champ BIC." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr ":doc:`check`" - -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 @@ -19947,7 +19852,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "Prérequis" @@ -21321,6 +21226,7 @@ msgid "Account receivables" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "" @@ -23213,26 +23119,17 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" -"SEPA, l'espace unique de paiements en euros, est une initiative " -"d'intégration des paiements de l'Union européenne pour la simplification des" -" virements bancaires libellés en euros. Avec le **Prélèvement SEPA**, vos " -"clients peuvent signer un **mandat** qui vous autorise à prélever les " -"paiements futurs sur leurs comptes bancaires. Ceci est particulièrement " -"utile pour les paiements récurrents basés sur un abonnement." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." msgstr "" -"Vous pouvez enregistrer les mandats des clients dans Odoo et générer des " -"fichiers XML contenant les paiements en attente effectués avec un mandat " -"SDD." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 msgid "" @@ -23251,154 +23148,123 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "Créer un mandat" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." msgstr "" -"Le mandat de prélèvement SEPA est le document que vos clients signent pour " -"vous autoriser à collecter de l'argent directement sur leurs comptes " -"bancaires." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "" -"Pour créer un nouveau mandat, allez dans :menuselection:`Comptabilité --> " -"Clients --> Mandats de prélèvement`, cliquez sur *Créer*, et remplissez le " -"formulaire." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" -"Exportez le fichier PDF en cliquant sur *Imprimer*. Il appartient alors à " -"votre client de signer ce document. Une fois cela fait, téléchargez le " -"fichier signé dans le champ **Document original**, et cliquez sur *Valider* " -"pour commencer à exécuter le mandat." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 -msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." -msgstr "" -"Assurez-vous que les **coordonnées bancaires IBAN** sont correctement " -"enregistrées sur le formulaire de contact du débiteur, sous l'onglet " -"*Comptabilité*, et dans votre propres paramètres de :doc:`Compte bancaire " -"<../../bank/setup/bank_accounts >`." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "Prélèvement SEPA comme mode de paiement" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 -msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." +msgid "SEPA Direct Debit as a payment method" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 +msgid "" +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "" "Les clients utilisant SDD comme mode de paiement sont invités à ajouter leur" " IBAN, leur adresse email et à signer leur mandat de prélèvement SEPA." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "Clôturer ou révoquer un mandat" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." -msgstr "" -"Les mandats de domiciliation sont clôturés automatiquement après leur *date " -"de fin*. Si ce champ est laissé vide, le mandat reste *Actif* jusqu'à ce " -"qu'il soit *Fermé* ou *Révoqué*." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 -msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." -msgstr "" -"Une fois qu'un mandat a été *fermé* ou *révoqué*, il ne peut pas être " -"réactivé." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "Factures clients" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." @@ -23406,92 +23272,75 @@ msgstr "" "Vous pouvez enregistrer des paiements SDD pour les factures émises aux " "clients qui ont un mandat SDD actif." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" msgstr "" -"Pour présenter des ordres de paiement, générez un fichier XML de prélèvement" -" automatique SEPA" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "Enregistrer les paiements par chèques des clients" @@ -23976,12 +23825,22 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -23990,7 +23849,7 @@ msgid "" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -24001,51 +23860,51 @@ msgstr "" msgid "See detailed information of a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -24054,11 +23913,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -24070,39 +23929,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -24113,18 +23973,19 @@ msgid "" " Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -24138,11 +23999,11 @@ msgstr "" msgid "See the reconcile option" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -24202,61 +24063,55 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "Périodicité de la déclaration de revenus" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" msgstr "" -"**Périodicité** : définissez ici si vous produisez votre déclaration de " -"revenus chaque mois ou tous les trois mois." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" msgstr "" -"**Rappel**: définissez quand Odoo doit vous rappeler de produire votre " -"déclaration de revenus." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone @@ -24275,19 +24130,19 @@ msgstr "Grilles de Taxe" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." @@ -24297,284 +24152,570 @@ msgstr "" msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "Date de verrouillage de la taxe" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" +msgid "Lock your tax for a specific period in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "Rapport de taxes" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr ":doc:`../../getting_started/initial_configuration/setup`" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" +msgid "Create a report with customized formulas" msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." msgstr "" -"Odoo 13 est livré avec des outils de reporting puissants et faciles à " -"utiliser. Créer de nouveaux rapports (tels qu'un rapport fiscal, un bilan ou" -" un compte de résultat avec des regroupements et une présentation " -"spécifique) pour répondre à vos besoins est maintenant plus facile que " -"jamais." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "Activer le mode développeur" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." msgstr "" -"Afin d'avoir accès à l'interface de création de rapport financier, le " -":ref:`mode développeur ` doit être activé." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "Créez votre rapport financier" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." msgstr "" -"Tout d'abord, vous devez créer votre rapport financier. Pour ce faire, aller" -" à :menuselection:`Comptabilité --> Configuration --> Rapports financiers` " -"et cliquez sur **Créer**." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 -msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 +msgid "" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." msgstr "" -"Une fois que le nom est rempli, il y a deux autres paramètres qui doivent " -"être configurés :" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" -msgstr "**Montrer les colonnes de crédit et débit**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "**Périodes d'analyse**" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "Basé sur des plages de dates (par ex. Compte de Résultat)" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" -msgstr "Basé sur une date unique (par ex. bilan)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" -msgstr "" -"Basé sur des plages de date avec les colonnes 'anciens' et 'total' et les 3 " -"derniers mois (par ex. Balances Agées des Tiers)" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "Ajouter des lignes dans vos rapports personnalisés" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "Variantes" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" -"Après avoir créé le rapport, vous devez le remplir avec des lignes. Elles " -"ont toutes besoin d'un **nom**, d'un **code** (qui est utilisé pour faire " -"référence à la ligne), d'un **numéro de séquence** et d'un **niveau** " -"(utilisé pour le rendu de la ligne)." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." msgstr "" -"Dans le champ **formules**, vous pouvez ajouter une ou plusieurs formules " -"pour attribuer une valeur à la colonne solde (et aux colonnes de débit et de" -" crédit le cas échéant - séparées par ;)" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "Vous avez plusieurs objets disponibles dans la formule:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -"``Ndays`` : le nombre de jours de la période choisie (pour les rapports avec" -" une plage de dates)." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "Lignes" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." msgstr "" -"Un autre rapport, référencé par son code. Utilisez ``.balance`` pour obtenir" -" son solde (sont également disponible ``.credit``, ``.debit`` et " -"``.amount_residual``)" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 -msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." msgstr "" -"Une ligne peut également être basée sur la somme de lignes d'écritures " -"comptable sur un domaine sélectionné. Dans ce cas, vous devez remplir le " -"champ domaine avec un domaine Odoo sur l'objet de la ligne d'écriture " -"comptable. Ensuite, un objet supplémentaire est disponible dans le champ " -"formules, à savoir ``sum``, la somme de lignes d'écritures comptable de ce " -"domaine. Vous pouvez également utiliser le champ Grouper par le champ pour " -"regrouper les lignes d'écritures comptable par une de leurs colonnes." - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "Autres champs utiles :" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." -msgstr "**Type** : Type du résultat de la formule." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." -msgstr "" -"**La croissance est-elle bonne lorsqu'elle est positive**: Utilisé lors du " -"calcul de la colonne de comparaison. Vérifie si la croissance est bonne " -"(affiché en vert) ou non." +msgid "Expressions" +msgstr "Expressions" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." msgstr "" -"**Changement de date spécial**: Si une ligne spécifique dans un rapport ne " -"doit pas utiliser les mêmes dates que le reste du rapport." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." msgstr "" -"**Voir domaine** : Comment le domaine d'une ligne est affiché. Peut prendre " -"les valeurs : replié (``default``, caché au début, mais peut être déplié), " -"``always`` (toujours affiché) ou ``never`` (jamais montré)." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" -msgstr ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "Colonnes" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 msgid "Data inalterability check report" @@ -27290,107 +27431,215 @@ msgstr "" msgid "`Odoo Documents: product page `_" msgstr "`Odoo Documents : page produit `_" -#: ../../content/applications/finance/documents.rst:14 +#: ../../content/applications/finance/documents.rst:12 +msgid "" +"`Odoo Tutorials: Documents basics " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:13 +msgid "" +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "" +"Enable the centralization of files attached to a specific area of your " +"activity." +msgstr "" + +#: ../../content/applications/finance/documents.rst:31 +msgid "" +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." +msgstr "" + +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." +msgstr "" + +#: ../../content/applications/finance/documents.rst:39 +msgid "" +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." +msgstr "" + +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" +msgstr "Espaces de travail " + +#: ../../content/applications/finance/documents.rst:45 +msgid "" +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:50 +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "Gestion des documents" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 msgid "Workflow actions" msgstr "Actions de flux de travail" -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:100 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." msgstr "" -"Les actions de flux de travail sont des actions automatisées que vous pouvez" -" créer et personnaliser au niveau de chaque espace de travail. Ils " -"apparaissent à côté d'un fichier chaque fois qu'il répond aux critères que " -"vous avez définis. De cette façon, vous pouvez, par exemple, ajouter des " -"balises à un fichier ou le déplacer vers un autre espace de travail en un " -"seul clic. Les actions de flux de travail vous aident à rationaliser la " -"gestion de vos documents et l'ensemble de vos opérations commerciales." -#: ../../content/applications/finance/documents.rst:22 +#: ../../content/applications/finance/documents.rst:107 msgid "Create workflow actions" msgstr "Créer des actions de flux de travail" -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:109 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." -msgstr "" -"Pour créer des actions de flux de travail, allez dans " -":menuselection:`Documents --> Configuration --> Espaces de travail` et " -"sélectionnez l'espace de travail où l'action doit s'appliquer. Cliquez sur " -"le bouton intelligent *Actions*, puis sur *Créer*." - -#: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" +"Configuration --> Actions` and then click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/finance/documents.rst:33 +#: ../../content/applications/finance/documents.rst:113 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." msgstr "" -"Une action s'applique à tous les *espaces de travail enfants* sous *l'espace" -" de travail parent* que vous avez sélectionné." -#: ../../content/applications/finance/documents.rst:36 -msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." -msgstr "" -"Si vous utilisez le :ref:`mode développeur `, yvous pouvez " -"accéder directement à toutes vos actions en allant dans " -":menuselection:`Documents --> Configuration --> Actions`." - -#: ../../content/applications/finance/documents.rst:40 +#: ../../content/applications/finance/documents.rst:117 msgid "Set the conditions" msgstr "Définir les conditions" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:119 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." msgstr "" -"Après avoir nommé votre action de flux de travail, vous pouvez définir les " -"conditions qui déclenchent l'apparition du bouton d'action dans le panneau " -"de droite lors de la sélection d'un fichier." -#: ../../content/applications/finance/documents.rst:45 +#: ../../content/applications/finance/documents.rst:123 msgid "There are three basic types of conditions you can set:" msgstr "Vous pouvez définir trois types de conditions de base :" -#: ../../content/applications/finance/documents.rst:47 +#: ../../content/applications/finance/documents.rst:125 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." msgstr "" -"**Tags** : vous pouvez à la fois utiliser les conditions *Contient* et *Ne " -"contient pas*, ce qui signifie que les fichiers *doivent avoir* ou *ne " -"doivent pas avoir* les tags définis ici." -#: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." msgstr "" -"**Contact** : les fichiers doivent être associés au contact défini ici." -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" -"**Propriétaire** : les fichiers doivent être associés au propriétaire défini" -" ici." #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." @@ -27398,11 +27647,11 @@ msgstr "" "Si vous ne définissez aucune condition, le bouton d'action apparaît pour " "tous les fichiers situés dans l'espace de travail sélectionné." -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "Type de condition avancée : domaine " -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." @@ -27410,42 +27659,36 @@ msgstr "" "Il est recommandé d'avoir une certaine connaissance du développement Odoo " "pour configurer correctement les filtres *Domaine*." -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" -"TPour accéder à la condition *Domaine*, le :ref:`mode développeur " -"` doit être activé. Une fois cela fait, sélectionnez le type" -" de condition *Domaine* et cliquez sur *Ajouter un filtre*." #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" -"Pour créer une règle, vous sélectionnez généralement un champ, un opérateur " -"et une valeur. Par exemple, si vous souhaitez ajouter une action de flux de " -"travail à tous les fichiers PDF d'un espace de travail, définissez le champ " -"sur *Type Mime*, l'opérateur sur *contient* et la valeur sur *pdf*." #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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/finance/documents.rstNone @@ -27453,18 +27696,17 @@ msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "Configurer les actions" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" msgstr "" -"Sélectionnez l'onglet *Actions* pour configurer votre action. Vous pouvez " -"simultanément :" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." @@ -27472,7 +27714,7 @@ msgstr "" "**Définir le contact** : ajouter un contact au fichier ou remplacer un " "contact existant par un nouveau." -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." @@ -27480,13 +27722,13 @@ msgstr "" "**Définir le propriétaire** : ajouter un propriétaire au fichier ou " "remplacer un propriétaire existant par un nouveau." -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" "**Déplacer vers l'espace de travail** : déplacer le fichier vers n'importe " "quel espace de travail." -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" @@ -27494,29 +27736,29 @@ msgstr "" "**Créer** : créer l'un des éléments suivants attachés au fichier dans votre " "base de données :" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "" "**Modèle de produit** : créer un produit que vous pouvez modifier " "directement." -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "" "**Tâche** : créer une tâche de projet que vous pouvez modifier directement." -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "" "**Demande de signature** : créer un nouveau modèle de signature à envoyer." -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "" "**Signer directement** : créer un modèle de signature pour signer " "directement." -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." @@ -27524,7 +27766,7 @@ msgstr "" "**Facture du fournisseur** : créer une facture du fournisseur à l'aide de " "l'OCR et de l'IA pour extraire les informations du contenu du fichier." -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." @@ -27532,7 +27774,7 @@ msgstr "" "**Facture client** : créer une facture client à l'aide de l'OCR et de l'IA " "pour extraire les informations du fichier." -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." @@ -27540,7 +27782,7 @@ msgstr "" "**Avoir de fournisseur** : créer une note de crédit du fournisseur à l'aide " "de l'OCR et de l'IA pour extraire les informations du fichier." -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." @@ -27548,19 +27790,19 @@ msgstr "" "**Avoir client** : créez une note de crédit client à l'aide de l'OCR et de " "l'IA pour extraire les informations du fichier." -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "" "**Candidat** : créer une nouvelle application RH que vous pouvez éditer " "directement." -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" "**Définir les étiquette** : ajouter, supprimer et remplacer un nombre " "quelconque d'étiquettes." -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." @@ -27568,7 +27810,7 @@ msgstr "" "**Activités - Tout marquer comme fait** : marquer toutes les activités liées" " au fichier comme faites." -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -27582,6 +27824,24 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "Notes de frais" @@ -28018,7 +28278,7 @@ msgstr "e (par ex. à facturer)." msgid "Payment providers (credit cards, online payments)" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -28026,7 +28286,7 @@ msgid "" "favorite payment methods such as **Credit Cards**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -28041,13 +28301,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -28055,11 +28315,11 @@ msgid "" "providers' systems." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -28067,120 +28327,125 @@ msgid "" " on the bank account and follow the usual reconciliation workflow." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "Fournisseurs de paiement en ligne" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "Flux de paiement" - #: ../../content/applications/finance/payment_providers.rst:67 -msgid ":ref:`Tokenization `" +msgid "Payment flow from" msgstr "" #: ../../content/applications/finance/payment_providers.rst:68 -msgid ":ref:`Manual capture `" +msgid ":ref:`Tokenization `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:69 -msgid ":ref:`Refunds `" +msgid ":ref:`Manual capture `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:70 -msgid ":ref:`Express checkout `" +msgid ":ref:`Refunds `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:71 -msgid ":doc:`Adyen `" +msgid ":ref:`Express checkout `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" -msgstr "Paiement d'Odoo" +msgid ":ref:`Extra fees `" +msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 +msgid ":doc:`Adyen `" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:74 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 msgid "|V|" msgstr "|V|" -#: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -28190,7 +28455,16 @@ msgid "" "accounting control process." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "Paiements bancaires" @@ -28224,22 +28498,22 @@ msgstr "" "<../finance/accounting/receivables/customer_payments/batch_sdd>` pour plus " "d'informations sur ce mode de paiement." -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "Fonctionnalités supplémentaires" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " "check if your payment provider supports these features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -28248,14 +28522,14 @@ msgid "" "conversion rate and for subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -28263,11 +28537,11 @@ msgid "" "provider's server." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -28278,7 +28552,7 @@ msgid "" "payments manually can prove itself useful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." @@ -28286,7 +28560,7 @@ msgstr "" "Recevez la confirmation de paiement et attendez que la commande soit " "expédiée pour saisir le paiement." -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." @@ -28294,33 +28568,33 @@ msgstr "" "Examinez et vérifiez que les commandes soient légitimes avant que le " "paiement ne soit effectué et que le processus d'exécution ne commence." -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" " release the funds, click on the :guilabel:`VOID TRANSACTION` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -28329,31 +28603,31 @@ msgid "" "capturing or voiding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "Retours" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " "customer payment, navigate to it and click on the :guilabel:`REFUND` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -28362,49 +28636,74 @@ msgid "" "refunding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -28419,7 +28718,7 @@ msgid "" " Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -28429,7 +28728,7 @@ msgid "" "your main database." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -28440,55 +28739,54 @@ msgstr "" msgid "Credentials tab" msgstr "Onglet Identifiants" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "Onglet Configuration" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "Pays" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "Montant maximum" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -28496,21 +28794,21 @@ msgid "" "delivery methods are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "Journal des paiements" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -28520,24 +28818,24 @@ msgid "" " while preventing making payments and registering new tokens." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " "your customers. Click on the :guilabel:`Unpublish` button to unpublish it." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "Perspective Comptable" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -28552,14 +28850,14 @@ msgstr "" "comptables de vos paiements. Nous vous recommandons de demander conseil à " "votre comptable." -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" @@ -28567,7 +28865,7 @@ msgstr "" "Vous pouvez utiliser un seul journal pour de nombreux modes de paiement. Et " "pour chaque moyen de paiement, vous pouvez soit :" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." @@ -28575,7 +28873,7 @@ msgstr "" "Définissez un **compte comptable** pour séparer ces paiements d'un autre " "mode de paiement." -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -28587,7 +28885,7 @@ msgstr "" msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." @@ -28596,59 +28894,63 @@ msgstr "" "certains journaux seulement, ou un seul mode de paiement... Ce qui " "correspond le mieux à vos besoins." -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr "" @@ -28666,6 +28968,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -28839,7 +29142,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "Faire une réservation sur une carte" @@ -28897,7 +29200,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr "" @@ -29316,7 +29619,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/buckaroo.rst:45 msgid "Website Key" -msgstr "" +msgstr "Clé de site web" #: ../../content/applications/finance/payment_providers/buckaroo.rst:47 msgid "" @@ -29344,6 +29647,54 @@ msgstr "" "test*. Nous vous recommandons de le faire sur une base de données de test " "Odoo, plutôt que sur votre base de données principale." +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "Démo" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "Flutterwave" @@ -29787,6 +30138,10 @@ msgid "" "this on a test Odoo database rather than on your main database." msgstr "" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -29796,8 +30151,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 @@ -30139,43 +30494,49 @@ msgstr "" msgid "Link your Stripe Account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -30183,77 +30544,77 @@ msgid "" " webhook ` and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " "Stripe` and click on the *Connect Stripe* button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" " messages sent from Stripe to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -30261,37 +30622,37 @@ msgid "" "Standard Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -30313,74 +30674,74 @@ msgstr "" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " ":guilabel:`payment_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "Activer les méthodes de paiement locales" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." @@ -30388,31 +30749,31 @@ msgstr "" "Les méthodes de paiement locales sont des méthodes de paiement qui ne sont " "disponibles que pour certains marchands et pays et devises de clients." -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -30425,27 +30786,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -30453,28 +30814,28 @@ msgid "" "automatically from Odoo, or manually from Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" " registered with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -30485,7 +30846,7 @@ msgid "" "Click on :guilabel:`Add` to register your web domain with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "" @@ -30551,99 +30912,112 @@ msgid "Sign" msgstr "Signature" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." msgstr "" -"**Odoo Signature** vous permet d'envoyer, de signer et d'approuver des " -"documents en ligne." #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." msgstr "" -"Vous pouvez télécharger n'importe quel fichier PDF et y ajouter des champs " -"par un glisser-déposer. Ces champs sont automatiquement remplis avec les " -"détails de l'utilisateur s'il est connecté." #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "`Odoo Signature : page produit `_" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriels Odoo : Signature `_" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "Validité des signatures électroniques" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." msgstr "" -"La validité juridique des signatures électroniques générées par Odoo dépend " -"de la législation de votre pays. Les entreprises qui font des affaires à " -"l'étranger devraient également tenir compte des lois sur les signatures " -"électroniques d'autres pays." -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "Dans l'Union européenne" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" -"Le `règlement eIDAS `_ établit le" -" cadre des signatures électroniques dans les `27 États membres de l'Union " -"européenne `_." #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" -msgstr "Elle distingue trois types de signatures électroniques :" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" +msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "Signatures électroniques. " +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" +msgstr "" -#: ../../content/applications/finance/sign.rst:33 +#: ../../content/applications/finance/sign.rst:36 msgid "Advanced electronic signatures" msgstr "Signatures électroniques avancées" -#: ../../content/applications/finance/sign.rst:34 +#: ../../content/applications/finance/sign.rst:37 msgid "Qualified electronic signatures" msgstr "Signatures électroniques qualifiées" -#: ../../content/applications/finance/sign.rst:36 +#: ../../content/applications/finance/sign.rst:39 msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." msgstr "" -#: ../../content/applications/finance/sign.rst:41 +#: ../../content/applications/finance/sign.rst:42 msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" msgstr "" -"Notez que les signatures électroniques peuvent ne pas être automatiquement " -"reconnues comme valides. Vous devrez peut-être apporter des preuves à " -"l'appui de la validité d'une signature." - -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" -msgstr "Aux États-Unis d'Amérique" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "États-Unis d'Amérique" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -30667,7 +31041,7 @@ msgstr "" "`_ n'ont pas " "adopté l'UETA, mais des actes similaires à la place." -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" @@ -30675,151 +31049,201 @@ msgstr "" "Globalement, pour être reconnues comme valides, les signatures électroniques" " doivent répondre à cinq critères :" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." msgstr "" -"Un signataire doit montrer une intention claire de signer. Par exemple, " -"l'utilisation d'une souris pour dessiner une signature peut montrer " -"l'intention. Le signataire doit également avoir la possibilité de refuser de" -" signer électroniquement un document." -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." +"The signer must first express or imply their **consent to conduct business " +"electronically**." msgstr "" -"Un signataire doit d'abord exprimer ou sous-entendre son consentement à " -"faire des affaires par voie électronique." - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "" -"La signature doit être clairement attribuée. Dans Odoo, des métadonnées, " -"telles que l'adresse IP du signataire, sont ajoutées à la signature, qui " -"peuvent être utilisées comme preuve à l'appui." - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "" -"La signature doit être associée au document à signer, par exemple en " -"conservant un enregistrement détaillant la façon dont la signature a été " -"capturée." - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." -msgstr "" -"Les documents signés électroniquement doivent être conservés et disponibles " -"pour référence ultérieure par toutes les parties concernées, par exemple, en" -" fournissant au signataire soit une copie entièrement signée, soit la " -"possibilité de télécharger une copie." #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "Types de champ" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -#: ../../content/applications/finance/sign.rst:84 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." msgstr "" -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"After giving your new field a name, select one of the six *Types* available:" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." msgstr "" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "Rôles" + +#: ../../content/applications/finance/sign.rst:88 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." msgstr "" #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." msgstr "" #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "" - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "" - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." -msgstr "" - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "" - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." -msgstr "" +msgid "Field Types" +msgstr "Types de champ" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." msgstr "" #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/fr/LC_MESSAGES/general.po b/locale/fr/LC_MESSAGES/general.po index 9f28f0bde..da5e9616c 100644 --- a/locale/fr/LC_MESSAGES/general.po +++ b/locale/fr/LC_MESSAGES/general.po @@ -9,11 +9,11 @@ # Bertrand LATOUR , 2022 # Vallen Delobel , 2022 # Jérôme Tanché , 2022 +# Khadija Mbazaa , 2022 # Michell Portrait , 2022 # Renaud de Colombel , 2022 # Gwladys Jouble , 2022 # Alexandra Jubert, 2022 -# Khadija Mbazaa , 2022 # Fernanda Marques , 2022 # Martin Trigaux, 2022 # Cécile Collart , 2022 @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Camille Dantinne , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" @@ -1190,56 +1190,56 @@ msgstr "Mode développeur (mode débogage)" #: ../../content/applications/general/developer_mode.rst:7 msgid "" -"The developer mode (or debug mode) gives you access to extra and advanced " -"tools." +"The developer mode (or debug mode) unlocks access to extra and advanced " +"tools in Odoo. There are several ways to activate the developer mode: " +"through the :ref:`settings `, the " +":ref:`browser extension `, through" +" the :ref:`command palette ` or the" +" :ref:`URL `." msgstr "" -"Le mode développeur (ou mode débogage) vous donne accès à des outils " -"supplémentaires ou avancés." -#: ../../content/applications/general/developer_mode.rst:10 +#: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" msgstr "Activer via les Paramètres" -#: ../../content/applications/general/developer_mode.rst:12 -msgid "Go to :menuselection:`Settings --> Activate the developer mode`." -msgstr "" -"Allez dans :menuselection: `Paramètres -> Activer le mode développeur`." - -#: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of the debug options under settings in Odoo" -msgstr "Aperçu des options de débogage dans les paramètres d'Odoo" - #: ../../content/applications/general/developer_mode.rst:19 msgid "" -"*Activate the developer mode (with assets)* is used by developers; *Activate" -" the developer mode (with tests assets)* is used by developers and testers." +"The debug mode can be activated in the Odoo database settings. Go to " +":menuselection:`Settings --> General Settings --> Developer Tools` and click" +" on :guilabel:`Activate the developer mode`. At least one application needs " +"to be installed for the :guilabel:`Developer Tools` section to appear in the" +" :guilabel:`Settings` module." msgstr "" -"*Activez le mode développeur (avec les actifs)* est utilisé par les " -"développeurs; *Activez le mode développeur (avec les actifs tests)* est " -"utilisé par les développeurs et les testeurs." -#: ../../content/applications/general/developer_mode.rst:22 +#: ../../content/applications/general/developer_mode.rstNone +msgid "Overview of the debug options under settings in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:29 msgid "" -"Once activated, the *Deactivate the developer mode* option becomes " -"available." +":guilabel:`Activate the developer mode (with assets)` is used by developers;" +" :guilabel:`Activate the developer mode (with tests assets)` is used by " +"developers and testers." msgstr "" -"Une fois activée, l'option *Désactivez le mode développeur\" est disponible." -#: ../../content/applications/general/developer_mode.rst:25 -msgid "Activate through a browser extension" -msgstr "Activer via une extension de navigateur" - -#: ../../content/applications/general/developer_mode.rst:28 +#: ../../content/applications/general/developer_mode.rst:32 msgid "" -"Go to the settings and extensions of your web browser, and search for *Odoo " -"Debug*. Once the extension is installed, a new icon will be shown on your " -"toolbar." +"Once activated, the :guilabel:`Deactivate the developer mode` option becomes" +" available." msgstr "" -"Allez dans les paramètres et extensions de votre navigateur web et " -"recherchez *Odoo Debug*. Une fois l'extension installée, une nouvelle icône " -"s'affichera sur votre barre d'outils." -#: ../../content/applications/general/developer_mode.rst:30 +#: ../../content/applications/general/developer_mode.rst:37 +msgid "Activate through the browser extension" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:39 +msgid "" +"Within a web browser, navigate to the browser settings and extensions and " +"search for the `Odoo Debug` extension. Once the extension is installed, a " +"new icon will be shown on the browser's toolbar." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:43 msgid "" "For the *Odoo Debug* extension, a single click enables a normal version of " "the mode, while a double click enables it with assets. To deactivate it, use" @@ -1250,44 +1250,40 @@ msgstr "" "actifs. Pour le désactiver, utilisez un simple clic." #: ../../content/applications/general/developer_mode.rstNone -msgid "View of odoo’s debug icon in a chrome’s toolbar" -msgstr "Vue de l'icône de débogage d'Odoo dans une barre d'outils de Chrome" +msgid "View of Odoo's debug icon in a Google Chrome toolbar." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:37 +#: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" msgstr "Activation par la palette de commande" -#: ../../content/applications/general/developer_mode.rst:39 +#: ../../content/applications/general/developer_mode.rst:55 msgid "" -"The command palette tool has a command to activate the debug mode: open it " -"with the keyboard shortcut `ctrl+k`, then type `debug`: a command will show " -"up to activate the debug mode." +"In Odoo, the command palette tool has a command to activate the debug mode. " +"First, open the command palette tool with the keyboard shortcut `ctrl+k` and" +" then type `debug`. A command will show up to activate the debug mode." msgstr "" -"L'outil palette de commande possède une commande pour activer le mode " -"débogage : ouvrez-le avec le raccourci clavier `ctrl+k`, puis tapez `debug` " -": une commande s'affichera pour activer le mode débogage." #: ../../content/applications/general/developer_mode.rstNone -msgid "Command palette with debug command" +msgid "Command palette with debug command." msgstr "" -#: ../../content/applications/general/developer_mode.rst:48 +#: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" msgstr "Activer via l'URL" -#: ../../content/applications/general/developer_mode.rst:50 +#: ../../content/applications/general/developer_mode.rst:70 msgid "" -"In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate " -"the debug mode, add `?debug=0` instead." +"The debug mode can also be activated by adding an extra query string to the " +"database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" +" deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" -"Dans l'URL, ajoutez ``?debug=1`` ou ``?debug=true`` after *web*. Pour " -"désactiver le mode debug, ajoutez `?debug=0` à la place." #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of an url with the debug mode command added in Odoo" +msgid "Overview of a URL with the debug mode command added." msgstr "" -#: ../../content/applications/general/developer_mode.rst:58 +#: ../../content/applications/general/developer_mode.rst:79 msgid "" "Additional modes are available for developers: `?debug=assets` enables the " ":ref:`assets mode `, and " @@ -1299,45 +1295,43 @@ msgstr "" "`, et `?debug=tests` active le " ":ref:`mode test `." -#: ../../content/applications/general/developer_mode.rst:65 -msgid "Locate the mode tools" +#: ../../content/applications/general/developer_mode.rst:86 +msgid "Locate the developer mode tools" msgstr "" -#: ../../content/applications/general/developer_mode.rst:67 +#: ../../content/applications/general/developer_mode.rst:88 msgid "" -"The Developer mode tools can be accessed from the *Open Developer Tools* " -"button, located on the header of your pages. This menu contains additional " -"tools that are useful to understand or edit technical data, such as the " -"views or the actions. It contains some useful menu items such as:" +"Once developer mode is activated, the developer mode tools can be accessed " +"from the :guilabel:`Open Developer Tools` button, the bug icon located in " +"the header of the Odoo database." msgstr "" -"Les outils du mode développeur sont accessibles à partir du bouton *Ouvrir " -"les outils développeur*, situé dans l'en-tête de vos pages. Ce menu contient" -" des outils supplémentaires qui sont utiles pour comprendre ou modifier des " -"données techniques, comme les vues ou les actions. Il contient des éléments " -"de menu utiles tels que :" - -#: ../../content/applications/general/developer_mode.rst:72 -msgid "edit action" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:73 -msgid "manage filters" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:74 -msgid "edit the current view" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:75 -msgid "see the `fields view get`" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:76 -msgid "and much more." -msgstr "et bien plus." #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of a console page and the debug icon being shown in Odoo" +msgid "Overview of a console page and the debug icon being shown in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:95 +msgid "" +"This menu contains additional tools that are useful to understand or edit " +"technical data, such as the views or actions of a page. On a page that has " +"filters, actions, and view options, the developer mode tools contain some " +"useful menu items such as:" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:99 +msgid ":guilabel:`Edit Action`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:100 +msgid ":guilabel:`Manage Filters`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:101 +msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:102 +msgid "See the :guilabel:`Fields View Get`" msgstr "" #: ../../content/applications/general/digest_emails.rst:3 @@ -1665,120 +1659,88 @@ msgid "Email Communication" msgstr "Communication par emails" #: ../../content/applications/general/email_communication/email_domain.rst:3 -msgid "Sending emails with Odoo" -msgstr "Envoi d'emails avec Odoo" +msgid "Send an email with Odoo" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:6 -msgid "Using your email domain in Odoo" -msgstr "A l'aide de votre domaine de messagerie sous Odoo" +msgid "Use an email domain in Odoo" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" -"Documents in Odoo (a CRM opportunity, a sales order, an invoice ...) have a " -"discussion thread, called *chatter*." +"Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, " +"etc.) have a discussion thread, called *chatter*." msgstr "" -"Documents sous Odoo (Opportunité CRM, bon de commande, facture, …) avoir un " -"fil de discussion, appelé \"Bavardage\"." #: ../../content/applications/general/email_communication/email_domain.rst:11 msgid "" -"When you post a message in the chatter, this message is sent by email to the" -" followers of the document. If a follower replies to the message, the reply " -"updates the chatter, and Odoo relays the reply to the followers." +"When a database user posts a message in the chatter, this message is sent by" +" email to the followers of the document. If a follower replies to the " +"message, the reply updates the chatter, and Odoo relays the reply to the " +"followers as a notification." msgstr "" -"Quand vous partagez un message dans le Chatter, ce message est envoyé par " -"email aux abonnés du document. Si un abonné réponde au message, la réponse " -"actualise le Chatter, et Odoo relaie la réponse aux abonnés." #: ../../content/applications/general/email_communication/email_domain.rst:15 msgid "" -"Emails from your users to partners (customers, vendors) are sent from the " -"email address of your users. Similarly, emails from partners to users are " -"sent from the email address of the partners. This allows you to recognize at" -" a glance who sent an email relayed by Odoo." +"Messages sent in the chatter from internal database users to external users " +"(such as partners, customers, or vendors) are relayed on behalf of the " +"database users. Messages sent back to the chatter from external users will " +"appear in the chatter from their respective email addresses, or as they are " +"listed in their Contacts record." msgstr "" -"Les e-mails de vos utilisateurs aux partenaires (clients, fournisseurs) sont" -" envoyés à partir de l'adresse e-mail de vos utilisateurs. De même, les " -"e-mails des partenaires aux utilisateurs sont envoyés à partir de l'adresse " -"e-mail des partenaires. Cela permet de reconnaître en un coup d'œil qui a " -"envoyé un email transmis par Odoo." -#: ../../content/applications/general/email_communication/email_domain.rst:19 +#: ../../content/applications/general/email_communication/email_domain.rst:20 msgid "" -"If your database is hosted on our cloud (Odoo Online or Odoo.sh), it is not " -"necessary to add an outgoing email server to send emails from your custom " -"domain. You can enjoy this feature by using the default Odoo email server." +"If the Odoo database is hosted on the cloud (Odoo Online or Odoo.sh), it is " +"not necessary to add an outgoing email server to send emails from a custom " +"domain." msgstr "" -"Si votre base de données est hébergée sur notre cloud (Odoo Online ou " -"Odoo.sh), il n'est pas nécessaire d'ajouter un serveur de messagerie sortant" -" pour envoyer des emails depuis votre domaine personnalisé. Vous pouvez " -"profiter de cette fonctionnalité en utilisant le serveur de messagerie Odoo " -"par défaut." #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" "The Odoo server is subject to a daily email limit to prevent abuse. The " -"default limit is 200 emails sent per day for databases with an Enterprise " -"subscription. This limit can be increased under certain conditions. See our " -":doc:`FAQ ` or contact support for more information." +"default limit is 200 emails sent per day for databases with an " +"**Enterprise** subscription. This limit can be increased under certain " +"conditions. See the :doc:`FAQ ` or contact support for more " +"information." msgstr "" -"Le serveur Odoo est soumis à une limite quotidienne d'e-mails pour prévenir " -"les abus. La limite par défaut est de 200 e-mails envoyés par jour pour les " -"bases de données avec un abonnement Entreprise. Cette limite peut être " -"augmentée sous certaines conditions. Consultez notre :doc:`FAQ ` ou " -"contactez le support pour plus d'informations." #: ../../content/applications/general/email_communication/email_domain.rst:29 msgid "" -"However, it is recommended that you configure your domain name to ensure " -"that emails from your users reach your partners, rather than being " -"considered spam." +"To ensure that emails sent to and from the chatter reach their intended " +"contacts, instead of being considered spam, Odoo recommends configuring the " +"domain name." msgstr "" -"Cependant, il est recommandé de configurer votre nom de domaine pour vous " -"assurer que les e-mails de vos utilisateurs parviennent à vos partenaires, " -"plutôt que d'être considérés comme spam." #: ../../content/applications/general/email_communication/email_domain.rst:32 msgid "" -"For the same reason, we recommend that you always give your users an email " -"address from a domain you manage, rather than a generic email address " -"(gmail.com, outlook.com, etc.)." +"For the same reason, Odoo also recommends giving each database user an email" +" address from the configured domain, rather than a generic email address " +"domain (such as gmail.com, outlook.com, etc.)." msgstr "" -"Pour la même raison, nous vous recommandons de donner toujours à vos " -"utilisateurs une adresse e-mail d'un domaine que vous gérez, plutôt qu'une " -"adresse e-mail générique (gmail.com, outlook.com, etc.)." -#: ../../content/applications/general/email_communication/email_domain.rst:38 +#: ../../content/applications/general/email_communication/email_domain.rst:39 msgid "Be SPF compliant" msgstr "Être conforme au SPF" -#: ../../content/applications/general/email_communication/email_domain.rst:40 +#: ../../content/applications/general/email_communication/email_domain.rst:41 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" -" to specify which servers are allowed to send email from that domain. When a" -" server receives an incoming email, it checks whether the IP address of the " -"sending server is on the list of allowed IPs according to the SPF record of " -"the sender." +" to specify which servers are allowed to send emails from that domain. When " +"a server receives an incoming email, it checks if the IP address of the " +"sending server is on the list of allowed IPs according to the sender's " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -"Le protocole Sender Policy Framework (SPF) permet au propriétaire d'un nom " -"de domaine de spécifier quels serveurs sont autorisés à envoyer des e-mails " -"à partir de ce domaine. Lorsqu'un serveur reçoit un e-mail entrant, il " -"vérifie si l'adresse IP du serveur d'envoi figure dans la liste des adresses" -" IP autorisées selon l'enregistrement SPF de l'expéditeur." -#: ../../content/applications/general/email_communication/email_domain.rst:46 +#: ../../content/applications/general/email_communication/email_domain.rst:47 msgid "" -"The SPF verification is performed on the domain mentioned in the Return-Path" -" field of the email. In the case of an email sent by Odoo, this domain " -"corresponds to the value of the `mail.catchall.domain` key in the database " -"system parameters." +"The :abbr:`SPF (Sender Policy Framework)` verification is performed on the " +"domain mentioned in the `Return-Path` field of the email. In the case of an " +"email sent by Odoo, this domain corresponds to the value of the " +"`mail.catchall.domain` key in the database system parameters." msgstr "" -"La vérification SPF est effectuée sur le domaine mentionné dans le champ " -"Return-Path de l'e-mail. Dans le cas d'un email envoyé par Odoo, ce domaine " -"correspond à la valeur de la clé `mail.catchall.domain` dans les paramètres " -"système de la base de données." -#: ../../content/applications/general/email_communication/email_domain.rst:50 +#: ../../content/applications/general/email_communication/email_domain.rst:51 msgid "" "See the :ref:`documentation on incoming emails " "`." @@ -1786,219 +1748,189 @@ msgstr "" "Voir la :ref:`documentation sur les emails entrants " "`." -#: ../../content/applications/general/email_communication/email_domain.rst:52 +#: ../../content/applications/general/email_communication/email_domain.rst:53 msgid "" -"The SPF policy of a domain is set using a TXT record. How to create or " -"modify a TXT record depends on the provider hosting the DNS zone of your " -"domain name. In order for the verification to work properly, each domain can" -" only have one SPF record." +"The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a " +"TXT record. The way to create or modify a TXT record depends on the provider" +" hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In " +"order for the verification to work properly, each domain can only have one " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -"La politique SPF d'un domaine est définie à l'aide d'un enregistrement TXT. " -"La manière de créer ou de modifier un enregistrement TXT dépend du " -"fournisseur hébergeant la zone DNS de votre nom de domaine. Pour que la " -"vérification fonctionne correctement, chaque domaine ne peut avoir qu'un " -"seul enregistrement SPF." -#: ../../content/applications/general/email_communication/email_domain.rst:56 +#: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" -"If your domain name does not yet have an SPF record, the content of the " -"record to create is as follows:" +"If the domain name does not yet have an :abbr:`SPF (Sender Policy " +"Framework)` record, the content of the record to create it is as follows:" msgstr "" -"Si votre nom de domaine n'a pas encore d'enregistrement SPF, le contenu de " -"l'enregistrement à créer est le suivant :" - -#: ../../content/applications/general/email_communication/email_domain.rst:59 -msgid "``v=spf1 include:_spf.odoo.com ~all``" -msgstr "``v=spf1 include:_spf.odoo.com ~all``" #: ../../content/applications/general/email_communication/email_domain.rst:61 -msgid "" -"If your domain name already has an SPF record, you need to update this " -"record (and do not create a new one)." +msgid "`v=spf1 include:_spf.odoo.com ~all`" msgstr "" -"Si votre nom de domaine a déjà un enregistrement SPF, vous devez mettre à " -"jour cet enregistrement (et ne pas en créer un nouveau)." -#: ../../content/applications/general/email_communication/email_domain.rst:66 +#: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" -"If your TXT record is `v=spf1 include:_spf.google.com ~all`, you need to " -"edit it to add `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " +"If the domain name already has an :abbr:`SPF (Sender Policy Framework)` " +"record, the record must be updated (and do not create a new one)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:68 +msgid "" +"If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " +"`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" -"Si votre enregistrement TXT est`v=spf1 include:_spf.google.com ~all`, vous " -"devez le modifier pour ajouter `include:_spf.odoo.com`: `v=spf1 " -"include:_spf.odoo.com include:_spf.google.com ~all`" -#: ../../content/applications/general/email_communication/email_domain.rst:69 +#: ../../content/applications/general/email_communication/email_domain.rst:71 msgid "" -"You can check if your SPF record is valid with a free tool like `MXToolbox " -"SPF `_." +"Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " +"free tool like `MXToolbox SPF `_." msgstr "" -"Vous pouvez vérifier si votre enregistrement SPF est valide avec un outil " -"gratuit comme `MXToolbox SPF `_." -#: ../../content/applications/general/email_communication/email_domain.rst:75 +#: ../../content/applications/general/email_communication/email_domain.rst:77 msgid "Enable DKIM" msgstr "Activation DKIM" -#: ../../content/applications/general/email_communication/email_domain.rst:77 -msgid "" -"The DomainKeys Identified Mail (DKIM) allows you to authenticate your emails" -" with a digital signature." -msgstr "" -"Le DomainKeys Identified Mail (DKIM) vous permet d'authentifier vos emails " -"avec une signature numérique." - #: ../../content/applications/general/email_communication/email_domain.rst:79 msgid "" -"When sending an email, the Odoo server includes a unique DKIM signature in " -"the headers. The recipient's server decrypts this signature using the DKIM " -"record in your domain name. If the signature and the key contained in the " -"record match, this guarantees that your message is authentic and has not " -"been altered during transport." +"The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " +"with a digital signature." msgstr "" -"Lors de l'envoi d'un email, le serveur Odoo inclut une signature DKIM unique" -" dans les en-têtes. Le serveur du destinataire déchiffre cette signature à " -"l'aide de l'enregistrement DKIM de votre nom de domaine. Si la signature et " -"la clé contenues dans l'enregistrement concordent, cela garantit que votre " -"message est authentique et n'a pas été altéré pendant le transport." -#: ../../content/applications/general/email_communication/email_domain.rst:84 +#: ../../content/applications/general/email_communication/email_domain.rst:82 msgid "" -"To enable DKIM, you must add a CNAME record to the DNS zone of your domain " -"name:" +"When sending an email, the Odoo server includes a unique :abbr:`DKIM " +"(DomainKeys Identified Mail)` signature in the headers. The recipient's " +"server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified " +"Mail)` record in the database's domain name. If the signature and the key " +"contained in the record match, this guarantees that the message is authentic" +" and has not been altered during transport." msgstr "" -"Pour activer DKIM, vous devez ajouter un enregistrement CNAME à la zone DNS " -"de votre nom de domaine :" -#: ../../content/applications/general/email_communication/email_domain.rst:86 -msgid "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" -msgstr "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" - -#: ../../content/applications/general/email_communication/email_domain.rst:89 +#: ../../content/applications/general/email_communication/email_domain.rst:88 msgid "" -"If your domain name is `mycompany.com`, you need to create a subdomain " +"To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME " +"(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" +" domain name:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:91 +msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:94 +msgid "" +"If the domain name is `mycompany.com`, make sure to create a subdomain " "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" -"Si votre nom de domaine est `mycompany.com`, vous devez créer un sous-" -"domaine `odoo._domainkey.mycompany.com` dont le nom canonique est " -"`odoo._domainkey.odoo.com.`." -#: ../../content/applications/general/email_communication/email_domain.rst:92 +#: ../../content/applications/general/email_communication/email_domain.rst:97 msgid "" -"How to create or modify a CNAME record depends on the provider hosting the " -"DNS zone of your domain name. The most common providers are list below." +"The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends " +"on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the " +"domain name. The most common providers are :ref:`listed below " +"`." msgstr "" -"La manière de créer ou de modifier un enregistrement CNAME dépend du " -"fournisseur hébergeant la zone DNS de votre nom de domaine. Les fournisseurs" -" les plus courants sont listés ci-dessous." - -#: ../../content/applications/general/email_communication/email_domain.rst:95 -msgid "" -"You can check if your DKIM record is valid with a free tool like `DKIM Core " -"`_. If a selector is asked, enter `odoo`." -msgstr "" -"Vous pouvez vérifier si votre enregistrement DKIM est valide avec un outil " -"gratuit comme `DKIM Core `_. Si un sélecteur " -"est demandé, entrez `odoo`." - -#: ../../content/applications/general/email_communication/email_domain.rst:99 -msgid "Check your DMARC policy" -msgstr "Vérifier sa politique DMARC" #: ../../content/applications/general/email_communication/email_domain.rst:101 msgid "" -"The Domain-based Message Authentication, Reporting & Conformance (DMARC) is " -"a protocol that unifies SPF and DKIM. The instructions contained in the " -"DMARC record of a domain name tell the destination server what to do with an" -" incoming email that fails the SPF and/or DKIM check." +"Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with " +"a free tool like `DKIM Core `_. If a selector " +"is asked, enter `odoo`." msgstr "" -"Le Domain-based Message Authentication, Reporting & Conformance (DMARC) est " -"un protocole qui unifie SPF et DKIM. Les instructions contenues dans " -"l'enregistrement DMARC d'un nom de domaine indiquent au serveur de " -"destination quoi faire avec un email entrant qui échoue au contrôle SPF " -"et/ou DKIM." #: ../../content/applications/general/email_communication/email_domain.rst:105 -msgid "" -"There are three DMARC policies: - ``p=none`` - ``p=quarantine`` - " -"``p=reject``" +msgid "Check the DMARC policy" msgstr "" -"Il existe trois politiques DMARC : - ``p=none`` - ``p=quarantine`` - " -"``p=reject``" -#: ../../content/applications/general/email_communication/email_domain.rst:110 +#: ../../content/applications/general/email_communication/email_domain.rst:107 msgid "" -"``p=quarantine`` and ``p=reject`` instruct the server that receives an email" -" to quarantine that email or ignore it if the SPF and/or DKIM check fails." +"The Domain-based Message Authentication, Reporting, & Conformance (DMARC) " +"record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and " +":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the" +" :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name tell the destination server what to do" +" with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" +" and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." msgstr "" -"``p=quarantine`` et ``p=reject`` indiquent au serveur qui reçoit un email de" -" mettre ce dernier en quarantaine ou de l'ignorer si la vérification SPF " -"et/ou DKIM échoue." -#: ../../content/applications/general/email_communication/email_domain.rst:113 +#: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" -"If your domain name uses DMARC and has defined one of these policies, it is " -"therefore imperative to be SPF compliant or to enable DKIM." +"There are three :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` policies:" msgstr "" -"Si votre nom de domaine utilise DMARC et a défini une de ces politiques, il " -"est donc impératif d'être conforme SPF ou d'activer DKIM." #: ../../content/applications/general/email_communication/email_domain.rst:117 -msgid "" -"Yahoo or AOL are examples of email providers with a DMARC policy set to " -"``p=reject``. We strongly advise against using an *@yahoo.com* or *@aol.com*" -" address for your users. These emails will never reach their recipient." +msgid "`p=none`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:118 +msgid "`p=quarantine`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:119 +msgid "`p=reject`" msgstr "" -"Yahoo ou AOL sont des exemples de fournisseurs de messagerie avec une " -"politique DMARC définie sur ``p=reject``. Nous vous déconseillons fortement " -"d'utiliser une adresse *@yahoo.com* ou *@aol.com* pour vos utilisateurs. Ces" -" emails n'atteindront jamais leur destinataire." #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" -"``p=none`` is used for the domain owner to receive reports about entities " -"using their domain. It should not impact the deliverability if the DMARC " -"check fails." +"`p=quarantine` and `p=reject` instruct the server that receives an email to " +"quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " +"Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" -"``p=none`` est utilisé pour que le propriétaire du domaine reçoive des " -"rapports sur les entités utilisant son domaine. Cela ne devrait pas avoir " -"d'incidence sur la délivrabilité si la vérification DMARC échoue." -#: ../../content/applications/general/email_communication/email_domain.rst:124 +#: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" -"You can check the DMARC record of a domain name with a tool like `MXToolbox " -"DMARC `_." +"If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` and has defined one of these policies, the domain" +" must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " +":abbr:`DKIM (DomainKeys Identified Mail)`." msgstr "" -"Vous pouvez vérifier l'enregistrement DMARC d'un nom de domaine avec un " -"outil comme `MXToolbox DMARC `_." - -#: ../../content/applications/general/email_communication/email_domain.rst:127 -msgid "" -"If one of your partners, customer or vendor, uses DMARC and has defined one " -"of these policies, the Odoo server cannot relay emails from this partner to " -"your users." -msgstr "" -"Si l'un de vos partenaires, client ou fournisseur, utilise DMARC et a défini" -" une de ces politiques, le serveur Odoo ne peut pas relayer les emails de ce" -" partenaire vers vos utilisateurs." #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" -"You need to :ref:`handle user notifications in Odoo " +"Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-" +"based Message Authentication, Reporting, & Conformance)` policy set to " +"`p=reject`. Odoo strongly advises against using an *@yahoo.com* or " +"*@aol.com* address for the database users. These emails will never reach " +"their recipient." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:135 +msgid "" +"`p=none` is used for the domain owner to receive reports about entities " +"using their domain. It should not impact the deliverability if the " +":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` check fails." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:139 +msgid "" +"Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name with a tool like `MXToolbox DMARC " +"`_." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:142 +msgid "" +"If a partner, customer, or vendor, uses :abbr:`DMARC (Domain-based Message " +"Authentication, Reporting, & Conformance)` and has defined one of these " +"policies, the Odoo server cannot relay emails from this partner to the " +"database users." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:146 +msgid "" +"To solve this issue, :ref:`handle user notifications in Odoo " "`, or replace the email address of the" " partner with a default email address." msgstr "" -"Vous devez :ref:`gérer les notifications des utilisateurs dans Odoo " -"`, ou remplacer l'adresse email du " -"partenaire par une adresse email par défaut." -#: ../../content/applications/general/email_communication/email_domain.rst:136 +#: ../../content/applications/general/email_communication/email_domain.rst:153 msgid "SPF, DKIM & DMARC documentation of common providers" msgstr "Documentation SPF, DKIM & DMARC des fournisseurs courants" -#: ../../content/applications/general/email_communication/email_domain.rst:138 +#: ../../content/applications/general/email_communication/email_domain.rst:155 msgid "" "`OVH DNS " "`_" @@ -2006,40 +1938,37 @@ msgstr "" "`DNS OVH " "`_" -#: ../../content/applications/general/email_communication/email_domain.rst:139 +#: ../../content/applications/general/email_communication/email_domain.rst:156 msgid "" "`OVH SPF `_" msgstr "" "`SPF OVH `_" -#: ../../content/applications/general/email_communication/email_domain.rst:140 +#: ../../content/applications/general/email_communication/email_domain.rst:157 msgid "" "`GoDaddy TXT record `_" msgstr "" "`Enregistrement TXT GoDaddy `_" -#: ../../content/applications/general/email_communication/email_domain.rst:141 +#: ../../content/applications/general/email_communication/email_domain.rst:158 msgid "`GoDaddy SPF `_" msgstr "`SPF GoDaddy `_" -#: ../../content/applications/general/email_communication/email_domain.rst:142 +#: ../../content/applications/general/email_communication/email_domain.rst:159 msgid "" "`GoDaddy DKIM `_" msgstr "" "`DKIM GoDaddy `_" -#: ../../content/applications/general/email_communication/email_domain.rst:143 +#: ../../content/applications/general/email_communication/email_domain.rst:160 msgid "" "`NameCheap " "`_" +"do-i-add- txtspfdkimdmarc-records-for-my-domain/>`_" msgstr "" -"`NameCheap " -"`_" -#: ../../content/applications/general/email_communication/email_domain.rst:144 +#: ../../content/applications/general/email_communication/email_domain.rst:162 msgid "" "`CloudFlare DNS `_" @@ -2047,13 +1976,13 @@ msgstr "" "`DNS CloudFlare `_" -#: ../../content/applications/general/email_communication/email_domain.rst:145 +#: ../../content/applications/general/email_communication/email_domain.rst:163 msgid "" "`Google Domains `_" msgstr "" "`Domaines Google `_" -#: ../../content/applications/general/email_communication/email_domain.rst:146 +#: ../../content/applications/general/email_communication/email_domain.rst:164 msgid "" "`Azure DNS `_" @@ -2061,59 +1990,65 @@ msgstr "" "`DNS Azure `_" -#: ../../content/applications/general/email_communication/email_domain.rst:148 +#: ../../content/applications/general/email_communication/email_domain.rst:166 msgid "" -"To fully test your configuration, the tool `Mail-Tester `_ will give you a full overview of the content and " -"configuration you have in one email sent! Mail-Tester can also be used for " -"other lesser known providers." +"To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " +"configuration in one sent email. Mail-Tester can also be used for other, " +"lesser-known providers." msgstr "" -"Pour tester entièrement votre configuration, l'outil `Mail-Tester " -"`_ vous donnera un aperçu complet du contenu " -"et de la configuration dont vous disposez en un seul email envoyé ! Mail-" -"Tester peut également être utilisé pour d'autres fournisseurs moins connus." -#: ../../content/applications/general/email_communication/email_domain.rst:153 +#: ../../content/applications/general/email_communication/email_domain.rst:171 msgid "Use a default email address" msgstr "Utiliser une adresse email par défaut" -#: ../../content/applications/general/email_communication/email_domain.rst:155 +#: ../../content/applications/general/email_communication/email_domain.rst:173 msgid "" -"To force the email address from which emails are sent, you need to create " -"the following key in the System Parameters of the database:" +"Access the :guilabel:`System Parameters` by activating :ref:`developer mode " +"` and going to :menuselection:`Settings --> Technical --> " +"Parameters --> System Parameters` menu." msgstr "" -"Pour forcer l'adresse email à partir de laquelle les emails sont envoyés, " -"vous devez créer la clé suivante dans les paramètres système de la base de " -"données :" -#: ../../content/applications/general/email_communication/email_domain.rst:158 +#: ../../content/applications/general/email_communication/email_domain.rst:176 msgid "" -"If ``mail.default.from`` is set, and contains a full email address, all " -"outgoing emails are sent from the given address. This is a requirement to " -"use `Outlook with Odoo `_." +"To force the email address from which emails are sent, a combination of the " +"following keys needs to be set in the system parameters of the database:" msgstr "" -"Si ``mail.default.from`` est défini et contient une adresse email complète, " -"alors tous les emails sortants sont envoyés à partir de l'adresse indiquée. " -"Ceci est une exigence pour utiliser `Outlook avec Odoo " -"`_." -#: ../../content/applications/general/email_communication/email_domain.rst:162 +#: ../../content/applications/general/email_communication/email_domain.rst:179 msgid "" -"You access the **System Parameters** in :ref:`developer mode ` in the :menuselection:`Settings --> Technical --> Parameters --> " -"System Parameters` menu." +"`mail.default.from`: accepts the local part or a complete email address as " +"value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:180 +msgid "" +"`mail.default.from_filter`: accepts a domain name or a full email address as" +" value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:183 +msgid "" +"The `mail.default.from_filter` works only for `odoo-bin` configurations, " +"otherwise this parameter can be set using the `from_filter` field on " +"`ir.mail_server`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:186 +msgid "" +"If the email address of the author does not match " +"`mail.default.from_filter`, the email address is replaced by " +"`mail.default.from` (if it contains a full email address) or a combination " +"of `mail.default.from` and `mail.catchall.domain`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:190 +msgid "" +"If the `from_filter` contains a full email address, and if the " +"`mail.default.from` is the same as this address, then all of the email " +"addresses that are different from `mail.default.from` will be encapsulated " +"in `mail.default.from`." msgstr "" -"Vous accédez aux **Paramètres système** en :ref:`mode développeur " -"` dans le menu :menuselection:`Paramètres --> Techniques -->" -" Paramètres --> Paramètres système`." #: ../../content/applications/general/email_communication/email_servers.rst:3 msgid "Send and receive emails in Odoo with an email server" @@ -2379,12 +2314,10 @@ msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:140 msgid "" "Sales Channel (to create Leads or Opportunities in `Odoo CRM " -"`__)," +"`__)," msgstr "" -"Canal de ventes (pour créer des pistes ou des opportunités dans `Odoo CRM " -"`__)," -#: ../../content/applications/general/email_communication/email_servers.rst:141 +#: ../../content/applications/general/email_communication/email_servers.rst:142 msgid "" "Support Channel (to create Tickets in `Odoo Helpdesk " "`__)," @@ -2392,36 +2325,36 @@ msgstr "" "Canal de support (pour créer des tickets dans `Odoo Assistance technique " "`__)," -#: ../../content/applications/general/email_communication/email_servers.rst:142 +#: ../../content/applications/general/email_communication/email_servers.rst:143 msgid "" "Projects (to create new Tasks in `Odoo Project `__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:144 +#: ../../content/applications/general/email_communication/email_servers.rst:145 msgid "" "Job Positions (to create Applicants in `Odoo Recruitment " "`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:146 +#: ../../content/applications/general/email_communication/email_servers.rst:147 msgid "etc." msgstr "etc" -#: ../../content/applications/general/email_communication/email_servers.rst:148 +#: ../../content/applications/general/email_communication/email_servers.rst:149 msgid "" "Depending on the mail server, there might be several methods to fetch " "emails. The easiest and most recommended method is to manage one email " "address per Odoo alias in the mail server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:151 +#: ../../content/applications/general/email_communication/email_servers.rst:152 msgid "" "Create the corresponding email addresses in the mail server (catchall@, " "bounce@, sales@, etc.)." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:152 +#: ../../content/applications/general/email_communication/email_servers.rst:153 msgid "" "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> " "General Settings --> Discuss`." @@ -2483,12 +2416,81 @@ msgid "" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:191 +msgid "Utilizing the From Filter on an outgoing email server" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:193 +msgid "" +"The :guilabel:`FROM Filtering` field allows for the use of a specific " +"outgoing email server depending on the :guilabel:`From` email address or " +"domain that Odoo is sending on behalf of. This setting can be used to " +"improve the deliverability or sending success rate of emails sent from the " +"database. Setting the :guilabel:`FROM Filtering` field can also be used to " +"send from different domains in a multi-company environment. Access this " +"field in Odoo by navigating to :menuselection:`Settings --> Custom Mail " +"Servers --> Outgoing Mail Servers --> New`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rstNone +msgid "Outgoing email server settings and the FROM filter settings." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:204 +msgid "" +"When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " +"is set, an email server is chosen in the following sequence:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:207 +msgid "" +"First, Odoo searches for an email server that has the same :guilabel:`FROM " +"Filtering` value as the :guilabel:`From` value (email address) defined in " +"the outgoing email. For example, if the :guilabel:`From` value (email " +"address) is `test\\@example.com`, only the email servers that have the " +":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:211 +msgid "" +"However, if no email servers are found that use the :guilabel:`From` value, " +"then Odoo searches for an email server that has the same *domain* as the " +":guilabel:`From` value (email address) defined in the outgoing email. For " +"example, if the :guilabel:`From` email address is `test\\@example.com`, only" +" the email servers that have the :guilabel:`FROM Filtering` value equal to " +"`example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:217 +msgid "" +"If no email servers are found after checking for the domain, then Odoo " +"returns all email servers that do not have any :guilabel:`FROM Filtering` " +"value(s) set." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:220 +msgid "" +"Should this query return no results, then Odoo performs a search for an " +"email server using the system parameter: `mail.default.from`. First, the " +"email address listed attempts to match an email server, and then the domain " +"attempts to find a match. If no email server is found, Odoo returns the " +"first outgoing email server (sorted by priority)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:226 +msgid "" +"If several email servers are found, then Odoo uses the first one according " +"to its priority. For example, if there are two email servers, one with a " +"priority of `10` and the other with a priority of `20`, then the email " +"server with a priority of `10` is used first." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:231 msgid "Set up different dedicated servers for transactional and mass mails" msgstr "" "Mettre en place différents serveurs dédiés pour les mails transactionnels et" " de masse" -#: ../../content/applications/general/email_communication/email_servers.rst:193 +#: ../../content/applications/general/email_communication/email_servers.rst:233 msgid "" "In Odoo a separate Mail Transfer Agent (MTA) server can be used for " "transactional emails and mass mailings. Example: Use Postmark or SendinBlue " @@ -2496,14 +2498,14 @@ msgid "" "mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:198 +#: ../../content/applications/general/email_communication/email_servers.rst:238 msgid "" "A default outgoing email server is already configured. Do not create an " "alternative one unless a specific external outgoing email server is needed " "for technical reasons." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:201 +#: ../../content/applications/general/email_communication/email_servers.rst:241 msgid "" "To do this, first activate the :ref:`developer mode `, and " "then go to :menuselection:`Settings --> Technical --> Outgoing` email " @@ -2513,7 +2515,7 @@ msgid "" "providing a lower priority number for the transactional MTA server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:207 +#: ../../content/applications/general/email_communication/email_servers.rst:247 msgid "" "Now, go to :menuselection:`Email Marketing --> Settings` and enable " ":guilabel:`Dedicated Server`. With these settings, Odoo uses the server with" diff --git a/locale/fr/LC_MESSAGES/inventory_and_mrp.po b/locale/fr/LC_MESSAGES/inventory_and_mrp.po index f813661f8..de287abc4 100644 --- a/locale/fr/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/fr/LC_MESSAGES/inventory_and_mrp.po @@ -22,15 +22,16 @@ # Jérôme Tanché , 2022 # Fernanda Marques , 2022 # Martin Trigaux, 2022 +# Marie Willemyns , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Marie Willemyns , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -715,7 +716,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -7541,67 +7541,84 @@ msgid "" "on which work center is busy and plan resources accordingly in real-time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "Configurez vos postes de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +msgid "Work order settings ticked in Odoo Manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 -msgid "" -"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 +msgid "" +"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "Créez vos ordres de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -7609,246 +7626,289 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" -msgstr "" +msgid "Create a bill of materials" +msgstr "Créez une nomenclature" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" +msgid "Specify a bill of materials (BoM) for a product variant" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" +msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" +msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 -msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 -msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 diff --git a/locale/fr/LC_MESSAGES/marketing.po b/locale/fr/LC_MESSAGES/marketing.po index d9bdb2b3e..43fa03458 100644 --- a/locale/fr/LC_MESSAGES/marketing.po +++ b/locale/fr/LC_MESSAGES/marketing.po @@ -5,22 +5,23 @@ # # Translators: # Jolien De Paepe, 2022 -# Gwladys Jouble , 2022 # Richard Mathot , 2022 # Fernanda Marques , 2022 # Cécile Collart , 2022 # Priscilla (prs) Odoo , 2022 -# Martin Trigaux, 2022 # Camille Dantinne , 2022 +# ShevAbam, 2022 +# Florent de Labarre , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Camille Dantinne , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -33,6 +34,7 @@ msgid "Marketing" msgstr "Marketing" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "Marketing Automation" @@ -48,152 +50,698 @@ msgid "Advanced" msgstr "Avancé" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" -msgstr "Comprendre les métriques" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 -msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." +msgid "Understanding metrics" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 +msgid "" +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." msgstr "" -"Les métriques sont des valeurs qui vous permettent de mesurer les progrès et" -" peuvent être un moyen pertinent d'associer des objectifs à vos employés." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 -msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." +msgid "Consider the following example:" msgstr "" -"Lorsque vous créez un flux de travail dans Odoo, son contenu visuel montre " -"déjà des métriques sous forme de graphique et de chiffres." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "Considérons l'exemple suivant:" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" -msgstr "Métriques dans l'automatisation Marketing d'Odoo" +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 +msgid "" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." +msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." msgstr "" -" - L'objet commercial *Cible* - est *Piste/Opportunité* et a été limité à " -"ceux dont le \"Nom d'étiquette\" contient la description “Produit” et a une " -"adresse mail paramétrée. " -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "Au total, 20 enregistrements correspondent aux critères." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." msgstr "" -"Sur ces 20 enregistrements, 25 sont devenus participants, c'est-à-dire " -"qu'ils ont répondu aux critères." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." msgstr "" -"Chaque fois que le système s'exécute, en mettant à jour les chiffres et en " -"déclenchant des actions, il examine le modèle *Cible* et vérifie si de " -"nouveaux enregistrements ont été ajoutés ou modifiés, en gardant le flux à " -"jour." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." msgstr "" -"Ici, le filtre est appliqué à *toutes* les activités. Les prospects qui " -"perdent le tag entre-temps seront exclus des activités ultérieures." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" -"*Enregistrements* est un nombre en temps réel, par conséquent, pendant que " -"le flux de travail -workflow- est en cours d'exécution, des modifications " -"des enregistrements d'opportunités peuvent être apportées - supprimer, " -"ajouter, ajuster - en mettant à jour le nombre d'enregistrements, mais pas " -"en modifiant le nombre de participants, car la métrique * n'excluera pas* " -"les opportunités qui ont été définies comme participants auparavant. Il en " -"ajoutera juste des nouveaux. Pour cette raison, le nombre " -"d'*enregistrements* peut être différent du nombre de *Participants*." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." +"A relevant targeting filter that applies to a type of individual activity." msgstr "" -"Vous pouvez également appliquer des filtres aux activités individuellement, " -"sous *Domaine*. Une fonctionnalité utile pour spécifier un filtre individuel" -" qui ne sera effectué que si les enregistrements satisfont aux deux filtres," -" l'activité et son domaine." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." msgstr "" -"Exemple : pour une activité d'envoi de SMS, vous pouvez vous assurer qu'un " -"numéro de téléphone est défini pour éviter de déclencher un SMS qui ne " -"serait jamais envoyé et qui planterait." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." +"Overview showing participants who do or do not match filtering criteria on " +"an activity." msgstr "" -"*Réussies* est le nombre de fois où la recherche de participants - qui " -"correspondent au(x) filtre(s) de cette activité - a été effectuée avec " -"succès par rapport au nombre total de participants." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "" -"Si un participant ne correspond pas aux conditions, il sera ajouté à " -"*Refusées*." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." -msgstr "" -"En survolant le graphique, vous pouvez voir le nombre de participants qui " -"ont réussis et qui sont refusés, par jour, au cours des 15 derniers jours." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "Commencer" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "Créer une campagne" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "Cas d'utilisation" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." msgstr "" -"Chaque fois qu'un nouvel enregistrement est ajouté au modèle *Cible*, il " -"sera automatiquement ajouté au flux de travail et démarrera le flux de " -"travail depuis le début (action parente)." #: ../../content/applications/marketing/sms_marketing.rst:8 msgid "SMS Marketing" diff --git a/locale/fr/LC_MESSAGES/sales.po b/locale/fr/LC_MESSAGES/sales.po index bd4cd63be..6ed048438 100644 --- a/locale/fr/LC_MESSAGES/sales.po +++ b/locale/fr/LC_MESSAGES/sales.po @@ -15,22 +15,23 @@ # Maxime Chambreuil , 2022 # Ikati Group SAS , 2022 # 5cad1b0f1319985f8413d48b70c3c192_b038c35, 2022 -# Jérôme Tanché , 2022 # Saad Thaifa , 2022 # Priscilla (prs) Odoo , 2022 # Alain Prasquier , 2022 # Fernanda Marques , 2022 -# Martin Trigaux, 2022 +# Jolien De Paepe, 2022 # Cécile Collart , 2022 +# Jérôme Tanché , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Cécile Collart , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -92,17 +93,18 @@ msgstr "" " pour certains canaux depuis leur formulaire de configuration." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -441,126 +443,170 @@ msgstr "" msgid "Lead mining" msgstr "Prospection de pistes" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -"Dans toute entreprise, il est essentiel d'obtenir des pistes de qualité pour" -" maintenir la croissance de l'entreprise. La prospection de pistes vous " -"permet de générer des pistes à partir de zéro, directement à partir de votre" -" base de données. Ciblez vos pistes en fonction d'un ensemble de critères " -"tels que le pays, la taille de l'entreprise et le secteur d'activité d'où " -"elles proviennent afin de les rendre pertinentes pour votre entreprise." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -"Pour que cette fonctionnalité fonctionne, allez à :menuselection:`CRM --> " -"Configuration --> Paramètres` et activez la fonction **Lead Mining**." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" -msgstr "Générer des pistes" - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." msgstr "" -"Vous aurez maintenant un nouveau bouton **Générer des pistes** disponible " -"dans votre pipeline. Vous pouvez également créer des requêtes de lead mining" -" à partir de :menuselection:`Configuration --> Lead Mining Requests` et via " -":menuselection:`Pistes --> Pistes` où vous avez le bouton **Générer des " -"pistes**." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 -msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" msgstr "" -"De là, cliquez sur le bouton **Générer des pistes**, une fenêtre dans " -"laquelle vous pouvez choisir vos critères apparaîtra." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 +msgid "" +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -"Vous pouvez décider de filtrer les pistes que vous obtenez en fonction de la" -" taille (nombre d'employés) des entreprises. Vous pouvez choisir les pays " -"d'où proviennent vos pistes. Il est possible de sélectionner plusieurs pays." -" Vous pouvez sélectionner les secteurs d'activité d'où proviennent vos " -"pistes. Il est possible de sélectionner plusieurs industries." -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 -msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 +msgid "" +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" msgstr "" -"Vous pouvez choisir le vendeur et l'équipe de vente à laquelle le " -"responsable sera affecté. Vous pouvez également ajouter des balises pour " -"suivre vos pistes générées." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." -msgstr "Les pistes générées auront le même nom que l'entreprise." +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +msgid "" +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 +msgid "" +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 +msgid "" +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "Tarification" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." -msgstr "" -"La boîte bleue vous indiquera automatiquement le nombre de crédits qui vont " -"être utilisés." - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 -msgid "" -"If you are on Odoo Online and have the Enterprise version, you benefit from " -"free trial credits to test the feature." +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:72 -msgid ":doc:`In-App Purchases (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 +msgid "" +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" msgstr "" -":doc:`Achat intégré dans l'application (IAP) " -"`" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" @@ -2419,263 +2465,277 @@ msgstr "Commencer" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." msgstr "" -"Lorsqu'ils travaillent avec une application de point de vente, les employés " -"veulent une solution simple et conviviale. Une solution qui fonctionne en " -"ligne ou hors ligne et avec n'importe quel appareil." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" msgstr "" -"Un système de Point de Vente est une application entièrement intégrée qui " -"rend possible n'importe quelle transaction, enregistre automatiquement les " -"mouvements de produits dans votre stock et vous donne des statistiques et " -"des consolidations en temps réel sur tous les magasins." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "Rendre des produits disponibles dans le Point de Vente" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." +msgid "Making a product available in your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." -msgstr "Vous pouvez également définir si le produit doit être pesé ou non." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "Configurez vos modes de paiement" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" -"Pour ajouter un moyen de paiement, vous devez d'abord le créer. Allez dans " -":menuselection:`Point de vente --> Configuration --> Modes de paiement` et " -"cliquez sur créer. Ensuite, vous pouvez nommer votre mode de paiement et le " -"configurer." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "" -"N'oubliez pas vos identifiants pour les méthodes utilisant un terminal de " -"paiement." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." -msgstr "" -"A présent, vous pouvez sélectionner le mode de paiement dans vos paramètres " -"du Point de Vente. Pour ce faire, allez dans :menuselection:`Point de Vente " -"--> Configuration --> Point de Vente` et ouvrez le PdV dans lequel vous " -"souhaitez inclure le mode de paiement. Ajoutez ensuite le mode de paiement." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." msgstr "" -"*Configuration* est le menu dans lequel vous pouvez modifier tous les " -"paramètres de votre Point de Vente. Certaines fonctionnalités " -"supplémentaires sont disponibles pour les restaurants." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" -msgstr "Your first PoS session" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" -msgstr "Votre première commande" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" msgstr "" -"Ouvrez une nouvelle session depuis le tableau de bord en cliquant sur " -"Nouvelle session." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" +msgstr "Démarrez une session" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." -msgstr "Après l'écran de chargement, vous arrivez sur l'interface PoS." +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." +msgid "POS session interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "" -"Une fois qu'une commande est terminée, vous pouvez enregistrer le paiement. " -"Toutes les méthodes de paiement disponibles apparaissent sur la gauche de " -"l'écran. Sélectionnez la méthode de paiement et entrez le montant reçu. Vous" -" pouvez ensuite valider le paiement." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 +msgid "" +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 msgid "Return and refund products" msgstr "Retourner et rembourser des produits" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 -msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," msgstr "" -"Avoir une politique de retour bien pensée est essentiel pour garder vos " -"clients satisfaits et faciliter le processus d'acceptation des retours et " -"des remboursements." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" -"Pour ce faire, depuis l'interface PdV, sélectionnez le produit et la " -"quantité (avec le bouton +/-) que le client souhaite retourner. Pour " -"plusieurs produits, répétez le processus individuellement." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 -msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 +msgid "" +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." msgstr "" -"Lorsque vous êtes sur l'interface de paiement, le total est négatif. Pour " -"terminer le remboursement, traitez le paiement et validez-le." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." +msgid "refund view from a POS" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" -msgstr "Fermer la session PdV" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." msgstr "" -"Pour fermer votre session en fin de journée, cliquez sur le bouton de " -"fermeture en haut à droite de votre écran et validez. Maintenant, fermez la " -"session sur la vue du tableau de bord." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." +msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"It’s strongly advised to close your PoS session at the end of each day." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" -"Il est fortement conseillé de fermer votre session PdV à la fin de chaque " -"journée." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." -msgstr "" -"Une fois qu'une session est fermée, vous pouvez voir un résumé de toutes les" -" transactions par mode de paiement. Vous pouvez cliquer sur une ligne pour " -"voir toutes les commandes qui ont été payées pendant votre session PdV. Si " -"tout est correct, validez la session et postez les écritures de clôture." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 -msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." -msgstr "" -"Pour connecter le matériel du PdV avec une IoT Box Odoo, veuillez vous " -"référer à ces documents : :doc:`Connecter une IoT Box à votre base de " -"données ` et :doc:`Utiliser " -"l'IoT Box pour le PdV `." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "Visualiser ses statistiques" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." -msgstr "" -"Suivre vos ventes est essentiel pour obtenir des statistiques " -"significatives. C'est pourquoi Odoo fournit des analyses à propos de vos " -"ventes." #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -"Pour accéder à vos statistiques, rendez-vous dans :menuselection:`Point de " -"Vente --> Reporting --> Commandes`. Là, vous pouvez voir diverses " -"statistiques sous forme de graphique ou de pivot." -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." -msgstr "Vous pouvez également y accéder via le tableau de bord." - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 +msgid "" +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 @@ -2800,6 +2860,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "Configuration du mode de paiement" @@ -2871,10 +2932,51 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 +msgid "Set the Event URLs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 msgid "Add a new payment method" msgstr "Ajoutez une nouvelle méthode de paiement" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " @@ -2882,13 +2984,14 @@ msgid "" "add your new method for Adyen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "Payer avec un terminal de paiement" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2903,12 +3006,13 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" @@ -2917,6 +3021,7 @@ msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -3139,6 +3244,214 @@ msgid "" "payment terminal and Odoo." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "Dépannage" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "" @@ -4004,96 +4317,111 @@ msgstr "" "*Ajouter une ligne d'arrondi* et les méthodes d'arrondi *Moitié*." #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" -msgstr "Facture à partir de l'interface PdV" +msgid "Invoice issuance" +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." msgstr "" -"Certains de vos clients peuvent demander une facture lors d'un achat dans " -"votre Point de Vente, vous pouvez facilement gérer cela depuis l'interface " -"PdV." #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" -msgstr "Activer la facturation" +msgid "Set a customer" +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." msgstr "" -"Allez à :menuselection:`Point de vente --> Configuration --> Point de vente`" -" et sélectionnez votre point de vente:" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 -msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 +msgid "" +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." msgstr "" -"Sous la catégorie *Factures & Reçus* vous verrez l'option de facturation, " -"cochez-la. N'oubliez pas de choisir dans quel journal les factures doivent " -"être créées." #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "Sélectionner un client" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "Depuis votre interface de session, utilisez le bouton client" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." msgstr "" -"Vous pouvez ensuite sélectionner un client existant et le définir comme " -"client actuel ou en créer un nouveau en utilisant ce bouton." -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." msgstr "" -"Vous serez invité à remplir le formulaire client avec ses informations." -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" -msgstr "Facturer votre client" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." +msgid ":doc:`../overview/getting_started`" msgstr "" -"Depuis l'écran de paiement, vous avez maintenant une option de facture, " -"utilisez le bouton pour la sélectionner et valider." -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "" -"Vous pouvez ensuite imprimer la facture et passer à votre prochaine " -"commande." - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "Retrouver des factures" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 -msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 +msgid "" +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -"Une fois sorti de l'interface PdV (:menuselection:`Fermer --> Confirmer` " -"dans le coin supérieur droit) vous trouverez toutes vos commandes dans: " -"menuselection:`Point de vente --> Commandes --> Commandes` et sous l'onglet " -"statut vous verrez ceux qui ont été facturés. Lorsque vous cliquez sur une " -"commande, vous pouvez accéder à la facture." #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 msgid "Log in with employee" @@ -6829,7 +7157,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:11 msgid "T-shirt" -msgstr "" +msgstr "t-shirt" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "Color: Blue, Red, White, Black" @@ -7145,6 +7473,173 @@ msgid "" " product." msgstr "" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "Définir les taxes" diff --git a/locale/fr/LC_MESSAGES/sphinx.po b/locale/fr/LC_MESSAGES/sphinx.po index 3bd23dfc8..07226b738 100644 --- a/locale/fr/LC_MESSAGES/sphinx.po +++ b/locale/fr/LC_MESSAGES/sphinx.po @@ -4,21 +4,22 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Fernanda Marques , 2022 # SAKodoo , 2022 # JM Mas, 2022 # Cécile Collart , 2022 -# Martin Trigaux, 2022 # Jonathan Castillo , 2022 +# Fabien Pinckaers , 2022 +# Martin Trigaux, 2022 +# Fernanda Marques , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Jonathan Castillo , 2022\n" +"Last-Translator: Fernanda Marques , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -168,6 +169,86 @@ msgstr "Documentation" msgid "Content guidelines" msgstr "Directives de contenu" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "Légal" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "Conditions générales" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "Anglais" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "Pour plus d'infos" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "Sur cette page" diff --git a/locale/fr/LC_MESSAGES/websites.po b/locale/fr/LC_MESSAGES/websites.po index 71340f613..8b5f3f6c1 100644 --- a/locale/fr/LC_MESSAGES/websites.po +++ b/locale/fr/LC_MESSAGES/websites.po @@ -22,7 +22,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Shark McGnark , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" @@ -3101,13 +3101,9 @@ msgstr "robots.txt" #: ../../content/applications/websites/website/optimize/seo.rst:623 msgid "" "When indexing your website, search engines take a first look at the general " -"indexing rules of the a``/robots.txt`` file (allowed robots, sitemap path, " +"indexing rules of the ``/robots.txt`` file (allowed robots, sitemap path, " "etc.). Odoo automatically creates it. Its content is:" msgstr "" -"Lors de l'indexation de votre site Web, les moteurs de recherche analysent " -"d'abord les règles générales d'indexation du fichier ``/robots.txt`` (robots" -" autorisés, chemin du plan du site, etc.). Odoo le génère automatiquement. " -"Voici son contenu :" #: ../../content/applications/websites/website/optimize/seo.rst:627 msgid "User-agent: \\* Sitemap: https://www.odoo.com/sitemap.xml" diff --git a/locale/he/LC_MESSAGES/finance.po b/locale/he/LC_MESSAGES/finance.po index 2313a999d..77c560a16 100644 --- a/locale/he/LC_MESSAGES/finance.po +++ b/locale/he/LC_MESSAGES/finance.po @@ -7,9 +7,7 @@ # Ofir Blum , 2022 # Netta Waizer, 2022 # Jonathan Spier, 2022 -# Martin Trigaux, 2022 # Lilach Gilliam , 2022 -# hed shefer , 2022 # ExcaliberX , 2022 # Amit Spilman , 2022 # שהאב חוסיין , 2022 @@ -17,9 +15,11 @@ # Adi Sharashov , 2022 # Roy Sayag, 2022 # NoaFarkash, 2022 -# ZVI BLONDER , 2022 -# Yihya Hugirat , 2022 # דודי מלכה , 2022 +# hed shefer , 2022 +# Martin Trigaux, 2022 +# Yihya Hugirat , 2022 +# ZVI BLONDER , 2022 # Ha Ketem , 2022 # #, fuzzy @@ -27,7 +27,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Ha Ketem , 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" @@ -244,7 +244,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -259,8 +259,8 @@ msgstr "" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -282,10 +282,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1212,8 +1214,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr " לביצוע" @@ -1415,7 +1416,6 @@ msgstr "" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "סקירה כללית" @@ -2147,216 +2147,293 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." +msgid "`VIDEO WEBINAR `_." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." +msgid "" +"`VIDEO WEBINAR ECOMMERCE `_." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "הקדמה" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 -msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" -msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" +msgstr "שם" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "שם טכני" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "תיאור" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 -msgid "Electronic Invoice Credentials" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 +msgid "Electronic Invoice Credentials" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "סביבה" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"Testing is provided so that the Companies can test their developments until " -"they are ready to move into the Production environment. As these two " +"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/accounting/fiscal_localizations/localizations/argentina.rst:82 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 msgid "" -"In case you need to configure the Homologation Certificate, please refer to " -"the AFIP official documentation: `Homologation Certificate " -"`_." +":guilabel:`Generate Certificate (AFIP)`. Access the AFIP portal and follow " +"the instructions described in `this document " +"`_ " +"to get a certificate." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "לקוח/ספק" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2367,149 +2444,165 @@ msgstr "" msgid "Taxes" msgstr "מיסים" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 -msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "מכתבים" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "מכתבים" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2519,645 +2612,874 @@ msgstr "" msgid "Journals" msgstr "יומנים" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:226 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 -msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "רציפות" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"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/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "חשבונית מס" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 -msgid "Document type assignation" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 -msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." +msgid "Document type assignation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." +msgid "Electronic invoice elements" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" +msgid "" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 -msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." +":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/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." +msgid "IVA Sujeto Exento;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." +msgid "Consumidor Final;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." +msgid "Responsable Monotributo;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." +msgid "IVA liberado." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." +msgid "Exportation invoices" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." +msgid "Exempt Taxes." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 -msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +"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/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:472 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" +msgid "Zone;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" +msgid "" +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 -msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +"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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" -msgstr "חשבוניות הספק" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:517 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"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/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 +msgid "" +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" +msgid "Invoice printed report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 -msgid "Reports" -msgstr "דוחות" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:627 -msgid "IIBB - Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 +msgid "Reports" +msgstr "דוחות" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 +msgid "IIBB - Reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 @@ -3297,6 +3619,14 @@ msgstr "" msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "הקדמה" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -3504,6 +3834,10 @@ msgid "" "in:" msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -3525,6 +3859,11 @@ msgstr "" msgid "Master Data" msgstr "נתוני אב" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -3573,6 +3912,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "" @@ -3598,6 +3941,11 @@ msgid "" "This will be done in Odoo using the default purchase fiscal positions." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -3620,10 +3968,30 @@ msgid "" "module is installed." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -4273,6 +4641,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "חשבוניות הספק" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -5928,28 +6300,6 @@ msgid "" "features of the Egyptian localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "שם" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "שם טכני" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "תיאור" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr "" @@ -6183,7 +6533,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr "" @@ -7756,10 +8106,6 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -11826,6 +12172,10 @@ msgstr "" msgid "The NIF should be set following the RUC format." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -12142,6 +12492,10 @@ msgid "" "about :doc:`multicurrencies <../../others/multi_currency>`." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -12467,6 +12821,10 @@ msgid "" "number of credits. The price list in the IAP is always displayed in EUR." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -13664,6 +14022,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "תגיות" @@ -13777,7 +14136,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -14094,9 +14453,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr "" @@ -16965,94 +17323,87 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 +msgid "Configuration: payment terms" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 +msgid "50% within 30 days" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 -msgid "Configuration: payment terms" +msgid "50% within 45 days" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 -msgid "50% within 30 days" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 -msgid "50% within 45 days" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 +msgid "Forecast bills to pay with the aged payable report" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 -msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 -msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." msgstr "" #: ../../content/applications/finance/accounting/payables/pay.rst:5 @@ -17065,182 +17416,105 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "ארצות הברית" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" +"click on :guilabel:`Print`." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 @@ -17258,10 +17532,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr "" @@ -17331,184 +17605,180 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." +msgid "Vatican City State." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 -msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 -msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 @@ -17573,7 +17843,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "" @@ -18786,6 +19056,7 @@ msgid "Account receivables" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "" @@ -20454,16 +20725,16 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 @@ -20481,222 +20752,195 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 +msgid "SEPA Direct Debit as a payment method" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 -msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 -msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "חשבוניות לקוח" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "" @@ -21121,12 +21365,22 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -21135,7 +21389,7 @@ msgid "" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -21146,51 +21400,51 @@ msgstr "" msgid "See detailed information of a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -21199,11 +21453,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -21215,39 +21469,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -21258,18 +21513,19 @@ msgid "" " Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -21283,11 +21539,11 @@ msgstr "" msgid "See the reconcile option" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -21347,57 +21603,55 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "תדירות החזר מס" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone @@ -21416,19 +21670,19 @@ msgstr "סעיף בדו\"ח מס" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." @@ -21438,242 +21692,569 @@ msgstr "" msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "תאריך חסימה לצורכי מס" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" +msgid "Lock your tax for a specific period in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "דוח מע\"מ" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" +msgid "Create a report with customized formulas" msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "הפעל את מצב המפתח" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "מאפיינים" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "שורות" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 -msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." -msgstr "" +msgid "Expressions" +msgstr "ביטויים" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "עמודות" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 @@ -24004,126 +24585,260 @@ msgstr "" msgid "`Odoo Documents: product page `_" msgstr "" -#: ../../content/applications/finance/documents.rst:14 -msgid "Workflow actions" -msgstr "" - -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:12 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"`Odoo Tutorials: Documents basics " +"`_" msgstr "" -#: ../../content/applications/finance/documents.rst:22 -msgid "Create workflow actions" -msgstr "" - -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:13 msgid "" -"To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." msgstr "" #: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" -msgstr "" - -#: ../../content/applications/finance/documents.rst:33 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." +"Enable the centralization of files attached to a specific area of your " +"activity." msgstr "" -#: ../../content/applications/finance/documents.rst:36 +#: ../../content/applications/finance/documents.rst:31 msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." msgstr "" -#: ../../content/applications/finance/documents.rst:40 -msgid "Set the conditions" +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." msgstr "" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:39 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." msgstr "" +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" +msgstr "סביבות עבודה" + #: ../../content/applications/finance/documents.rst:45 -msgid "There are three basic types of conditions you can set:" -msgstr "" - -#: ../../content/applications/finance/documents.rst:47 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." msgstr "" #: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." msgstr "" -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 +msgid "Workflow actions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:100 +msgid "" +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." +msgstr "" + +#: ../../content/applications/finance/documents.rst:107 +msgid "Create workflow actions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:109 +msgid "" +"To create workflow actions, go to :menuselection:`Documents --> " +"Configuration --> Actions` and then click on :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:113 +msgid "" +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." +msgstr "" + +#: ../../content/applications/finance/documents.rst:117 +msgid "Set the conditions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:119 +msgid "" +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." +msgstr "" + +#: ../../content/applications/finance/documents.rst:123 +msgid "There are three basic types of conditions you can set:" +msgstr "" + +#: ../../content/applications/finance/documents.rst:125 +msgid "" +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." +msgstr "" + +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." +msgstr "" + +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." msgstr "" -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." msgstr "" -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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/finance/documents.rstNone @@ -24131,92 +24846,93 @@ msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" msgstr "" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "" -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "" -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." msgstr "" -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." msgstr "" -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -24227,6 +24943,24 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "הוצאות" @@ -24561,7 +25295,7 @@ msgstr "" msgid "Payment providers (credit cards, online payments)" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -24569,7 +25303,7 @@ msgid "" "favorite payment methods such as **Credit Cards**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -24581,13 +25315,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -24595,11 +25329,11 @@ msgid "" "providers' systems." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -24607,120 +25341,125 @@ msgid "" " on the bank account and follow the usual reconciliation workflow." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "" - #: ../../content/applications/finance/payment_providers.rst:67 -msgid ":ref:`Tokenization `" +msgid "Payment flow from" msgstr "" #: ../../content/applications/finance/payment_providers.rst:68 -msgid ":ref:`Manual capture `" +msgid ":ref:`Tokenization `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:69 -msgid ":ref:`Refunds `" +msgid ":ref:`Manual capture `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:70 -msgid ":ref:`Express checkout `" +msgid ":ref:`Refunds `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:71 -msgid ":doc:`Adyen `" +msgid ":ref:`Express checkout `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" -msgstr "תשלום מ Odoo" +msgid ":ref:`Extra fees `" +msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 -msgid "|V|" +msgid ":doc:`Adyen `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 +msgid "|V|" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -24730,7 +25469,16 @@ msgid "" "accounting control process." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "" @@ -24757,22 +25505,22 @@ msgid "" "information about this payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " "check if your payment provider supports these features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -24781,14 +25529,14 @@ msgid "" "conversion rate and for subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -24796,11 +25544,11 @@ msgid "" "provider's server." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -24811,45 +25559,45 @@ msgid "" "payments manually can prove itself useful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" " release the funds, click on the :guilabel:`VOID TRANSACTION` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -24858,31 +25606,31 @@ msgid "" "capturing or voiding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "החזרים כספיים" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " "customer payment, navigate to it and click on the :guilabel:`REFUND` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -24891,49 +25639,74 @@ msgid "" "refunding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -24948,7 +25721,7 @@ msgid "" " Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -24958,7 +25731,7 @@ msgid "" "your main database." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -24969,55 +25742,54 @@ msgstr "" msgid "Credentials tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "ארצות" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -25025,21 +25797,21 @@ msgid "" "delivery methods are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -25049,24 +25821,24 @@ msgid "" " while preventing making payments and registering new tokens." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " "your customers. Click on the :guilabel:`Unpublish` button to unpublish it." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -25075,26 +25847,26 @@ msgid "" "advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -25104,65 +25876,69 @@ msgstr "" msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr "" @@ -25180,6 +25956,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -25343,7 +26120,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "" @@ -25401,7 +26178,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr "" @@ -25805,6 +26582,54 @@ msgid "" "main database." msgstr "" +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "הדגמה" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "" @@ -26231,6 +27056,10 @@ msgid "" "this on a test Odoo database rather than on your main database." msgstr "" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -26240,8 +27069,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 @@ -26549,43 +27378,49 @@ msgstr "" msgid "Link your Stripe Account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -26593,77 +27428,77 @@ msgid "" " webhook ` and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " "Stripe` and click on the *Connect Stripe* button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" " messages sent from Stripe to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -26671,37 +27506,37 @@ msgid "" "Standard Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -26723,104 +27558,104 @@ msgstr "" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " ":guilabel:`payment_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -26833,27 +27668,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -26861,28 +27696,28 @@ msgid "" "automatically from Odoo, or manually from Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" " registered with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -26893,7 +27728,7 @@ msgid "" "Click on :guilabel:`Add` to register your web domain with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "" @@ -26950,84 +27785,112 @@ msgid "Sign" msgstr "חתימות" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." msgstr "" #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." msgstr "" #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." msgstr "" -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "" - -#: ../../content/applications/finance/sign.rst:33 -msgid "Advanced electronic signatures" -msgstr "" - -#: ../../content/applications/finance/sign.rst:34 -msgid "Qualified electronic signatures" +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" msgstr "" #: ../../content/applications/finance/sign.rst:36 -msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +msgid "Advanced electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:41 -msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." +#: ../../content/applications/finance/sign.rst:37 +msgid "Qualified electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" +#: ../../content/applications/finance/sign.rst:39 +msgid "" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." +msgstr "" + +#: ../../content/applications/finance/sign.rst:42 +msgid "" +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" msgstr "" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -27041,141 +27904,207 @@ msgid "" "adopted the UETA, but similar acts instead." msgstr "" -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" msgstr "" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." msgstr "" -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." -msgstr "" - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "" - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "" - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." +"The signer must first express or imply their **consent to conduct business " +"electronically**." msgstr "" #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "סוגי שדה" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -#: ../../content/applications/finance/sign.rst:84 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." msgstr "" -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"After giving your new field a name, select one of the six *Types* available:" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." msgstr "" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "תפקידים" + +#: ../../content/applications/finance/sign.rst:88 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." msgstr "" #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." msgstr "" #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "" - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "" - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." -msgstr "" - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "" - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." -msgstr "" +msgid "Field Types" +msgstr "סוגי שדה" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." msgstr "" #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/he/LC_MESSAGES/general.po b/locale/he/LC_MESSAGES/general.po index 1f67ef3bf..fe8cf4e86 100644 --- a/locale/he/LC_MESSAGES/general.po +++ b/locale/he/LC_MESSAGES/general.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Ha Ketem , 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" @@ -965,46 +965,56 @@ msgstr "" #: ../../content/applications/general/developer_mode.rst:7 msgid "" -"The developer mode (or debug mode) gives you access to extra and advanced " -"tools." +"The developer mode (or debug mode) unlocks access to extra and advanced " +"tools in Odoo. There are several ways to activate the developer mode: " +"through the :ref:`settings `, the " +":ref:`browser extension `, through" +" the :ref:`command palette ` or the" +" :ref:`URL `." msgstr "" -#: ../../content/applications/general/developer_mode.rst:10 +#: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" msgstr "" -#: ../../content/applications/general/developer_mode.rst:12 -msgid "Go to :menuselection:`Settings --> Activate the developer mode`." -msgstr "" - -#: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of the debug options under settings in Odoo" -msgstr "" - #: ../../content/applications/general/developer_mode.rst:19 msgid "" -"*Activate the developer mode (with assets)* is used by developers; *Activate" -" the developer mode (with tests assets)* is used by developers and testers." +"The debug mode can be activated in the Odoo database settings. Go to " +":menuselection:`Settings --> General Settings --> Developer Tools` and click" +" on :guilabel:`Activate the developer mode`. At least one application needs " +"to be installed for the :guilabel:`Developer Tools` section to appear in the" +" :guilabel:`Settings` module." msgstr "" -#: ../../content/applications/general/developer_mode.rst:22 +#: ../../content/applications/general/developer_mode.rstNone +msgid "Overview of the debug options under settings in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:29 msgid "" -"Once activated, the *Deactivate the developer mode* option becomes " -"available." +":guilabel:`Activate the developer mode (with assets)` is used by developers;" +" :guilabel:`Activate the developer mode (with tests assets)` is used by " +"developers and testers." msgstr "" -#: ../../content/applications/general/developer_mode.rst:25 -msgid "Activate through a browser extension" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:28 +#: ../../content/applications/general/developer_mode.rst:32 msgid "" -"Go to the settings and extensions of your web browser, and search for *Odoo " -"Debug*. Once the extension is installed, a new icon will be shown on your " -"toolbar." +"Once activated, the :guilabel:`Deactivate the developer mode` option becomes" +" available." msgstr "" -#: ../../content/applications/general/developer_mode.rst:30 +#: ../../content/applications/general/developer_mode.rst:37 +msgid "Activate through the browser extension" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:39 +msgid "" +"Within a web browser, navigate to the browser settings and extensions and " +"search for the `Odoo Debug` extension. Once the extension is installed, a " +"new icon will be shown on the browser's toolbar." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:43 msgid "" "For the *Odoo Debug* extension, a single click enables a normal version of " "the mode, while a double click enables it with assets. To deactivate it, use" @@ -1012,39 +1022,40 @@ msgid "" msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "View of odoo’s debug icon in a chrome’s toolbar" +msgid "View of Odoo's debug icon in a Google Chrome toolbar." msgstr "" -#: ../../content/applications/general/developer_mode.rst:37 +#: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" msgstr "" -#: ../../content/applications/general/developer_mode.rst:39 +#: ../../content/applications/general/developer_mode.rst:55 msgid "" -"The command palette tool has a command to activate the debug mode: open it " -"with the keyboard shortcut `ctrl+k`, then type `debug`: a command will show " -"up to activate the debug mode." +"In Odoo, the command palette tool has a command to activate the debug mode. " +"First, open the command palette tool with the keyboard shortcut `ctrl+k` and" +" then type `debug`. A command will show up to activate the debug mode." msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Command palette with debug command" +msgid "Command palette with debug command." msgstr "" -#: ../../content/applications/general/developer_mode.rst:48 +#: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" msgstr "" -#: ../../content/applications/general/developer_mode.rst:50 +#: ../../content/applications/general/developer_mode.rst:70 msgid "" -"In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate " -"the debug mode, add `?debug=0` instead." +"The debug mode can also be activated by adding an extra query string to the " +"database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" +" deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of an url with the debug mode command added in Odoo" +msgid "Overview of a URL with the debug mode command added." msgstr "" -#: ../../content/applications/general/developer_mode.rst:58 +#: ../../content/applications/general/developer_mode.rst:79 msgid "" "Additional modes are available for developers: `?debug=assets` enables the " ":ref:`assets mode `, and " @@ -1052,40 +1063,43 @@ msgid "" "`." msgstr "" -#: ../../content/applications/general/developer_mode.rst:65 -msgid "Locate the mode tools" +#: ../../content/applications/general/developer_mode.rst:86 +msgid "Locate the developer mode tools" msgstr "" -#: ../../content/applications/general/developer_mode.rst:67 +#: ../../content/applications/general/developer_mode.rst:88 msgid "" -"The Developer mode tools can be accessed from the *Open Developer Tools* " -"button, located on the header of your pages. This menu contains additional " -"tools that are useful to understand or edit technical data, such as the " -"views or the actions. It contains some useful menu items such as:" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:72 -msgid "edit action" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:73 -msgid "manage filters" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:74 -msgid "edit the current view" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:75 -msgid "see the `fields view get`" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:76 -msgid "and much more." +"Once developer mode is activated, the developer mode tools can be accessed " +"from the :guilabel:`Open Developer Tools` button, the bug icon located in " +"the header of the Odoo database." msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of a console page and the debug icon being shown in Odoo" +msgid "Overview of a console page and the debug icon being shown in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:95 +msgid "" +"This menu contains additional tools that are useful to understand or edit " +"technical data, such as the views or actions of a page. On a page that has " +"filters, actions, and view options, the developer mode tools contain some " +"useful menu items such as:" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:99 +msgid ":guilabel:`Edit Action`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:100 +msgid ":guilabel:`Manage Filters`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:101 +msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:102 +msgid "See the :guilabel:`Fields View Get`" msgstr "" #: ../../content/applications/general/digest_emails.rst:3 @@ -1379,326 +1393,382 @@ msgid "Email Communication" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:3 -msgid "Sending emails with Odoo" +msgid "Send an email with Odoo" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:6 -msgid "Using your email domain in Odoo" +msgid "Use an email domain in Odoo" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" -"Documents in Odoo (a CRM opportunity, a sales order, an invoice ...) have a " -"discussion thread, called *chatter*." +"Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, " +"etc.) have a discussion thread, called *chatter*." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:11 msgid "" -"When you post a message in the chatter, this message is sent by email to the" -" followers of the document. If a follower replies to the message, the reply " -"updates the chatter, and Odoo relays the reply to the followers." +"When a database user posts a message in the chatter, this message is sent by" +" email to the followers of the document. If a follower replies to the " +"message, the reply updates the chatter, and Odoo relays the reply to the " +"followers as a notification." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:15 msgid "" -"Emails from your users to partners (customers, vendors) are sent from the " -"email address of your users. Similarly, emails from partners to users are " -"sent from the email address of the partners. This allows you to recognize at" -" a glance who sent an email relayed by Odoo." +"Messages sent in the chatter from internal database users to external users " +"(such as partners, customers, or vendors) are relayed on behalf of the " +"database users. Messages sent back to the chatter from external users will " +"appear in the chatter from their respective email addresses, or as they are " +"listed in their Contacts record." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:19 +#: ../../content/applications/general/email_communication/email_domain.rst:20 msgid "" -"If your database is hosted on our cloud (Odoo Online or Odoo.sh), it is not " -"necessary to add an outgoing email server to send emails from your custom " -"domain. You can enjoy this feature by using the default Odoo email server." +"If the Odoo database is hosted on the cloud (Odoo Online or Odoo.sh), it is " +"not necessary to add an outgoing email server to send emails from a custom " +"domain." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" "The Odoo server is subject to a daily email limit to prevent abuse. The " -"default limit is 200 emails sent per day for databases with an Enterprise " -"subscription. This limit can be increased under certain conditions. See our " -":doc:`FAQ ` or contact support for more information." +"default limit is 200 emails sent per day for databases with an " +"**Enterprise** subscription. This limit can be increased under certain " +"conditions. See the :doc:`FAQ ` or contact support for more " +"information." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:29 msgid "" -"However, it is recommended that you configure your domain name to ensure " -"that emails from your users reach your partners, rather than being " -"considered spam." +"To ensure that emails sent to and from the chatter reach their intended " +"contacts, instead of being considered spam, Odoo recommends configuring the " +"domain name." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:32 msgid "" -"For the same reason, we recommend that you always give your users an email " -"address from a domain you manage, rather than a generic email address " -"(gmail.com, outlook.com, etc.)." +"For the same reason, Odoo also recommends giving each database user an email" +" address from the configured domain, rather than a generic email address " +"domain (such as gmail.com, outlook.com, etc.)." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:38 +#: ../../content/applications/general/email_communication/email_domain.rst:39 msgid "Be SPF compliant" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:40 +#: ../../content/applications/general/email_communication/email_domain.rst:41 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" -" to specify which servers are allowed to send email from that domain. When a" -" server receives an incoming email, it checks whether the IP address of the " -"sending server is on the list of allowed IPs according to the SPF record of " -"the sender." +" to specify which servers are allowed to send emails from that domain. When " +"a server receives an incoming email, it checks if the IP address of the " +"sending server is on the list of allowed IPs according to the sender's " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:46 +#: ../../content/applications/general/email_communication/email_domain.rst:47 msgid "" -"The SPF verification is performed on the domain mentioned in the Return-Path" -" field of the email. In the case of an email sent by Odoo, this domain " -"corresponds to the value of the `mail.catchall.domain` key in the database " -"system parameters." +"The :abbr:`SPF (Sender Policy Framework)` verification is performed on the " +"domain mentioned in the `Return-Path` field of the email. In the case of an " +"email sent by Odoo, this domain corresponds to the value of the " +"`mail.catchall.domain` key in the database system parameters." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:50 +#: ../../content/applications/general/email_communication/email_domain.rst:51 msgid "" "See the :ref:`documentation on incoming emails " "`." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:52 +#: ../../content/applications/general/email_communication/email_domain.rst:53 msgid "" -"The SPF policy of a domain is set using a TXT record. How to create or " -"modify a TXT record depends on the provider hosting the DNS zone of your " -"domain name. In order for the verification to work properly, each domain can" -" only have one SPF record." +"The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a " +"TXT record. The way to create or modify a TXT record depends on the provider" +" hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In " +"order for the verification to work properly, each domain can only have one " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:56 +#: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" -"If your domain name does not yet have an SPF record, the content of the " -"record to create is as follows:" -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:59 -msgid "``v=spf1 include:_spf.odoo.com ~all``" +"If the domain name does not yet have an :abbr:`SPF (Sender Policy " +"Framework)` record, the content of the record to create it is as follows:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:61 -msgid "" -"If your domain name already has an SPF record, you need to update this " -"record (and do not create a new one)." +msgid "`v=spf1 include:_spf.odoo.com ~all`" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:66 +#: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" -"If your TXT record is `v=spf1 include:_spf.google.com ~all`, you need to " -"edit it to add `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " +"If the domain name already has an :abbr:`SPF (Sender Policy Framework)` " +"record, the record must be updated (and do not create a new one)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:68 +msgid "" +"If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " +"`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:69 +#: ../../content/applications/general/email_communication/email_domain.rst:71 msgid "" -"You can check if your SPF record is valid with a free tool like `MXToolbox " -"SPF `_." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:75 -msgid "Enable DKIM" +"Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " +"free tool like `MXToolbox SPF `_." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:77 -msgid "" -"The DomainKeys Identified Mail (DKIM) allows you to authenticate your emails" -" with a digital signature." +msgid "Enable DKIM" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:79 msgid "" -"When sending an email, the Odoo server includes a unique DKIM signature in " -"the headers. The recipient's server decrypts this signature using the DKIM " -"record in your domain name. If the signature and the key contained in the " -"record match, this guarantees that your message is authentic and has not " -"been altered during transport." +"The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " +"with a digital signature." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:84 +#: ../../content/applications/general/email_communication/email_domain.rst:82 msgid "" -"To enable DKIM, you must add a CNAME record to the DNS zone of your domain " -"name:" +"When sending an email, the Odoo server includes a unique :abbr:`DKIM " +"(DomainKeys Identified Mail)` signature in the headers. The recipient's " +"server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified " +"Mail)` record in the database's domain name. If the signature and the key " +"contained in the record match, this guarantees that the message is authentic" +" and has not been altered during transport." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:86 -msgid "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:89 +#: ../../content/applications/general/email_communication/email_domain.rst:88 msgid "" -"If your domain name is `mycompany.com`, you need to create a subdomain " +"To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME " +"(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" +" domain name:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:91 +msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:94 +msgid "" +"If the domain name is `mycompany.com`, make sure to create a subdomain " "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:92 +#: ../../content/applications/general/email_communication/email_domain.rst:97 msgid "" -"How to create or modify a CNAME record depends on the provider hosting the " -"DNS zone of your domain name. The most common providers are list below." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:95 -msgid "" -"You can check if your DKIM record is valid with a free tool like `DKIM Core " -"`_. If a selector is asked, enter `odoo`." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:99 -msgid "Check your DMARC policy" +"The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends " +"on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the " +"domain name. The most common providers are :ref:`listed below " +"`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:101 msgid "" -"The Domain-based Message Authentication, Reporting & Conformance (DMARC) is " -"a protocol that unifies SPF and DKIM. The instructions contained in the " -"DMARC record of a domain name tell the destination server what to do with an" -" incoming email that fails the SPF and/or DKIM check." +"Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with " +"a free tool like `DKIM Core `_. If a selector " +"is asked, enter `odoo`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:105 -msgid "" -"There are three DMARC policies: - ``p=none`` - ``p=quarantine`` - " -"``p=reject``" +msgid "Check the DMARC policy" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:110 +#: ../../content/applications/general/email_communication/email_domain.rst:107 msgid "" -"``p=quarantine`` and ``p=reject`` instruct the server that receives an email" -" to quarantine that email or ignore it if the SPF and/or DKIM check fails." +"The Domain-based Message Authentication, Reporting, & Conformance (DMARC) " +"record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and " +":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the" +" :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name tell the destination server what to do" +" with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" +" and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:113 +#: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" -"If your domain name uses DMARC and has defined one of these policies, it is " -"therefore imperative to be SPF compliant or to enable DKIM." +"There are three :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` policies:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:117 -msgid "" -"Yahoo or AOL are examples of email providers with a DMARC policy set to " -"``p=reject``. We strongly advise against using an *@yahoo.com* or *@aol.com*" -" address for your users. These emails will never reach their recipient." +msgid "`p=none`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:118 +msgid "`p=quarantine`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:119 +msgid "`p=reject`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" -"``p=none`` is used for the domain owner to receive reports about entities " -"using their domain. It should not impact the deliverability if the DMARC " -"check fails." +"`p=quarantine` and `p=reject` instruct the server that receives an email to " +"quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " +"Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:124 +#: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" -"You can check the DMARC record of a domain name with a tool like `MXToolbox " -"DMARC `_." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:127 -msgid "" -"If one of your partners, customer or vendor, uses DMARC and has defined one " -"of these policies, the Odoo server cannot relay emails from this partner to " -"your users." +"If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` and has defined one of these policies, the domain" +" must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " +":abbr:`DKIM (DomainKeys Identified Mail)`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" -"You need to :ref:`handle user notifications in Odoo " +"Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-" +"based Message Authentication, Reporting, & Conformance)` policy set to " +"`p=reject`. Odoo strongly advises against using an *@yahoo.com* or " +"*@aol.com* address for the database users. These emails will never reach " +"their recipient." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:135 +msgid "" +"`p=none` is used for the domain owner to receive reports about entities " +"using their domain. It should not impact the deliverability if the " +":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` check fails." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:139 +msgid "" +"Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name with a tool like `MXToolbox DMARC " +"`_." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:142 +msgid "" +"If a partner, customer, or vendor, uses :abbr:`DMARC (Domain-based Message " +"Authentication, Reporting, & Conformance)` and has defined one of these " +"policies, the Odoo server cannot relay emails from this partner to the " +"database users." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:146 +msgid "" +"To solve this issue, :ref:`handle user notifications in Odoo " "`, or replace the email address of the" " partner with a default email address." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:136 +#: ../../content/applications/general/email_communication/email_domain.rst:153 msgid "SPF, DKIM & DMARC documentation of common providers" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:138 +#: ../../content/applications/general/email_communication/email_domain.rst:155 msgid "" "`OVH DNS " "`_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:139 +#: ../../content/applications/general/email_communication/email_domain.rst:156 msgid "" "`OVH SPF `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:140 +#: ../../content/applications/general/email_communication/email_domain.rst:157 msgid "" "`GoDaddy TXT record `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:141 +#: ../../content/applications/general/email_communication/email_domain.rst:158 msgid "`GoDaddy SPF `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:142 +#: ../../content/applications/general/email_communication/email_domain.rst:159 msgid "" "`GoDaddy DKIM `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:143 +#: ../../content/applications/general/email_communication/email_domain.rst:160 msgid "" "`NameCheap " "`_" +"do-i-add- txtspfdkimdmarc-records-for-my-domain/>`_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:144 +#: ../../content/applications/general/email_communication/email_domain.rst:162 msgid "" "`CloudFlare DNS `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:145 +#: ../../content/applications/general/email_communication/email_domain.rst:163 msgid "" "`Google Domains `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:146 +#: ../../content/applications/general/email_communication/email_domain.rst:164 msgid "" "`Azure DNS `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:148 +#: ../../content/applications/general/email_communication/email_domain.rst:166 msgid "" -"To fully test your configuration, the tool `Mail-Tester `_ will give you a full overview of the content and " -"configuration you have in one email sent! Mail-Tester can also be used for " -"other lesser known providers." +"To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " +"configuration in one sent email. Mail-Tester can also be used for other, " +"lesser-known providers." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:153 +#: ../../content/applications/general/email_communication/email_domain.rst:171 msgid "Use a default email address" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:155 +#: ../../content/applications/general/email_communication/email_domain.rst:173 msgid "" -"To force the email address from which emails are sent, you need to create " -"the following key in the System Parameters of the database:" +"Access the :guilabel:`System Parameters` by activating :ref:`developer mode " +"` and going to :menuselection:`Settings --> Technical --> " +"Parameters --> System Parameters` menu." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:158 +#: ../../content/applications/general/email_communication/email_domain.rst:176 msgid "" -"If ``mail.default.from`` is set, and contains a full email address, all " -"outgoing emails are sent from the given address. This is a requirement to " -"use `Outlook with Odoo `_." +"To force the email address from which emails are sent, a combination of the " +"following keys needs to be set in the system parameters of the database:" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:162 +#: ../../content/applications/general/email_communication/email_domain.rst:179 msgid "" -"You access the **System Parameters** in :ref:`developer mode ` in the :menuselection:`Settings --> Technical --> Parameters --> " -"System Parameters` menu." +"`mail.default.from`: accepts the local part or a complete email address as " +"value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:180 +msgid "" +"`mail.default.from_filter`: accepts a domain name or a full email address as" +" value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:183 +msgid "" +"The `mail.default.from_filter` works only for `odoo-bin` configurations, " +"otherwise this parameter can be set using the `from_filter` field on " +"`ir.mail_server`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:186 +msgid "" +"If the email address of the author does not match " +"`mail.default.from_filter`, the email address is replaced by " +"`mail.default.from` (if it contains a full email address) or a combination " +"of `mail.default.from` and `mail.catchall.domain`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:190 +msgid "" +"If the `from_filter` contains a full email address, and if the " +"`mail.default.from` is the same as this address, then all of the email " +"addresses that are different from `mail.default.from` will be encapsulated " +"in `mail.default.from`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:3 @@ -1953,45 +2023,45 @@ msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:140 msgid "" "Sales Channel (to create Leads or Opportunities in `Odoo CRM " -"`__)," +"`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:141 +#: ../../content/applications/general/email_communication/email_servers.rst:142 msgid "" "Support Channel (to create Tickets in `Odoo Helpdesk " "`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:142 +#: ../../content/applications/general/email_communication/email_servers.rst:143 msgid "" "Projects (to create new Tasks in `Odoo Project `__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:144 +#: ../../content/applications/general/email_communication/email_servers.rst:145 msgid "" "Job Positions (to create Applicants in `Odoo Recruitment " "`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:146 +#: ../../content/applications/general/email_communication/email_servers.rst:147 msgid "etc." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:148 +#: ../../content/applications/general/email_communication/email_servers.rst:149 msgid "" "Depending on the mail server, there might be several methods to fetch " "emails. The easiest and most recommended method is to manage one email " "address per Odoo alias in the mail server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:151 +#: ../../content/applications/general/email_communication/email_servers.rst:152 msgid "" "Create the corresponding email addresses in the mail server (catchall@, " "bounce@, sales@, etc.)." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:152 +#: ../../content/applications/general/email_communication/email_servers.rst:153 msgid "" "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> " "General Settings --> Discuss`." @@ -2053,25 +2123,94 @@ msgid "" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:191 -msgid "Set up different dedicated servers for transactional and mass mails" +msgid "Utilizing the From Filter on an outgoing email server" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:193 msgid "" +"The :guilabel:`FROM Filtering` field allows for the use of a specific " +"outgoing email server depending on the :guilabel:`From` email address or " +"domain that Odoo is sending on behalf of. This setting can be used to " +"improve the deliverability or sending success rate of emails sent from the " +"database. Setting the :guilabel:`FROM Filtering` field can also be used to " +"send from different domains in a multi-company environment. Access this " +"field in Odoo by navigating to :menuselection:`Settings --> Custom Mail " +"Servers --> Outgoing Mail Servers --> New`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rstNone +msgid "Outgoing email server settings and the FROM filter settings." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:204 +msgid "" +"When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " +"is set, an email server is chosen in the following sequence:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:207 +msgid "" +"First, Odoo searches for an email server that has the same :guilabel:`FROM " +"Filtering` value as the :guilabel:`From` value (email address) defined in " +"the outgoing email. For example, if the :guilabel:`From` value (email " +"address) is `test\\@example.com`, only the email servers that have the " +":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:211 +msgid "" +"However, if no email servers are found that use the :guilabel:`From` value, " +"then Odoo searches for an email server that has the same *domain* as the " +":guilabel:`From` value (email address) defined in the outgoing email. For " +"example, if the :guilabel:`From` email address is `test\\@example.com`, only" +" the email servers that have the :guilabel:`FROM Filtering` value equal to " +"`example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:217 +msgid "" +"If no email servers are found after checking for the domain, then Odoo " +"returns all email servers that do not have any :guilabel:`FROM Filtering` " +"value(s) set." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:220 +msgid "" +"Should this query return no results, then Odoo performs a search for an " +"email server using the system parameter: `mail.default.from`. First, the " +"email address listed attempts to match an email server, and then the domain " +"attempts to find a match. If no email server is found, Odoo returns the " +"first outgoing email server (sorted by priority)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:226 +msgid "" +"If several email servers are found, then Odoo uses the first one according " +"to its priority. For example, if there are two email servers, one with a " +"priority of `10` and the other with a priority of `20`, then the email " +"server with a priority of `10` is used first." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:231 +msgid "Set up different dedicated servers for transactional and mass mails" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:233 +msgid "" "In Odoo a separate Mail Transfer Agent (MTA) server can be used for " "transactional emails and mass mailings. Example: Use Postmark or SendinBlue " "for transactional emails, and Amazon SES, Mailgun or Sendgrid for mass " "mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:198 +#: ../../content/applications/general/email_communication/email_servers.rst:238 msgid "" "A default outgoing email server is already configured. Do not create an " "alternative one unless a specific external outgoing email server is needed " "for technical reasons." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:201 +#: ../../content/applications/general/email_communication/email_servers.rst:241 msgid "" "To do this, first activate the :ref:`developer mode `, and " "then go to :menuselection:`Settings --> Technical --> Outgoing` email " @@ -2081,7 +2220,7 @@ msgid "" "providing a lower priority number for the transactional MTA server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:207 +#: ../../content/applications/general/email_communication/email_servers.rst:247 msgid "" "Now, go to :menuselection:`Email Marketing --> Settings` and enable " ":guilabel:`Dedicated Server`. With these settings, Odoo uses the server with" diff --git a/locale/he/LC_MESSAGES/inventory_and_mrp.po b/locale/he/LC_MESSAGES/inventory_and_mrp.po index 0bb822fe2..6b4ea8793 100644 --- a/locale/he/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/he/LC_MESSAGES/inventory_and_mrp.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: דודי מלכה , 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" @@ -540,7 +540,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -7237,67 +7236,84 @@ msgid "" "on which work center is busy and plan resources accordingly in real-time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +msgid "Work order settings ticked in Odoo Manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 -msgid "" -"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 +msgid "" +"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -7305,246 +7321,289 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" -msgstr "" +msgid "Create a bill of materials" +msgstr "צור עץ מוצר " #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" +msgid "Specify a bill of materials (BoM) for a product variant" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" +msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" +msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 -msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 -msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 diff --git a/locale/he/LC_MESSAGES/marketing.po b/locale/he/LC_MESSAGES/marketing.po index b518dd7c9..a8011b2ac 100644 --- a/locale/he/LC_MESSAGES/marketing.po +++ b/locale/he/LC_MESSAGES/marketing.po @@ -6,17 +6,17 @@ # Translators: # Yihya Hugirat , 2022 # דודי מלכה , 2022 -# ZVI BLONDER , 2022 # Martin Trigaux, 2022 +# ZVI BLONDER , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: ZVI BLONDER , 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -29,6 +29,7 @@ msgid "Marketing" msgstr "שיווק" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "שיווק בדואר אלקטרוני" @@ -43,111 +44,697 @@ msgid "Advanced" msgstr "מתקדם" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" +msgid "Understanding metrics" msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 +msgid "Consider the following example:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." +"A relevant targeting filter that applies to a type of individual activity." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." +"Overview showing participants who do or do not match filtering criteria on " +"an activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "צור קמפיין" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." msgstr "" #: ../../content/applications/marketing/sms_marketing.rst:8 @@ -247,8 +834,8 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:67 msgid "" -"If you are on Odoo Online (SAAS) and have the Enterprise version, you " -"benefit from free trial credits to test the feature." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free trial credits to test the feature." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:72 diff --git a/locale/he/LC_MESSAGES/productivity.po b/locale/he/LC_MESSAGES/productivity.po index 08a075abd..7a5613296 100644 --- a/locale/he/LC_MESSAGES/productivity.po +++ b/locale/he/LC_MESSAGES/productivity.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Ha Ketem , 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" @@ -642,7 +642,6 @@ msgid "Internet of Things (IoT)" msgstr "האינטרנט של הדברים (IoT)" #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/gmail.rst:6 #: ../../content/applications/productivity/mail_plugins/outlook.rst:6 msgid "Configuration" msgstr "תצורה" @@ -1749,141 +1748,215 @@ msgstr "" msgid "Gmail Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:8 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:5 msgid "" -"The Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both " -"on Odoo and Gmail." +"The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users " +"can keep track of all their work between Gmail and Odoo, without losing any " +"information." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:13 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 -msgid "Enable Mail Plugin" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:9 +msgid "Odoo Online users" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:11 +msgid "" +"For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to " +"configure the Gmail Plugin." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:15 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 -msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " -":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:21 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:94 msgid "Install the Gmail Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:23 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:17 msgid "" -"Open the `Gmail Plugin Apps Script project " -"`_." +"First, log in to the Gmail account that the user wishes to connect to Odoo." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:19 +msgid "" +"From the Gmail inbox, click the plus sign icon on the right side panel to " +"get add-ons. If the side panel is not visible, click on the arrow icon at " +"the bottom right corner of the inbox to reveal it." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "Plus sign icon on the Gmail inbox side panel." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:26 msgid "" -"Verify you are logged in using the Google account you want to install the " -"plugin on." +"Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo" +" Inbox Addin`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:28 -msgid "Click on *Publish* then *Deploy from manifest...*" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "Odoo Inbox Addin on Google Workspace Marketplace." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Deploying from manifest the Gmail Plugin from the Apps Script project" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:32 +msgid "" +"Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google " +"Workspace Marketplace " +"`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:35 msgid "" -"Make sure you are using the legacy editor; otherwise the *Deploy from " -"manifest* functionality may not be available." +"Once the plugin is located, click :guilabel:`Install`. Then, click " +":guilabel:`Continue` to start the installation." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Using the legacy editor in the Gmail Plugin Apps Script project" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:42 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:38 msgid "" -"Click on *Install add-on*. A \"Deployment installed\" notification should " -"appear. You can then click on *Close*." +"Next, select which Gmail account the user wishes to connect to Odoo. Then " +"click :guilabel:`Allow` to let Odoo access the Google account. Google will " +"then show a pop-up window confirming that the installation was successful." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Installing the Gmail Plugin from the Apps Script project" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:43 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:131 +msgid "Configure the Odoo database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:52 -msgid "Configure your Gmail mailbox" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:54 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:45 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:133 msgid "" -"Open any email in your Gmail mailbox. On the right-side panel, click on the " -"Odoo icon and then *Authorize Access*." +"The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in " +"order to use the Gmail Plugin. To enable the feature, go to " +":menuselection:`Settings --> General Settings`. Under the " +":guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then" +" click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Authorizing access to the Gmail Plugin" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "The Mail Plugin feature in the Settings." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:61 -msgid "Choose the right Google account." +#: ../../content/applications/productivity/mail_plugins/gmail.rst:55 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:143 +msgid "Configure the Gmail inbox" msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Choosing your Google account" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:57 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:145 +msgid "" +"In the Gmail inbox, a purple Odoo icon is now visible on the right side " +"panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click" +" on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin" +" window to grant Odoo access to the Gmail inbox." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:67 -msgid "Allow the Gmail Plugin to access some of your data." +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "" +"The Authorize Access button in the right sidebar of the Odoo plugin panel." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Allowing the Gmail Plugin to access Google data" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:65 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:153 +msgid "" +"Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that" +" the user wishes to connect to the Gmail inbox, and log in to the database." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:69 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:157 +msgid "" +"Use the general URL for the database, not the URL of a specific page in the " +"database. For example, use `https://mycompany.odoo.com`, not " +"`https://mycompany.odoo.com/web#cids=1&action=menu`." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:73 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:161 msgid "" -"The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The " +"browser will then show a :guilabel:`Success!` message. After that, close the" +" window. The Gmail inbox and Odoo database are now connected." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:78 +msgid "Odoo On-Premise users" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:80 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +"For databases hosted on servers other than Odoo Online (or Odoo.sh), follow " +"the steps below to configure the Gmail Plugin." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:83 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:84 +msgid "" +"As part of their security guidelines, Google requires add-on creators to " +"provide a list of URLs that can be used in actions and redirections launched" +" by the add-on. This protects users by ensuring, for example, that no add-on" +" redirects users toward a malicious website. (Read more on `Google Apps " +"Script `_.)" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:89 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +msgid "" +"Since Odoo can only list the `odoo.com` domain and not every on-premise " +"customer's unique server domain, on-premise customers cannot install the " +"Gmail Plugin from the Google Workspace Marketplace." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:91 -msgid "Click on *Allow* to let the Gmail Plugin connect to your database." +#: ../../content/applications/productivity/mail_plugins/gmail.rst:96 +msgid "" +"First, access the `GitHub repository `_ for the Odoo Mail Plugins. Next, click on the green " +":guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download " +"the Mail Plugin files onto the user's computer." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Allowing the Gmail Plugin to connect to a database" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "" +"Download the ZIP file from the Odoo GitHub repository for Mail Plugins." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:104 +msgid "" +"Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-" +"extensions-master --> gmail --> src --> views`, and open the " +":file:`login.ts` file using any text editor software, such as Notepad " +"(Windows), TextEdit (Mac), or Visual Studio Code." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:108 +msgid "" +"Delete the following three lines of text from the :file:`login.ts` file:" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:116 +msgid "" +"This removes the `odoo.com` domain constraint from the Gmail Plugin program." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:118 +msgid "" +"Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master " +"--> gmail`, and open the file called :guilabel:`README`. Follow the " +"instructions in the :guilabel:`README` file to push the Gmail Plugin files " +"as a Google Project." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:123 +msgid "" +"The computer must be able to run Linux commands in order to follow the " +"instructions on the :guilabel:`README` file." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:126 +msgid "" +"After that, share the Google Project with the Gmail account that the user " +"wishes to connect to Odoo. Then, click :guilabel:`Publish` and " +":guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-" +"on` to install the Gmail Plugin." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:3 @@ -1896,6 +1969,17 @@ msgid "" " on Odoo and Outlook." msgstr "" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +msgid "Enable Mail Plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +msgid "" +"First, you need to enable the *Mail Plugin* feature in your database. Go to " +":menuselection:`Settings --> General Settings --> Integrations`, enable " +"*Mail Plugin*, and *Save* the configuration." +msgstr "" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:21 msgid "Install the Outlook Plugin" msgstr "" @@ -1962,6 +2046,23 @@ msgstr "" msgid "Odoo for Outlook add-in button" msgstr "" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +msgid "" +"The right-side panel can now display **Company Insights**. At the bottom, " +"click on *Login*." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +msgid "Logging in your Odoo database" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 +msgid "" +"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" +" available as a trial. This feature requires :ref:`prepaid credits " +"`." +msgstr "" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" "If, after a short while, the panel is still empty, it is possible that your " @@ -1988,6 +2089,14 @@ msgstr "" msgid "Once done, the Outlook panel needs to be opened again." msgstr "" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 +msgid "Enter your Odoo database URL and click on *Login*." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +msgid "Entering your Odoo database URL" +msgstr "" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:99 msgid "Click on *Allow* to open the pop-up window." msgstr "" @@ -1996,6 +2105,10 @@ msgstr "" msgid "New window pop-up warning" msgstr "" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 +msgid "If you aren't logged into your database, enter your credentials." +msgstr "" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:107 msgid "Click on *Allow* to let the Outlook Plugin connect to your database." msgstr "" diff --git a/locale/he/LC_MESSAGES/sales.po b/locale/he/LC_MESSAGES/sales.po index 6ee3415d1..1541dcc9d 100644 --- a/locale/he/LC_MESSAGES/sales.po +++ b/locale/he/LC_MESSAGES/sales.po @@ -10,17 +10,17 @@ # דודי מלכה , 2022 # ExcaliberX , 2022 # Adi Sharashov , 2022 -# ZVI BLONDER , 2022 # Ha Ketem , 2022 +# ZVI BLONDER , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Ha Ketem , 2022\n" +"Last-Translator: ZVI BLONDER , 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -72,17 +72,18 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -357,98 +358,169 @@ msgstr "" msgid "Lead mining" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +msgid "" +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 +msgid "" +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 +msgid "" +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "תמחור" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" -"If you are on Odoo Online and have the Enterprise version, you benefit from " -"free trial credits to test the feature." +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:72 -msgid ":doc:`In-App Purchases (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 @@ -2001,210 +2073,277 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." +msgid "Making a product available in your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." +msgid "POS session interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 -msgid "Return and refund products" -msgstr "" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 +msgid "Return and refund products" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" +msgid "refund view from a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." +msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"It’s strongly advised to close your PoS session at the end of each day." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 -msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." +msgid "" +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 @@ -2311,6 +2450,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "" @@ -2382,10 +2522,51 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 +msgid "Set the Event URLs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 msgid "Add a new payment method" msgstr "הוסף אמצעי תשלום חדש" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " @@ -2393,13 +2574,14 @@ msgid "" "add your new method for Adyen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2414,12 +2596,13 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" @@ -2428,6 +2611,7 @@ msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -2608,6 +2792,214 @@ msgid "" "payment terminal and Odoo." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "" @@ -3317,75 +3709,110 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" +msgid "Invoice issuance" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" +msgid "Set a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." +msgid ":doc:`../overview/getting_started`" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 @@ -6241,6 +6668,173 @@ msgid "" " product." msgstr "" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "הגדר מיסים" diff --git a/locale/he/LC_MESSAGES/sphinx.po b/locale/he/LC_MESSAGES/sphinx.po index 5595788c6..352cbd7ee 100644 --- a/locale/he/LC_MESSAGES/sphinx.po +++ b/locale/he/LC_MESSAGES/sphinx.po @@ -6,17 +6,18 @@ # Translators: # yacov mosbacher , 2022 # Yihya Hugirat , 2022 -# ZVI BLONDER , 2022 # Martin Trigaux, 2022 +# ZVI BLONDER , 2022 +# Netta Waizer, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Netta Waizer, 2022\n" "Language-Team: Hebrew (https://www.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -157,6 +158,86 @@ msgstr "תיעוד" msgid "Content guidelines" msgstr "" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "משפטי" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "תנאים והגבלות" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "" diff --git a/locale/nl/LC_MESSAGES/finance.po b/locale/nl/LC_MESSAGES/finance.po index 21229a462..fe4d4115b 100644 --- a/locale/nl/LC_MESSAGES/finance.po +++ b/locale/nl/LC_MESSAGES/finance.po @@ -8,21 +8,21 @@ # Cas Vissers , 2022 # Eric Geens , 2022 # Julia van Orsouw , 2022 -# Gunther Clauwaert , 2022 -# Erwin van der Ploeg , 2022 # Jolien De Paepe, 2022 # Cas Vissers , 2022 +# Gunther Clauwaert , 2022 # Yenthe Van Ginneken , 2022 # Martin Trigaux, 2022 +# Erwin van der Ploeg , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Erwin van der Ploeg , 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -239,7 +239,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -254,8 +254,8 @@ msgstr "" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -277,10 +277,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1259,8 +1261,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr "Te doen" @@ -1462,7 +1463,6 @@ msgstr "" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "Overzicht" @@ -2203,216 +2203,293 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." +msgid "`VIDEO WEBINAR `_." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." +msgid "" +"`VIDEO WEBINAR ECOMMERCE `_." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "Introductie" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 -msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" -msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" +msgstr "Naam" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "Technische naam" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "Omschrijving" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" msgstr "Rekeningschema" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" -msgstr "" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 -msgid "Electronic Invoice Credentials" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 +msgid "Electronic Invoice Credentials" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "Omgeving" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"Testing is provided so that the Companies can test their developments until " -"they are ready to move into the Production environment. As these two " +"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/accounting/fiscal_localizations/localizations/argentina.rst:82 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 msgid "" -"In case you need to configure the Homologation Certificate, please refer to " -"the AFIP official documentation: `Homologation Certificate " -"`_." +":guilabel:`Generate Certificate (AFIP)`. Access the AFIP portal and follow " +"the instructions described in `this document " +"`_ " +"to get a certificate." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "Relatie" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2423,149 +2500,165 @@ msgstr "" msgid "Taxes" msgstr "BTW" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 -msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "Brieven" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "Brieven" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2575,645 +2668,874 @@ msgstr "" msgid "Journals" msgstr "Dagboeken" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:226 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 -msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "Reeksen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"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/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "Factuur" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 -msgid "Document type assignation" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 -msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." +msgid "Document type assignation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." +msgid "Electronic invoice elements" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" +msgid "" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 -msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." +":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/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." +msgid "IVA Sujeto Exento;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." +msgid "Consumidor Final;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." +msgid "Responsable Monotributo;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." +msgid "IVA liberado." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." +msgid "Exportation invoices" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." +msgid "Exempt Taxes." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 -msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +"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/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:472 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" +msgid "Zone;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" +msgid "" +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 -msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +"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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" -msgstr "Leveranciersfacturen" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:517 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"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/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 +msgid "" +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" +msgid "Invoice printed report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 -msgid "Reports" -msgstr "Rapportages" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:627 -msgid "IIBB - Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 +msgid "Reports" +msgstr "Rapportages" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 +msgid "IIBB - Reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 @@ -3353,6 +3675,14 @@ msgstr "" msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "Introductie" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -3560,6 +3890,10 @@ msgid "" "in:" msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -3581,6 +3915,11 @@ msgstr "" msgid "Master Data" msgstr "Stamgegevens" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -3629,6 +3968,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "" @@ -3654,6 +3997,11 @@ msgid "" "This will be done in Odoo using the default purchase fiscal positions." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -3676,10 +4024,30 @@ msgid "" "module is installed." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -4329,6 +4697,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "Leveranciersfacturen" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -5984,28 +6356,6 @@ msgid "" "features of the Egyptian localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "Naam" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "Technische naam" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "Omschrijving" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr "" @@ -6239,7 +6589,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr "" @@ -7813,10 +8163,6 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -11883,6 +12229,10 @@ msgstr "" msgid "The NIF should be set following the RUC format." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "Rekeningschema" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -12199,6 +12549,10 @@ msgid "" "about :doc:`multicurrencies <../../others/multi_currency>`." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -12524,6 +12878,10 @@ msgid "" "number of credits. The price list in the IAP is always displayed in EUR." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -13721,6 +14079,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "Labels" @@ -13834,7 +14193,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -14151,9 +14510,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr "" @@ -17043,95 +17401,87 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 -msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 msgid "Configuration: payment terms" msgstr "Configuratie: betalingstermijnen" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 msgid "50% within 30 days" msgstr "50% binnen 30 dagen" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 msgid "50% within 45 days" msgstr "50% binnen 45 dagen" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 +msgid "Forecast bills to pay with the aged payable report" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 -msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 -msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "" -"Dit rapport verteld u hoeveel u de komende maanden zult moeten betalen." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "Selecteer te betalen rekening" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." msgstr "" #: ../../content/applications/finance/accounting/payables/pay.rst:5 @@ -17144,185 +17494,106 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "Installeer de vereiste module" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "Activeer cheque betalingsmethode" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "Verenigde Staten" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Voor de Verenigde Staten ondersteunt Odoo standaard de cheque formaten van:" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "" -"Het is ook mogelijk om uw eigen cheque formaat te wijzigen door middel van " -"aanpassingen." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "Betaal een leveranciersfactuur met een cheque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "Een leverancier betalen met een cheque gebeurd in drie stappen:" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "Checks in batch afdrukken voor alle geregistreerde betalingen" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" -msgstr "bankafschriften afletteren" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "Registreer een betaling via cheque" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "Print cheques" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "Betaal eender wat met een cheque" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" +"click on :guilabel:`Print`." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 @@ -17340,10 +17611,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr ":doc:`../../bank/reconciliation/use_cases`" @@ -17413,190 +17684,180 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "Betaal met SEPA" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" msgstr "" -"SEPA is ondersteund door de banken van de 28 EU lidstaten en ook door " -"Ijsland, Noorwegen, Zwitserland, Andorra, Monaco en San Marino." #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." +msgid "Vatican City State." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." msgstr "" -"Volgens uw land en grootboekschema kan deze module standaard worden " -"geïnstalleerd." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "Activeer SEPA betalingsmethodes op banken" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "Registreer uw betalingen" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "" -"Voor toekomstige betalingen aan deze leverancier stelt Odoo u automatisch de" -" rekeningen voor maar u kan andere selecteren of aanmaken." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "Genereer SEPA bestanden" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "Problemen oplossen" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "De bank weigert mijn SEPA bestand" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 -msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 -msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr ":doc:`check`" - -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 @@ -17661,7 +17922,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "Vereisten" @@ -18888,6 +19149,7 @@ msgid "Account receivables" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "" @@ -20588,16 +20850,16 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 @@ -20615,222 +20877,195 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 +msgid "SEPA Direct Debit as a payment method" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 -msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 -msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "Klantfacturen" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "" @@ -21255,12 +21490,22 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -21269,7 +21514,7 @@ msgid "" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -21280,51 +21525,51 @@ msgstr "" msgid "See detailed information of a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -21333,11 +21578,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -21349,39 +21594,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -21392,18 +21638,19 @@ msgid "" " Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -21417,11 +21664,11 @@ msgstr "" msgid "See the reconcile option" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -21481,57 +21728,55 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "BTW aangifteperiode" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone @@ -21550,19 +21795,19 @@ msgstr "BTW rubriek" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." @@ -21572,243 +21817,570 @@ msgstr "" msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "BTW blokkeerdatum" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" +msgid "Lock your tax for a specific period in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "BTW-rapportage" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" +msgid "Create a report with customized formulas" msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "Activeer de ontwikkelaarsmodus" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "Maak uw financieel rapport" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "**Analyse Periode**:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "Voeg lijnen toe in uw gepersonaliseerde rapporten" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "Varianten" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "U heeft verschillende beschikbare objecten in de formule:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 -msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "Regels" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "Andere handige velden:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." -msgstr "**Type**: Type van het resultaat van de formule." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." -msgstr "" +msgid "Expressions" +msgstr "Uitdrukkingen" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" -msgstr ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "Kolommen" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 msgid "Data inalterability check report" @@ -24222,126 +24794,260 @@ msgstr "" msgid "`Odoo Documents: product page `_" msgstr "" -#: ../../content/applications/finance/documents.rst:14 -msgid "Workflow actions" -msgstr "" - -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:12 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"`Odoo Tutorials: Documents basics " +"`_" msgstr "" -#: ../../content/applications/finance/documents.rst:22 -msgid "Create workflow actions" -msgstr "" - -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:13 msgid "" -"To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." msgstr "" #: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" -msgstr "" - -#: ../../content/applications/finance/documents.rst:33 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." +"Enable the centralization of files attached to a specific area of your " +"activity." msgstr "" -#: ../../content/applications/finance/documents.rst:36 +#: ../../content/applications/finance/documents.rst:31 msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." msgstr "" -#: ../../content/applications/finance/documents.rst:40 -msgid "Set the conditions" +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." msgstr "" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:39 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." msgstr "" +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" +msgstr "Werkruimtes" + #: ../../content/applications/finance/documents.rst:45 -msgid "There are three basic types of conditions you can set:" -msgstr "" - -#: ../../content/applications/finance/documents.rst:47 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." msgstr "" #: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." msgstr "" -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "Documentbeheer" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 +msgid "Workflow actions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:100 +msgid "" +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." +msgstr "" + +#: ../../content/applications/finance/documents.rst:107 +msgid "Create workflow actions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:109 +msgid "" +"To create workflow actions, go to :menuselection:`Documents --> " +"Configuration --> Actions` and then click on :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:113 +msgid "" +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." +msgstr "" + +#: ../../content/applications/finance/documents.rst:117 +msgid "Set the conditions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:119 +msgid "" +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." +msgstr "" + +#: ../../content/applications/finance/documents.rst:123 +msgid "There are three basic types of conditions you can set:" +msgstr "" + +#: ../../content/applications/finance/documents.rst:125 +msgid "" +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." +msgstr "" + +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." +msgstr "" + +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." msgstr "" -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." msgstr "" -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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/finance/documents.rstNone @@ -24349,92 +25055,93 @@ msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" msgstr "" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "" -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "" -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." msgstr "" -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." msgstr "" -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -24445,6 +25152,24 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "Declaraties" @@ -24779,7 +25504,7 @@ msgstr "" msgid "Payment providers (credit cards, online payments)" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -24787,7 +25512,7 @@ msgid "" "favorite payment methods such as **Credit Cards**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -24799,13 +25524,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -24813,11 +25538,11 @@ msgid "" "providers' systems." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -24825,120 +25550,125 @@ msgid "" " on the bank account and follow the usual reconciliation workflow." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "Betaal flow" - #: ../../content/applications/finance/payment_providers.rst:67 -msgid ":ref:`Tokenization `" +msgid "Payment flow from" msgstr "" #: ../../content/applications/finance/payment_providers.rst:68 -msgid ":ref:`Manual capture `" +msgid ":ref:`Tokenization `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:69 -msgid ":ref:`Refunds `" +msgid ":ref:`Manual capture `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:70 -msgid ":ref:`Express checkout `" +msgid ":ref:`Refunds `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:71 -msgid ":doc:`Adyen `" +msgid ":ref:`Express checkout `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" -msgstr "Betaling van Odoo" +msgid ":ref:`Extra fees `" +msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 -msgid "|V|" +msgid ":doc:`Adyen `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 +msgid "|V|" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -24948,7 +25678,16 @@ msgid "" "accounting control process." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "" @@ -24975,22 +25714,22 @@ msgid "" "information about this payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " "check if your payment provider supports these features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -24999,14 +25738,14 @@ msgid "" "conversion rate and for subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -25014,11 +25753,11 @@ msgid "" "provider's server." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -25029,45 +25768,45 @@ msgid "" "payments manually can prove itself useful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" " release the funds, click on the :guilabel:`VOID TRANSACTION` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -25076,31 +25815,31 @@ msgid "" "capturing or voiding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "Retouren" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " "customer payment, navigate to it and click on the :guilabel:`REFUND` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -25109,49 +25848,74 @@ msgid "" "refunding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -25166,7 +25930,7 @@ msgid "" " Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -25176,7 +25940,7 @@ msgid "" "your main database." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -25187,55 +25951,54 @@ msgstr "" msgid "Credentials tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "Landen" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "Maximaal aantal" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -25243,21 +26006,21 @@ msgid "" "delivery methods are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -25267,24 +26030,24 @@ msgid "" " while preventing making payments and registering new tokens." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " "your customers. Click on the :guilabel:`Unpublish` button to unpublish it." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -25293,26 +26056,26 @@ msgid "" "advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -25322,65 +26085,69 @@ msgstr "" msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr "" @@ -25398,6 +26165,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -25561,7 +26329,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "" @@ -25619,7 +26387,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr "" @@ -26023,6 +26791,54 @@ msgid "" "main database." msgstr "" +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "Demo" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "Fluttergolf" @@ -26449,6 +27265,10 @@ msgid "" "this on a test Odoo database rather than on your main database." msgstr "" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -26458,8 +27278,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 @@ -26768,43 +27588,49 @@ msgstr "" msgid "Link your Stripe Account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -26812,77 +27638,77 @@ msgid "" " webhook ` and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " "Stripe` and click on the *Connect Stripe* button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" " messages sent from Stripe to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -26890,37 +27716,37 @@ msgid "" "Standard Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -26942,104 +27768,104 @@ msgstr "" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " ":guilabel:`payment_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -27052,27 +27878,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -27080,28 +27906,28 @@ msgid "" "automatically from Odoo, or manually from Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" " registered with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -27112,7 +27938,7 @@ msgid "" "Click on :guilabel:`Add` to register your web domain with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "" @@ -27169,84 +27995,112 @@ msgid "Sign" msgstr "E-sign" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." msgstr "" #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." msgstr "" #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." msgstr "" -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "" - -#: ../../content/applications/finance/sign.rst:33 -msgid "Advanced electronic signatures" -msgstr "" - -#: ../../content/applications/finance/sign.rst:34 -msgid "Qualified electronic signatures" +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" msgstr "" #: ../../content/applications/finance/sign.rst:36 -msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +msgid "Advanced electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:41 -msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." +#: ../../content/applications/finance/sign.rst:37 +msgid "Qualified electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" +#: ../../content/applications/finance/sign.rst:39 +msgid "" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." +msgstr "" + +#: ../../content/applications/finance/sign.rst:42 +msgid "" +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" msgstr "" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "Verenigde Staten van Amerika" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -27260,141 +28114,207 @@ msgid "" "adopted the UETA, but similar acts instead." msgstr "" -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" msgstr "" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." msgstr "" -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." -msgstr "" - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "" - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "" - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." +"The signer must first express or imply their **consent to conduct business " +"electronically**." msgstr "" #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "Veldtypes" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -#: ../../content/applications/finance/sign.rst:84 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." msgstr "" -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"After giving your new field a name, select one of the six *Types* available:" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." msgstr "" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "Rollen" + +#: ../../content/applications/finance/sign.rst:88 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." msgstr "" #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." msgstr "" #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "" - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "" - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." -msgstr "" - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "" - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." -msgstr "" +msgid "Field Types" +msgstr "Veldtypes" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." msgstr "" #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/nl/LC_MESSAGES/general.po b/locale/nl/LC_MESSAGES/general.po index 0921cb895..6385f0471 100644 --- a/locale/nl/LC_MESSAGES/general.po +++ b/locale/nl/LC_MESSAGES/general.po @@ -8,9 +8,9 @@ # Pol Van Dingenen , 2022 # Maxim Vandenbroucke , 2022 # Bilal el Attar , 2022 +# Gunther Clauwaert , 2022 # Erwin van der Ploeg , 2022 # Yenthe Van Ginneken , 2022 -# Gunther Clauwaert , 2022 # Cas Vissers , 2022 # Martin Trigaux, 2022 # Jolien De Paepe, 2022 @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Jolien De Paepe, 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" @@ -975,51 +975,56 @@ msgstr "" #: ../../content/applications/general/developer_mode.rst:7 msgid "" -"The developer mode (or debug mode) gives you access to extra and advanced " -"tools." +"The developer mode (or debug mode) unlocks access to extra and advanced " +"tools in Odoo. There are several ways to activate the developer mode: " +"through the :ref:`settings `, the " +":ref:`browser extension `, through" +" the :ref:`command palette ` or the" +" :ref:`URL `." msgstr "" -"De ontwikkelaarsmodus (of debug-modus) geeft je toegang tot extra en " -"geavanceerde tools." -#: ../../content/applications/general/developer_mode.rst:10 +#: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" msgstr "" -#: ../../content/applications/general/developer_mode.rst:12 -msgid "Go to :menuselection:`Settings --> Activate the developer mode`." -msgstr "" -"Ga naar :menuselection:`Instellingen --> Activeer de ontwikkelaars mode`." - -#: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of the debug options under settings in Odoo" -msgstr "Overzicht in Odoo van de debug opties onder instellingen" - #: ../../content/applications/general/developer_mode.rst:19 msgid "" -"*Activate the developer mode (with assets)* is used by developers; *Activate" -" the developer mode (with tests assets)* is used by developers and testers." +"The debug mode can be activated in the Odoo database settings. Go to " +":menuselection:`Settings --> General Settings --> Developer Tools` and click" +" on :guilabel:`Activate the developer mode`. At least one application needs " +"to be installed for the :guilabel:`Developer Tools` section to appear in the" +" :guilabel:`Settings` module." msgstr "" -#: ../../content/applications/general/developer_mode.rst:22 +#: ../../content/applications/general/developer_mode.rstNone +msgid "Overview of the debug options under settings in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:29 msgid "" -"Once activated, the *Deactivate the developer mode* option becomes " -"available." -msgstr "" -"Eenmaal geactiveerd, wordt de optie *Deactiveer de ontwikkelaars mode* " -"beschikbaar." - -#: ../../content/applications/general/developer_mode.rst:25 -msgid "Activate through a browser extension" +":guilabel:`Activate the developer mode (with assets)` is used by developers;" +" :guilabel:`Activate the developer mode (with tests assets)` is used by " +"developers and testers." msgstr "" -#: ../../content/applications/general/developer_mode.rst:28 +#: ../../content/applications/general/developer_mode.rst:32 msgid "" -"Go to the settings and extensions of your web browser, and search for *Odoo " -"Debug*. Once the extension is installed, a new icon will be shown on your " -"toolbar." +"Once activated, the :guilabel:`Deactivate the developer mode` option becomes" +" available." msgstr "" -#: ../../content/applications/general/developer_mode.rst:30 +#: ../../content/applications/general/developer_mode.rst:37 +msgid "Activate through the browser extension" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:39 +msgid "" +"Within a web browser, navigate to the browser settings and extensions and " +"search for the `Odoo Debug` extension. Once the extension is installed, a " +"new icon will be shown on the browser's toolbar." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:43 msgid "" "For the *Odoo Debug* extension, a single click enables a normal version of " "the mode, while a double click enables it with assets. To deactivate it, use" @@ -1027,39 +1032,40 @@ msgid "" msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "View of odoo’s debug icon in a chrome’s toolbar" -msgstr "Weergave van odoo's debug-pictogram in de werkbalk van Chrome" +msgid "View of Odoo's debug icon in a Google Chrome toolbar." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:37 +#: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" msgstr "" -#: ../../content/applications/general/developer_mode.rst:39 +#: ../../content/applications/general/developer_mode.rst:55 msgid "" -"The command palette tool has a command to activate the debug mode: open it " -"with the keyboard shortcut `ctrl+k`, then type `debug`: a command will show " -"up to activate the debug mode." +"In Odoo, the command palette tool has a command to activate the debug mode. " +"First, open the command palette tool with the keyboard shortcut `ctrl+k` and" +" then type `debug`. A command will show up to activate the debug mode." msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Command palette with debug command" +msgid "Command palette with debug command." msgstr "" -#: ../../content/applications/general/developer_mode.rst:48 +#: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" msgstr "" -#: ../../content/applications/general/developer_mode.rst:50 +#: ../../content/applications/general/developer_mode.rst:70 msgid "" -"In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate " -"the debug mode, add `?debug=0` instead." +"The debug mode can also be activated by adding an extra query string to the " +"database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" +" deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of an url with the debug mode command added in Odoo" -msgstr "Overzicht van een url met het debug mode commando toegevoegd in Odoo" +msgid "Overview of a URL with the debug mode command added." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:58 +#: ../../content/applications/general/developer_mode.rst:79 msgid "" "Additional modes are available for developers: `?debug=assets` enables the " ":ref:`assets mode `, and " @@ -1067,40 +1073,43 @@ msgid "" "`." msgstr "" -#: ../../content/applications/general/developer_mode.rst:63 -msgid "Locate the mode tools" -msgstr "Zoek de modushulpmiddelen" +#: ../../content/applications/general/developer_mode.rst:86 +msgid "Locate the developer mode tools" +msgstr "" -#: ../../content/applications/general/developer_mode.rst:65 +#: ../../content/applications/general/developer_mode.rst:88 msgid "" -"The Developer mode tools can be accessed from the *Open Developer Tools* " -"button, located on the header of your pages. This menu contains additional " -"tools that are useful to understand or edit technical data, such as the " -"views or the actions. It contains some useful menu items such as:" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:70 -msgid "edit action" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:71 -msgid "manage filters" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:72 -msgid "edit the current view" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:73 -msgid "see the `fields view get`" -msgstr "" - -#: ../../content/applications/general/developer_mode.rst:74 -msgid "and much more." +"Once developer mode is activated, the developer mode tools can be accessed " +"from the :guilabel:`Open Developer Tools` button, the bug icon located in " +"the header of the Odoo database." msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of a console page and the debug icon being shown in Odoo" +msgid "Overview of a console page and the debug icon being shown in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:95 +msgid "" +"This menu contains additional tools that are useful to understand or edit " +"technical data, such as the views or actions of a page. On a page that has " +"filters, actions, and view options, the developer mode tools contain some " +"useful menu items such as:" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:99 +msgid ":guilabel:`Edit Action`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:100 +msgid ":guilabel:`Manage Filters`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:101 +msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:102 +msgid "See the :guilabel:`Fields View Get`" msgstr "" #: ../../content/applications/general/digest_emails.rst:3 @@ -1394,326 +1403,382 @@ msgid "Email Communication" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:3 -msgid "Sending emails with Odoo" +msgid "Send an email with Odoo" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:6 -msgid "Using your email domain in Odoo" +msgid "Use an email domain in Odoo" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" -"Documents in Odoo (a CRM opportunity, a sales order, an invoice ...) have a " -"discussion thread, called *chatter*." +"Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, " +"etc.) have a discussion thread, called *chatter*." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:11 msgid "" -"When you post a message in the chatter, this message is sent by email to the" -" followers of the document. If a follower replies to the message, the reply " -"updates the chatter, and Odoo relays the reply to the followers." +"When a database user posts a message in the chatter, this message is sent by" +" email to the followers of the document. If a follower replies to the " +"message, the reply updates the chatter, and Odoo relays the reply to the " +"followers as a notification." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:15 msgid "" -"Emails from your users to partners (customers, vendors) are sent from the " -"email address of your users. Similarly, emails from partners to users are " -"sent from the email address of the partners. This allows you to recognize at" -" a glance who sent an email relayed by Odoo." +"Messages sent in the chatter from internal database users to external users " +"(such as partners, customers, or vendors) are relayed on behalf of the " +"database users. Messages sent back to the chatter from external users will " +"appear in the chatter from their respective email addresses, or as they are " +"listed in their Contacts record." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:19 +#: ../../content/applications/general/email_communication/email_domain.rst:20 msgid "" -"If your database is hosted on our cloud (Odoo Online or Odoo.sh), it is not " -"necessary to add an outgoing email server to send emails from your custom " -"domain. You can enjoy this feature by using the default Odoo email server." +"If the Odoo database is hosted on the cloud (Odoo Online or Odoo.sh), it is " +"not necessary to add an outgoing email server to send emails from a custom " +"domain." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" "The Odoo server is subject to a daily email limit to prevent abuse. The " -"default limit is 200 emails sent per day for databases with an Enterprise " -"subscription. This limit can be increased under certain conditions. See our " -":doc:`FAQ ` or contact support for more information." +"default limit is 200 emails sent per day for databases with an " +"**Enterprise** subscription. This limit can be increased under certain " +"conditions. See the :doc:`FAQ ` or contact support for more " +"information." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:29 msgid "" -"However, it is recommended that you configure your domain name to ensure " -"that emails from your users reach your partners, rather than being " -"considered spam." +"To ensure that emails sent to and from the chatter reach their intended " +"contacts, instead of being considered spam, Odoo recommends configuring the " +"domain name." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:32 msgid "" -"For the same reason, we recommend that you always give your users an email " -"address from a domain you manage, rather than a generic email address " -"(gmail.com, outlook.com, etc.)." +"For the same reason, Odoo also recommends giving each database user an email" +" address from the configured domain, rather than a generic email address " +"domain (such as gmail.com, outlook.com, etc.)." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:38 +#: ../../content/applications/general/email_communication/email_domain.rst:39 msgid "Be SPF compliant" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:40 +#: ../../content/applications/general/email_communication/email_domain.rst:41 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" -" to specify which servers are allowed to send email from that domain. When a" -" server receives an incoming email, it checks whether the IP address of the " -"sending server is on the list of allowed IPs according to the SPF record of " -"the sender." +" to specify which servers are allowed to send emails from that domain. When " +"a server receives an incoming email, it checks if the IP address of the " +"sending server is on the list of allowed IPs according to the sender's " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:46 +#: ../../content/applications/general/email_communication/email_domain.rst:47 msgid "" -"The SPF verification is performed on the domain mentioned in the Return-Path" -" field of the email. In the case of an email sent by Odoo, this domain " -"corresponds to the value of the `mail.catchall.domain` key in the database " -"system parameters." +"The :abbr:`SPF (Sender Policy Framework)` verification is performed on the " +"domain mentioned in the `Return-Path` field of the email. In the case of an " +"email sent by Odoo, this domain corresponds to the value of the " +"`mail.catchall.domain` key in the database system parameters." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:50 +#: ../../content/applications/general/email_communication/email_domain.rst:51 msgid "" "See the :ref:`documentation on incoming emails " "`." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:52 +#: ../../content/applications/general/email_communication/email_domain.rst:53 msgid "" -"The SPF policy of a domain is set using a TXT record. How to create or " -"modify a TXT record depends on the provider hosting the DNS zone of your " -"domain name. In order for the verification to work properly, each domain can" -" only have one SPF record." +"The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a " +"TXT record. The way to create or modify a TXT record depends on the provider" +" hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In " +"order for the verification to work properly, each domain can only have one " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:56 +#: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" -"If your domain name does not yet have an SPF record, the content of the " -"record to create is as follows:" -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:59 -msgid "``v=spf1 include:_spf.odoo.com ~all``" +"If the domain name does not yet have an :abbr:`SPF (Sender Policy " +"Framework)` record, the content of the record to create it is as follows:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:61 -msgid "" -"If your domain name already has an SPF record, you need to update this " -"record (and do not create a new one)." +msgid "`v=spf1 include:_spf.odoo.com ~all`" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:66 +#: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" -"If your TXT record is `v=spf1 include:_spf.google.com ~all`, you need to " -"edit it to add `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " +"If the domain name already has an :abbr:`SPF (Sender Policy Framework)` " +"record, the record must be updated (and do not create a new one)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:68 +msgid "" +"If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " +"`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:69 +#: ../../content/applications/general/email_communication/email_domain.rst:71 msgid "" -"You can check if your SPF record is valid with a free tool like `MXToolbox " -"SPF `_." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:75 -msgid "Enable DKIM" +"Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " +"free tool like `MXToolbox SPF `_." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:77 -msgid "" -"The DomainKeys Identified Mail (DKIM) allows you to authenticate your emails" -" with a digital signature." +msgid "Enable DKIM" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:79 msgid "" -"When sending an email, the Odoo server includes a unique DKIM signature in " -"the headers. The recipient's server decrypts this signature using the DKIM " -"record in your domain name. If the signature and the key contained in the " -"record match, this guarantees that your message is authentic and has not " -"been altered during transport." +"The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " +"with a digital signature." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:84 +#: ../../content/applications/general/email_communication/email_domain.rst:82 msgid "" -"To enable DKIM, you must add a CNAME record to the DNS zone of your domain " -"name:" +"When sending an email, the Odoo server includes a unique :abbr:`DKIM " +"(DomainKeys Identified Mail)` signature in the headers. The recipient's " +"server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified " +"Mail)` record in the database's domain name. If the signature and the key " +"contained in the record match, this guarantees that the message is authentic" +" and has not been altered during transport." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:86 -msgid "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:89 +#: ../../content/applications/general/email_communication/email_domain.rst:88 msgid "" -"If your domain name is `mycompany.com`, you need to create a subdomain " +"To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME " +"(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" +" domain name:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:91 +msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:94 +msgid "" +"If the domain name is `mycompany.com`, make sure to create a subdomain " "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:92 +#: ../../content/applications/general/email_communication/email_domain.rst:97 msgid "" -"How to create or modify a CNAME record depends on the provider hosting the " -"DNS zone of your domain name. The most common providers are list below." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:95 -msgid "" -"You can check if your DKIM record is valid with a free tool like `DKIM Core " -"`_. If a selector is asked, enter `odoo`." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:99 -msgid "Check your DMARC policy" +"The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends " +"on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the " +"domain name. The most common providers are :ref:`listed below " +"`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:101 msgid "" -"The Domain-based Message Authentication, Reporting & Conformance (DMARC) is " -"a protocol that unifies SPF and DKIM. The instructions contained in the " -"DMARC record of a domain name tell the destination server what to do with an" -" incoming email that fails the SPF and/or DKIM check." +"Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with " +"a free tool like `DKIM Core `_. If a selector " +"is asked, enter `odoo`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:105 -msgid "" -"There are three DMARC policies: - ``p=none`` - ``p=quarantine`` - " -"``p=reject``" +msgid "Check the DMARC policy" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:110 +#: ../../content/applications/general/email_communication/email_domain.rst:107 msgid "" -"``p=quarantine`` and ``p=reject`` instruct the server that receives an email" -" to quarantine that email or ignore it if the SPF and/or DKIM check fails." +"The Domain-based Message Authentication, Reporting, & Conformance (DMARC) " +"record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and " +":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the" +" :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name tell the destination server what to do" +" with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" +" and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:113 +#: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" -"If your domain name uses DMARC and has defined one of these policies, it is " -"therefore imperative to be SPF compliant or to enable DKIM." +"There are three :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` policies:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:117 -msgid "" -"Yahoo or AOL are examples of email providers with a DMARC policy set to " -"``p=reject``. We strongly advise against using an *@yahoo.com* or *@aol.com*" -" address for your users. These emails will never reach their recipient." +msgid "`p=none`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:118 +msgid "`p=quarantine`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:119 +msgid "`p=reject`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" -"``p=none`` is used for the domain owner to receive reports about entities " -"using their domain. It should not impact the deliverability if the DMARC " -"check fails." +"`p=quarantine` and `p=reject` instruct the server that receives an email to " +"quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " +"Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:124 +#: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" -"You can check the DMARC record of a domain name with a tool like `MXToolbox " -"DMARC `_." -msgstr "" - -#: ../../content/applications/general/email_communication/email_domain.rst:127 -msgid "" -"If one of your partners, customer or vendor, uses DMARC and has defined one " -"of these policies, the Odoo server cannot relay emails from this partner to " -"your users." +"If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` and has defined one of these policies, the domain" +" must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " +":abbr:`DKIM (DomainKeys Identified Mail)`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" -"You need to :ref:`handle user notifications in Odoo " +"Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-" +"based Message Authentication, Reporting, & Conformance)` policy set to " +"`p=reject`. Odoo strongly advises against using an *@yahoo.com* or " +"*@aol.com* address for the database users. These emails will never reach " +"their recipient." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:135 +msgid "" +"`p=none` is used for the domain owner to receive reports about entities " +"using their domain. It should not impact the deliverability if the " +":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` check fails." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:139 +msgid "" +"Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name with a tool like `MXToolbox DMARC " +"`_." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:142 +msgid "" +"If a partner, customer, or vendor, uses :abbr:`DMARC (Domain-based Message " +"Authentication, Reporting, & Conformance)` and has defined one of these " +"policies, the Odoo server cannot relay emails from this partner to the " +"database users." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:146 +msgid "" +"To solve this issue, :ref:`handle user notifications in Odoo " "`, or replace the email address of the" " partner with a default email address." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:136 +#: ../../content/applications/general/email_communication/email_domain.rst:153 msgid "SPF, DKIM & DMARC documentation of common providers" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:138 +#: ../../content/applications/general/email_communication/email_domain.rst:155 msgid "" "`OVH DNS " "`_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:139 +#: ../../content/applications/general/email_communication/email_domain.rst:156 msgid "" "`OVH SPF `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:140 +#: ../../content/applications/general/email_communication/email_domain.rst:157 msgid "" "`GoDaddy TXT record `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:141 +#: ../../content/applications/general/email_communication/email_domain.rst:158 msgid "`GoDaddy SPF `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:142 +#: ../../content/applications/general/email_communication/email_domain.rst:159 msgid "" "`GoDaddy DKIM `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:143 +#: ../../content/applications/general/email_communication/email_domain.rst:160 msgid "" "`NameCheap " "`_" +"do-i-add- txtspfdkimdmarc-records-for-my-domain/>`_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:144 +#: ../../content/applications/general/email_communication/email_domain.rst:162 msgid "" "`CloudFlare DNS `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:145 +#: ../../content/applications/general/email_communication/email_domain.rst:163 msgid "" "`Google Domains `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:146 +#: ../../content/applications/general/email_communication/email_domain.rst:164 msgid "" "`Azure DNS `_" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:148 +#: ../../content/applications/general/email_communication/email_domain.rst:166 msgid "" -"To fully test your configuration, the tool `Mail-Tester `_ will give you a full overview of the content and " -"configuration you have in one email sent! Mail-Tester can also be used for " -"other lesser known providers." +"To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " +"configuration in one sent email. Mail-Tester can also be used for other, " +"lesser-known providers." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:153 +#: ../../content/applications/general/email_communication/email_domain.rst:171 msgid "Use a default email address" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:155 +#: ../../content/applications/general/email_communication/email_domain.rst:173 msgid "" -"To force the email address from which emails are sent, you need to create " -"the following key in the System Parameters of the database:" +"Access the :guilabel:`System Parameters` by activating :ref:`developer mode " +"` and going to :menuselection:`Settings --> Technical --> " +"Parameters --> System Parameters` menu." msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:158 +#: ../../content/applications/general/email_communication/email_domain.rst:176 msgid "" -"If ``mail.default.from`` is set, and contains a full email address, all " -"outgoing emails are sent from the given address. This is a requirement to " -"use `Outlook with Odoo `_." +"To force the email address from which emails are sent, a combination of the " +"following keys needs to be set in the system parameters of the database:" msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:162 +#: ../../content/applications/general/email_communication/email_domain.rst:179 msgid "" -"You access the **System Parameters** in :ref:`developer mode ` in the :menuselection:`Settings --> Technical --> Parameters --> " -"System Parameters` menu." +"`mail.default.from`: accepts the local part or a complete email address as " +"value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:180 +msgid "" +"`mail.default.from_filter`: accepts a domain name or a full email address as" +" value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:183 +msgid "" +"The `mail.default.from_filter` works only for `odoo-bin` configurations, " +"otherwise this parameter can be set using the `from_filter` field on " +"`ir.mail_server`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:186 +msgid "" +"If the email address of the author does not match " +"`mail.default.from_filter`, the email address is replaced by " +"`mail.default.from` (if it contains a full email address) or a combination " +"of `mail.default.from` and `mail.catchall.domain`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:190 +msgid "" +"If the `from_filter` contains a full email address, and if the " +"`mail.default.from` is the same as this address, then all of the email " +"addresses that are different from `mail.default.from` will be encapsulated " +"in `mail.default.from`." msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:3 @@ -1854,7 +1919,7 @@ msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:84 msgid "" -"Please note that port 25 is blocked for security reasons on the SaaS and " +"Please note that port 25 is blocked for security reasons on Odoo Online and " "Odoo.sh platforms. Try using ports 465, 587, or 2525 instead." msgstr "" @@ -1968,45 +2033,45 @@ msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:140 msgid "" "Sales Channel (to create Leads or Opportunities in `Odoo CRM " -"`__)," +"`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:141 +#: ../../content/applications/general/email_communication/email_servers.rst:142 msgid "" "Support Channel (to create Tickets in `Odoo Helpdesk " "`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:142 +#: ../../content/applications/general/email_communication/email_servers.rst:143 msgid "" "Projects (to create new Tasks in `Odoo Project `__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:144 +#: ../../content/applications/general/email_communication/email_servers.rst:145 msgid "" "Job Positions (to create Applicants in `Odoo Recruitment " "`__)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:146 +#: ../../content/applications/general/email_communication/email_servers.rst:147 msgid "etc." msgstr "etc." -#: ../../content/applications/general/email_communication/email_servers.rst:148 +#: ../../content/applications/general/email_communication/email_servers.rst:149 msgid "" "Depending on the mail server, there might be several methods to fetch " "emails. The easiest and most recommended method is to manage one email " "address per Odoo alias in the mail server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:151 +#: ../../content/applications/general/email_communication/email_servers.rst:152 msgid "" "Create the corresponding email addresses in the mail server (catchall@, " "bounce@, sales@, etc.)." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:152 +#: ../../content/applications/general/email_communication/email_servers.rst:153 msgid "" "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> " "General Settings --> Discuss`." @@ -2068,25 +2133,94 @@ msgid "" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:191 -msgid "Set up different dedicated servers for transactional and mass mails" +msgid "Utilizing the From Filter on an outgoing email server" msgstr "" #: ../../content/applications/general/email_communication/email_servers.rst:193 msgid "" +"The :guilabel:`FROM Filtering` field allows for the use of a specific " +"outgoing email server depending on the :guilabel:`From` email address or " +"domain that Odoo is sending on behalf of. This setting can be used to " +"improve the deliverability or sending success rate of emails sent from the " +"database. Setting the :guilabel:`FROM Filtering` field can also be used to " +"send from different domains in a multi-company environment. Access this " +"field in Odoo by navigating to :menuselection:`Settings --> Custom Mail " +"Servers --> Outgoing Mail Servers --> New`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rstNone +msgid "Outgoing email server settings and the FROM filter settings." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:204 +msgid "" +"When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " +"is set, an email server is chosen in the following sequence:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:207 +msgid "" +"First, Odoo searches for an email server that has the same :guilabel:`FROM " +"Filtering` value as the :guilabel:`From` value (email address) defined in " +"the outgoing email. For example, if the :guilabel:`From` value (email " +"address) is `test\\@example.com`, only the email servers that have the " +":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:211 +msgid "" +"However, if no email servers are found that use the :guilabel:`From` value, " +"then Odoo searches for an email server that has the same *domain* as the " +":guilabel:`From` value (email address) defined in the outgoing email. For " +"example, if the :guilabel:`From` email address is `test\\@example.com`, only" +" the email servers that have the :guilabel:`FROM Filtering` value equal to " +"`example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:217 +msgid "" +"If no email servers are found after checking for the domain, then Odoo " +"returns all email servers that do not have any :guilabel:`FROM Filtering` " +"value(s) set." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:220 +msgid "" +"Should this query return no results, then Odoo performs a search for an " +"email server using the system parameter: `mail.default.from`. First, the " +"email address listed attempts to match an email server, and then the domain " +"attempts to find a match. If no email server is found, Odoo returns the " +"first outgoing email server (sorted by priority)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:226 +msgid "" +"If several email servers are found, then Odoo uses the first one according " +"to its priority. For example, if there are two email servers, one with a " +"priority of `10` and the other with a priority of `20`, then the email " +"server with a priority of `10` is used first." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:231 +msgid "Set up different dedicated servers for transactional and mass mails" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:233 +msgid "" "In Odoo a separate Mail Transfer Agent (MTA) server can be used for " "transactional emails and mass mailings. Example: Use Postmark or SendinBlue " "for transactional emails, and Amazon SES, Mailgun or Sendgrid for mass " "mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:198 +#: ../../content/applications/general/email_communication/email_servers.rst:238 msgid "" "A default outgoing email server is already configured. Do not create an " "alternative one unless a specific external outgoing email server is needed " "for technical reasons." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:201 +#: ../../content/applications/general/email_communication/email_servers.rst:241 msgid "" "To do this, first activate the :ref:`developer mode `, and " "then go to :menuselection:`Settings --> Technical --> Outgoing` email " @@ -2096,7 +2230,7 @@ msgid "" "providing a lower priority number for the transactional MTA server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:207 +#: ../../content/applications/general/email_communication/email_servers.rst:247 msgid "" "Now, go to :menuselection:`Email Marketing --> Settings` and enable " ":guilabel:`Dedicated Server`. With these settings, Odoo uses the server with" @@ -2512,8 +2646,8 @@ msgstr "" #: ../../content/applications/general/email_communication/faq.rst:138 msgid "" -"The **SaaS** users won’t have access to their logs. However you can still " -"contact `Odoo Support `_ , if you have a " +"**Odoo Online** users won’t have access to their logs. However you can still" +" contact `Odoo Support `_ , if you have a " "recurring issue with the same client or domain." msgstr "" @@ -3397,8 +3531,8 @@ msgstr "" #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit " -"from free credits to test our IAP features." +"If I am on Odoo Online and have the Enterprise version, I benefit from free " +"credits to test our IAP features." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:23 @@ -3452,8 +3586,8 @@ msgstr "" #: ../../content/applications/general/in_app_purchase.rst:60 msgid "" -"*Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used " -"(i.e. the SMS, Snailmail, Reveal and Partner Autocomplete features);" +"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " +"SMS, Snailmail, Reveal and Partner Autocomplete features);" msgstr "" #: ../../content/applications/general/in_app_purchase.rst:62 diff --git a/locale/nl/LC_MESSAGES/inventory_and_mrp.po b/locale/nl/LC_MESSAGES/inventory_and_mrp.po index c2e9855da..e4b149c3f 100644 --- a/locale/nl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/nl/LC_MESSAGES/inventory_and_mrp.po @@ -5,18 +5,18 @@ # # Translators: # Gunther Clauwaert , 2022 -# Erwin van der Ploeg , 2022 # Yenthe Van Ginneken , 2022 # Martin Trigaux, 2022 +# Erwin van der Ploeg , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Erwin van der Ploeg , 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -559,7 +559,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -7279,67 +7278,84 @@ msgid "" "on which work center is busy and plan resources accordingly in real-time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +msgid "Work order settings ticked in Odoo Manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 -msgid "" -"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 +msgid "" +"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -7347,246 +7363,289 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" -msgstr "" +msgid "Create a bill of materials" +msgstr "Maak een stuklijst" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" +msgid "Specify a bill of materials (BoM) for a product variant" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" +msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" -msgstr "Beheer de Voorraad van Componenten" +msgid "Create the kit as a product" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "Beheer de Voorraad van Kits en Componenten" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 -msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 +msgid "" +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 -msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 -msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 diff --git a/locale/nl/LC_MESSAGES/marketing.po b/locale/nl/LC_MESSAGES/marketing.po index 414f2b681..ebe2ef695 100644 --- a/locale/nl/LC_MESSAGES/marketing.po +++ b/locale/nl/LC_MESSAGES/marketing.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" @@ -29,6 +29,7 @@ msgid "Marketing" msgstr "Marketing" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "Marketing" @@ -44,150 +45,698 @@ msgid "Advanced" msgstr "Geavanceerd" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" -msgstr "Statistieken begrijpen" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 -msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." +msgid "Understanding metrics" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 +msgid "" +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." msgstr "" -"Statistieken zijn waarden die je helpen de voortgang te meten en kunnen een " -"krachtige manier zijn om je medewerkers aan doelen te koppelen." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 -msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." +msgid "Consider the following example:" msgstr "" -"Wanneer je een workflow aanmaakt in Odoo, toont de visuele inhoud ervan al " -"statistieken in een grafiekvorm en in cijfers." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "Laten we van het onderstaande voorbeeld uitgaan:" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 +msgid "" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." msgstr "" -"Het *Target* - zakelijk object - is *Lead/Opportunity* en is beperkt tot " -"degenen waarvan de *Tag Name* de beschrijving \"Product\" bevat en een " -"e-mailadres heeft." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "In totaal voldoen 20 records aan de criteria." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." msgstr "" -"Van die 20 records zijn er 25 deelnemers geworden, met andere woorden, ze " -"voldeden aan de criteria." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." msgstr "" -"Elke keer dat het systeem draait, nummers bijwerkt en acties activeert, " -"kijkt het naar het *Target*-model en controleert of er nieuwe records zijn " -"toegevoegd of gewijzigd, waardoor de stroom up-to-date blijft." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." msgstr "" -"Het filter hier wordt toegepast op *alle* activiteiten. Leads die de tag in " -"de tussentijd verliezen, worden uitgesloten van latere activiteiten." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" -"*Records* is een real-time getal, dus terwijl de workflow loopt, kunnen " -"wijzigingen in opportunityrecords worden aangebracht - verwijderen, " -"toevoegen, aanpassen - het aantal records bijwerken, maar het aantal " -"deelnemers niet wijzigen, aangezien de statistiek *zal niet* kansen uitsluit" -" die eerder als deelnemers zijn ingesteld. Er worden alleen nieuwe " -"toegevoegd. Om deze reden kan het aantal *Records* verschillen van het " -"aantal *Deelnemers*." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." +"A relevant targeting filter that applies to a type of individual activity." msgstr "" -"Je kunt ook filters laten toepassen op activiteiten afzonderlijk, onder " -"*Domein*. Een handige functie om een afzonderlijk filter op te geven dat " -"alleen wordt uitgevoerd als de records aan beide filters, de activiteit en " -"het domein ervan voldoen." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." msgstr "" -"Voorbeeld: voor een activiteit die een sms verzendt, kun je ervoor zorgen " -"dat er een telefoonnummer is ingesteld om te voorkomen dat er een sms wordt " -"geactiveerd die nooit zou worden verzonden en zou crashen." -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." +"Overview showing participants who do or do not match filtering criteria on " +"an activity." msgstr "" -"*Succes* is het aantal keren dat het zoeken naar deelnemers - die " -"overeenkomen met de filter(s) van die activiteit - succesvol is uitgevoerd " -"in verhouding tot het totaal aantal deelnemers." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "" -"Als een deelnemer niet aan de voorwaarden voldoet, wordt deze toegevoegd aan" -" *Geweigerd*." - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." -msgstr "" -"Door over de grafiek te bewegen, ziet u het aantal succesvolle en geweigerde" -" deelnemers, per dag, voor de afgelopen 15 dagen." #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "Aan de slag" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "Maak een campagne" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." msgstr "" -"Elke keer dat een nieuw record wordt toegevoegd aan het *Target*-model, " -"wordt het automatisch toegevoegd aan de workflow en wordt de workflow vanaf " -"het begin gestart (bovenliggende actie)." #: ../../content/applications/marketing/sms_marketing.rst:8 msgid "SMS Marketing" diff --git a/locale/nl/LC_MESSAGES/sales.po b/locale/nl/LC_MESSAGES/sales.po index de3076ff3..413f8b198 100644 --- a/locale/nl/LC_MESSAGES/sales.po +++ b/locale/nl/LC_MESSAGES/sales.po @@ -10,18 +10,18 @@ # Vincent van Reenen , 2022 # Pol Van Dingenen , 2022 # Gunther Clauwaert , 2022 +# Erwin van der Ploeg , 2022 # Yenthe Van Ginneken , 2022 # Martin Trigaux, 2022 -# Erwin van der Ploeg , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Erwin van der Ploeg , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -80,17 +80,18 @@ msgstr "" "kanaal via de configuratie. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -375,98 +376,169 @@ msgstr "" msgid "Lead mining" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +msgid "" +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 +msgid "" +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 +msgid "" +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "Prijzen" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" -"If you are on Odoo Online and have the Enterprise version, you benefit from " -"free trial credits to test the feature." +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:72 -msgid ":doc:`In-App Purchases (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 @@ -2048,210 +2120,277 @@ msgstr "Starten" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." +msgid "Making a product available in your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "Configureer uw betaalmethodes" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" -msgstr "Uw eerste order" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" +msgstr "Start een sessie" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." +msgid "POS session interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 -msgid "Return and refund products" -msgstr "" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 +msgid "Return and refund products" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." +msgid "refund view from a POS" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" -msgstr "Sluit de kassa sessie af" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." +msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"It’s strongly advised to close your PoS session at the end of each day." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 -msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "Bekijk uw statistieken" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." +msgid "" +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 @@ -2358,6 +2497,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "" @@ -2429,10 +2569,51 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 +msgid "Set the Event URLs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 msgid "Add a new payment method" msgstr "Voeg een nieuwe betaling toe" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " @@ -2440,13 +2621,14 @@ msgid "" "add your new method for Adyen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2461,12 +2643,13 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" @@ -2475,6 +2658,7 @@ msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -2655,6 +2839,214 @@ msgid "" "payment terminal and Odoo." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "Problemen oplossen" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "" @@ -3364,75 +3756,110 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" +msgid "Invoice issuance" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" +msgid "Set a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" -msgstr "Factureer uw klant" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." +msgid ":doc:`../overview/getting_started`" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 @@ -6374,6 +6801,173 @@ msgid "" " product." msgstr "" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "Stel BTW in" diff --git a/locale/nl/LC_MESSAGES/sphinx.po b/locale/nl/LC_MESSAGES/sphinx.po index 7a9d3fc72..72b692afd 100644 --- a/locale/nl/LC_MESSAGES/sphinx.po +++ b/locale/nl/LC_MESSAGES/sphinx.po @@ -8,6 +8,7 @@ # Gunther Clauwaert , 2022 # 04a2cd0fd6ee22172c36ea91f27a38c5_60041bf, 2022 # Erwin van der Ploeg , 2022 +# Yenthe Van Ginneken , 2022 # Martin Trigaux, 2022 # #, fuzzy @@ -15,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" @@ -158,6 +159,86 @@ msgstr "Documentatie" msgid "Content guidelines" msgstr "" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "Juridische" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "Algemene voorwaarden" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "Engels" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "" diff --git a/locale/pt_BR/LC_MESSAGES/finance.po b/locale/pt_BR/LC_MESSAGES/finance.po index f14d87058..257047130 100644 --- a/locale/pt_BR/LC_MESSAGES/finance.po +++ b/locale/pt_BR/LC_MESSAGES/finance.po @@ -5,17 +5,19 @@ # # Translators: # Luis Gustavo Almeida , 2022 -# Martin Trigaux, 2022 # Marcelo Costa , 2022 +# Silmar , 2022 +# Marcel Savegnago , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Marcelo Costa , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -238,7 +240,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -253,8 +255,8 @@ msgstr "" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -276,10 +278,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1206,8 +1210,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr "" @@ -1409,7 +1412,6 @@ msgstr "" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "" @@ -2141,216 +2143,293 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." +msgid "`VIDEO WEBINAR `_." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +"`VIDEO WEBINAR ECOMMERCE `_." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" -msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" +msgstr "Plano de conta" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 -msgid "Electronic Invoice Credentials" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 +msgid "Electronic Invoice Credentials" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 -msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 -msgid "" -"Testing is provided so that the Companies can test their developments 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/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"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/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 +msgid "" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 +msgid "" +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 msgid "" -"In case you need to configure the Homologation Certificate, please refer to " -"the AFIP official documentation: `Homologation Certificate " -"`_." +":guilabel:`Generate Certificate (AFIP)`. Access the AFIP portal and follow " +"the instructions described in `this document " +"`_ " +"to get a certificate." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2361,149 +2440,165 @@ msgstr "" msgid "Taxes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 -msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2513,645 +2608,874 @@ msgstr "" msgid "Journals" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:226 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 -msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"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/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 -msgid "Document type assignation" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 -msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." +msgid "Document type assignation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." +msgid "Electronic invoice elements" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" +msgid "" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 -msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." +":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/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." +msgid "IVA Sujeto Exento;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." +msgid "Consumidor Final;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." +msgid "Responsable Monotributo;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." +msgid "IVA liberado." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." +msgid "Exportation invoices" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." +msgid "Exempt Taxes." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 -msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +"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/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:472 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" +msgid "Zone;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +"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/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" +msgid "" +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 -msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +"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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" +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/accounting/fiscal_localizations/localizations/argentina.rst:517 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" +msgid "Invoice printed report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 -msgid "Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:627 -msgid "IIBB - Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 +msgid "Reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 +msgid "IIBB - Reports" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 @@ -3291,6 +3615,14 @@ msgstr "" msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -3498,6 +3830,10 @@ msgid "" "in:" msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -3519,6 +3855,11 @@ msgstr "" msgid "Master Data" msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -3567,6 +3908,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "" @@ -3592,6 +3937,11 @@ msgid "" "This will be done in Odoo using the default purchase fiscal positions." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -3614,10 +3964,30 @@ msgid "" "module is installed." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -4267,6 +4637,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -5922,28 +6296,6 @@ msgid "" "features of the Egyptian localization:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr "" @@ -6177,7 +6529,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr "" @@ -7750,10 +8102,6 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -11820,6 +12168,10 @@ msgstr "" msgid "The NIF should be set following the RUC format." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -12136,6 +12488,10 @@ msgid "" "about :doc:`multicurrencies <../../others/multi_currency>`." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -12461,6 +12817,10 @@ msgid "" "number of credits. The price list in the IAP is always displayed in EUR." msgstr "" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -13658,6 +14018,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "" @@ -13771,7 +14132,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -14088,9 +14449,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr "" @@ -16959,94 +17319,87 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 +msgid "Configuration: payment terms" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 +msgid "50% within 30 days" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 -msgid "Configuration: payment terms" +msgid "50% within 45 days" msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 -msgid "50% within 30 days" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 -msgid "50% within 45 days" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 +msgid "Forecast bills to pay with the aged payable report" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 -msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 -msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." msgstr "" #: ../../content/applications/finance/accounting/payables/pay.rst:5 @@ -17059,182 +17412,105 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" +"click on :guilabel:`Print`." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 @@ -17252,10 +17528,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr "" @@ -17325,184 +17601,180 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." +msgid "Vatican City State." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 -msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 -msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr "" - -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 @@ -17567,7 +17839,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "" @@ -18780,6 +19052,7 @@ msgid "Account receivables" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "" @@ -20448,16 +20721,16 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 @@ -20475,222 +20748,195 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 +msgid "SEPA Direct Debit as a payment method" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 -msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 -msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "" @@ -21115,12 +21361,22 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -21129,7 +21385,7 @@ msgid "" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -21140,51 +21396,51 @@ msgstr "" msgid "See detailed information of a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -21193,11 +21449,11 @@ msgid "" "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -21209,39 +21465,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -21252,18 +21509,19 @@ msgid "" " Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -21277,11 +21535,11 @@ msgstr "" msgid "See the reconcile option" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -21341,57 +21599,55 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone @@ -21410,19 +21666,19 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." @@ -21432,242 +21688,569 @@ msgstr "" msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" +msgid "Lock your tax for a specific period in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" +msgid "Create a report with customized formulas" msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "Variações" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "Linhas" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 -msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." +msgid "Expressions" msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "Colunas" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 @@ -23998,126 +24581,260 @@ msgstr "" msgid "`Odoo Documents: product page `_" msgstr "" -#: ../../content/applications/finance/documents.rst:14 -msgid "Workflow actions" -msgstr "" - -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:12 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"`Odoo Tutorials: Documents basics " +"`_" msgstr "" -#: ../../content/applications/finance/documents.rst:22 -msgid "Create workflow actions" -msgstr "" - -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:13 msgid "" -"To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." msgstr "" #: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" -msgstr "" - -#: ../../content/applications/finance/documents.rst:33 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." +"Enable the centralization of files attached to a specific area of your " +"activity." msgstr "" -#: ../../content/applications/finance/documents.rst:36 +#: ../../content/applications/finance/documents.rst:31 msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." msgstr "" -#: ../../content/applications/finance/documents.rst:40 -msgid "Set the conditions" +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." msgstr "" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:39 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." +msgstr "" + +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" msgstr "" #: ../../content/applications/finance/documents.rst:45 -msgid "There are three basic types of conditions you can set:" -msgstr "" - -#: ../../content/applications/finance/documents.rst:47 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." msgstr "" #: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." msgstr "" -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "Gerenciamento de documentos" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 +msgid "Workflow actions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:100 +msgid "" +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." +msgstr "" + +#: ../../content/applications/finance/documents.rst:107 +msgid "Create workflow actions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:109 +msgid "" +"To create workflow actions, go to :menuselection:`Documents --> " +"Configuration --> Actions` and then click on :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:113 +msgid "" +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." +msgstr "" + +#: ../../content/applications/finance/documents.rst:117 +msgid "Set the conditions" +msgstr "" + +#: ../../content/applications/finance/documents.rst:119 +msgid "" +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." +msgstr "" + +#: ../../content/applications/finance/documents.rst:123 +msgid "There are three basic types of conditions you can set:" +msgstr "" + +#: ../../content/applications/finance/documents.rst:125 +msgid "" +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." +msgstr "" + +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." +msgstr "" + +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." msgstr "" -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "" -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." msgstr "" -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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/finance/documents.rstNone @@ -24125,92 +24842,93 @@ msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" msgstr "" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "" -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "" -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "" -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "" -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "" -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." msgstr "" -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." msgstr "" -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "" -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "" -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." msgstr "" -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -24221,6 +24939,24 @@ msgstr "" msgid "Example of a workflow action Odoo Documents" msgstr "" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "" @@ -24555,7 +25291,7 @@ msgstr "" msgid "Payment providers (credit cards, online payments)" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -24563,7 +25299,7 @@ msgid "" "favorite payment methods such as **Credit Cards**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -24575,13 +25311,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -24589,11 +25325,11 @@ msgid "" "providers' systems." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -24601,120 +25337,125 @@ msgid "" " on the bank account and follow the usual reconciliation workflow." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "" - #: ../../content/applications/finance/payment_providers.rst:67 -msgid ":ref:`Tokenization `" +msgid "Payment flow from" msgstr "" #: ../../content/applications/finance/payment_providers.rst:68 -msgid ":ref:`Manual capture `" +msgid ":ref:`Tokenization `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:69 -msgid ":ref:`Refunds `" +msgid ":ref:`Manual capture `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:70 -msgid ":ref:`Express checkout `" +msgid ":ref:`Refunds `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:71 -msgid ":doc:`Adyen `" +msgid ":ref:`Express checkout `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" +msgid ":ref:`Extra fees `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 -msgid "|V|" +msgid ":doc:`Adyen `" msgstr "" #: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 +msgid "|V|" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -24724,7 +25465,16 @@ msgid "" "accounting control process." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "" @@ -24751,22 +25501,22 @@ msgid "" "information about this payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " "check if your payment provider supports these features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -24775,14 +25525,14 @@ msgid "" "conversion rate and for subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -24790,11 +25540,11 @@ msgid "" "provider's server." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -24805,45 +25555,45 @@ msgid "" "payments manually can prove itself useful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" " release the funds, click on the :guilabel:`VOID TRANSACTION` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -24852,31 +25602,31 @@ msgid "" "capturing or voiding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " "customer payment, navigate to it and click on the :guilabel:`REFUND` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -24885,49 +25635,74 @@ msgid "" "refunding the full amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -24942,7 +25717,7 @@ msgid "" " Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -24952,7 +25727,7 @@ msgid "" "your main database." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -24963,55 +25738,54 @@ msgstr "" msgid "Credentials tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -25019,21 +25793,21 @@ msgid "" "delivery methods are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -25043,24 +25817,24 @@ msgid "" " while preventing making payments and registering new tokens." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " "your customers. Click on the :guilabel:`Unpublish` button to unpublish it." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -25069,26 +25843,26 @@ msgid "" "advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -25098,65 +25872,69 @@ msgstr "" msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr "" @@ -25174,6 +25952,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -25337,7 +26116,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "" @@ -25395,7 +26174,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr "" @@ -25799,6 +26578,54 @@ msgid "" "main database." msgstr "" +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "Demonstração" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "" @@ -26225,6 +27052,10 @@ msgid "" "this on a test Odoo database rather than on your main database." msgstr "" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -26234,8 +27065,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 @@ -26543,43 +27374,49 @@ msgstr "" msgid "Link your Stripe Account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -26587,77 +27424,77 @@ msgid "" " webhook ` and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " "Stripe` and click on the *Connect Stripe* button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" " messages sent from Stripe to Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -26665,37 +27502,37 @@ msgid "" "Standard Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -26717,104 +27554,104 @@ msgstr "" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " ":guilabel:`payment_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " "`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -26827,27 +27664,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -26855,28 +27692,28 @@ msgid "" "automatically from Odoo, or manually from Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" " registered with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -26887,7 +27724,7 @@ msgid "" "Click on :guilabel:`Add` to register your web domain with Apple." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "" @@ -26944,84 +27781,112 @@ msgid "Sign" msgstr "" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." msgstr "" #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." msgstr "" #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." msgstr "" -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "" - -#: ../../content/applications/finance/sign.rst:33 -msgid "Advanced electronic signatures" -msgstr "" - -#: ../../content/applications/finance/sign.rst:34 -msgid "Qualified electronic signatures" +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" msgstr "" #: ../../content/applications/finance/sign.rst:36 -msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +msgid "Advanced electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:41 -msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." +#: ../../content/applications/finance/sign.rst:37 +msgid "Qualified electronic signatures" msgstr "" -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" +#: ../../content/applications/finance/sign.rst:39 +msgid "" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." +msgstr "" + +#: ../../content/applications/finance/sign.rst:42 +msgid "" +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" msgstr "" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -27035,141 +27900,207 @@ msgid "" "adopted the UETA, but similar acts instead." msgstr "" -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" msgstr "" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." msgstr "" -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." -msgstr "" - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "" - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "" - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." +"The signer must first express or imply their **consent to conduct business " +"electronically**." msgstr "" #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -#: ../../content/applications/finance/sign.rst:84 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." msgstr "" -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"After giving your new field a name, select one of the six *Types* available:" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." msgstr "" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "" + +#: ../../content/applications/finance/sign.rst:88 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." msgstr "" #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." msgstr "" #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "" - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "" - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." -msgstr "" - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "" - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." +msgid "Field Types" msgstr "" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." msgstr "" #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po b/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po index c940733ce..2aaffbda1 100644 --- a/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po @@ -6,15 +6,16 @@ # Translators: # grazziano , 2022 # Martin Trigaux, 2022 +# Marcel Savegnago , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Marcel Savegnago , 2022\n" "Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -534,7 +535,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -7231,67 +7231,84 @@ msgid "" "on which work center is busy and plan resources accordingly in real-time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +msgid "Work order settings ticked in Odoo Manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 -msgid "" -"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 +msgid "" +"Next, go to :menuselection:`Products --> Bills of Materials`, choose your " +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -7299,246 +7316,289 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" -msgstr "" +msgid "Create a bill of materials" +msgstr "Crie uma lista de materiais" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" +msgid "Specify a bill of materials (BoM) for a product variant" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" +msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" +msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 -msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 -msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 diff --git a/locale/pt_BR/LC_MESSAGES/marketing.po b/locale/pt_BR/LC_MESSAGES/marketing.po index 90a2869aa..8973c56f0 100644 --- a/locale/pt_BR/LC_MESSAGES/marketing.po +++ b/locale/pt_BR/LC_MESSAGES/marketing.po @@ -3,13 +3,18 @@ # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # +# Translators: +# Luis Felipe Miléo , 2022 +# Martin Trigaux, 2022 +# #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -22,6 +27,7 @@ msgid "Marketing" msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "" @@ -36,111 +42,697 @@ msgid "Advanced" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" +msgid "Understanding metrics" msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 +msgid "Consider the following example:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." +"A relevant targeting filter that applies to a type of individual activity." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." +"Overview showing participants who do or do not match filtering criteria on " +"an activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "Começando" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "Crie uma campanha" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "Casos de uso" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." msgstr "" #: ../../content/applications/marketing/sms_marketing.rst:8 @@ -240,8 +832,8 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:67 msgid "" -"If you are on Odoo Online (SAAS) and have the Enterprise version, you " -"benefit from free trial credits to test the feature." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free trial credits to test the feature." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:72 diff --git a/locale/pt_BR/LC_MESSAGES/sales.po b/locale/pt_BR/LC_MESSAGES/sales.po index a644e26e5..0645ee367 100644 --- a/locale/pt_BR/LC_MESSAGES/sales.po +++ b/locale/pt_BR/LC_MESSAGES/sales.po @@ -3,13 +3,19 @@ # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # +# Translators: +# Luis Felipe Miléo , 2022 +# Martin Trigaux, 2022 +# Marcos Rodrigues, 2022 +# #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" +"Last-Translator: Marcos Rodrigues, 2022\n" "Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -61,17 +67,18 @@ msgid "" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -346,100 +353,171 @@ msgstr "" msgid "Lead mining" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 -msgid "Pricing" +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 msgid "" -"If you are on Odoo Online (SAAS) and have the Enterprise version, you " -"benefit from free trial credits to test the feature." +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71 -msgid ":doc:`In-App Purchases (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +msgid "Pricing" msgstr "" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 +msgid "" +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 +msgid "" +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 +msgid "" +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" +msgstr ":doc:`.../.../.../general/in_app_purchase`" + #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" msgstr "" @@ -704,8 +782,8 @@ msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46 msgid "" -"If you are on Odoo Online (SAAS) and you have the Enterprise version, you " -"benefit from free trial credits to test the feature." +"If you are on Odoo Online and you have the Enterprise version, you benefit " +"from free trial credits to test the feature." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48 @@ -1738,7 +1816,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:71 msgid "" "The certification granted by the government is restricted to the use on " -"odoo.com SaaS instance. The usage of the module from the source or a " +"odoo.com Odoo Online instance. The usage of the module from the source or a " "modified version will **not** be certified. For on-premise users, we also " "support the Fiscal Data Module in such installations. The main restriction " "is that this requires an obfuscated version of the ``pos_blackbox_be`` " @@ -1990,210 +2068,277 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." +msgid "Making a product available in your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" -msgstr "" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" +msgstr "Inicie uma sessão" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." +msgid "POS session interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 -msgid "Return and refund products" -msgstr "" - #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 +msgid "Return and refund products" msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" +msgid "refund view from a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." +msgid "How to close a POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"It’s strongly advised to close your PoS session at the end of each day." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 -msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." +msgid "" +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 @@ -2300,6 +2445,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "" @@ -2371,24 +2517,66 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 -msgid "Add a new payment method" +msgid "Set the Event URLs" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 +msgid "Add a new payment method" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 +msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " "select the POS and go to :menuselection:`Payments --> Payment Methods`, and " "add your new method for Adyen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2403,12 +2591,13 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" @@ -2417,6 +2606,7 @@ msgid "Ingenico" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -2597,6 +2787,214 @@ msgid "" "payment terminal and Odoo." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "Solução de problemas" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "" @@ -3306,75 +3704,110 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" +msgid "Invoice issuance" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" +msgid "Set a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." +msgid ":doc:`../overview/getting_started`" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 @@ -4050,98 +4483,18 @@ msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:57 msgid "" -"The Amazon Connector currently supports 9 marketplaces. If a marketplace is " -"not listed below, it may be possible for you to :ref:`add it as an " -"unsupported marketplace `." +"The Amazon Connector supports all the current marketplaces. If a marketplace" +" is not listed in your Amazon marketplaces, you can :ref:`add a new " +"marketplace `." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:62 -msgid "**North America region**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:64 -msgid "Canada" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:64 -msgid "Amazon.ca" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -msgid "Mexico" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -msgid "Amazon.com.mx" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:68 -msgid "US" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:68 -msgid "Amazon.com" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:72 -msgid "**Europe region**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:74 -msgid "Germany" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:74 -msgid "Amazon.de" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:76 -msgid "Spain" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:76 -msgid "Amazon.es" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:78 -msgid "France" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:78 -msgid "Amazon.fr" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:80 -msgid "UK" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:80 -msgid "Amazon.co.uk" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 -msgid "Italy" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 -msgid "Amazon.it" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:84 -msgid "Netherlands" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:84 -msgid "Amazon.nl" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:88 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:63 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:89 -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:119 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:64 +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid ":doc:`manage`" msgstr "" @@ -4333,7 +4686,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:104 msgid ":doc:`features`" msgstr "" @@ -4455,58 +4808,48 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:76 -msgid "Add an unsupported marketplace" +msgid "Add a new marketplace" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:78 msgid "" -"Some Amazon Marketplaces, such as Amazon Brazil, are not created by default " -"as they are not officially supported by Odoo but might be compatible with " -"your seller account. These marketplaces can be added manually should you " -"wish to use them. See :ref:`here ` for the " -"exhaustive list of natively supported marketplaces." +":ref:`All marketplaces are supported by the Amazon Connector " +"`, but recently created ones might be missing" +" from your database. To add a new marketplace, proceed as follows:" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:84 -msgid "" -"To find out if a marketplace is eventually compatible, check the `Amazon " -"Documentation `_. The marketplace must belong to the " -"same region as that of your seller account." +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:82 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "Activate the :ref:`developer mode `." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:83 msgid "" -"To add a new marketplace, activate the :ref:`developer mode `." +"Go to :menuselection:`Sales --> Configuration --> Settings --> Connectors " +"--> Amazon Sync --> Amazon Marketplaces`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:90 +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:85 msgid "" -"Once that is done, go to :menuselection:`Sales --> Configuration --> " -"Settings --> Connectors --> Amazon Sync --> Amazon Marketplaces`." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 -msgid "" -"From there, create a new marketplace record. Enter the Marketplace ID and " -"select the Amazon Region for your marketplace as described in the `Amazon " -"Documentation for marketplace IDs `_, and the Seller Central URL as described in" -" the `Amazon Documentation for seller central URLs `_, " +"and the :guilabel:`Seller Central URL` as described in the `Amazon " +"Documentation for seller central URLs `_." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:99 +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:91 msgid "" -"Set the name of the record to ``Amazon.`` to easily retrieve " -"it (e.g.: ``Amazon.se``). The :guilabel:`API Identifier`, the " +"Set the name of the record to `Amazon.` to easily retrieve it " +"(e.g.: **Amazon.se**). The :guilabel:`API Identifier`, the " ":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should " "respectively hold the *MarketplaceId*, the selected Amazon region and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:104 +#: ../../content/applications/sales/sales/amazon_connector/setup.rst:95 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales --> Configuration --> Settings --> Connectors" @@ -4519,13 +4862,6 @@ msgid "" "unavailable for your seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/setup.rst:113 -msgid "" -"As manually added marketplaces are not officially supported by Odoo, there " -"is no guarantee that adding one as described above will work, nor can this " -"be considered as a bug when contacting Odoo Support." -msgstr "" - #: ../../content/applications/sales/sales/ebay_connector.rst:5 msgid "eBay Connector" msgstr "" @@ -4787,10 +5123,6 @@ msgstr "" msgid "To switch to the new synchronization mechanism:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 -msgid "Activate the :ref:`developer mode `." -msgstr "" - #: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" msgstr "" @@ -6331,6 +6663,173 @@ msgid "" " product." msgstr "" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "" diff --git a/locale/pt_BR/LC_MESSAGES/sphinx.po b/locale/pt_BR/LC_MESSAGES/sphinx.po index 7262c2e3d..cb7ca0faf 100644 --- a/locale/pt_BR/LC_MESSAGES/sphinx.po +++ b/locale/pt_BR/LC_MESSAGES/sphinx.po @@ -5,15 +5,17 @@ # # Translators: # Luis Gustavo Almeida , 2022 +# Silmar , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Luis Gustavo Almeida , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -154,6 +156,86 @@ msgstr "" msgid "Content guidelines" msgstr "" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "Legal" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "Termos e Condições" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "Inglês" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/finance.po b/locale/zh_CN/LC_MESSAGES/finance.po index 48d908db4..20b943b1c 100644 --- a/locale/zh_CN/LC_MESSAGES/finance.po +++ b/locale/zh_CN/LC_MESSAGES/finance.po @@ -34,19 +34,20 @@ # zhao yonghui, 2022 # Raymond Yu , 2022 # 苏州远鼎 , 2022 -# Martin Trigaux, 2022 -# 稀饭~~ , 2022 -# Jeffery CHEN , 2022 # Emily Jia , 2022 +# 稀饭~~ , 2022 +# Martin Trigaux, 2022 +# Jeffery CHEN , 2022 +# keecome <7017511@qq.com>, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" -"Last-Translator: Emily Jia , 2022\n" +"Last-Translator: keecome <7017511@qq.com>, 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -269,7 +270,7 @@ msgstr "**启用银行**：斯堪的纳维亚国家" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 @@ -284,8 +285,8 @@ msgstr "**启用银行**：斯堪的纳维亚国家" #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:18 #: ../../content/applications/finance/accounting/others/analytic/timesheets.rst:16 #: ../../content/applications/finance/accounting/others/multi_currency.rst:15 -#: ../../content/applications/finance/accounting/payables/pay/check.rst:11 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:10 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:45 #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 @@ -307,10 +308,12 @@ msgstr "**启用银行**：斯堪的纳维亚国家" #: ../../content/applications/finance/accounting/taxation/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxation/taxes/taxes.rst:29 #: ../../content/applications/finance/accounting/taxation/taxes/vat_validation.rst:13 -#: ../../content/applications/finance/payment_providers.rst:266 +#: ../../content/applications/finance/documents.rst:17 +#: ../../content/applications/finance/payment_providers.rst:303 #: ../../content/applications/finance/payment_providers/adyen.rst:9 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 +#: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:125 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -1283,8 +1286,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:10 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:44 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:72 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 msgid "Todo" msgstr "待办" @@ -1496,7 +1498,6 @@ msgstr "银行对帐流程 - 用例" #: ../../content/applications/finance/accounting/others/adviser/budget.rst:6 #: ../../content/applications/finance/accounting/others/analytic/purchases_expenses.rst:6 #: ../../content/applications/finance/accounting/reporting/overview.rst:5 -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:6 msgid "Overview" msgstr "概述" @@ -2252,273 +2253,293 @@ msgid "" msgstr "您可以在下面找到带有本地化的一般说明以及如何配置它的视频。" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:10 -msgid "`VIDEO WEBINAR OF A COMPLETE DEMO `_." -msgstr "\"完整演示视频网络研讨会\"_。" +msgid "`VIDEO WEBINAR `_." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:11 -msgid "`ECOMMERCE `_." -msgstr "\"电子商务\"_。" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 -msgid "Introduction" -msgstr "介绍" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:16 msgid "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available:" +"`VIDEO WEBINAR ECOMMERCE `_." msgstr "" -"The Argentinean localization has been improved and extended in Odoo v13, in " -"this version the next modules are available：" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 +msgid "Modules installation" +msgstr "模块安装" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:19 msgid "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." +":ref:`Install ` the following modules to get all the " +"features of the Argentinean localization:" msgstr "" -"**l10n_ar**: This module add accounting features for the Argentinian " -"localization, which represent the minimal configuration needed for a company" -" to operate in Argentina and under the AFIP (Administración Federal de " -"Ingresos Públicos) regulations and guidelines." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:23 -msgid "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" -msgstr "" -"**l10n_ar_reports**: Add VAT Book report which is a legal requirement in " -"Argentine and that holds the VAT detail info of sales or purchases recorded " -"on the journal entries. This module includes as well the VAT summary report " -"that is used to analyze the invoice" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:26 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 +msgid "Name" +msgstr "名称" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:27 -msgid "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Technical name" +msgstr "技术名称" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:28 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 +msgid "Description" +msgstr "说明" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:29 +msgid ":guilabel:`Argentina - Accounting`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:30 +msgid "`l10n_ar`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:31 +msgid "" +"Default :doc:`fiscal localization package " +"<../overview/fiscal_localization_packages>`, 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/accounting/fiscal_localizations/localizations/argentina.rst:34 +msgid ":guilabel:`Argentinean Accounting Reports`" msgstr "" -"**l10n_ar_edi**: This module includes all technical and functional " -"requirements to generate Electronic Invoice via web service, based on the " -"AFIP regulations." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:35 -msgid "Install the Argentinean localization modules" -msgstr "Install the Argentinean localization modules" +msgid "`l10n_ar_reports`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:36 +msgid "VAT Book report and VAT summary report." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:37 -msgid "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." +msgid ":guilabel:`Argentinean Electronic Invoicing`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:38 +msgid "`l10n_ar_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:39 +msgid "" +"Includes all technical and functional requirements to generate electronic " +"invoices via web service, based on the AFIP regulations." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:41 +msgid ":guilabel:`Argentinean eCommerce`" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:42 +msgid "`l10n_ar_website_sale`" msgstr "" -"For this, go to *Apps* and search for Argentina. Then click *Install* for " -"the first two modules." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:43 +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/accounting/fiscal_localizations/localizations/argentina.rst:47 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:43 msgid "Configure your company" msgstr "Configure your company" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:45 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:49 msgid "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" +"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 "" -"Once that the modules are installed, the first step is to set up your " -"company data. Additional to the basic information, a key field to fill in " -"the AFIP Responsibility Type, that represent the fiscal obligation and " -"structure of the company:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:54 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 -msgid "Chart of Account" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP Responsibility Type." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:58 +msgid "Chart of account" msgstr "科目表" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:56 -msgid "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" -msgstr "" -"In Accounting settings there are three available packages of Chart of " -"accounts, which are related to the AFIP responsibility type of the Company, " -"considering that if the base companies don't require as many accounts as the" -" companies that gave more complex fiscal requirements:" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:60 -msgid "Monotributista (149 accounts)." -msgstr "Monotributista (149 accounts)." +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 frence between companies that do not require as many " +"accounts as the companies that have more complex fiscal requirements:" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:61 -msgid "IVA Exempto (159 accounts)." -msgstr "IVA Exempto (159 accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:65 +msgid "Monotributista (227 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:62 -msgid "Responsables Inscriptos (166 Accounts)." -msgstr "Responsables Inscriptos (166 Accounts)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:66 +msgid "IVA Exento (290 accounts);" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:68 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 -msgid "Configure Master data" -msgstr "Configure Master data" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:67 +msgid "Responsable Inscripto (298 Accounts)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:71 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select Fiscal Localization Package." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +msgid "Configure master data" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:77 msgid "Electronic Invoice Credentials" msgstr "Electronic Invoice Credentials" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:74 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:80 msgid "Environment" msgstr "Environment" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:76 -msgid "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." -msgstr "" -"The AFIP infrastructure is replicated in two separate environments, Testing " -"and Production." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:78 -msgid "" -"Testing is provided so that the Companies can test their developments 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 "" -"Testing is provided so that the Companies can test their developments 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." - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:82 msgid "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" +"The AFIP infrastructure is replicated in two separate environments, " +"**testing** and **production**." msgstr "" -"Go to :menuselection:`Accounting --> Settings --> Argentinian Localization` " -"to select the environment:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:89 -msgid "AFIP Certificates" -msgstr "AFIP Certificates" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:90 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:84 msgid "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." +"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 "" -"The electronic invoice and other afip services work with WebServices (WS) " -"provided by the AFIP." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:92 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:88 +msgid "" +"To select a database environment, go to :menuselection:`Accounting --> " +"Settings --> Argentinean Localization` and choose either :guilabel:`Prueba " +"(Testing)` or :guilabel:`Produccion (Production)` ." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Select AFIP database environment: Testing or Production." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:97 +msgid "AFIP certificates" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:99 +msgid "" +"The electronic invoice and other AFIP services work with :guilabel:`Web " +"Services (WS)` provided by the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:102 msgid "" "In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." +" a :guilabel:`Digital Certificate` if you do not have one already." msgstr "" -"In order to enable communication with the AFIP, the first step is to request" -" a Digital Certificate if you don’t have one already." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:95 -msgid "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." -msgstr "" -"Generate certificate Sign Request (Odoo). When this option is selected a " -"file with extension ``.csr`` (certificate signing request) is generated to " -"be used the AFIP portal to request the certificate." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:101 -msgid "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." -msgstr "" -"Generate Certificate (AFIP). Access the AFIP portal and follow the " -"instructions described in the next document in order to get a certificate. " -"`Get AFIP Certificate " -"`_." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:105 msgid "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Request a certificate." msgstr "" -"Upload Certificate and Private Key (Odoo). Once the certificate has been " -"generated, it needs to be uploaded in Odoo, using the pencil next in the " -"field “Certificado” and selecting the corresponding file." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:112 msgid "" -"In case you need to configure the Homologation Certificate, please refer to " -"the AFIP official documentation: `Homologation Certificate " -"`_." +":guilabel:`Generate Certificate (AFIP)`. Access the AFIP portal and follow " +"the instructions described in `this document " +"`_ " +"to get a certificate." msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:116 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Upload Certificate and Private Key." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:124 +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:117 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "" +"Invoice validated locally because it is in a testing environment without testing\n" +"certificate/keys." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:161 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:94 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:321 msgid "Partner" msgstr "业务伙伴" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:120 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 -msgid "Identification Type and VAT" -msgstr "Identification Type and VAT" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:122 -msgid "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:139 +msgid "Identification type and VAT" msgstr "" -"As part of the Argentinean localization, the document types defined by the " -"AFIP are now available on the Partner form, this information is essential " -"for most transactions. There are six identification types available by " -"default:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:130 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:141 msgid "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." +"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 "" -"The complete list of Identification types defined by the AFIP is included in" -" Odoo but only the common ones are active." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:134 -msgid "AFIP Responsibility Type" -msgstr "AFIP Responsibility Type" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of AR Localization document types in Odoo, as defined by AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:136 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:150 msgid "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" +"The complete list of :guilabel:`Identification Types` defined by the AFIP is" +" included in Odoo, but only the common ones are active." msgstr "" -"In Argentina the document type associated with customers and vendors " -"transactions is defined based on the AFIP Responsibility type, this field " -"should be defined in the partner form:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:143 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +msgid "AFIP responsibility type" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 +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/accounting/fiscal_localizations/localizations/argentina.rst:165 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:198 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:130 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:69 @@ -2529,184 +2550,165 @@ msgstr "" msgid "Taxes" msgstr "税" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:145 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:167 msgid "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." +"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 "" -"As part of the localization module, the taxes are created automatically " -"with their related financial account and configuration." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:152 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 -msgid "Taxes Types" -msgstr "Taxes Types" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "" +"A list of AR Localization taxes with financial amount and configuration in " +"Odoo." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:154 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:175 +msgid "Taxes types" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:177 msgid "Argentina has several tax types, the most common ones are:" msgstr "Argentina has several tax types, the most common ones are:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:156 -msgid "VAT. Is the regular VAT and it can have several percentages." -msgstr "VAT. Is the regular VAT and it can have several percentages." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:157 -msgid "Perception. Advance payment of a tax that is applied on Invoices." -msgstr "Perception. Advance payment of a tax that is applied on Invoices." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:158 -msgid "Retention. Advance payment of a tax that is applied on payments" -msgstr "Retention. Advance payment of a tax that is applied on payments" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:159 -msgid "Otros." -msgstr "Otros." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:162 -msgid "Special Taxes" -msgstr "Special Taxes" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:179 msgid "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" +":guilabel:`VAT`: this is the regular VAT and can have various percentages;" msgstr "" -"Some argentine taxes are not commonly used for all companies, these type of" -" taxes are included as inactive by default, it's important that before " -"creating a new tax you confirm if they are not already included in the " -"Inactive taxes:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:172 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 -msgid "Document Types" -msgstr "Document Types" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:174 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:180 msgid "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." +":guilabel:`Perception`: advance payment of a tax that is applied on " +"invoices;" msgstr "" -"In some Latin America countries, including Argentina, some accounting " -"transactions like invoices and vendor bills are classified by document " -"types defined by the government fiscal authorities (In Argentina case: " -"AFIP)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:178 -msgid "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." -msgstr "" -"The document type is an essential information that needs to be displayed in " -"the printed reports and that needs to be easily identified, within the set " -"of invoices as well of account moves." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:181 msgid "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." +":guilabel:`Retention`: advance payment of a tax that is applied on payments." msgstr "" -"Each document type can have a unique sequence per journal where it is " -"assigned. As part of the localization, the Document Type include the country" -" on which the document is applicable and the data is created automatically " -"when the localization module is installed." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:185 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:184 +msgid "Special taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:186 msgid "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" +"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 "" -"The information required for the document types is included by default so " -"the user doesn't need to fill anything on this view:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:192 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone msgid "" -"There are several document types that are inactive by default but can be " -"activated if needed." +"A list showing less common Argentinean tax options, which are labeled as inactive in Odoo\n" +"by default." msgstr "" -"There are several document types that are inactive by default but can be " -"activated if needed." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:195 -msgid "Letters" -msgstr "信" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:197 -msgid "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:198 +msgid "Document types" msgstr "" -"For Argentina, the document types include a letter that helps that indicates" -" the transaction/operation, example:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:200 msgid "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." +"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 "" -"When an invoice is related to a B2B transaction, a document type \"A\" must " -"be used." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:201 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:205 msgid "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." +"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 "" -"When an invoice is related to a B2C transaction, a document type \"B\" must " -"be used." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:202 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:208 msgid "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." +"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 "" -"When an invoice is related to exportation transaction, a document type \"E\"" -" must be used." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:204 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:212 msgid "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." +"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 "" -"The documents included in the localization have the proper letter " -"associated, the user doesn't need to configure anything additional." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:211 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 -msgid "Use on Invoices" -msgstr "Use on Invoices" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:213 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 -msgid "The document type on each transaction will be determined by:" -msgstr "The document type on each transaction will be determined by:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:215 -msgid "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A list of document types in Odoo." msgstr "" -"The Journal related to the Invoice, identifying if the journal use " -"documents." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:216 -msgid "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" -msgstr "" -"Condition applied based on the type of Issues and Receiver (ex. Type of " -"fiscal regimen of the buyer and type of fiscal regimen of the vendor)" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:220 +msgid "" +"There are several :guilabel:`Document Types` types that are inactive by " +"default, but can be activated as needed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:224 +msgid "Letters" +msgstr "信" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +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/accounting/fiscal_localizations/localizations/argentina.rst:229 +msgid "" +":guilabel:`B2B transaction`, a document type :guilabel:`A` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +msgid "" +":guilabel:`B2C transaction`, a document type :guilabel:`B` must be used;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:231 +msgid "" +":guilabel:`Exportation Transaction`, a document type :guilabel:`E` must be " +"used." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:233 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "document types grouped by letters." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:241 +msgid "Use on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 +msgid "" +"The :guilabel:`Document Type` on each transaction will be determined by:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:245 +msgid "" +"The journal entry related to the invoice (if the journal uses documents);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:246 +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/accounting/fiscal_localizations/localizations/argentina.rst:250 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:259 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:148 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:194 @@ -2716,795 +2718,875 @@ msgstr "" msgid "Journals" msgstr "日记账" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:222 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:252 msgid "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" +"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 "" -"In the Argentinean localization the Journal can have a different approach " -"depending on its usage and internal type, to configure you journals go to " -":menuselection:`Accounting --> Configuration --> Journals`:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:226 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:256 msgid "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." +"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 "" -"For Sales and Purchase Journals it’s possible to enable the option *Use " -"Documents*, this indicates the Journal enables a list of document types that" -" can be related to the Invoices and vendor Bills, for more detail of the " -"invoices, please refer to the section 2.3 Document Types." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:230 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:261 msgid "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." +"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 "" -"If the Sales/Purchase journal are used without the option *Use Documents* it" -" because they won’t be used to generate fiscal invoices, but mostly for " -"account moves related to internal control process." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:234 -msgid "AFIP Information (also known as AFIP Point of Sale)" -msgstr "AFIP Information (also known as AFIP Point of Sale)" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:239 -msgid "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:266 +msgid "AFIP information (also known as AFIP Point of Sale)" msgstr "" -"**AFIP POS System**: This field is only visible for the Sales journals and " -"defined the type of AFIP POS that will be used to manage the transactions " -"for which the journal is created. The AFIP POS defines as well:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:243 -msgid "The sequences of document types related to the Web service." -msgstr "The sequences of document types related to the Web service." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:244 -msgid "The structure and data of the electronic invoice file." -msgstr "The structure and data of the electronic invoice file." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:247 -msgid "Web Services" -msgstr "Web Services" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:248 -msgid "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." -msgstr "" -"``wsfev1: Electronic Invoice.`` This is the most common service, is used to " -"generated invoices for document types A, B, C, M with no detail per item." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:250 -msgid "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." -msgstr "" -"``wsbfev1: Electronic Fiscal Bond.`` 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 detail you can refer to the next link: `Fiscal" -" Bond `_." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:254 -msgid "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." -msgstr "" -"``wsfexv1: Electronic Exportation Invoice.`` Used to generate invoices for " -"international customers and transactions that involve exportation process, " -"the document type related is type “E”." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:260 -msgid "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." -msgstr "" -"**AFIP POS Number**: This is the number configured in the AFIP to identify " -"the operations related to this AFIP POS." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:263 -msgid "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." -msgstr "" -"**AFIP POS Address**: This field is related to commercial address registered" -" for the POS, which is usually the same address than the Company. For " -"example: has multiple stores (fiscal locations) then AFIP will require that " -"you have one AFIP POS per location: this location will be printed in the " -"invoice report." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:268 msgid "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" +"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 "" -"**Unified Book**: When AFIP POS System is Preimpresa the document types " -"(applicable to the journal) with the same letter will share the same " -"sequence. For example:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:271 -msgid "Invoice: FA-A 0001-00000002." -msgstr "Invoice: FA-A 0001-00000002." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:272 -msgid "Credit Note: NC-A 0001-00000003." -msgstr "Credit Note: NC-A 0001-00000003." +msgid "The AFIP POS defines the following:" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:273 +msgid "the sequences of document types related to the web service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:274 +msgid "the structure and data of the electronic invoice file." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "A AFIP POS System field which is available on Sales journals in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:281 +msgid "Web services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:283 +msgid "" +"**Web services** help generate invoices for different purposes. Below are a " +"few options to choose from:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:286 +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/accounting/fiscal_localizations/localizations/argentina.rst:288 +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/accounting/fiscal_localizations/localizations/argentina.rst:292 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Web Services." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +msgid "Here are some useful fields to know when working with web services:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +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/accounting/fiscal_localizations/localizations/argentina.rst:304 +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/accounting/fiscal_localizations/localizations/argentina.rst:308 +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/accounting/fiscal_localizations/localizations/argentina.rst:311 +msgid "Invoice: FA-A 0001-00000002;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:312 +msgid "Credit Note: NC-A 0001-00000003;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:313 msgid "Debit Note: ND-A 0001-00000004." msgstr "Debit Note: ND-A 0001-00000004." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:276 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:316 msgid "Sequences" msgstr "序号" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:277 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:318 msgid "" -"In case that you want to synchronize the next number in the sequence in Odoo" -" based on the next number in the AFIP POS, the next button that is visible " -"under :ref:`developer mode ` can be used:" +"For the first invoice, Odoo synchronizes with the AFIP automatically and " +"displays the last sequence used." msgstr "" -"如果您想根据 AFIP POS 中的下一个数字同步 Odoo 中序列中的下一个数字，则可以使用 " -"：ref：`开发人员模式` 下可见的下一个按钮：" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:285 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:322 msgid "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." +"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 "" -"When creating the Purchase journals, it's possible to define if they can be " -"related to document types or not. In case that the option to use documents " -"is selected, there is no need to manually associate the document type " -"sequences as the document number is provided by the vendor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:291 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:178 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:347 msgid "Usage and testing" msgstr "用法和测试" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:294 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:331 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:181 msgid "Invoice" msgstr "结算单" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:296 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:333 msgid "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" +"The information below applies to invoice creation once the partners and " +"journals are created and properly configured." msgstr "" -"After the partners and journals are created and configured, when the " -"invoices are created the will have the next behaviour:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:300 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 msgid "Document type assignation" msgstr "Document type assignation" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:302 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:339 msgid "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" +"When the partner is selected, the :guilabel:`Document Type` field will be " +"filled in automatically based on the AFIP document type:" msgstr "" -"Once the partner is selected the document type will filled automatically, " -"based on the AFIP document type:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:305 -msgid "**Invoice for a customer IVA Responsable Inscripto, prefix A**." -msgstr "**Invoice for a customer IVA Responsable Inscripto, prefix A**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:310 -msgid "**Invoice for an end customer, prefix B**." -msgstr "**Invoice for an end customer, prefix B**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:315 -msgid "**Exportation Invoice, prefix E**." -msgstr "**Exportation Invoice, prefix E**." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:320 -msgid "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." -msgstr "" -"As it is shown in the invoices, all of them use the same journal but the " -"prefix and sequence is given by the document type." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:323 -msgid "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." -msgstr "" -"The most common document type will be defined automatically for the " -"different combinations of AFIP responsibility type but it can be updated " -"manually by the user." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:328 -msgid "Electronic Invoice elements" -msgstr "Electronic Invoice elements" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:329 -msgid "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." -msgstr "" -"When using electronic invoice, if all the information is correct the Invoice" -" is posted in the standard way, in case that something needs to be addressed" -" (check the section common errors for more detail), an error message is " -"raised indicating the issue/proposed solution and the invoice remains in " -"draft until the related data is corrected." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:334 -msgid "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" -msgstr "" -"Once the invoice is posted, the information related to the AFIP validation " -"and status is displayed in the AFIP Tab, including:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:337 -msgid "AFIP Autorisation: CAE number." -msgstr "AFIP Autorisation: CAE number." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:338 -msgid "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." -msgstr "" -"Expiration date: Deadline to deliver the invoice to the customers. Normally " -"10 days after the CAE is generated." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:340 -msgid "Result:" -msgstr "Result:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:342 -msgid "Aceptado en AFIP." -msgstr "Aceptado en AFIP." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:343 -msgid "Aceptado con Observaciones." -msgstr "Aceptado con Observaciones." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:349 -msgid "Invoice Taxes" -msgstr "Invoice Taxes" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:351 msgid "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" +"**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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for a customer IVA Responsable Inscripto, prefix A." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:348 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Invoice for an end customer, prefix B." msgstr "" -"Based on the AFIP Responsibility type, the VAT tax can have a different " -"behavior on the pdf report:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:354 msgid "" -"**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:" +"**Exportation Invoice, prefix E** is the type of document used when " +"exporting goods that shows the incoterm." msgstr "" -"**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:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:357 -msgid "Responsable Inscripto." -msgstr "Responsable Inscripto." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Exportation Invoice, prefix E" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:362 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:360 msgid "" -"**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:" +"Even though some invoices use the same journal, the prefix and sequence are " +"given by the :guilabel:`Document Type` field." msgstr "" -"**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:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:366 -msgid "IVA Sujeto Exento." -msgstr "IVA Sujeto Exento." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:367 -msgid "Consumidor Final." -msgstr "Consumidor Final." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:363 +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/accounting/fiscal_localizations/localizations/argentina.rst:368 -msgid "Responsable Monotributo." -msgstr "Responsable Monotributo." +msgid "Electronic invoice elements" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:369 -msgid "IVA liberado." -msgstr "IVA liberado." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:370 +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/accounting/fiscal_localizations/localizations/argentina.rst:376 -msgid "Special Use Cases" -msgstr "Special Use Cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:375 +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/accounting/fiscal_localizations/localizations/argentina.rst:378 +msgid ":guilabel:`AFIP Autorisation`: CAE number;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:379 -msgid "Invoices for Services" -msgstr "Invoices for Services" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:380 msgid "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" +":guilabel:`Expiration Date`: deadline to deliver the invoice to the " +"customers (normally 10 days after the CAE is generated);" msgstr "" -"For electronic invoices that include Services, the AFIP requires to report " -"the service starting and ending date, this information can be filled in the" -" tab “Other Info”:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:381 msgid "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" +":guilabel:`Result:` indicates if the invoice has been :guilabel:`Aceptado en" +" AFIP` and/or :guilabel:`Aceptado con Observaciones`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP Status." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:389 +msgid "Invoice taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:391 +msgid "" +"Based on the :guilabel:`AFIP Responsibility type`, the VAT tax can apply " +"differently on the PDF report:" msgstr "" -"If the dates are not selected manually before the invoice is validated, the" -" values will be filled automatically considering the beginning and day of " -"the invoice month:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:394 -msgid "Exportation Invoices" -msgstr "Exportation Invoices" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:395 msgid "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" +":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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax excluded." msgstr "" -"The invoices related to Exportation transactions required a Journal that " -"used the AFIP POS System “Expo Voucher - Web Service” so the proper document" -" type be associated:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:401 msgid "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" +":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 "" -"When the customer selected in the Invoice has set the AFIP responsibility " -"type as “Cliente / Proveedor del Exterior” or “IVA Liberado – Ley Nº " -"19.640”, Odoo automatically assigned:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:404 -msgid "Journal related to the exportation Web Service." -msgstr "Journal related to the exportation Web Service." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:405 -msgid "Exportation document type ." -msgstr "Exportation document type ." +msgid "IVA Sujeto Exento;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:406 -msgid "Fiscal position: Compras/Ventas al exterior." -msgstr "Fiscal position: Compras/Ventas al exterior." +msgid "Consumidor Final;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:407 -msgid "Concepto AFIP: Products / Definitive export of goods." -msgstr "Concepto AFIP: Products / Definitive export of goods." +msgid "Responsable Monotributo;" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:408 -msgid "Exempt Taxes." -msgstr "Exempt Taxes." +msgid "IVA liberado." +msgstr "IVA liberado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:414 -msgid "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:0 +msgid "Tax amount included." msgstr "" -"The Exportation Documents required the Incoterm in :menuselection:`Other " -"Info --> Accounting`:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:421 -msgid "Fiscal Bond" -msgstr "Fiscal Bond" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:422 -msgid "" -"The 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." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:415 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:644 +msgid "Special use cases" msgstr "" -"The 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." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:425 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 -msgid "" -"For these transactions it’s important to have into consideration the next " -"requirements:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:418 +msgid "Invoices for services" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:420 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoices for Services." msgstr "" -"For these transactions it’s important to have into consideration the next " -"requirements:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:427 -msgid "Currency (according to parameter table) and invoice quotation." -msgstr "Currency (according to parameter table) and invoice quotation." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:428 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 -msgid "Taxes." -msgstr "Taxes." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:429 -msgid "Zone." -msgstr "Zone." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:430 -msgid "Detail each item." -msgstr "Detail each item." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:432 -msgid "Code according to the Common Nomenclator of Mercosur (NCM)." -msgstr "Code according to the Common Nomenclator of Mercosur (NCM)." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:433 -msgid "Complete description." -msgstr "Complete description." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:434 -msgid "Unit Net Price." -msgstr "Unit Net Price." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Service Dates." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:435 -msgid "Quantity." -msgstr "Quantity." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:436 -msgid "Unit of measurement." -msgstr "Unit of measurement." +msgid "Exportation invoices" +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:437 -msgid "Bonus." -msgstr "Bonus." +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 "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:438 -msgid "VAT rate." -msgstr "VAT rate." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:442 -msgid "Electronic Credit Invoice MiPyme (FCE)" -msgstr "Electronic Credit Invoice MiPyme (FCE)" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Exporation journal." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:444 msgid "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." +"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/accounting/fiscal_localizations/localizations/argentina.rst:448 +msgid "Journal related to the exportation Web Service;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:449 +msgid "Exportation document type;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:450 +msgid "Fiscal position: Compras/Ventas al exterior;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:451 +msgid "Concepto AFIP: Products / Definitive export of goods;" msgstr "" -"**Invoices:** There are several document types classified as Mipyme also " -"known as Electronic Credit Invoice (FCE in spanish), which is used to " -"impulse the SME, its purpose is to develop a mechanism that improves the " -"financing conditions of these companies and allows them to increase their " -"productivity, through the early collection of credits and receivables issued" -" to their clients and / or vendors." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:452 -msgid "Specific document types (201, 202, 206, etc)." -msgstr "Specific document types (201, 202, 206, etc)." +msgid "Exempt Taxes." +msgstr "Exempt Taxes." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:453 -msgid "The emisor should be eligible by the AFIP to MiPyme transactions." -msgstr "The emisor should be eligible by the AFIP to MiPyme transactions." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:454 -msgid "The amount should be bigger than 100,000 ARS." -msgstr "The amount should be bigger than 100,000 ARS." - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:455 -msgid "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice fields autofilled in Odoo." msgstr "" -"A bank account type CBU must be related to the emisor, otherwise the invoice" -" can’t be validated, having these errors messages for example:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:461 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:459 msgid "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" +"The Exportation Documents require Incoterms to be enabled and configured, " +"which can be found in :menuselection:`Other Info --> Accounting`." msgstr "" -"**Credit& Debit Notes:** When creating a Credit/Debit note related to a FCE " -"document, it is important take the next points into consideration:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:464 -msgid "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Export invoice - Incoterm." msgstr "" -"Use the Credit and Debit Note buttons, so the correct reference of the " -"originator document passed to the note." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:470 -msgid "" -"The document letter should be the same than the originator document (either " -"A or B)." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:467 +msgid "Fiscal bond" msgstr "" -"The document letter should be the same than the originator document (either " -"A or B)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:471 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:469 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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." +"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/accounting/fiscal_localizations/localizations/argentina.rst:472 +msgid "" +"For these transactions, it is important to consider the following " +"requirements:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:474 +msgid "Currency (according to the parameter table) and invoice quotation;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:475 +msgid "Taxes;" msgstr "" -"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’s possible to " -"create a credit/debit note to decrease/increase the amount to pay in ARS." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:476 -msgid "In the workflow we can have two scenarios:" -msgstr "In the workflow we can have two scenarios:" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:478 -msgid "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." +msgid "Zone;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:477 +msgid "Detail each item;" msgstr "" -"The FCE is rejected so the Credit Note should have the field “FCE, is " -"Cancellation?” as True." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:479 -msgid "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." +msgid "Code according to the Common Nomenclator of Mercosur (NCM);" msgstr "" -"The Credit Note, is created with the negative amount to annulate the FCE " -"document, in this case the field “FCE, is Cancellation?” must be empty " -"(false)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:486 -msgid "Invoice printed report" -msgstr "Invoice printed report" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:487 -msgid "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:480 +msgid "Complete description;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:481 +msgid "Unit Net Price;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:482 +msgid "Quantity;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:483 +msgid "Unit of measurement;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:484 +msgid "Bonus;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:485 +msgid "VAT rate." +msgstr "VAT rate." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:488 +msgid "Electronic credit invoice MiPyme (FCE)" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:490 +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 "" -"The PDF report related to electronic invoices that have been validated by " -"the AFIP includes a barcode at the bottom of the format which represent the " -"CAE number, the Expiration Date is also displayed as it’s legal requirement:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:496 -msgid "Troubleshooting and Auditing" -msgstr "Troubleshooting and Auditing" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:497 msgid "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," +"For these transactions it's important to consider the following " +"requirements:" msgstr "" -"For auditing and troubleshooting purposes you can get the detailed " -"information of an invoice number that has been previously sent to the AFIP," -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:507 -msgid "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:498 +msgid "specific document types (201, 202, 206, etc);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:499 +msgid "the emitter should be eligible by the AFIP to MiPyME transactions;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:500 +msgid "the amount should be bigger than 100,000 ARS;" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:501 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Bank account relation error." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:508 +msgid "" +"To set up the :guilabel:`Transmission Mode`, go to settings and select " +"either :guilabel:`SDC` or :guilabel:`ADC`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode." msgstr "" -"You can also get the last number used in AFIP for a specific Document Type " -"and POS Number as support for any possible issues on the sequence " -"synchronization between Odoo and AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 -msgid "Vendor Bills" -msgstr "供应商账单" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:517 msgid "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." +"To change the :guilabel:`Transmission Mode` for a specific invoice, go to " +"the :guilabel:`Other Info` tab and change it before confirming." msgstr "" -"Based on the purchase journal selected for the vendor bill, the 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 switched " -"if necessary." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:524 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:519 msgid "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." +"Changing the :guilabel:`Transmission Mode` will not change the mode selected" +" in :guilabel:`Settings`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Transmission Mode on Invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:526 +msgid "" +"When creating a :guilabel:`Credit/Debit` note related to a FCE document:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:528 +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/accounting/fiscal_localizations/localizations/argentina.rst:530 +msgid "" +"the document letter should be the same as than the originator document " +"(either A or B);" msgstr "" -"The document number needs to be registered manually and the format is " -"validated automatically, in case that the format is invalid a user error " -"will be displayed indicating the correct format that is expected." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:531 msgid "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." +"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 "" -"The vendor bill number is structured in the same way that the invoices with " -"the difference that the document sequence is input by the user: “Document " -"Prefix - Letter - Document number\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:536 -msgid "Validate Vendor Bill number in AFIP" -msgstr "Validate Vendor Bill number in AFIP" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:537 -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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Credit & debit notes buttons." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:539 +msgid "When creating a :guilabel:`Credit Note` we can have two scenarios:" msgstr "" -"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 --> Argentinian Localization --> " -"Validate document in the AFIP`, considering the following levels:" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:541 msgid "" -"**Not available:** The verification is not done (this is the default value)." +"the FCE is rejected so the :guilabel:`Credit Note` should have the field " +":guilabel:`FCE, is Cancellation?` as *True*; or;" msgstr "" -"**Not available:** The verification is not done (this is the default value)." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:542 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:543 msgid "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." +"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 "" -"**Available:** The verification is done, in case the number is not valid " -"it only raises a warning but it allows you to post the vendor bill." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:544 -msgid "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "FCE: Es Cancelación?" msgstr "" -"**Required:** The verification is done and it doesn't allow the user to " -"post the vendor bill if the document number is not valid." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:551 -msgid "How to use it in Odoo" -msgstr "How to use it in Odoo" +msgid "Invoice printed report" +msgstr "Invoice printed report" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:553 msgid "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." +"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 "" -"This tool incorporates in the vendor bill a new \"Verify on AFIP\" button " -"located next to the AFIP Authorization code." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:558 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Invoice printed report." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:562 +msgid "Troubleshooting and auditing" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:564 msgid "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." +"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, go into :doc:`Developer Mode " +"<../../../../general/developer_mode>`, then go to the " +":menuselection:`Accounting` menu and click on the button :guilabel:`Consult " +"Invoice` button in AFIP." msgstr "" -"In case it’s not a valid AFIP authorization the value “Rejected” will be " -"displayed and the details of the validation will be added to the chatter." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:566 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 -msgid "Special Use cases" -msgstr "Special Use cases" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult invoice in AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:568 -msgid "Untaxed Concepts" -msgstr "Untaxed Concepts" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Details of invoice consulted in AFIP." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:569 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:577 msgid "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." +"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 "" -"There are some transactions that include items that are not part of the VAT " -"base amount, this is commonly used in fuel and gasoline invoices." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:572 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Consult the last invoice number." msgstr "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount and an additional item to register the amount of" -" the Exempt concept:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:579 -msgid "Perception Taxes" -msgstr "Perception Taxes" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:580 -msgid "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." -msgstr "" -"The vendor bill will be registered using 1 item for each product that is " -"part of the VAT base amount, the perception tax can be added in any of the " -"product lines, as result we will have one tax group for the VAT and one for " -"the perception, the perception default value is always 1.00." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:586 +#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 +msgid "Vendor bills" +msgstr "供应商账单" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:588 msgid "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." +"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 "" -"You should use the pencil that is the next to the Perception amount to edit " -"it and set the correct amount." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:594 -msgid "After this is done the invoice can be validated." -msgstr "After this is done the invoice can be validated." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Changing journal and document type." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:598 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:596 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Vendor bill document number." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:604 +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/accounting/fiscal_localizations/localizations/argentina.rst:609 +msgid "Validate vendor bill number in AFIP" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:611 +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/accounting/fiscal_localizations/localizations/argentina.rst:615 +msgid "" +":guilabel:`Not available:` the verification is not done (this is the default" +" value);" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:616 +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/accounting/fiscal_localizations/localizations/argentina.rst:618 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify Vendor Bills validity in AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:626 +msgid "Validate vendor bills in Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:628 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Verify on AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "AFIP authorization Rejected." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:647 +msgid "Untaxed concepts" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:649 +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/accounting/fiscal_localizations/localizations/argentina.rst:652 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT exempt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:660 +msgid "Perception taxes" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:662 +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/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT perception." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:671 +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 "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Enter the perception amount." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:680 msgid "Reports" msgstr "报告" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:600 -msgid "As part of the localization the next Financial reports were added:" -msgstr "As part of the localization the next Financial reports were added:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:682 +msgid "" +"As part of the localization installation, financial reporting for Argentina " +"was added to the :guilabel:`Accounting` dashboard. Access these reports by " +"navigating to :menuselection:`Accounting --> Reporting --> Argentinean " +"Reports`" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:606 -msgid "VAT Reports" -msgstr "VAT Reports" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Argentinean reports." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:609 -msgid "Libro de IVA Ventas" -msgstr "Libro de IVA Ventas" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:691 +msgid "VAT reports" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:615 -msgid "Libro de IVA Compras" -msgstr "Libro de IVA Compras" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:694 +msgid "Sales VAT book" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:621 -msgid "Resumen de IVA" -msgstr "Resumen de IVA" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:696 +msgid "" +"In this report, all the sales are recorded, which are taken as the basis for" +" the accounting records to determine the VAT (Tax Debit)." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:627 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:699 +msgid "" +"The :guilabel:`Sales VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Sales VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:707 +msgid "Purchases VAT book" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:709 +msgid "" +"The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file " +":guilabel:`VAT BOOK (ZIP)` button in the top left, which contains `.txt` " +"files to upload in the AFIP portal." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "Purchases VAT book." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:717 +msgid "VAT summary" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:719 +msgid "" +"Pivot table designed to check the monthly VAT totals. This report is for " +"internal usage, it is not sent to the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "VAT Summary." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:727 msgid "IIBB - Reports" msgstr "IIBB - Reports" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:630 -msgid "IIBB - Ventas por Jurisdicción" -msgstr "IIBB - Ventas por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:730 +msgid "IIBB - Sales by jurisdiction" +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:636 -msgid "IIBB - Compras por Jurisdicción" -msgstr "IIBB - Compras por Jurisdicción" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:732 +msgid "" +"Pivot table where you can validate the gross income in each jurisdiction. " +"Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Sales by jurisdiction." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:740 +msgid "IIBB - Purchases by jurisdiction" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:742 +msgid "" +"Pivot table where you can validate the gross purchases in each jurisdiction." +" Affidavit for the corresponding taxes to pay, therefore it is not sent to " +"the AFIP." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rstNone +msgid "IIBB Purchases by jurisdiction." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/australia.rst:3 msgid "Australia" @@ -3648,6 +3730,14 @@ msgstr "“智利本地化视频网络研讨会： msgid "`VIDEO WEBINAR OF DELIVERY GUIDE `_." msgstr "“交付指南视频网络研讨会”_。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:14 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst:13 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:6 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:63 +msgid "Introduction" +msgstr "介绍" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:16 msgid "" "The Chilean localization has been improved and extended in Odoo v13. In this" @@ -3895,6 +3985,10 @@ msgstr "" "included in the localization module. The accounts are mapped automatically " "in:" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:150 +msgid "Taxes." +msgstr "Taxes." + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:151 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:70 msgid "Default Account Payable." @@ -3916,6 +4010,11 @@ msgstr "Conversion Rate." msgid "Master Data" msgstr "主数据" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:164 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:324 +msgid "Identification Type and VAT" +msgstr "Identification Type and VAT" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:166 msgid "" "As part of the Chilean localization, the identification types defined by the" @@ -3976,6 +4075,10 @@ msgstr "" msgid "Chilean taxes list." msgstr "智利税务清单。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:208 +msgid "Taxes Types" +msgstr "Taxes Types" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:210 msgid "Chile has several tax types, the most common ones are:" msgstr "Chile has several tax types, the most common ones are:" @@ -4005,6 +4108,11 @@ msgstr "" "Based on the purchase transactions, the VAT can have different affections. " "This will be done in Odoo using the default purchase fiscal positions." +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:224 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:273 +msgid "Document Types" +msgstr "Document Types" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:226 msgid "" "In some Latin American countries, including Chile, some accounting " @@ -4033,10 +4141,34 @@ msgid "" "module is installed." msgstr "每种文件类型可以具有公司的唯一序列。作为本地化的一部分，文件类型包括文档适用的国家，并且在安装本地化模块时自动创建数据。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:237 +msgid "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" +msgstr "" +"The information required for the document types is included by default so " +"the user doesn't need to fill anything on this view:" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rstNone msgid "Chilean fiscal document types list." msgstr "智利财务文件类别列表。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:245 +msgid "" +"There are several document types that are inactive by default but can be " +"activated if needed." +msgstr "" +"There are several document types that are inactive by default but can be " +"activated if needed." + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:249 +msgid "Use on Invoices" +msgstr "Use on Invoices" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:251 +msgid "The document type on each transaction will be determined by:" +msgstr "The document type on each transaction will be determined by:" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" "The Journal related to the Invoice, identifying if the journal uses " @@ -4775,6 +4907,10 @@ msgid "" "Creating a debit note to cancel a credit note with the SII code reference 1." msgstr "创建退货，以取消具有SII参考代码1的退款单。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +msgid "Vendor Bills" +msgstr "供应商账单" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " @@ -6749,28 +6885,6 @@ msgid "" "features of the Egyptian localization:" msgstr ":ref:`安装`以下模块，以获得埃及本地化的所有功能：" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:16 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:14 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 -msgid "Name" -msgstr "名称" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:17 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:15 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 -msgid "Technical name" -msgstr "技术名称" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:59 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/india.rst:18 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/luxembourg.rst:16 -msgid "Description" -msgstr "说明" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:19 msgid ":guilabel:`Egypt - Accounting`" msgstr ":guilabel:`埃及—会计`" @@ -7174,7 +7288,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:125 #: ../../content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst:42 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:110 msgid ":doc:`../../taxation/taxes/taxes`" msgstr ":doc:`../../taxation/taxes/taxes`" @@ -8842,10 +8956,6 @@ msgstr "" "Definition `_。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:61 -msgid "Modules installation" -msgstr "模块安装" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:63 msgid "" "If your database was created before June 2021, :ref:`upgrade " @@ -13282,6 +13392,10 @@ msgstr "如果地址类型代码未知，可以将其设置为默认值：0000 msgid "The NIF should be set following the RUC format." msgstr "NIF 应按照 RUC 格式进行设置。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:64 +msgid "Chart of Account" +msgstr "科目表" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:66 msgid "" "The chart of accounts is installed by default as part of the set of data " @@ -13611,6 +13725,10 @@ msgid "" msgstr "" "请参阅文件下一节，了解有关:doc:`multicurrencies <../../others/multi_currency>`的更多信息。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:239 +msgid "Configure Master data" +msgstr "Configure Master data" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:244 msgid "" "As part of the localization module the taxes are created automatically with " @@ -13949,6 +14067,10 @@ msgid "" "number of credits. The price list in the IAP is always displayed in EUR." msgstr "在IAP服务中，包括根据信用额度数量具有不同定价的软件包。IAP 中的价目表始终以欧元显示。" +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:476 +msgid "Special Use cases" +msgstr "Special Use cases" + #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:479 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:515 msgid "Cancellation process" @@ -15232,6 +15354,7 @@ msgid "" msgstr "选择一个**默认税**，当此科目被选择用于产品销售或采购时将适用." #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:126 +#: ../../content/applications/finance/documents.rst:58 msgid "Tags" msgstr "标签" @@ -15350,7 +15473,7 @@ msgstr ":doc:`../../receivables/customer_invoices/deferred_revenues`" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:188 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 #: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:112 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" ":doc:`../../fiscal_localizations/overview/fiscal_localization_packages`" @@ -15683,9 +15806,8 @@ msgid "" msgstr "通过电子邮件发送示例发票，以确保所有内容均已正确配置." #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:190 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:135 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:64 -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:146 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:128 msgid ":doc:`../../bank/setup/bank_accounts`" msgstr ":doc:`../../bank/setup/bank_accounts`" @@ -18660,101 +18782,88 @@ msgstr "预测将来要支付的账单" #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:5 msgid "" -"When you get hundreds of vendor bills per month with each of them having " -"different payment terms, it could be complex to follow what you have to pay " -"and when. Paying your vendors too early can decrease your cash " -"availabilities and paying too late can lead to extra charges." -msgstr "如果每个月收到很多采购发票, 每个发票的付款条件都不同,要记住付款的时间就比较麻烦了。过早付款将减少现金流, 过晚支付会增加额外费用." +"In Odoo, you can manage payments by setting automatic **Payments Terms** and" +" **follow-ups**." +msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 -msgid "" -"Fortunately, Odoo provides you the right tools to manage payment orders to " -"vendors efficiently." -msgstr "幸运的是, Odoo 提供了适合的工具, 有效管理供应商付款订单." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:8 msgid "Configuration: payment terms" msgstr "配置 :付款条件" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:10 msgid "" -"In order to track the vendor conditions, we use payment terms in Odoo. " -"Payment terms allow to keep track of the conditions to compute the due date " -"on an invoice. As an example, a payment term can be:" -msgstr "为了追踪供应商付款条件,在Odoo中使用付款条件。付款条件可用于计算发票的到期日期。举个例子,一个付款方式可以是:" +"In order to track vendor conditions, we use **Payment Terms** in Odoo. They " +"allow keeping track of due dates on invoices. Examples of **Payment Terms** " +"are:" +msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:13 msgid "50% within 30 days" msgstr "30天内支付50%" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:22 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:14 msgid "50% within 45 days" msgstr "45天内支付50%" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:24 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:16 msgid "" -"To create your most common payment terms, use the menu: " -":menuselection:`Configuration --> Management --> Payment Terms` in the " -"**Accounting** application. The following example show a payment term of 30%" -" directly and the balance after 30 days." +"To create them, go to :menuselection:`Accounting --> Configuration --> " +"Invoicing: Payment Terms` and click on :guilabel:`Create` to add new terms " +"or click existing ones to modify them." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:20 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:23 +msgid "" +"Once **Payment Terms** are defined, you can assign them to your vendor by " +"default. To do so, go to :menuselection:`Vendors --> Vendors`, select a " +"vendor, click the :guilabel:`Sales & Purchase` tab, and select a specific " +"**Payment Term**. This way, every time you purchase from this vendor, Odoo " +"automatically proposes the chosen Payment Term." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:29 +msgid "" +"If you do not set a specific Payment Term on a vendor, you can still set one" +" on the vendor bill." msgstr "" -"创建最常见的付款方式,在会计应用程序中使用菜单: :menuselection:`配置 --> 管理 --> 付款条件` 。下面的例子: " -"30%直接支付, 余款30天后支付." #: ../../content/applications/finance/accounting/payables/misc/forecast.rst:32 -msgid "" -"Once payment terms are defined, you can assign them to your vendor by " -"default. Set the Vendor Payment Term field on the Accounting tab of a vendor" -" form. That way, every time you will purchase to this vendor, Odoo will " -"propose you automatically the right payment term." -msgstr "付款条件的定义后,可定义供应商。在供应商表格的财务页签下, 设置付款条件。这样, 每次从这个供应商处采购,Odoo将自动建议这个付款方式." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:42 -msgid "" -"If you do not set a specific payment term on a vendor, you will still be " -"able to set a specific payment term on the vendor bill." -msgstr "如果需要设置个比较特殊的付款条件,可在采购发票上设置." - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:46 -msgid "Forecast bills to pay with the Aged Payables report" -msgstr "应付账龄表可对付款有个预测" - -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:48 -msgid "" -"In order to track amounts to be paid to the vendors, use the Aged Payable " -"report. You can get it from the Reports menu of the Accounting application. " -"This report gives you a summary per vendor of the amounts to pay, compared " -"to their due date (the due date being computed on each bill using the " -"payment term)." +msgid "Forecast bills to pay with the aged payable report" msgstr "" -"想要了解支付给供应商的合计数, 可使用应付账龄表。在财务应用模块下可查看此报表。在报表上, " -"汇总了每个供应商的应付款,和相应的到期日(到期日是根据付款条件计算得出)." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:57 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:34 msgid "" -"This reports tells you how much you will have to pay within the next months." -msgstr "这个报告告诉你接下来的几个月需要支付的款项." +"To track amounts to be paid to the vendors, use the **Aged Payable** report." +" To access it, go to :menuselection:`Accounting --> Reporting --> Partner " +"Reports: Aged Payable`. This report gives you a summary per vendor of the " +"amounts to pay, compared to their due date (the due date being computed on " +"each bill using the terms). This report tells you how much you will have to " +"pay within the following months." +msgstr "" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:61 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:41 msgid "Select bills to pay" msgstr "选择要支付的账单" -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:63 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:43 msgid "" -"Using the menu :menuselection:`Purchases --> Vendor Bills`, you can get a " -"list of vendor bills. Using the advanced filters, you can list all the bills" -" that you should pay or the bills that are overdue (you are late on the " -"payment)." +"You can get a list of all your vendor bills by going to " +":menuselection:`Vendors --> Bills`. To view only the bills that you need to " +"pay, click :menuselection:`Filters --> Bills to Pay`. To view only overdue " +"payments, select the :guilabel:`Overdue` filter instead." msgstr "" -"使用菜单 :menuselection:`购买 --> " -"供应商账单``,可看到采购发票列表。使用高级过滤器,可列出所有的应付账单,或是逾期的账单(滞后支付)." -#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:70 +#: ../../content/applications/finance/accounting/payables/misc/forecast.rst:47 msgid "" -"From this screen, you can also switch to the pivot table or the graph view " -"to get statistics on the amount due over the next month, using the group by " -"\"Due Date\" feature." -msgstr "从这个页面上,使用汇总“到期日”功能, 通过数据透视表或图表视图可得到下个月的应付到期额。" +"You can also group bills by their due date by clicking :menuselection:`Group" +" By --> Due Date` and selecting a time period." +msgstr "" #: ../../content/applications/finance/accounting/payables/pay.rst:5 msgid "Vendor payments" @@ -18766,190 +18875,106 @@ msgstr "支票付款" #: ../../content/applications/finance/accounting/payables/pay/check.rst:5 msgid "" -"Once you decide to pay a supplier bill, you can select to pay by check. " -"Then, at the end of the day, the manager can print all checks by batch. " -"Finally, the bank reconciliation process will match the checks you sent to " -"suppliers with actual bank statements." -msgstr "当支付供应商账单时,你可选择用支票来支付。然后,在一天结束的时候,可批量打印所有支票。最后,银行将支付的支票和银行对账单核销." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:14 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 -msgid "Install the required module" -msgstr "安装必须的模块" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:16 -msgid "" -"To record supplier payments by checks, you must install the **Check " -"Writing** module. This module handle the process of recording checks in " -"Odoo. Others modules are necessary to print checks, according to the " -"country. As an example, the **U.S. Check Printing** module is required to " -"print U.S. checks." +"Once you decide to pay a supplier bill, you can select to pay by check. You " +"can then print all the payments registered by check. Finally, the bank " +"reconciliation process will match the checks you sent to suppliers with " +"actual bank statements." msgstr "" -"要通过支票记录供应商的付款，您必须安装 **填写支票** 模块。 该模块处理在Odoo中记录支票的过程。 " -"根据国家/地区，其他模块对于打印支票也是必需的。 例如，**美国支票打印** 模块才能打印美国支票." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:23 -msgid "" -"According to your country and the chart of account you use, those modules " -"may be installed by default. (example: United States users have nothing to " -"install, it's configured by default)." -msgstr "根据所在国家和所使用的科目表,这些模块可默认安装。(例如:美国用户不用安装,已默认配置)." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:28 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:13 msgid "Activate checks payment methods" msgstr "激活支票付款方式" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:30 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:15 msgid "" -"In order to allow payments by checks, you must activate the payment method " -"on related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on your bank account on " -":menuselection:`More --> Settings` option. On the **Payment Method** field, " -"set **Check**." +"To activate the checks payment method, go to :menuselection:`Accounting --> " +"Configuration --> Checks`, there you can activate the payment method as well" +" as set up the :guilabel:`Check Layout`. Once activated the " +":guilabel:`Checks` setting, the feature is automatically setup for your " +":guilabel:`Outgoing Payments`." msgstr "" -"如需用支票支付,必须在银行账上激活付款方式。从会计仪表板(进入会计应用程序的界面),点击你的银行账户:menuselection:`更多 --> 设置`" -" 选项。 在 **支付方式** 字段, 设置 **检查** ." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:21 +msgid "" +"Some countries require specific modules to print checks; such modules may be" +" installed by default. For instance, the :guilabel:`U.S. Checks Layout` " +"module is required to print U.S. checks." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/check.rst:26 msgid "Compatible check stationery for printing checks" msgstr "打印支票的兼容支票纸张" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:29 msgid "United States" msgstr "美国" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:45 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:31 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "对于美国, Odoo默认支持支票格式 :" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 -msgid "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom" -msgstr "**Quickbooks & Quicken** : 在顶部检查,存根在中间和底部" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:33 +msgid "" +"**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:48 -msgid "**Peachtree**: check in the middle, stubs on top and bottom" -msgstr "**Peachtree** : 在中部检查,存根在顶部和底部" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:34 +msgid "**Peachtree**: check in the middle, stubs on top and bottom;" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:35 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: 在底部检查,存根在顶部." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:51 -msgid "" -"It is also possible to customize your own check format through " -"customizations." -msgstr "通过自定义格式, 可自定义自己的支票格式." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:54 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:38 msgid "Pay a supplier bill with a check" msgstr "用支票支付供应商账单" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:56 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:40 msgid "Paying a supplier with a check is done in three steps:" msgstr "用支票支付采购发票, 需要三个步骤:" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:58 -msgid "registering a payment you'd like to do on the bill" -msgstr "在账单上登记付款" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:42 +msgid "registering a payment" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:59 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:43 msgid "printing checks in batch for all registered payments" msgstr "批量打印所有的已登记付款" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:60 -msgid "reconcile bank statements" -msgstr "调节银行对账单" +#: ../../content/applications/finance/accounting/payables/pay/check.rst:44 +msgid "reconciling bank statements" +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:63 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:47 msgid "Register a payment by check" msgstr "用支票登记付款" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:65 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:49 msgid "" -"To register a payment on a bill, open any supplier bill from the menu " +"To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " -"validated, you can register a payment. Set the **Payment Method** to " -"**Check** and validate the payment dialog." +"validated, you can register a payment. Set the :guilabel:`Payment Method` to" +" :guilabel:`Checks` and validate the payment." msgstr "" -"如需在账单上登记付款，在此点开任何供应商发票 :menuselection:`采购 --> " -"供应商发票`。在确认供应商发票后，即可登记付款。将**支付方式**设置为**支票**，并确认付款对话框." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:55 msgid "Print checks" msgstr "打印支票" -#: ../../content/applications/finance/accounting/payables/pay/check.rst:76 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:57 msgid "" -"From the accounting dashboard, on your bank account, you should see a link " -"\"X checks to print\". Click on this link and you will get the list of all " -"checks that are not printed yet. From this screen, you can print all checks " -"in batch or review them one by one." -msgstr "从会计仪表盘,银行账户,可看到一个链接“X支票打印”。点击这个链接,会得到所有未打印的支票清单。从这个界面,可批量打印或是逐个检查." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:81 -msgid "" -"If you want to review every payment one by one before printing the check, " -"open on the payment and click on **Print Check** if you accept it. A dialog " -"will ask you the number of the check. It automatically proposes you the next" -" number, but you can change it if it does not match your next check number." +"On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " +"you can see the number of checks registered. By clicking on " +":guilabel:`Checks to print` you have got the possibility to print the " +"reconciled checks." msgstr "" -"如果你想在打印前查看每笔付款，打开支付界面， 点击 **打印支票** 。对话框会问你检查的编号。它会自动提出你下一个编号，但是，如果编号不匹配，可修改." -#: ../../content/applications/finance/accounting/payables/pay/check.rst:87 +#: ../../content/applications/finance/accounting/payables/pay/check.rst:61 msgid "" "To print all checks in batch, select all payments from the list view and " -"Print Check from the top \"print\" menu." -msgstr "如需批量打印,从列表中选择所有支票, 点击顶部“打印”菜单。" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:94 -msgid "Reconcile bank statements" -msgstr "核对银行对账单" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:96 -msgid "" -"Once you process your bank statement, when the check is credited from your " -"bank account, Odoo will propose you automatically to match it with the " -"payment. This will mark the payment as **Reconciled**." -msgstr "当处理银行对账单时,支票已从银行账户支出, Odoo将自动与付款匹配。这标志着付款 **已调节对账** ." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:101 -msgid "" -"To review checks that have not been credited, open the list of payments and " -"filter on the Sent state. Review those payments that have a date more than 2" -" weeks ago." -msgstr "如要检查未贷记的支票，请打开付款列表并筛选出已发送状态。查看日期在2周前的付款." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:106 -msgid "Pay anything with a check" -msgstr "用支票支付任何东西" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:108 -msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by check." -msgstr "可登记与发票没有关系的付款。使用顶部菜单:menuselection:`采购 --> 付款`. 登记付款, 选择付款方式." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:112 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**Memo** field." -msgstr "如果支付一个特殊的发票,在 **备忘录** 字段写入备注." - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:118 -msgid "" -"Once your payment by check is registered, don't forget to **Confirm** it. " -"Once confirmed, you can use **Print Check** directly or follow the preceding" -" flow to print checks in batch:" -msgstr "付款登记后, 点击 **确定** 。确认后,就可以直接 **打印支票** 或批量打印:" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:122 -msgid "`Print checks`_" -msgstr "`打印支票`_" - -#: ../../content/applications/finance/accounting/payables/pay/check.rst:123 -msgid "`Reconcile bank statements`_" -msgstr "`核对银行对账单`_" +"click on :guilabel:`Print`." +msgstr "" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:3 msgid "Pay several bills at once" @@ -18966,10 +18991,10 @@ msgid ":doc:`../supplier_bills/manage`" msgstr ":doc:`../supplier_bills/manage`" #: ../../content/applications/finance/accounting/payables/pay/multiple.rst:10 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:136 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:72 -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:53 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:78 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:128 msgid ":doc:`../../bank/reconciliation/use_cases`" msgstr ":doc:`../../bank/reconciliation/use_cases`" @@ -19046,196 +19071,181 @@ msgid ":doc:`../../receivables/customer_invoices/payment_terms`" msgstr ":doc:`../../receivables/customer_invoices/payment_terms`" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:3 -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:69 msgid "Pay with SEPA" msgstr "使用SEPA" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European union for simplification of bank transfers denominated in EURO." -" SEPA allows you to send payment orders to your bank to automate bank wire " -"transfer." -msgstr "SEPA,是唯一欧元付款地, 是欧盟的付款倡议简化欧元转帐。SEPA将付款单发给银行以简化转账." +"the European Union to simplify bank transfers denominated in euros. SEPA " +"allows you to send payment orders to your bank to automate bank wire " +"transfers." +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:10 -msgid "" -"SEPA is supported by the banks of the 28 EU member states as well as " -"Iceland, Norway, Switzerland, Andorra, Monaco and San Marino." -msgstr "SEPA得到28个欧盟成员国银行的支持, 以及冰岛、挪威、瑞士、安道尔、摩纳哥和圣马力诺." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:9 +msgid "SEPA is supported by the banks of the 27 EU member states, as well as:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:11 +msgid "EFTA countries:" +msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:13 -msgid "" -"With Odoo, once you decide to pay a vendor, you can select to pay the bill " -"with SEPA. Then, at the end of the day, the manager can generate the SEPA " -"file containing all bank wire transfers and send it to the bank." +msgid "Iceland;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:14 +msgid "Liechtenstein;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:15 +msgid "Norway;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:16 +msgid "Switzerland." msgstr "" -"使用Odoo，一旦您决定向供应商付款，您可以选择使用SEPA支付账单。然后，在一天结束时，经理可以生成包含所有银行电汇的 SEPA " -"文件，并将其发送给银行。" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:18 -msgid "" -"By default,the file follows the SEPA Credit Transfer **'pain.001.001.03'** " -"specifications. This is a well-defined standard that makes consensus among " -"banks. However, according to the country set on your company, another format" -" can be used : **'pain.001.001.03.ch.02'** for Switzerland and " -"**'pain.001.003.03'** for Germany." +msgid "Non-EEA SEPA countries:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:20 +msgid "Andorra;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:21 +msgid "Monaco;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:22 +msgid "San Marino;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:23 +msgid "United Kingdom;" msgstr "" -"默认情况下，该文件遵循 SEPA 贷方转帐 **'pain.001.001.03'** " -"规范。这是一个定义明确的标准，在银行之间达成共识。但是，根据贵公司设置的国家/地区，可以使用另一种格式：瑞士的**'pain.001.001.03.ch.02'**和德国的**'pain.001.003.03'**。" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:24 -msgid "" -"Once the payments are processed by your bank, you can directly import the " -"account statement inside Odoo. The bank reconciliation process will " -"seamlessly match the SEPA orders you sent to your bank with actual bank " -"statements." -msgstr "一旦银行处理完支付单据,你可以直接将银行对账单导入Odoo。Odoo将SEPA 付款单和银行对账单核销." +msgid "Vatican City State." +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:35 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:26 +msgid "Non-EEA territories:" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:28 +msgid "Saint-Pierre-et-Miquelon;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:29 +msgid "Guernsey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:30 +msgid "Jersey;" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:31 +msgid "Isle of Man." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:33 msgid "" -"To pay suppliers with SEPA, you must install the **SEPA Credit Transfer** " -"module. This module handle the process of generating SEPA files based on " -"Odoo payments." -msgstr "用SEPA支付,必须安装 **SEPA信用转帐** 模块。这个模块将Odoo付款申请生成SEPA文件." +"When paying a bill in Odoo, you can select SEPA mandates as a payment " +"option. At the day's end, you can generate the SEPA file containing all bank" +" wire transfers and send it to the bank." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:36 +msgid "" +"By default, the file follows the SEPA Credit Transfer **'pain.001.001.03'** " +"specifications. This is a well-defined standard among banks. However, for " +"Swiss and German companies, other formats are used " +"**'pain.001.001.03.ch.02'** for Switzerland and **'pain.001.003.03'** for " +"Germany." +msgstr "" #: ../../content/applications/finance/accounting/payables/pay/sepa.rst:40 msgid "" -"According to your country and the chart of account you use, this module may " -"be installed by default." -msgstr "根据所在国家和所用科目表,这个模块会默认安装." +"Once the payments are processed by your bank, you can directly import the " +"account statement in Odoo. The bank reconciliation process will seamlessly " +"match the SEPA orders you sent to your bank with actual bank statements." +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:44 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:48 +msgid "Activate SEPA Credit Transfer (SCT)" +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:50 +msgid "" +"To pay suppliers with SEPA, you must activate the **SEPA Credit Transfer** " +"setting. To do so, go to :menuselection:`Accounting --> Configuration --> " +"Settings --> Vendor Payments: SEPA Credit Transfer (SCT)`. By activating the" +" setting and filling out your company data, you will be able to use the SCT " +"option when paying your vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:56 +msgid "" +"According to the localization package installed, the **SEPA Direct Debit** " +"and **SEPA Credit Transfer** modules may be installed by default. If not, " +"they need to be :doc:`installed <../../../../general/apps_modules>`." +msgstr "" + +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:61 msgid "Activate SEPA payment methods on banks" msgstr "激活银行SEPA付款方法" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:46 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:63 msgid "" -"In order to allow payments by SEPA, you must activate the payment method on " -"related bank journals. From the accounting dashboard (the screen you get " -"when you enter the accounting application), click on \"More\" on your bank " -"account and select the \"Settings\" option." -msgstr "如用SEPA支付,必须激活银行账内的付款方法。会计仪表板(进入会计应用程序的界面),在银行科目上点击“更多”,并选择“设置”选项。" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:51 -msgid "" -"To activate SEPA, click the **Advanced Settings** tab and, in the **Payment " -"Methods** part of the **Miscellaneous** section, check the box **Sepa Credit" -" Transfer**." -msgstr "激活SEPA,点击 ** 高级设置** 选项卡,在 **支付方式** 下的 **杂项** ,勾选复选框 **SEPA支付 ** ." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:55 -msgid "" -"Make sure to specify the IBAN account number (domestic account number won't " -"work with SEPA) and the BIC (bank identifier code) on your bank journal." -msgstr "在银行账上, 确认定义IBAN账号(国内帐号不会使用SEPA)和BIC(银行识别码)." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:60 -msgid "" -"By default, the payments you send using SEPA will use your company name as " -"initiating party name. This is what appears on the recipient's bank " -"statement in the **payment from** field. You can customize it in your " -"company settings, in the tab **Configuration**, under the **SEPA** section." +"From the accounting dashboard, click on the drop-down menu (:guilabel:`⋮`) " +"on your bank journal and select :guilabel:`Configuration`. Click the " +":guilabel:`Outgoing Payments` tab, and, if not already present, add " +":guilabel:`SEPA Credit Transfer` under :guilabel:`Payment Method`." msgstr "" -"默认情况下,使用SEPA付款将使用你公司的名称。公司名称将出现在收款人的银行对账单的 **付款** 字段。在 **SEPA** 下的 **配置** " -"选项卡内, 你可以在公司界面设置." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:72 -msgid "Register your payments" -msgstr "登记付款" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:74 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:67 msgid "" -"You can register a payment that is not related to a supplier bill. To do so," -" use the top menu :menuselection:`Purchases --> Payments`. Register your " -"payment and select a payment method by Sepa Credit Transfer." -msgstr "可登记与发票没有关系的付款。使用顶部菜单:menuselection:`采购 --> 付款`。登记付款, 选择付款方式." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:78 -msgid "" -"If it's the first time you pay this vendor, you will have to fill in the " -"Recipient Bank Account field with, at least, the bank name, IBAN and BIC " -"(Bank Identifier Code). Odoo will automatically verify the IBAN format." +"Make sure to specify the IBAN account number (domestic account numbers do " +"not work with SEPA) and the BIC (bank identifier code) in the " +":guilabel:`Journal Entries` tab." msgstr "" -"如果这是第一次支付这个供应商,需要填写收件人的银行账户信息,至少需要:银行的名字, IBAN 和 " -"BIC(银行识别码)。Odoo会自动验证IBAN的格式." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:82 -msgid "" -"For future payments to this vendor, Odoo will propose you automatically the " -"bank accounts but you will be able to select another one or create a new " -"one." -msgstr "未来会付款给这个供应商,Odoo会自动提供银行账户,但你可更改或者创建一个新的." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:86 -msgid "" -"If you pay a specific supplier bill, put the reference of the bill in the " -"**memo** field." -msgstr "如果支付一个特殊的发票,在 ** 备忘录** 字段写入备注." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:92 -msgid "" -"Once your payment is registered, don't forget to Confirm it. You can also " -"pay vendor bills from the bill directly using the Register Payment button on" -" top of a vendor bill. The form is the same, but the payment is directly " -"linked to the bill and will be automatically reconciled to it." -msgstr "付款登记后,别忘了确认。你也可以直接在发票上登记付款。形式是相同的,但是付款是直接与账单链接并自动核销." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:98 -msgid "Generate SEPA files" -msgstr "生成SEPA 文件" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:100 -msgid "" -"From your accounting dashboard, you should see if there are SEPA files to " -"generate for every bank account." -msgstr "在会计仪表板,您可看到是否有银行账户生成的SEPA文件." - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:106 -msgid "" -"Click on the link to check all the payments that are ready to transfer via " -"SEPA. Then, select all the payments you want to send (or check the top box " -"to select all payment at once) and click on :menuselection:`More --> " -"Download SEPA Payments`." +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:71 +msgid "Registering payments" msgstr "" -"点击链接,检查是否所有的通过SEPA的付款已准备就绪。然后,选择所有要发送的款项(或勾选顶部的选相框一次选中所有的付款), 单击 " -":menuselection:`更多 --> 下载SEPA付款` ." -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:115 -msgid "Troubleshooting" -msgstr "故障排除" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:118 -msgid "The bank refuses my SEPA file" -msgstr "银行拒绝SEPA文件" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:120 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:73 msgid "" -"Ask your bank if they support the **SEPA Credit Transfer specification** " -"(the SEPA pain version depends on the country set on your company). If they " -"don't, or cannot provide relevant information, please forward the error " -"message to your Odoo partner." +"You can register and vendor payments made with SEPA. To do so, go to " +":menuselection:`Accounting --> Vendors --> Payments`. When creating your " +"payment, select :guilabel:`SEPA Credit Transfer` as the :guilabel:`Payment " +"Method`." msgstr "" -"询问您的银行是否支持**SEPA贷方转账规范**（SEPA痛苦版本取决于您公司设置的国家/地区）。如果他们没有，或无法提供相关信息，请将错误消息转发给您的Odoo合作伙伴。" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:126 -msgid "There is no Bank Identifier Code recorded for bank account ..." -msgstr "该银行账号没有银行识别码……" - -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:128 +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:77 msgid "" -"In order to send a SEPA payment, the recipient must be identified by a valid" -" IBAN and BIC. If this message appear, you probably encoded an IBAN account " -"for the partner you are paying but forgot to fill in the BIC field." -msgstr "用SEPA支付,收款人必须有有效的IBAN和BIC。如果这个提示出现,你可能填写了IBAN但忘了填写BIC." +"The first time you pay a vendor with SEPA, you have to fill in the " +":guilabel:`Recipient Bank Account` field with the bank name, IBAN, and BIC " +"(Bank Identifier Code). Odoo automatically verifies if the IBAN format is " +"respected." +msgstr "" -#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:134 -msgid ":doc:`check`" -msgstr ":doc:`check`" +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:81 +msgid "" +"For future payments to this vendor, Odoo will automatically suggest you the " +"bank account, but it remains possible to select a new one." +msgstr "" -#: ../../content/applications/finance/accounting/payables/supplier_bills.rst:5 -msgid "Vendor bills" -msgstr "供应商账单" +#: ../../content/applications/finance/accounting/payables/pay/sepa.rst:84 +msgid "" +"Once your payment is registered, do not forget to confirm it. You can also " +"pay vendor bills from the bill directly using the :guilabel:`Register " +"Payment` button at the top of a vendor bill. The form is the same, but the " +"payment is directly linked to the bill and will be automatically reconciled " +"with it." +msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:3 msgid "Non-current assets and fixed assets" @@ -19303,7 +19313,7 @@ msgstr "服务器每天一次检查是否有分录需要过账。因此，你所 #: ../../content/applications/finance/accounting/payables/supplier_bills/assets.rst:32 #: ../../content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/receivables/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:19 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:18 msgid "Prerequisites" msgstr "先决条件" @@ -20572,6 +20582,7 @@ msgid "Account receivables" msgstr "应收账款" #: ../../content/applications/finance/accounting/receivables/customer_invoices.rst:5 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:92 msgid "Customer invoices" msgstr "客户发票" @@ -22301,19 +22312,17 @@ msgstr "批量付款：SEPA直接付款（SDD）" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:5 msgid "" "SEPA, the Single Euro Payments Area, is a payment-integration initiative of " -"the European Union for simplification of bank transfers denominated in EURO." -" With **SEPA Direct Debit**, your customers can sign a **mandate** that " -"authorizes you to collect future payments from their bank accounts. This is " -"particularly useful for recurring payments based on a subscription." +"the European Union for simplification of bank transfers denominated in " +"euros. With **SEPA Direct Debit** (SDD), your customers can sign a mandate " +"that authorizes you to collect future payments from their bank accounts. " +"This is particularly useful for recurring payments based on a subscription." msgstr "" -"SEPA（单一欧元支付区）是欧盟的一种支付整合计划，旨在简化以欧元计价的银行转账。 通过 **SEPA直接付款** ，您的客户可以签署一项 " -"**授权书** ，授权您从他们的银行帐户中收取以后的款项。 这对于基于订阅的定期付款特别有用." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:10 msgid "" -"You can record customer mandates in Odoo, and generate XML files containing " -"pending payments made with an SDD mandate." -msgstr "您可以在Odoo中记录客户委托，并生成XML文件，其中包含使用SDD委托进行的待付款项." +"You can record customer mandates in Odoo, and generate `.xml` files " +"containing pending payments made with an SDD mandate." +msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:0 msgid "" @@ -22332,225 +22341,182 @@ msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:22 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Settings`, activate " -"**SEPA Direct Debit (SDD)** and click on *Save*. Enter your company's " -"**Creditor Identifier**. This number is provided by your bank institution, " -"or the authority responsible for delivering them." +"Go to :menuselection:`Accounting app --> Configuration --> Settings`, " +"activate :guilabel:`SEPA Direct Debit (SDD)`, and click on :guilabel:`Save`." +" Enter your company's :guilabel:`Creditor Identifier`. This number is " +"provided by your bank institution, or the authority responsible for " +"delivering them." msgstr "" -"转到 :menuselection:`会计 --> 配置 --> 设定`, 激活 **SEPA直接付款（SDD）**，然后单击 *保存* 。 " -"入您公司的 **凭证标识符** 。 该号码是由您的银行机构或负责提供此号码的机构提供的." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone msgid "Add a SEPA Creditor Identifier to Odoo Accounting" msgstr "在Odoo会计应用程序中添加SEPA付款人标识符" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:31 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:32 msgid "SEPA Direct Debit Mandates" msgstr "SEPA直接借记授权" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:35 msgid "Create a mandate" msgstr "创建授权" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:37 msgid "" -"The SEPA Direct Debit Mandate is the document that your customers sign to " -"authorize you to collect money directly from their bank accounts." -msgstr "SEPA直接借记授权是由客户签字，授权你直接从其银行账户收取资金的文件." +"The :abbr:`SDD (sepa direct debit)` Mandate is the document that your " +"customers sign to authorize you to collect money directly from their bank " +"accounts." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:40 msgid "" -"To create a new mandate, go to :menuselection:`Accounting --> Customers --> " -"Direct Debit Mandates`, click on *Create*, and fill out the form." -msgstr "要创建新的授权，请转到 :menuselection:`会计 --> 客户 --> 直接付款授权` ，点击 *创建* ，然后填写表格." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Fill out SEPA Direct Debit in Odoo Accounting" -msgstr "在Odoo会计应用程序中填写SEPA直接付款" +"To create a new mandate, go to :menuselection:`Accounting app --> Customers " +"--> Direct Debit Mandates`, on :guilabel:`Create`, and fill out the form. " +"Export the PDF file by clicking on :guilabel:`Print`. It is then up to your " +"customer to sign this document. Once done, upload the signed file and click " +"on :guilabel:`Validate` to start running the mandate." +msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:46 msgid "" -"Export the PDF file by clicking on *Print*. It is then up to your customer " -"to sign this document. Once done, upload the signed file in the **Original " -"Document** field, and click on *Validate* to start running the mandate." +"Make sure that the **IBAN bank accounts details** are correctly recorded on " +"the debtor’s contact form, under the :guilabel:`Accounting` tab, and in your" +" own :doc:`Bank Account <../../bank/setup/bank_accounts>` settings." msgstr "" -"通过单击 *打印* 导出PDF文件。 然后由您的客户签署此文档。 完成后，将签名文件上传到 **原始文档** 字段中，然后单击 *验证* " -"以开始运行任务." #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:51 -msgid "" -"Make sure that the **IBAN bank accounts details** are correctly recorded on " -"the debtor’s contact form, under the *Accounting* tab, and in your own " -":doc:`Bank Account <../../bank/setup/bank_accounts>` settings." +msgid "SEPA Direct Debit as a payment method" msgstr "" -"确保将 **IBAN银行帐户详细信息** 正确记录在债务人的联系表上的 *会计* 选项卡下以及您自己的 " -":doc:`银行帐户<../../bank/setup/bank_accounts>` 设置." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:56 -msgid "SEPA Direct Debit as a Payment Method" -msgstr "SEPA直接付款作为付款方式" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:53 msgid "" -"SEPA Direct Debit can be used as a payment method both on your **eCommerce**" -" or on the **Customer Portal** by activating SDD as a **Payment Provider**. " -"With this method, your customers can create and sign their mandates " -"themselves." +"SDD can be used as a payment method both on your **eCommerce** or on the " +"**Customer Portal** by activating SDD as a **Payment Provider**. With this " +"method, your customers can create and sign their mandates themselves." msgstr "" -"SEPA直接付款可作为**电子商务**或**客户门户网站**中的付款方式，通过激活SDD作为**支付服务提供商**。通过这种付款方式，您的客户可以创建和签署任务授权。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:62 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:57 msgid "" "To do so, go to :menuselection:`Accounting --> Configuration --> Payment " "Providers`, click on *SEPA Direct Debit*, and set it up according to your " -"needs." -msgstr "转到 :menuselection:`会计-->配置-->支付服务提供商`，点击*SEPA直接付款*，根据需要设置。" +"needs. To do so, go to :menuselection:`Accounting app --> Configuration --> " +"Payment Acquirers`, click on :guilabel:`SEPA Direct Debit`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:63 +msgid "" +"Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and " +"to check :guilabel:`Online Signature`, as this is necessary to let your " +"customers sign their mandates." +msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:66 msgid "" -"Make sure to change the **State** field to *Enabled*, and to check **Online " -"Signature**, as this is necessary to let your customers sign their mandates." -msgstr "确保将 **状态** 字段更改为 *已启用* ，并选中 **在线签名** ，因为这是让您的客户签署其任务授权所必需的." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:69 -msgid "" "Customers using SDD as payment method get prompted to add their IBAN, email " "address, and to sign their SEPA Direct Debit mandate." msgstr "使用SDD作为付款方式的客户会被提示添加其IBAN，电子邮件地址，并签署其SEPA直接付款授权书." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:70 msgid "Add link to future **Payment Provider** documentation." msgstr "将链接添加至未来**支付服务提供商**文件。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:76 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:73 msgid "Close or revoke a mandate" msgstr "关闭或撤销授权" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:75 +msgid "" +"Direct debit mandates are closed automatically after their :guilabel:`End " +"Date`. If this field is left blank, the mandate keeps being **Active** until" +" it is **Closed** or **Revoked**." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:78 msgid "" -"Direct Debit mandates are closed automatically after their *End Date*. If " -"this field is left blank, the mandate keeps being *Active* until it is " -"*Closed* or *Revoked*." -msgstr "直接付款授权 *结束日期* 后自动关闭。 如果将此字段留为空白，则任务将一直处于 *启动* 状态，直到 *被关闭* 或 *已撤消* 为止." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Close or Revoke an SDD Mandate in Odoo Accounting" -msgstr "在Odoo会计应用程序中关闭或撤销SDD授权" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:85 -msgid "" -"Clicking on **Close** updates the mandate’s end day to the current day. This" -" means that invoices issued after the present day will not be processed with" -" an SDD payment." -msgstr "点击 **关闭** ，将任务的结束日期更新为当天。 这意味着当天之后开具的发票将不会通过SDD付款进行处理." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:88 -msgid "" -"Clicking on **Revoke** disables the mandate immediately. No SDD payment can " -"be registered anymore, regardless of the invoice’s date. However, payments " -"that have already been registered are still included in the next SDD XML " -"file." +"Clicking on :guilabel:`Close` updates the mandate’s end day to the current " +"day. This means that invoices issued after the present day will not be " +"processed with an SDD payment." msgstr "" -"单击 **撤消** 将立即禁用任务。 无论发票的日期如何，都无法再注册SDD付款。 但是，已经注册的付款仍包含在下一个SDD XML文件中." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:93 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:81 msgid "" -"Once a mandate has been *closed* or *revoked*, it cannot be reactivated." -msgstr "*关闭* 或 *撤销* 授权后，便无法将其重新激活." +"Clicking on :guilabel:`Revoke` disables the mandate immediately. No SDD " +"payment can be registered anymore, regardless of the invoice’s date. " +"However, payments that have already been registered are still included in " +"the next SDD `.xml` file." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 -msgid "Get paid with SDD Batch Payments" -msgstr "通过SDD批量付款功能收款" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:86 +msgid "" +"Once a mandate has been :guilabel:`closed` or :guilabel:`revoked`, it cannot" +" be reactivated." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:99 -msgid "Customer Invoices" -msgstr "客户结算单" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:89 +msgid "Get paid with SEPA Direct Debit batch payments" +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:101 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:94 msgid "" "You can register SDD payments for invoices issued to customers who have an " "active SDD mandate." msgstr "您可以为发给具有有效SDD任务授权的客户的发票注册SDD付款." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:96 msgid "" -"To do so, open the invoice, click on *Register Payment*, and choose *SEPA " -"Direct Debit* as payment method." -msgstr "为此，请打开发票，单击 *注册付款* ，然后选择 *SEPA直接付款* 作为付款方式." +"To do so, open the invoice, click on :guilabel:`Register Payment`, and " +"choose :guilabel:`SEPA Direct Debit` as payment method." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:107 -msgid "Generate SEPA Direct Debit XML files to submit payments" -msgstr "生成SEPA直接借记XML文件以提交付款" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:100 +msgid "Generate SEPA Direct Debit `.XML` files to submit payments" +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:102 msgid "" -"**XML files** with all SDD payment instructions can be uploaded to your " +"`.xml` files with all SDD payment instructions can be uploaded to your " "online banking interface to process all payments at once." -msgstr "带有所有SDD付款说明的 **XML文件** 可以上传到您的在线银行界面，以一次处理所有付款." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:106 msgid "" "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02**" -" specifications, as required by the SEPA customer-to-bank Implementation " -"Guidelines, which ensures compatibility with the banks." +" specifications, as required by the SEPA customer-to-bank `implementation " +"guidelines `_, which ensures compatibility with the banks." msgstr "" -"Odoo生成的文件遵循SEPA客户到银行实施指南所要求的SEPA直接付款 **PAIN.008.001.02**规范，以确保与银行的兼容性." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:111 msgid "" -"To generate your XML file for the pending SDD payments, go to the related " -"*bank journal* on your *Accounting dashboard*, then click on *Direct Debit " -"Payments to Collect*." -msgstr "如要为挂起的SDD支付生成XML文件，请转到*会计仪表板*上的相关*银行日记账*，然后点击*收取直接借记付款*." +"To generate your `.xml` file of multiple pending SDD payments, you can " +"create a batch payment. To do so, go to :menuselection:`Accounting app --> " +"Customers --> Payments`, select the needed payments, then click on " +":guilabel:`Action`, and finally :guilabel:`Create a batch Payment`. Once you" +" click on :guilabel:`Validate`, the `.xml` file is directly available for " +"download." +msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Start the SDD payments collection in Odoo Accounting" -msgstr "在Odoo会计应用程序中开始收取SDD付款" +msgid "Generate an .XML file for your SDD payments in Odoo Accounting" +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:124 -msgid "" -"Select all the payments you want to include in your SDD XML file, then click" -" on *Action* and select *Create Batch Payment*." -msgstr "选择要包含在SDD XML文件中的所有付款，然后单击 *操作* 并选择 *创建批量付款* ." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Create a batch payment with all the SDD payments in Odoo Accounting" -msgstr "用Odoo会计应用程序中的所有SDD付款创建批量付款" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 -msgid "" -"Odoo then takes you to your *Batch Payment*’s form. Click on *Validate* and " -"download the SDD XML file." -msgstr "然后，Odoo带您进入*批量付款* 表格。 单击 *验证* 并下载 SDD XML文件." - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rstNone -msgid "Generate an XML file for your SDD payments in Odoo Accounting" -msgstr "在Odoo会计应用程序中为您的SDD付款生成SML文件" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:138 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:120 msgid "" "Finally, upload this file to your online banking interface to process the " "payments." msgstr "最后，将此文件上传到您的在线银行界面以处理付款." -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:123 msgid "" -"You can retrieve all the generated SDD XML files by going to " -":menuselection:`Accounting --> Configuration --> Customers --> Batch " -"Payments`." -msgstr "你可前往 :menuselection:`会计 --> 配置 --> 客户 --> 批量付款`，检索所有已生成的SDD XML文件." +"You can retrieve all the generated SDD `.xml` files by going to " +":menuselection:`Accounting app --> Customers --> Batch Payments`." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:127 msgid ":doc:`batch`" msgstr ":doc:`batch`" -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:147 -msgid "" -"`Odoo Academy: SEPA Direct Debit Mandates (SDD) " -"`_" -msgstr "`Odoo学院：SEPA直接借记授权(SDD) `_" - -#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:148 +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:129 msgid "" "`List of all SEPA countries " "`_" +#: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:131 +msgid "" +"`Sepa guidelines `_" +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:3 msgid "Register customer payments by checks" msgstr "通过支票注册客户付款" @@ -23009,12 +22982,22 @@ msgstr "" "如果付款**未关联至发票或账单**，则客户在您公司有未完成的付款，或您公司在供应商有未完成的付款。您可以使用未付金额来减少未付发票/账单的金额。" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:16 -msgid "Registering payment from an invoice or bill" -msgstr "登记发票或账单付款" +msgid ":doc:`Internal transfers <../../bank/misc/interbank>`" +msgstr "" #: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:18 msgid "" -"When you click on :guilabel:`Register payment` in a customer invoice or " +"`Odoo Tutorials: Bank Configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:22 +msgid "Registering payment from an invoice or bill" +msgstr "登记发票或账单付款" + +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +msgid "" +"When clicking on :guilabel:`Register payment` in a customer invoice or " "vendor bill, it generates a new journal entry and changes the amount due " "according to the amount of the payment. The counterpart is reflected in an " "outstanding receipts or payments account. At this point, the customer " @@ -23022,10 +23005,8 @@ msgid "" "outstanding account is reconciled with a bank statement line, the invoice or" " vendor bill changes to the :guilabel:`Paid` status." msgstr "" -"在客户发票或供应商账单中单击:guilabel:`登记付款`时，会生成新的日记账记项条目，并根据付款金额更改到期金额。相应金额反映在未结收据或付款科目中。此时，客户发票或供应商账单标记为" -" :guilabel:`付款中`。然后，核对未付科目和银行对账单时，客户发票或供应商账单变为 :guilabel:`已付`状态。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:24 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:30 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " @@ -23036,53 +23017,51 @@ msgstr "付款行附近的信息图标显示有关付款的更多信息，点击 msgid "See detailed information of a payment" msgstr "查看付款详细信息" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:32 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:38 msgid "" "The customer invoice or vendor bill should be in the status " ":guilabel:`Posted` to register the payment." msgstr "客户发票或供应商账单的状态应为 :guilabel:`已过账`，以登记付款。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:34 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:40 msgid "" "When clicking on :guilabel:`Register payment`, you can select the amount to " "pay and make a partial or full payment." msgstr "点击:guilabel:`登记付款`时，您可以选择付款金额，进行部分或全额付款。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:36 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:42 msgid "" -"If your main bank account is set as :doc:`oustanding account " +"If your main bank account is set as :doc:`outstanding account " "<../../bank/setup/outstanding_accounts>`, and the payment is made in Odoo " "(not related to a bank statement), invoices and bills are directly " "registered in the status :guilabel:`Paid`." msgstr "" -"如果您的主银行账户设置为:doc:`oustanding account " -"<../../bank/setup/outstanding_accounts>`，且付款是在Odoo（与银行对账单无关）中完成，则发票和账单直接登记为:guilabel:`已付`状态。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:39 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:45 msgid "" "If you unreconciled a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "如果您未核对付款，付款仍会出现在账簿中，但不再与发票关联。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:41 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:47 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "如果您核对了（未核对）一笔其他币种付款，将自动创建日记账记项，以过账汇率损益（冲销）金额。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:43 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:49 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "如果您核对了（未核对）一笔付款以及具有现金基础税的发票，会自动创建日记账记项，以过账现金基础税（冲销）金额。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:50 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:56 msgid "Registering payments not tied to an invoice or bill" msgstr "登记不与发票或账单关联的付款" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 msgid "" "When a new payment is registered via the menu :menuselection:`Customers / " "Vendors --> Payments`, it is not directly linked to an invoice or bill. " @@ -23092,11 +23071,11 @@ msgid "" msgstr "" "通过菜单:menuselection:`客户/供应商-->付款`登记新付款时，付款不会直接关联至发票或账单。相反，应收款项或应付款项与未结款项匹配，直至手动匹配至相关发票或账单。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:64 msgid "Matching invoices and bills with payments" msgstr "匹配发票/账单和付款" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:60 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:66 msgid "" "A blue banner appears when you validate a new invoice or bill and there is " "an outstanding payment for this specific customer or vendor. It can easily " @@ -23109,40 +23088,40 @@ msgstr "" msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" msgstr "显示核对发票/账单和付款的ADD选项" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:68 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:74 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " "reconciled with the bank statement." msgstr "发票或账单现在标记为:guilabel:`付款中`，直到与银行对账单核对。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:75 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:81 msgid "Batch payment" msgstr "批量付款" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:77 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:83 msgid "" -"Batch payments allow you to group different payments to ease reconciliation." -" They are also useful when you deposit checks to the bank or for SEPA " -"Payments. Go to :menuselection:`Accounting --> Customers --> Batch Payments`" -" or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list " -"view of payments, you can select several payments and group them in a batch " -"clicking on :menuselection:`Action > Create Batch Payment`." +"Batch payments allow you to group different payments to ease " +":doc:`reconciliation <../../bank/reconciliation/use_cases>`. They are also " +"useful when you deposit checks to the bank or for SEPA Payments. To do so, " +"go to :menuselection:`Accounting --> Customers --> Batch Payments` or " +":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" +" of payments, you can select several payments and group them in a batch by " +"clicking on :menuselection:`Action --> Create Batch Payment`." msgstr "" -"通过批量付款功能，您可以对付款进行分组，以便对账。将支票存入银行或SEPA付款时，该功能也很有用。转到:menuselection:`会计-->客户-->批量付款`或:menuselection:`会计-->供应商-->批量付款`，在付款列表视图中，选择多项付款，然后点击:menuselection:`动作>创建批量付款`，将付款分组为一批。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:84 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:91 msgid ":doc:`../../receivables/customer_payments/batch`" msgstr ":doc:`../../receivables/customer_payments/batch`" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:85 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:92 msgid ":doc:`../../receivables/customer_payments/batch_sdd`" msgstr ":doc:`../../receivables/customer_payments/batch_sdd`" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:88 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:95 msgid "Payments matching" msgstr "付款匹配" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " "invoices or vendor bills and gives you the opportunity to process them all " @@ -23154,18 +23133,19 @@ msgid "" msgstr "" "通过:guilabel:`付款匹配`工具，可以打开所有未对账客户发票或供应商账单，以便逐一处理，同时匹配所有付款和发票。转到:menuselection:`会计仪表板-->客户发票/供应商账单`，点击:guilabel:`⋮`，选择:guilabel:`付款匹配`，或转到:menuselection:`会计-->对账`。" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:97 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 msgid "" -"During the reconciliation, if the sum of the debits and credits does not " -"match, it means there is a remaining balance that either needs to be " -"reconciled at a later date or needs to be written off directly." -msgstr "在对账过程中，如果借方和贷方总额不匹配，这意味着仍有余额，余额下次对账，或者直接销掉。" +"During the :doc:`reconciliation <../../bank/reconciliation/use_cases>`, 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 needs to be " +"written off directly." +msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:102 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:109 msgid "Batch payments matching" msgstr "批量付款匹配" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:104 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:111 msgid "" "To reconcile several outstanding payments or invoices at once, for a " "specific customer or vendor, the batch reconciliation feature can be used. " @@ -23180,11 +23160,11 @@ msgstr "" msgid "See the reconcile option" msgstr "参见对账选项" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:114 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:121 msgid "Reconciling payments with bank statements" msgstr "核对付款和银行对账单" -#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_payments/recording.rst:123 msgid "" "Once a payment has been registered, the status of the invoice or bill is " ":guilabel:`In payment`. The next step is to reconcile it with the related " @@ -23253,63 +23233,56 @@ msgstr "退税（增值税申报）" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:5 msgid "" -"Companies that are registered for **VAT (Value Added Tax)** must file a " -"**Tax return** on a monthly or quarterly basis, depending on their turnover " -"and the regulation of the country in which they are registered. A Tax return" -" - or VAT return - gives the tax authorities information about the taxable " -"transactions made by the company, the *output tax* it has charged its " -"customers, and the *input tax* its vendors have charged it. Based on these " -"values, the company can calculate the tax amount they have to pay or be " -"refunded." +"Companies with a registered :abbr:`VAT (Value Added Tax)` number must submit" +" a **tax return** on a monthly or quarterly basis, depending on their " +"turnover and the registration regulation. A tax return - or VAT return - " +"gives the tax authorities information about the taxable transactions made by" +" the company. The **output tax** is charged on the number of goods and " +"services sold by a business, while the **input tax** is the tax added to the" +" price when goods or services are purchased. Based on these values, the " +"company can calculate the tax amount they have to pay or be refunded." msgstr "" -"注册了 **VAT（增值税）** 的公司必须每月或每季度提交 **纳税申报表** ，具体取决于其营业额和注册国家/地区的规定。 " -"纳税申报表（或增值税申报表）向税务机关提供有关公司进行的应税交易，其向客户收取的 *销项税* 和其卖方向其收取的 *进项税* 的信息。 " -"根据这些值，公司可以计算他们必须支付或退还的税额." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:13 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:14 msgid "" -"You can find information about VAT and its mechanism on `this page from the " -"European Commission " +"You can find additional information about VAT and its mechanism on this page" +" from the European Commission: `\"What is VAT?\" " "`_." msgstr "" -"您可以在欧盟委员会的页面上`_ 找到有关增值税及其机制的信息." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:16 -msgid "add doc about intracom listing" -msgstr "添加有关内部通信列表的文档" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:22 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:21 msgid "Tax Return Periodicity" msgstr "报税周期" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:24 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:23 msgid "" -"The configuration of the **Tax Return Periodicity** allows Odoo Accounting " -"to compute your Tax Return correctly and also to send you a reminder to " -"never miss a tax return deadline." -msgstr "**税收返还周期** 的配置使Odoo 会计能够正确计算您的税收返还，并向您发送提醒，以确保您不会错过税收返还截止日期." +"The configuration of the **Tax Return Periodicity** allows Odoo to compute " +"your tax return correctly and also to send you a reminder to never miss a " +"tax return deadline." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:27 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:26 msgid "" -"To do so, go to :menuselection:`Accounting --> Configuration --> Settings " -"--> Fiscal Periods`, and go to the **Tax Return Periodicity** section." -msgstr "为此，请转到 :menuselection:` 会计 --> 设置 --> 设定 --> 财政时期` ，然后转到 **退税周期** 部分." +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"Under the :guilabel:`Tax Return Periodicity`, you can set:" +msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:30 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:29 msgid "" -"**Periodicity**: define here whether you file your tax return each month or " -"every three months." -msgstr "**定期** ：在此定义是每月还是每三个月提交一次纳税申报表." +":guilabel:`Periodicity`: define here whether you submit your tax return on a" +" monthly or quarterly basis;" +msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:31 msgid "" -"**Reminder**: define when Odoo should remind you to file your tax return." -msgstr "**提醒**: 定义Odoo何时应提醒您提交纳税申报单." +":guilabel:`Reminder`: define when Odoo should remind you to submit your tax " +"return;" +msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:32 -msgid "**Journal**: select the journal in which to record the tax return." -msgstr "**日记帐** ：选择要在其中记录纳税申报单的日记帐." +msgid "" +":guilabel:`Journal`: select the journal in which to record the tax return." +msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "Configure how often tax returns have to be made in Odoo Accounting" @@ -23328,286 +23301,592 @@ msgstr "税网格" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:45 msgid "" -"Odoo generates Tax Reports based on the **Tax Grids** settings that are " -"configured on your taxes. Therefore, it is crucial to make sure that all the" -" recorded transactions use the right taxes. You can see on each Journal Item" -" which Tax Grid is used for that transaction." +"Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that " +"are configured on your taxes. Therefore, it is crucial to make sure that all" +" recorded transactions use the right taxes. You can see the :guilabel:`Tax " +"Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" -"Odoo会根据您的税款配置的 **税收网格** 设置生成税收报告。 因此，确保所有记录的交易使用正确的税金至关重要。 " -"您可以在每个日记帐项目上看到该交易使用了哪个税收网格." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "在Odoo会计应用程序中查看用于记录交易的税项网格" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:53 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:54 msgid "" -"To configure your taxes' Tax Grids, go to :menuselection:`Accounting --> " +"To configure your tax grids, go to :menuselection:`Accounting --> " "Configuration --> Taxes`, and open the tax you want to modify. There, you " "can edit your tax settings, along with the tax grids that are used to record" " invoices or credit notes." msgstr "" -"要配置税收的“税收网格”，请转到 :menuselection:`会计 --> 设置 --> 税收`，然后打开要修改的税收。 " -"在这里，您可以编辑您的税收设置，以及用于记录发票或贷方通知单的税收网格." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "Configure taxes and their tax grids in Odoo Accounting" msgstr "在Odoo会计应用程序中配置税项和税项网格" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:62 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:63 msgid "" -"Taxes and reports are usually already pre-configured: a *Fiscal Localization" -" Package* is installed according to the country you select at the creation " -"of your database. :doc:`Click here " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` for more" -" information about Fiscal Localization Packages." +"Taxes and reports are usually already pre-configured in Odoo: a :doc:`Fiscal" +" Localization Package " +"<../../fiscal_localizations/overview/fiscal_localization_packages>` is " +"installed according to the country you select at the creation of your " +"database." msgstr "" -"税收和报告通常已经预先配置：根据您在创建数据库时选择的国家/地区，安装了 *财政本地化软件包* 。:doc:`点击此 " -"<../../fiscal_localizations/overview/fiscal_localization_packages>` " -"了解有关财政本地化软件包的更多信息." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:70 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:68 msgid "Close a tax period" msgstr "关闭纳税期" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:71 msgid "Tax Lock Date" msgstr "税锁定日期" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:73 msgid "" -"Any new transaction which accounting date is prior to the **Tax Lock Date** " -"has its tax values moved to the next open tax period. This is useful to make" -" sure that no change can be made to a report once its period is closed." -msgstr "任何在 *税收锁定日期* 之前的会计日期的新交易，其税值都将移至下一个未清税期。 这对于确保报表期结束后无法进行任何更改非常有用." +"Any new transaction whose accounting date prior to the :guilabel:`Tax Lock " +"Date` has its tax values moved to the next open tax period. This is useful " +"to make sure that no change can be made to a report once its period is " +"closed." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:79 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:77 msgid "" "Therefore, we recommend locking your tax date before working on your " -"*Closing Journal Entry*. This way, other users can't modify or add " -"transactions that would have an impact on the Closing Journal Entry, which " -"helps you avoid some tax declaration errors." +":guilabel:`Closing Journal Entry`. This way, other users cannot modify or " +"add transactions that would have an impact on the :guilabel:`Closing Journal" +" Entry`, which can help you avoid some tax declaration errors." msgstr "" -"因此，我们建议在处理 *结帐日记帐分录* 之前锁定纳税日期。 " -"这样，其他用户就无法修改或添加对期末日记帐分录有影响的交易，这有助于您避免一些纳税申报错误." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:83 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:82 msgid "" -"To check the current **Tax Lock Date**, or to edit it, go to " -":menuselection:`Accounting --> Accounting --> Lock Dates`." -msgstr "要检查当前的 **税收锁定日期** 或对其进行编辑，请转到 :menuselection:`会计 --> 会计 --> 锁定日期` ." +"To check the current :guilabel:`Tax Lock Date`, or to edit it, go to " +":menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." +msgstr "" #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "Lock your tax for a specific period in Odoo Acounting" -msgstr "在Odoo会计应用程序中锁定特定期间内的税项" +msgid "Lock your tax for a specific period in Odoo Accounting" +msgstr "" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:91 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:90 #: ../../content/applications/finance/accounting/reporting/overview/main_reports.rst:135 msgid "Tax Report" msgstr "税报告" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:93 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:92 msgid "" "Once all the transactions involving taxes have been posted for the period " -"you want to report, open your **Tax Report**." -msgstr "在您要报告的期间内所有涉及税收的交易过帐后，请打开 *税收报告*." - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:96 -msgid "" -"To do so, go to :menuselection:`Accounting --> Reporting --> Tax Report`. " -"You can also click on *TAX Report* from your *Accounting Overview*." -msgstr "为此，请转到 :menuselection:`会计 --> 报告 --> 税收报告` 。您也可以从 *会计概览* 中单击 *税收报告*." - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:99 -msgid "" +"you want to report, open your :guilabel:`Tax Report` by going to " +":menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. " "Make sure to select the right period you want to declare by using the date " -"filter. You can see an overview of your tax report. Then, click on the " -"button *Closing Journal Entry*." -msgstr "确保使用日期过滤器选择要申报的正确期间。 您可以查看纳税报告的概述。 然后，单击按钮 *关闭日记帐分录* ." - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone -msgid "" -"Select the period for the tax return and create a closing journal entry in " -"Odoo Accounting" -msgstr "在Odoo会计应用程序中选择纳税申报期间、创建期末日记账记项" - -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:106 -msgid "" -"After having reviewed the generated Journal Entry, click on *Post*. In " -"addition to posting the entry, Odoo automatically creates a PDF file with " -"the **Tax Report** that you can download from the chatter and preview on the" -" right column. It includes all the values to report to the tax authorities, " -"along with the amount you have to pay or be refunded." +"filter, this way you can have an overview of your tax report. From this " +"view, you can easily access different formats of your tax report, such as " +"`PDF` and XLSX. These include all the values to report to the tax " +"authorities, along with the amount you have to pay or be refunded." msgstr "" -"查看生成的日记帐分录后，单击 *发布* 。 除了发布条目外，Odoo还会自动创建带有 *税收报告* " -"的PDF文件，您可以从沟通栏中下载该文件并在右列进行预览。 它包括所有要向税务机关报告，以及您必须支付或退款的金额." #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rstNone msgid "download the PDF with your Tax Report in Odoo Accounting" msgstr "从Odoo会计应用程序下载PDF和纳税申报单" -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:116 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:104 msgid "" -"If you forgot to :ref:`lock your tax date ` before clicking" -" on *Closing Journal Entry*, then Odoo automatically locks your fiscal " -"period on the same date as the Accounting Date of your entry. This automatic" -" lock happens when you click on *Post*. This safety mechanism can prevent " -"some fiscal errors, but it is advised to lock your tax date manually before," -" as described above." +"If you forgot to lock your tax date before clicking on :guilabel:`Closing " +"Journal Entry`, then Odoo automatically locks your fiscal period on the same" +" date as the accounting date of your entry. This safety mechanism can " +"prevent some fiscal errors, but it is advised to lock your tax date manually" +" before, as described above." msgstr "" -"如果你忘了 :ref:`锁定您的纳税日期 ` 之前点击 *关闭日记帐分录* , " -"Odoo会自动将您的会计期间锁定为与输入的会计日期相同的日期。 当您单击 *发布* 时，会发生这种自动锁定。 " -"此安全机制可以防止出现一些财务错误，但如上所述，建议您先手动锁定纳税日期." -#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:124 +#: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:111 msgid ":doc:`../../getting_started/initial_configuration/setup`" msgstr ":doc：'../../getting_started/initial_configuration/设置'" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:3 -msgid "Create a customized reports with your own formulas" -msgstr "使用您自己的公式创建自定义报告" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:8 -msgid "" -"Odoo 13 comes with a powerful and easy-to-use reporting framework. Creating " -"new reports (such as a tax report or a balance sheet or income statement " -"with specific groupings and layout ) to suit your needs is now easier than " -"ever." +msgid "Create a report with customized formulas" msgstr "" -"Odoo " -"13提供了一个功能强大、使用简便的报告框架。创建新报告（如税务报告、资产负债表或损益表，并有具体的分组和布局），以适应你的需求，现在比以往更容易." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:14 -msgid "Activate the developer mode" -msgstr "激活开发者模式" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:16 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:5 msgid "" -"In order to have access to the financial report creation interface, the " -":ref:`developer mode ` needs to be activated." -msgstr "为了访问财务报表创建界面，：ref：'开发者模式 '需要激活." +"Odoo comes with a powerful and easy-to-use reporting framework. The engine " +"allows you to create new reports, such as **tax reports**, or **balance " +"sheets** and **income statements** with **specific groupings** and " +"**layouts**." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:20 -msgid "Create your financial report" -msgstr "创建财务报表" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:22 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:10 msgid "" -"First, you need to create your financial report. To do that, go to " -":menuselection:`Accounting --> Configuration --> Financial Reports`" -msgstr "首先, 您需要创建您的财务报告。要做到这一点, 去 :menuselection:`会计 --> 配置 --> 财务报告`" +"Activate the :ref:`developer mode ` to access the accounting" +" report creation interface." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:28 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:13 msgid "" -"Once the name is entered, there are two other parameters that need to be " -"configured:" -msgstr "在输入名称后，需要配置两项其他参数：" +"To create a new report, go to :menuselection:`Accounting --> Configuration " +"--> Management: Accounting Reports`. From here, you can either create a " +":ref:`root report ` or a :ref:`variant `." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Accounting reports engine." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:24 +msgid "Root reports" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:26 +msgid "" +"Root reports can be regarded as generic, neutral accounting reports. They " +"serve as models on which local accounting versions are built. If a report " +"has no root report, it is considered to be a root report itself." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:31 -msgid "**Show Credit and Debit Columns**" -msgstr "**显示借方和贷方栏位**" +msgid "" +"A tax report for Belgium and the US would both use the same generic version " +"as a base and adapt it for their domestic regulations." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:33 -msgid "**Analysis Period** :" -msgstr "**分析期间**:" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:35 -msgid "Based on date ranges (e.g. Profit and Loss)" -msgstr "基于日期范围（例如损益）" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:37 -msgid "Based on a single date (e.g. Balance Sheet)" -msgstr "基于单个日期（例如资产负债表）" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:34 +msgid "" +"When creating a new root report, you need to create a **menu item** for it. " +"To do so, open the report and then, on that same report, click on " +":menuselection:`Action --> Create Menu Item`. Refresh the page; the report " +"is now available under :menuselection:`Accounting --> Reporting`." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:39 msgid "" -"Based on date ranges with 'older' and 'total' columns and last 3 months " -"(e.g. Aged Partner Balances)" -msgstr "基于日期范围的“老账”和“总计”列及前3个月（例如，业务伙伴账龄余额表)" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:42 -msgid "Bases on date ranges and cash basis method (e.g. Cash Flow Statement)" -msgstr "基于日期范围，以及现金收付制方法（例如现金流量表）" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:46 -msgid "Add lines in your custom reports" -msgstr "在定制报表中添加行" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:48 -msgid "" -"After you've created the report, you need to fill it with lines. They all " -"need a **name**, a **code** (that is used to refer to the line), a " -"**sequence number** and a **level** (Used for the line rendering)." +"Cases that require creating a new root report are rare, such as when a " +"country's tax authorities require a new and specific type of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Create Menu Item button." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:49 +msgid "Variants" +msgstr "变体" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:51 +msgid "" +"Variants are country-specific versions of root reports and, therefore, " +"always refer to a root report. To create a variant, select a generic (root) " +"report in the :guilabel:`Root Report` field when creating a new report." msgstr "" -"创建了报告之后, 需要填充行。他们都需要一个 **姓名** , **代码** (用于行), **序列号** 和 **级** (用于补充行)." #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:55 msgid "" -"In the **formulas** field you can add one or more formulas to assign a value" -" to the balance column (and debit and credit column if applicable – " -"separated by ;)" -msgstr "在 **公式** 字段可以添加一个或多个列公式到余额行 (和借方和贷方列如果适用 – 隔开;)" +"When a root report is opened from one of the accounting app's main menus, " +"all its variants are displayed in the variant selector in the top right " +"corner of the view." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:59 -msgid "You have several objects available in the formula :" -msgstr "在公式中有几个可用对象 :" - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:61 msgid "" -"``Ndays`` : The number of days in the selected period (for reports with a " -"date range)." -msgstr "\"Ndays \\ \": 选择的期间的天数 (报表的日期范围)." - -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:64 -msgid "" -"Another report, referenced by its code. Use ``.balance`` to get its balance " -"value (also available are ``.credit``, ``.debit`` and ``.amount_residual``)" +"In the following image, :guilabel:`VAT Report (BE)` is the variant of the " +"root :guilabel:`Generic Tax report`." msgstr "" -"另一份报告, 引用的代码。使用``.平衡`` 获得其余额(也可用\".credit \\``,`` .debit ``and`` " -".amount_residual``)" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:68 -msgid "" -"A line can also be based on the sum of account move lines on a selected " -"domain. In which case you need to fill the domain field with an Odoo domain " -"on the account move line object. Then an extra object is available in the " -"formulas field, namely ``sum``, the sum of the account move lines in the " -"domain. You can also use the group by field to group the account move lines " -"by one of their columns." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Report variant selection." msgstr "" -"一行也来自所选域的科目的总和。在何种情况下, 需要填写域字段. 然后一个额外的对象可以在公式, 即''和'', 科目的总和。您还可以使用group " -"by字段组合科目行." -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:75 -msgid "Other useful fields :" -msgstr "其余有用的字段 :" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:67 +msgid "Lines" +msgstr "明细行" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:77 -msgid "**Type** : Type of the result of the formula." -msgstr "**类型** : 公式结果的类型." +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:69 +msgid "" +"After having created a report (either root or variant), you need to fill it " +"with lines. You can either create a new one by clicking on :guilabel:`Add a " +"line`, or modify an existing line by clicking on it. All lines *require* a " +":guilabel:`Name`, and can have an optional additional :guilabel:`Code` (of " +"your choice) if you wish to use their value in formulas." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Engine lines options." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:79 -msgid "" -"**Is growth good when positive** : Used when computing the comparison " -"column. Check if growth is good (displayed in green) or not." -msgstr "**正数增长是好的吗** : 在计算比较列时使用。检查增长是否是好事(以绿色显示)." +msgid "Expressions" +msgstr "表达式" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:82 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:81 msgid "" -"**Special date changer** : If a specific line in a report should not use the" -" same dates as the rest of the report." -msgstr "**特别日期改变** : 如果报表中一个特定的行不应使用与其余部分相同的日期." +"Each line can contain one or multiple **expressions**. Expressions can be " +"seen as **sub-variables** needed by a report line. To create an expression, " +"click on :guilabel:`Add a line` *within* a line report." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/customize.rst:85 msgid "" -"**Show domain** : How the domain of a line is displayed. Can be foldable " -"(``default``, hidden at the start but can be unfolded), ``always`` (always " -"displayed) or ``never`` (never shown)." -msgstr "**显示网域** : 即如何显示行的域。可以折叠(“默认\", 藏在开始处, 但可以展开), “总是 \"(总是显示)或“决不\"(永远不会显示)." +"When creating an expression, you must attribute a :guilabel:`label` used to " +"refer to that expression. Therefore, it has to be **unique** among the " +"expressions of each line. Both a :guilabel:`Computation Engine` and a " +":guilabel:`Formula` must also be indicated. The **engine** defines how your " +"**formula(s)** and **subformula(s)** are interpreted. It is possible to mix " +"expressions using different computation engines under the same line if you " +"need to." +msgstr "" -#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:90 -msgid ":doc:`main_reports`" -msgstr ":doc:`main_reports`" +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:92 +msgid "Depending on the engine, :guilabel:`subformulas` may also be required." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:95 +msgid "'Odoo Domain' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:97 +msgid "" +"With this engine, a formula is interpreted as an :ref:`Odoo domain " +"` targeting `account.move.line` objects." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:100 +msgid "" +"The subformula allows you to define how the move lines matching the domain " +"are used to compute the value of the expression:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "`sum`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:104 +msgid "The result is the sum of all the balances of the matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:108 +msgid "`sum_if_pos`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:107 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is positive. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:112 +msgid "`sum_if_neg`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:111 +msgid "" +"The result is the sum of all the balances of the matched move lines if this " +"amount is negative. Otherwise, it is `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:117 +msgid "`count_rows`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:115 +msgid "" +"The result is the number of sub-lines of this expression. If the parent line" +" has a group-by value, this will correspond to the number of distinct " +"grouping keys in the matched move lines. Otherwise, it will be the number of" +" matched move lines." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:119 +msgid "" +"You can also put a `-` sign at the beginning of the subformula to " +"**reverse** the sign of the result." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Expression line within a line report" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:127 +msgid "'Tax Tags' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:129 +msgid "" +"A formula made for this engine consists of a name used to match tax tags. If" +" such tags do not exist when creating the expression, they will be created." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:132 +msgid "" +"When evaluating the expression, the expression computation can roughly be " +"expressed as: **(amount of the move lines with** `+` **tag)** `-` **(amount " +"of the move lines with** `-` **tag)**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:136 +msgid "" +"If the formula is `tag_name`, the engine matches tax tags `+tag_name` and " +"`-tag_name`, creating them if necessary. To exemplify further: two tags are " +"matched by the formula. If the formula is `A`, it will require (and create, " +"if needed) tags `+A` and `-A`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:141 +msgid "'Aggregate Other Formulas' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:143 +msgid "" +"Use this engine when you need to perform arithmetic operations on the " +"amounts obtained for other expressions. Formulas here are composed of " +"references to expressions separated by one of the four basic arithmetic " +"operators (addition `+`, subtraction `-`, division `/`, and multiplication " +"`*`). To refer to an expression, type in its parent line's **code** followed" +" by a period `.` and the expression's **label** (ex. **code.label**)." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:149 +msgid "**Subformulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:153 +msgid "`if_above(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:152 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"greater than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:157 +msgid "`if_below(CUR(amount))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:156 +msgid "" +"The value of the arithmetic expression will be returned only if it is lower " +"than the provided bound. Otherwise, the result will be `0`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:161 +msgid "`if_between(CUR1(amount1), CUR2(amount2))`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:160 +msgid "" +"The value of the arithmetic expression will be returned only if it is " +"strictly between the provided bounds. Otherwise, it will be brought back to " +"the closest bound." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:163 +msgid "" +"`CUR` is the currency code in capital letters, and `amount` is the amount of" +" the bound expressed in that currency." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:166 +msgid "" +"You can also use the `cross_report` subformula to match an expression found " +"in another report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:169 +msgid "'Prefix of Account Codes' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:171 +msgid "" +"This engine is used to match amounts made on accounts using the prefixes of " +"these accounts' codes as variables in an arithmetic expression." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "Arithmetic expressions can also be a single prefix, such as here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10 - 5`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose " +"codes start with `21` and `10`, and subtracts the balance of the ones on " +"accounts with the prefix `5`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:183 +msgid "It is also possible to ignore a selection of sub-prefixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21 + 10\\\\(101, 102) - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula works the same way as the previous example but ignores the " +"prefixes `101`, `102`, and `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:190 +msgid "" +"You can apply 'sub-filtering' on **credits and debits** using the `C` and " +"`D` suffixes. In this case, an account will only be considered if its prefix" +" matches, *and* if the total balance of the move lines made on this account " +"is **credit/debit**." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:195 +msgid "" +"Account `210001` has a balance of -42 and account `210002` has a balance of " +"25. The formula `21D` only matches the account `210002`, and hence returns " +"25. `210001` is not matched, as its balance is *credit*." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:199 +msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D + 10\\\\(101, 102)C - 5\\\\(57)`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula adds the balances of the move lines made on accounts whose code" +" starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), " +"but ignores prefixes `101`, `102`, and subtracts the balance of the ones on " +"accounts with the prefix `5`, ignoring the prefix `57`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:207 +msgid "" +"To match the letter `C` or `D` in a prefix and not use it as a suffix, use " +"an empty exclusion `()`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`21D\\\\()`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "" +"This formula matches accounts whose code starts with `21D`, regardless of " +"their balance sign." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:214 +msgid "'External Value' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:216 +msgid "" +"The 'external value' engine is used to refer to **manual** and **carryover " +"values**. Those values are not stored using `account.move.line`, but with " +"`account.report.external.value`. Each of these objects directly points to " +"the expression it impacts, so very little needs to be done about their " +"selection here." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:221 +msgid "**Formulas** can be one of the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:224 +msgid "" +"If the result must be the sum of all the external values in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "`most_recent`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:227 +msgid "" +"If the result must be the value of the latest external value in the period." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:229 +msgid "In addition, **subformulas** can be used in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "`rounding=X`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:232 +msgid "" +"Replacing `X` with a number instructs to round the amount to X decimals." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:236 +msgid "`editable`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:235 +msgid "" +"Indicates this expression can be edited manually, triggering the display of " +"an icon in the report, allowing the user to perform this action." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:239 +msgid "" +"Manual values are created at the `date_to` currently selected in the report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:241 +msgid "Both subformulas can be mixed by separating them with a `;`." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "`editable;rounding=2`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:0 +msgid "is a correct subformula mixing both behaviors." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:248 +msgid "'Custom Python Function' engine" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:250 +msgid "" +"This engine is a means for developers to introduce custom computation of " +"expressions on a case-by-case basis. The formula is the name of a **python " +"function** to call, and the subformula is a **key** to fetch in the " +"**dictionary** returned by this function. Use it only if you are making a " +"custom module of your own." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:256 +msgid "Columns" +msgstr "列" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:258 +msgid "" +"Reports can have an **indefinite number** of columns to display. Each column" +" gets its values from the **expressions** declared on the **lines**. The " +"field :guilabel:`expression_label` of the column gives the label of the " +"expressions whose value is displayed. If a line has no **expression** in " +"that field, then nothing is displayed for it in this column. If multiple " +"columns are required, you must use different **expression** labels." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rstNone +msgid "Columns of report." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/overview/customize.rst:268 +msgid "" +"When using the **period comparison** feature found under the " +":guilabel:`Options` tab of an accounting report, all columns are repeated in" +" and for each period." +msgstr "" #: ../../content/applications/finance/accounting/reporting/overview/data_inalterability.rst:3 msgid "Data inalterability check report" @@ -26083,227 +26362,354 @@ msgstr "您可以上传任何类型的文件（向Odoo线上版上传的文件 msgid "`Odoo Documents: product page `_" msgstr "`Odoo Documents: product page `_" -#: ../../content/applications/finance/documents.rst:14 +#: ../../content/applications/finance/documents.rst:12 +msgid "" +"`Odoo Tutorials: Documents basics " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:13 +msgid "" +"`Odoo Tutorials: Using Documents with your Accounting App " +"`_" +msgstr "" + +#: ../../content/applications/finance/documents.rst:19 +msgid "" +"By going to :menuselection:`Documents --> Configuration --> Settings`, you " +"can enable the centralization of files attached to a specific area of your " +"activity. For example, by ticking :guilabel:`Human Resources`, your HR " +"documents are automatically available in the HR workspace, while documents " +"related to Payroll are automatically available in the Payroll sub-workspace " +". You can change the default workspace by using the dropdown menu and edit " +"its properties by clicking the internal link button (:guilabel:`➔`)." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "" +"Enable the centralization of files attached to a specific area of your " +"activity." +msgstr "" + +#: ../../content/applications/finance/documents.rst:31 +msgid "" +"If you enable the centralization of your accounting files and documents, it " +"is necessary to click on :guilabel:`Journals` and define each journal " +"independently to allow automatic synchronization." +msgstr "" + +#: ../../content/applications/finance/documents.rst:0 +msgid "Enable the centralization of files attached to your accounting." +msgstr "" + +#: ../../content/applications/finance/documents.rst:39 +msgid "" +"If you select a new workspace, existing documents aren't moved. Only newly " +"created documents will be found under the new workspace." +msgstr "" + +#: ../../content/applications/finance/documents.rst:43 +msgid "Workspaces" +msgstr "工作空间" + +#: ../../content/applications/finance/documents.rst:45 +msgid "" +"Workspaces are hierarchical folders having their own set of tags and " +"actions. Default workspaces exist, but you can create your own by going to " +":menuselection:`Documents --> Configuration --> Workspaces` and clicking on " +":guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:50 +msgid "" +":guilabel:`Workspaces` and :guilabel:`Sub-workspaces` can be created, " +"edited, or deleted by clicking on the gear icon :guilabel:`⚙` on the left " +"menu." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "Create sub-workspaces from the left menu" +msgstr "" + +#: ../../content/applications/finance/documents.rst:60 +msgid "" +"Tags are used within workspaces to add a level of differentiation between " +"documents. They are organized per category and filters can be used to sort " +"them." +msgstr "" + +#: ../../content/applications/finance/documents.rst:64 +msgid "" +"The tags of a parent workspace apply to the child workspaces automatically." +msgstr "" + +#: ../../content/applications/finance/documents.rst:65 +msgid "" +"Tags can be created and modified by going to :menuselection:`Configuration " +"--> Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:66 +msgid "" +"Tags can also be created, edited, or deleted, by clicking on the gear icon " +":guilabel:`⚙`, on the left menu." +msgstr "" + +#: ../../content/applications/finance/documents.rst:70 +msgid "Documents management" +msgstr "‎文档管理‎" + +#: ../../content/applications/finance/documents.rst:72 +msgid "" +"When clicking on a specific document, the right panel displays different " +"options. On the top, additional options might be available: " +":guilabel:`Download`, :guilabel:`Share`, :guilabel:`Replace`, " +":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " +":guilabel:`Open chatter` or :guilabel:`Archive` the document." +msgstr "" + +#: ../../content/applications/finance/documents.rstNone +msgid "right panel options" +msgstr "" + +#: ../../content/applications/finance/documents.rst:81 +msgid "" +"Then, you can modify the name of your file by clicking on " +":guilabel:`Document`. A :guilabel:`Contact` or an :guilabel:`Owner` can be " +"assigned. The related :guilabel:`Workspace` can be modified and it is " +"possible to access the related :guilabel:`Journal Entry` or to add " +":guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:87 +msgid "" +"The :guilabel:`Contact` is the person related to the document and assigned " +"to it. He can only view the document and not modify it. I.e.: an existing " +"supplier in your database is the contact for their bill." +msgstr "" + +#: ../../content/applications/finance/documents.rst:90 +msgid "" +"The person who creates a document is, by default :guilabel:`Owner` of it and" +" has complete rights to the document. It is possible to replace the owner of" +" a document. I.e.: an employee must be owner of a document to be able to see" +" it in \"My Profile\"." +msgstr "" + +#: ../../content/applications/finance/documents.rst:94 +msgid "" +"Finally, different :guilabel:`Actions` are available at the bottom of the " +"right panel, depending on the workspace where your document is stored." +msgstr "" + +#: ../../content/applications/finance/documents.rst:98 msgid "Workflow actions" msgstr "工作流操作" -#: ../../content/applications/finance/documents.rst:16 +#: ../../content/applications/finance/documents.rst:100 msgid "" -"Workflow actions are automated actions you can create and customize at the " -"level of each workspace. They appear next to a file whenever it meets the " -"criteria you set. That way you can, for example, add tags to a file or move " -"it to another workspace with a single click. Workflow actions help you " -"streamline the management of your documents and your overall business " -"operations." +"Workflow actions help you streamline the management of your documents and " +"your overall business operations. These are automated actions that can be " +"created and customized for each workspace. For example, create documents, " +"process bills, sign, organize files, add tags to a file or move it to " +"another workspace with a single click etc. These workflow actions appear on " +"the right panel when it meets the criteria you set." msgstr "" -"工作流操作是可以在各工作区级别创建和自定义的自动操作。满足您设置的条件时，工作流操作即显示在文件旁边。通过这种方式，您可以为文件添加标记，或通过单击将文件移至另一工作区。工作流操作可以帮助您简化文件管理和整体业务运营。" -#: ../../content/applications/finance/documents.rst:22 +#: ../../content/applications/finance/documents.rst:107 msgid "Create workflow actions" msgstr "创建工作流操作" -#: ../../content/applications/finance/documents.rst:24 +#: ../../content/applications/finance/documents.rst:109 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " -"Configuration --> Workspaces` and select the workspace where the action " -"should apply. Click on the *Actions* smart button, and then on *Create*." +"Configuration --> Actions` and then click on :guilabel:`Create`." msgstr "" -"要创建工作流操作，转到:menuselection:`文档管理-->配置-->工作区`，选择要使用操作的工作区，点击*操作*智能按钮，然后点击*创建*。" -#: ../../content/applications/finance/documents.rstNone -msgid "Workflow actions smart button in Odoo Documents" -msgstr "Odoo文档管理应用程序中的工作流创建智能按钮" - -#: ../../content/applications/finance/documents.rst:33 +#: ../../content/applications/finance/documents.rst:113 msgid "" -"An action applies to all *Child Workspaces* under the *Parent Workspace* you" -" selected." -msgstr "工作流操作将应用于所选“母工作区”下的所有“子工作区”。" - -#: ../../content/applications/finance/documents.rst:36 -msgid "" -"If you use the :ref:`developer mode `, you can directly " -"access all your actions by going to :menuselection:`Documents --> " -"Configuration --> Actions`." +"An action applies to all :guilabel:`Child Workspaces` under the " +":guilabel:`Parent Workspace` you selected." msgstr "" -"如果您使用:ref:`developer mode `，您可以转到:menuselection:`文档管理-->配置-->操作`，直接查看所有操作。" -#: ../../content/applications/finance/documents.rst:40 +#: ../../content/applications/finance/documents.rst:117 msgid "Set the conditions" msgstr "设置条件" -#: ../../content/applications/finance/documents.rst:42 +#: ../../content/applications/finance/documents.rst:119 msgid "" -"After naming your workflow action, you can set the conditions that trigger " -"the appearance of the action button on the right-side panel when selecting a" -" file." -msgstr "命名工作流操作后，您可以设置在选择文件时触发操作按钮出现在右侧面板的条件。" +"You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one." +" You can define the :guilabel:`Action Name` and then set the conditions that" +" trigger the appearance of the action button (:guilabel:`▶`) on the right-" +"side panel when selecting a file." +msgstr "" -#: ../../content/applications/finance/documents.rst:45 +#: ../../content/applications/finance/documents.rst:123 msgid "There are three basic types of conditions you can set:" msgstr "可以设置三种基本类型的条件：" -#: ../../content/applications/finance/documents.rst:47 +#: ../../content/applications/finance/documents.rst:125 msgid "" -"**Tags**: you can both use the *Contains* and *Does not contain* conditions," -" meaning the files *must have* or *mustn't have* the tags set here." -msgstr "**标记**：可以同时使用*包含*和*不包含*条件，表示文件*须包含*或*须不包含*此处设置的标记。" +":guilabel:`Tags`: you can both use the :guilabel:`Contains` and " +":guilabel:`Does not contain` conditions, meaning the files *must have* or " +"*mustn't have* the tags set here." +msgstr "" -#: ../../content/applications/finance/documents.rst:50 -msgid "**Contact**: the files must be associated with the contact set here." -msgstr "**联系人**：文件须与此处设置的联系人相关联。" +#: ../../content/applications/finance/documents.rst:128 +msgid "" +":guilabel:`Contact`: the files must be associated with the contact set here." +msgstr "" -#: ../../content/applications/finance/documents.rst:52 -msgid "**Owner**: the files must be associated with the owner set here." -msgstr "**所有人**：文件须与此处设置的所有人相关联。" +#: ../../content/applications/finance/documents.rst:130 +msgid "" +":guilabel:`Owner`: the files must be associated with the owner set here." +msgstr "" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's basic condition in Odoo Documents" msgstr "Odoo文档管理应用程序中工作流操作基本条件示例" -#: ../../content/applications/finance/documents.rst:59 +#: ../../content/applications/finance/documents.rst:137 msgid "" "If you don't set any conditions, the action button appears for all files " "located inside the selected workspace." msgstr "如果您未设置任何条件，选定工作区内的所有文件旁将显示操作按钮。" -#: ../../content/applications/finance/documents.rst:63 +#: ../../content/applications/finance/documents.rst:141 msgid "Advanced condition type: domain" msgstr "高级条件类型：域" -#: ../../content/applications/finance/documents.rst:66 +#: ../../content/applications/finance/documents.rst:144 msgid "" "It is recommended to have some knowledge of Odoo development to properly " "configure *Domain* filters." msgstr "建议有Odoo开发知识的用户设置*域*过滤器。" -#: ../../content/applications/finance/documents.rst:69 +#: ../../content/applications/finance/documents.rst:147 msgid "" "To access the *Domain* condition, the :ref:`developer mode `" -" needs to be activated. Once that's done, select the *Domain* condition " -"type, and click on *Add Filter*." +" needs to be activated. Once that's done, select the :guilabel:`Domain` " +"condition type, and click on :guilabel:`Add Filter`." msgstr "" -"要查看*域*条件，需激活:ref:`developer mode `。激活后，选择*域*条件类型，然后点击*添加过滤器*。" #: ../../content/applications/finance/documents.rstNone msgid "Activating the domain condition type in Odoo Documents" msgstr "在Odoo文档管理应用程序中激活域条件类型" -#: ../../content/applications/finance/documents.rst:76 +#: ../../content/applications/finance/documents.rst:154 msgid "" -"To create a rule, you typically select a field, an operator, and a value. " -"For example, if you want to add a workflow action to all the PDF files " -"inside a workspace, set the field to *Mime Type*, the operator to " -"*contains*, and the value to *pdf*." +"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 :guilabel:`value` to *pdf*." msgstr "" -"要创建规则，通常需要选择字段、运算符和值。例如，如果要为工作区内所有PDF文件添加工作流操作，应将字段设置为*Mime类型*，将运算符设置为*包含*，将值设置为*pdf*。" #: ../../content/applications/finance/documents.rstNone msgid "Example of a workflow action's domain condition in Odoo Documents" msgstr "Odoo中文档管理应用程序中工作流操作域条件示例" -#: ../../content/applications/finance/documents.rst:84 +#: ../../content/applications/finance/documents.rst:163 msgid "" -"Click on *Add node* (plus-circle icon) and *Add branch* (ellipsis icon) to " -"add conditions and sub-conditions. You can then specify if your rule should " -"match *ALL* or *ANY* conditions. You can also edit the rule directly using " -"the *Code editor*." +"Click on :guilabel:`Add node` (plus-circle icon) and :guilabel:`Add branch` " +"(ellipsis 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 "" -"点击*添加节点*（+•图标）和*添加分支*（...图标），以添加条件和子条件。然后，您可以指定规则是否匹配*所有*或*任何*条件。也可以使用*代码编辑器*，直接编辑规则。" #: ../../content/applications/finance/documents.rstNone msgid "" "Add a node or a branch to a workflow action's condition in Odoo Documents" msgstr "在Odoo中文档管理应用程序工作流操作条件中添加节点或分支" -#: ../../content/applications/finance/documents.rst:93 +#: ../../content/applications/finance/documents.rst:172 msgid "Configure the actions" msgstr "配置操作" -#: ../../content/applications/finance/documents.rst:95 +#: ../../content/applications/finance/documents.rst:174 msgid "" -"Select the *Actions* tab to set up your action. You can simultaneously:" -msgstr "选择*操作*选项卡，以设置操作。您可以同时：" +"Select the :guilabel:`Actions` tab to set up your action. You can " +"simultaneously:" +msgstr "" -#: ../../content/applications/finance/documents.rst:97 +#: ../../content/applications/finance/documents.rst:176 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." msgstr "**设置联系人**：为文件添加联系人，或用新联系人替换现有联系人。" -#: ../../content/applications/finance/documents.rst:98 +#: ../../content/applications/finance/documents.rst:177 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." msgstr "**设置所有人**：为文件添加所有人，或用新所有人替换现有所有人。" -#: ../../content/applications/finance/documents.rst:99 +#: ../../content/applications/finance/documents.rst:178 msgid "**Move to Workspace**: move the file to any workspace." msgstr "**移至工作区**：将文件移至任何工作区。" -#: ../../content/applications/finance/documents.rst:100 +#: ../../content/applications/finance/documents.rst:179 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" msgstr "**创建**：在数据库中创建附至文件的以下项目之一：" -#: ../../content/applications/finance/documents.rst:102 +#: ../../content/applications/finance/documents.rst:181 msgid "**Product template**: create a product you can edit directly." msgstr "**产品模板**：创建可直接编辑的产品。" -#: ../../content/applications/finance/documents.rst:103 +#: ../../content/applications/finance/documents.rst:182 msgid "**Task**: create a Project task you can edit directly." msgstr "**任务**：创建可直接编辑的项目任务。" -#: ../../content/applications/finance/documents.rst:104 +#: ../../content/applications/finance/documents.rst:183 msgid "**Signature request**: create a new Sign template to send out." msgstr "**签名请求**：创建要发送的签名模板。" -#: ../../content/applications/finance/documents.rst:105 +#: ../../content/applications/finance/documents.rst:184 msgid "**Sign directly**: create a Sign template to sign directly." msgstr "**直接签名**：创建直接签名的签名模板。" -#: ../../content/applications/finance/documents.rst:106 +#: ../../content/applications/finance/documents.rst:185 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content." msgstr "**供应商账单**：创建利用文字识别和人工智能技术从文件内容提取信息的供应商账单。" -#: ../../content/applications/finance/documents.rst:108 +#: ../../content/applications/finance/documents.rst:187 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file." msgstr "**客户发票**：创建利用文字识别和人工智能技术从文件内容提取信息的客户发票。" -#: ../../content/applications/finance/documents.rst:110 +#: ../../content/applications/finance/documents.rst:189 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file." msgstr "**供应商退款单**：创建利用文字识别和人工智能技术从文件内容提取信息的供应商退款单。" -#: ../../content/applications/finance/documents.rst:112 +#: ../../content/applications/finance/documents.rst:191 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file." msgstr "**退款单**：创建利用文字识别和人工智能技术从文件内容提取信息的退款单。" -#: ../../content/applications/finance/documents.rst:114 +#: ../../content/applications/finance/documents.rst:193 msgid "**Applicant**: create a new HR application you can edit directly." msgstr "**申请人**：创建可以直接编辑的人力资源应用程序。" -#: ../../content/applications/finance/documents.rst:116 +#: ../../content/applications/finance/documents.rst:195 msgid "**Set Tags**: add, remove, and replace any number of tags." msgstr "**设置标记**：添加、删除和替换任意数量的标记。" -#: ../../content/applications/finance/documents.rst:117 +#: ../../content/applications/finance/documents.rst:196 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." msgstr "**活动—将所有活动标记为已完成**：将所有关联至文件的活动标记为已完成。" -#: ../../content/applications/finance/documents.rst:118 +#: ../../content/applications/finance/documents.rst:197 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 " @@ -26314,6 +26720,24 @@ msgstr "**活动—计划活动**：创建在操作中配置并关联至文件 msgid "Example of a workflow action Odoo Documents" msgstr "Odoo 档管理应用程序中工作流操作示例" +#: ../../content/applications/finance/documents.rst:205 +msgid "Digitize documents with AI and optical character recognition (OCR)" +msgstr "" + +#: ../../content/applications/finance/documents.rst:207 +msgid "" +"Documents available in the Finance workspace can be digitized. Select the " +"document you want to digitize, click on :guilabel:`Create Bill`, " +":guilabel:`Create Customer Invoice` or :guilabel:`Create credit note`, and " +"then click on :guilabel:`Send for Digitization`." +msgstr "" + +#: ../../content/applications/finance/documents.rst:212 +msgid "" +":doc:`AI-powered document digitization " +"<../finance/accounting/payables/supplier_bills/invoice_digitization>`" +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 msgid "Expenses" msgstr "费用" @@ -26671,7 +27095,7 @@ msgstr "（即开具发票）." msgid "Payment providers (credit cards, online payments)" msgstr "支付服务提供商（信用卡、在线支付）" -#: ../../content/applications/finance/payment_providers.rst:26 +#: ../../content/applications/finance/payment_providers.rst:27 msgid "" "Odoo embeds several **payment providers** that allow your customers to pay " "on their *Customer Portals* or your *eCommerce website*. They can pay sales " @@ -26680,7 +27104,7 @@ msgid "" msgstr "" "Odoo嵌入了多个**支付服务提供商**，您的客户可以在其*客户门户网站*或您的*电子商务网站*上进行付款，客户可以选择偏爱的付款方式，如**信用卡**，通过定期付款支付销售订单、发票或订阅费用。" -#: ../../content/applications/finance/payment_providers.rst:30 +#: ../../content/applications/finance/payment_providers.rst:31 msgid "" "Offering several payment methods increases the chances of getting paid in " "time, or even immediately, as you make it more convenient for your customers" @@ -26692,13 +27116,13 @@ msgid "" "Pay online in the customer portal and select which payment provider to use." msgstr "在客户门户网站选择支付服务提供商进行在线支付。" -#: ../../content/applications/finance/payment_providers.rst:39 +#: ../../content/applications/finance/payment_providers.rst:40 msgid "" "Odoo apps delegate the handling of sensitive information to the certified " "payment provider so that you don't ever have to worry about PCI compliance." msgstr "Odoo应用程序将敏感信息处理委托给经认证的支付服务提供商，您无需担心PCI合规性。" -#: ../../content/applications/finance/payment_providers.rst:42 +#: ../../content/applications/finance/payment_providers.rst:43 msgid "" "This means that no sensitive information (such as credit card numbers) is " "stored on Odoo servers or Odoo databases hosted elsewhere. Instead, Odoo " @@ -26707,11 +27131,11 @@ msgid "" msgstr "" "这意味着，敏感信息（如信用卡号）不存储在Odoo服务器或在其他地点托管的Odoo数据库。Odoo应用程序对安全存储在支付服务提供商系统中的数据使用唯一参考号。" -#: ../../content/applications/finance/payment_providers.rst:49 +#: ../../content/applications/finance/payment_providers.rst:50 msgid "Supported payment providers" msgstr "支持的支付服务提供商" -#: ../../content/applications/finance/payment_providers.rst:51 +#: ../../content/applications/finance/payment_providers.rst:52 msgid "" "From an accounting perspective, we can distinguish two types of payment " "providers: the payment providers that are third-party services and require " @@ -26720,120 +27144,125 @@ msgid "" msgstr "" "从会计角度来看，支付服务提供商可以分为两类：作为第三方提供服务、并要求您遵循另一会计工作流的支付服务提供商；直接进入银行账户并遵循一般对账工作流的支付服务提供商。" -#: ../../content/applications/finance/payment_providers.rst:58 +#: ../../content/applications/finance/payment_providers.rst:59 msgid "Online payment providers" msgstr "在线支付服务提供商" -#: ../../content/applications/finance/payment_providers.rst:66 -msgid "Payment flow" -msgstr "支付流" - #: ../../content/applications/finance/payment_providers.rst:67 +msgid "Payment flow from" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:68 msgid ":ref:`Tokenization `" msgstr ":ref:`Tokenization `" -#: ../../content/applications/finance/payment_providers.rst:68 +#: ../../content/applications/finance/payment_providers.rst:69 msgid ":ref:`Manual capture `" msgstr ":ref:`Manual capture `" -#: ../../content/applications/finance/payment_providers.rst:69 +#: ../../content/applications/finance/payment_providers.rst:70 msgid ":ref:`Refunds `" msgstr ":ref:`Refunds `" -#: ../../content/applications/finance/payment_providers.rst:70 +#: ../../content/applications/finance/payment_providers.rst:71 msgid ":ref:`Express checkout `" msgstr ":ref:`Express checkout `" -#: ../../content/applications/finance/payment_providers.rst:71 +#: ../../content/applications/finance/payment_providers.rst:72 +msgid ":ref:`Extra fees `" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:73 msgid ":doc:`Adyen `" msgstr ":doc:`Adyen `" -#: ../../content/applications/finance/payment_providers.rst:72 -#: ../../content/applications/finance/payment_providers.rst:90 -msgid "Payment from Odoo" -msgstr "从Odoo付款" +#: ../../content/applications/finance/payment_providers.rst:74 +#: ../../content/applications/finance/payment_providers.rst:95 +msgid "Odoo" +msgstr "Odoo" -#: ../../content/applications/finance/payment_providers.rst:73 -#: ../../content/applications/finance/payment_providers.rst:91 -#: ../../content/applications/finance/payment_providers.rst:103 -#: ../../content/applications/finance/payment_providers.rst:139 -#: ../../content/applications/finance/payment_providers.rst:142 +#: ../../content/applications/finance/payment_providers.rst:75 +#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:110 +#: ../../content/applications/finance/payment_providers.rst:135 +#: ../../content/applications/finance/payment_providers.rst:152 +#: ../../content/applications/finance/payment_providers.rst:155 msgid "|V|" msgstr "|V|" -#: ../../content/applications/finance/payment_providers.rst:74 -#: ../../content/applications/finance/payment_providers.rst:92 -#: ../../content/applications/finance/payment_providers.rst:93 -#: ../../content/applications/finance/payment_providers.rst:128 -#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:76 +#: ../../content/applications/finance/payment_providers.rst:97 +#: ../../content/applications/finance/payment_providers.rst:98 +#: ../../content/applications/finance/payment_providers.rst:139 +#: ../../content/applications/finance/payment_providers.rst:153 msgid "Full only" msgstr "仅限全额" -#: ../../content/applications/finance/payment_providers.rst:75 -#: ../../content/applications/finance/payment_providers.rst:129 -#: ../../content/applications/finance/payment_providers.rst:141 +#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:140 +#: ../../content/applications/finance/payment_providers.rst:154 msgid "Full and partial" msgstr "全额和部分金额" -#: ../../content/applications/finance/payment_providers.rst:77 +#: ../../content/applications/finance/payment_providers.rst:80 msgid "" ":doc:`Amazon Payment Services `" msgstr ":doc:`亚马逊支付服务`" -#: ../../content/applications/finance/payment_providers.rst:78 -#: ../../content/applications/finance/payment_providers.rst:84 -#: ../../content/applications/finance/payment_providers.rst:96 +#: ../../content/applications/finance/payment_providers.rst:81 +#: ../../content/applications/finance/payment_providers.rst:88 #: ../../content/applications/finance/payment_providers.rst:102 -#: ../../content/applications/finance/payment_providers.rst:108 -#: ../../content/applications/finance/payment_providers.rst:114 -#: ../../content/applications/finance/payment_providers.rst:120 -#: ../../content/applications/finance/payment_providers.rst:126 -#: ../../content/applications/finance/payment_providers.rst:132 -#: ../../content/applications/finance/payment_providers.rst:138 -msgid "Payment from the provider website" -msgstr "服务提供商网站的付款" +#: ../../content/applications/finance/payment_providers.rst:109 +#: ../../content/applications/finance/payment_providers.rst:116 +#: ../../content/applications/finance/payment_providers.rst:123 +#: ../../content/applications/finance/payment_providers.rst:130 +#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:144 +#: ../../content/applications/finance/payment_providers.rst:151 +msgid "The provider website" +msgstr "" -#: ../../content/applications/finance/payment_providers.rst:83 +#: ../../content/applications/finance/payment_providers.rst:87 msgid ":doc:`AsiaPay `" msgstr ":doc:`AsiaPay `" -#: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:94 msgid ":doc:`Authorize.Net `" msgstr ":doc:`Authorize.Net `" -#: ../../content/applications/finance/payment_providers.rst:95 +#: ../../content/applications/finance/payment_providers.rst:101 msgid ":doc:`Buckaroo `" msgstr ":doc:`Buckaroo `" -#: ../../content/applications/finance/payment_providers.rst:101 +#: ../../content/applications/finance/payment_providers.rst:108 msgid ":doc:`Flutterwave `" msgstr ":doc:`Flutterwave `" -#: ../../content/applications/finance/payment_providers.rst:107 +#: ../../content/applications/finance/payment_providers.rst:115 msgid ":doc:`Mercado Pago `" msgstr ":doc:`Mercado Pago `" -#: ../../content/applications/finance/payment_providers.rst:113 +#: ../../content/applications/finance/payment_providers.rst:122 msgid ":doc:`Mollie `" msgstr ":doc:`Mollie `" -#: ../../content/applications/finance/payment_providers.rst:119 +#: ../../content/applications/finance/payment_providers.rst:129 msgid ":doc:`PayPal `" msgstr ":doc:`PayPal `" -#: ../../content/applications/finance/payment_providers.rst:125 +#: ../../content/applications/finance/payment_providers.rst:136 msgid ":doc:`Razorpay `" msgstr ":doc:`Razorpay `" -#: ../../content/applications/finance/payment_providers.rst:131 +#: ../../content/applications/finance/payment_providers.rst:143 msgid ":doc:`SIPS `" msgstr ":doc:`SIPS `" -#: ../../content/applications/finance/payment_providers.rst:137 +#: ../../content/applications/finance/payment_providers.rst:150 msgid ":doc:`Stripe `" msgstr ":doc:`Stripe `" -#: ../../content/applications/finance/payment_providers.rst:147 +#: ../../content/applications/finance/payment_providers.rst:161 msgid "" "Some of these online payment providers can also be added as :doc:`bank " "accounts <../finance/accounting/bank/setup/bank_accounts>`, but this is " @@ -26844,7 +27273,16 @@ msgid "" msgstr "" "其些在线支付服务提供商也可以添加为:doc:`bankaccounts<../financial/accounting/bank/setup/bank_accounts>`，但这与将其添加为支付服务提供商的程序**不同**。支付服务提供商允许客户在线付款，并且在您的会计应用程序中添加和配置银行账户，以进行银行对账，这是一个会计控制过程。" -#: ../../content/applications/finance/payment_providers.rst:156 +#: ../../content/applications/finance/payment_providers.rst:168 +msgid "" +"In addition to the regular payment providers that integrate with an API such" +" as Stripe, PayPal, or Adyen, Odoo bundles the :doc:`Demo payment provider " +"`. This payment provider allows you to make demo " +"payments to test business flows involving online payments. No credentials " +"are required as the demo payments are fake." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:176 msgid "Bank payments" msgstr "银行付款" @@ -26873,11 +27311,11 @@ msgstr "" "您的客户可以在线签署SEPA直接借记授权书，并直接向其银行账户付款。:doc:`Click here " "<../finance/accounting/receivables/customer_payments/batch_sdd>`了解有关此付款方法的更多信息。" -#: ../../content/applications/finance/payment_providers.rst:169 +#: ../../content/applications/finance/payment_providers.rst:189 msgid "Additional features" msgstr "其他功能" -#: ../../content/applications/finance/payment_providers.rst:171 +#: ../../content/applications/finance/payment_providers.rst:191 msgid "" "Some payment providers support additional features for the payment flow. " "Refer to the :ref:`table above ` to " @@ -26886,11 +27324,11 @@ msgstr "" "某些支付服务提供商支持付款流的其他功能。请参阅:ref:`table above " "`，以确认您的支付服务提供商是否支持相关功能。" -#: ../../content/applications/finance/payment_providers.rst:178 +#: ../../content/applications/finance/payment_providers.rst:198 msgid "Tokenization" msgstr "符号化" -#: ../../content/applications/finance/payment_providers.rst:180 +#: ../../content/applications/finance/payment_providers.rst:200 msgid "" "If your payment provider supports this feature, customers can choose to save" " their card for later. A **payment token** is created in Odoo and can be " @@ -26900,14 +27338,14 @@ msgid "" msgstr "" "如果您的支付服务提供商支持此功能，客户可以选择保存银行卡，以备之后使用。在Odoo中创建**支付令牌**，可作为后续付款方式，无需再次输入银行卡详细信息，这对于电子商务转换率和定期付款订阅特别有用。" -#: ../../content/applications/finance/payment_providers.rst:185 +#: ../../content/applications/finance/payment_providers.rst:205 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Saving Payment " "Methods` checkbox." msgstr "要启用此功能，从支付服务提供商导航到:guilabel:`配置`选项卡，勾选:guilabel:`允许保存付款方式`框。" -#: ../../content/applications/finance/payment_providers.rst:189 +#: ../../content/applications/finance/payment_providers.rst:209 msgid "" "You remain fully PCI-compliant when you enable this feature because Odoo " "does not store the card details directly. Instead, it creates a payment " @@ -26916,11 +27354,11 @@ msgid "" msgstr "" "启用此功能后，Odoo不会直接存客户储银行卡的详细信息，因此，您仍然完全符合PCI。Odoo创建支付令牌，令牌只是引用存储在支付服务提供商服务器中的客户银行卡详细信息。" -#: ../../content/applications/finance/payment_providers.rst:196 +#: ../../content/applications/finance/payment_providers.rst:216 msgid "Manual capture" msgstr "手动捕获" -#: ../../content/applications/finance/payment_providers.rst:198 +#: ../../content/applications/finance/payment_providers.rst:218 msgid "" "If your payment provider supports this feature, you can authorize and " "capture payments in two steps instead of one. When you authorize a payment, " @@ -26932,38 +27370,38 @@ msgid "" msgstr "" "如果您的支付服务提供商支持此功能，您可以通过两个而非一个步骤授权和捕获付款。在您授权付款时，资金将保留在客户的付款方式中，不会立即收取费用。只有在您手动捕获付款后，才会收取费用。您也可以取消释放保留资金授权，这相当于定期取消。手动捕获付款在许多情况下都很有用：" -#: ../../content/applications/finance/payment_providers.rst:205 +#: ../../content/applications/finance/payment_providers.rst:225 msgid "" "Receive the payment confirmation and wait until the order is shipped to " "capture the payment." msgstr "收到付款确认，在订单发货后获取付款。" -#: ../../content/applications/finance/payment_providers.rst:206 +#: ../../content/applications/finance/payment_providers.rst:226 msgid "" "Review and verify that orders are legitimate before the payment is completed" " and the fulfillment process starts." msgstr "在付款完成、付款流程开始前，审核并验证订单是否合法。" -#: ../../content/applications/finance/payment_providers.rst:208 +#: ../../content/applications/finance/payment_providers.rst:228 msgid "" "Avoid potentially high processing fees for cancelled payments: payment " "providers will not charge you for voiding an authorization." msgstr "避免因取消付款而支付高额处理费：支付服务提供商不会因您撤销授权而收取费用。" -#: ../../content/applications/finance/payment_providers.rst:210 +#: ../../content/applications/finance/payment_providers.rst:230 msgid "" "Hold a security deposit to return later, minus any deductions (e.g., after a" " damage)." msgstr "提供保证金，用于日后退款和扣除任何款项（例如，损坏赔偿）。" -#: ../../content/applications/finance/payment_providers.rst:212 +#: ../../content/applications/finance/payment_providers.rst:232 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Capture Amount Manually`" " checkbox." msgstr "要启用此功能，从支付服务提供商导航到:guilabel:`配置`选项卡，勾选:guilabel:`手动捕获金额`框。" -#: ../../content/applications/finance/payment_providers.rst:215 +#: ../../content/applications/finance/payment_providers.rst:235 msgid "" "To capture the payment after it was authorized, go to the related sales " "order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To" @@ -26971,7 +27409,7 @@ msgid "" msgstr "" "要在授权后捕获付款，转到相关销售订单或发票，然后点击:guilabel:`捕获交易`按钮。要释放资金，点击:guilabel:`作废交易`按钮。" -#: ../../content/applications/finance/payment_providers.rst:220 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "" "Some payment providers support capturing only part of the authorized amount." " The remaining amount can then be either captured or voided. These providers" @@ -26982,24 +27420,24 @@ msgstr "" "某些支付服务提供商仅支持捕获部分授权金额。剩余金额可以捕获或作废。此类支付服务提供商在:ref:`table " "above`中设置**全额和部分金额**值。仅支持捕获或作废全额的支付服务提供商设置的值为**仅限全额**。" -#: ../../content/applications/finance/payment_providers.rst:224 +#: ../../content/applications/finance/payment_providers.rst:244 msgid "" "The funds are likely not reserved forever. After a certain time, they may be" " automatically released back to the customer's payment method. Refer to your" " payment provider's documentation for the exact reservation duration." msgstr "资金不会永远保留，一段时间后，可能会自动返回至客户的付款方式。请参阅支付服务提供商的文档，以了解准确的保留时长。" -#: ../../content/applications/finance/payment_providers.rst:227 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "" "Odoo does not support this feature for all payment providers but some allow " "the manual capture from their website interface." msgstr "Odoo中并非所有支付服务提供商均支持此功能，但允许某些支付服务提供商在其网站界面手动捕获。" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "Refunds" msgstr "退款" -#: ../../content/applications/finance/payment_providers.rst:235 +#: ../../content/applications/finance/payment_providers.rst:255 msgid "" "If your payment provider supports this feature, you can refund payments " "directly from Odoo. It does not need to be enabled first. To refund a " @@ -27007,7 +27445,7 @@ msgid "" msgstr "" "如果您的支付服务提供商支持此功能，您可以直接从Odoo进行退款，无需事先启用。要向客户返还付款，导航至付款，然后点击:guilabel:`退款`按钮。" -#: ../../content/applications/finance/payment_providers.rst:240 +#: ../../content/applications/finance/payment_providers.rst:260 msgid "" "Some payment providers support refunding only part of the amount. The " "remaining amount can then optionally be refunded too. These providers have " @@ -27018,40 +27456,64 @@ msgstr "" "某些支付服务提供商仅支持退还部分金额。剩余金额也可以退还。此类支付服务提供商在:ref:`table " "above`中设置**全额和部分金额**值。仅支持全额退款的支付服务提供商设置的值为**仅限全额**。" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:264 msgid "" "Odoo does not support this feature for all payment providers but some allow " "to refund payments from their website interface." msgstr "Odoo中并非所有支付服务提供商均支持此功能，但允许某些支付服务提供商在其网站界面进行退款。" -#: ../../content/applications/finance/payment_providers.rst:250 +#: ../../content/applications/finance/payment_providers.rst:270 msgid "Express checkout" msgstr "快速结账" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "" "If your payment provider supports this feature, customers can use the " "**Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in " "one click without filling the contact form. Using one of those buttons, " -"they'll go straight from the cart to the confirmation page, stopping by the " -"payment form of Google or Apple to validate the payment." +"customers go straight from the cart to the confirmation page, stopping by " +"the payment form of Google or Apple to validate the payment." msgstr "" -"如果您的支付服务提供商支持此功能，客户可以使用**谷歌支付**和**苹果支付**按钮，一键支付电子商务订单，无需填写联系人表单。点击按钮，直接从购物车进入确认页面，通过谷歌或苹果的支付表单验证付款。" -#: ../../content/applications/finance/payment_providers.rst:257 +#: ../../content/applications/finance/payment_providers.rst:277 msgid "" "Enable this feature by navigating to the :guilabel:`Configuration` tab from " "your payment provider and by ticking the :guilabel:`Allow Express Checkout` " "checkbox." msgstr "要启用此功能，从支付服务提供商导航到:guilabel:`配置`选项卡，勾选:guilabel:`允许快速结账`框。" -#: ../../content/applications/finance/payment_providers.rst:261 +#: ../../content/applications/finance/payment_providers.rst:281 msgid "" "All prices shown in the express checkout payment form are always taxes " "included." msgstr "快速结账付款表单中显示的所有价格均包含税费。" -#: ../../content/applications/finance/payment_providers.rst:269 +#: ../../content/applications/finance/payment_providers.rst:286 +msgid "Extra Fees" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:288 +msgid "" +"If supported by the payment provider, you can add **extra fees** to online " +"transactions. Fees can be configured either as **fixed** amounts and " +"percentages, **variable** amounts and percentages, or *both* simultaneously." +" These can be applied according to **domestic** or **international** " +"geolocation." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "" +"To enable fees, from the *eCommerce* or *Accounting* app, head to " +":menuselection:`Configuration --> Payment Providers` and select the desired " +"supported provider. Click on the :guilabel:`Fees` tab and check the " +":guilabel:`Add Extra Fees` box. Configure the settings to your needs." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:298 +msgid "Fees are calculated on the tax-included price." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:306 msgid "" "Each provider has its specific configuration flow, depending on :ref:`which " "feature is available `." @@ -27059,11 +27521,11 @@ msgstr "" "各支付服务提供商有其特定配置流程，取决于:ref:`which feature is available " "`。" -#: ../../content/applications/finance/payment_providers.rst:275 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Add a new payment provider" msgstr "添加支付服务提供商" -#: ../../content/applications/finance/payment_providers.rst:277 +#: ../../content/applications/finance/payment_providers.rst:314 msgid "" "To add a new payment provider and make it available to your customers, go to" " :menuselection:`Accounting --> Configuration --> Payment Providers`, look " @@ -27079,7 +27541,7 @@ msgid "" " Odoo." msgstr "点击“安装”，然后点击“激活”，使支付服务提供商在Odoo中可用。" -#: ../../content/applications/finance/payment_providers.rst:287 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "" "We recommend using the *Test Mode* on a duplicated database or a test " "database. The Test Mode is meant to be used with your test/sandbox " @@ -27090,7 +27552,7 @@ msgid "" msgstr "" "建议您在复制数据库或测试数据库中使用*测试模式*。测试模式用于测试/沙盒凭证，但Odoo仍会生成销售订单和发票。并非总能取消发票，如果您要在主数据库中测试支付服务提供商，发票编号可能出现问题。" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:332 #: ../../content/applications/finance/payment_providers/adyen.rst:15 #: ../../content/applications/finance/payment_providers/alipay.rst:18 #: ../../content/applications/finance/payment_providers/authorize.rst:15 @@ -27101,55 +27563,54 @@ msgstr "" msgid "Credentials tab" msgstr "凭据选项卡" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:334 msgid "" "If not done yet, go to the online payment provider website, create an " "account, and make sure to have the credentials required for third-party use." " Odoo requires these credentials to communicate with the payment provider." msgstr "如果尚未完成，转到在线支付服务提供商网站，创建账户，同时确保具有第三方使用所需的凭证，Odoo需要此类凭据与支付服务提供商通信。" -#: ../../content/applications/finance/payment_providers.rst:301 +#: ../../content/applications/finance/payment_providers.rst:338 msgid "" "The form in this section is specific to the payment provider you are " "configuring. Please refer to the related documentation for more information." msgstr "本部分的表单特定于您正在配置的支付服务提供商。有关详细信息，请参阅相关文档。" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:344 #: ../../content/applications/finance/payment_providers/authorize.rst:40 -#: ../../content/applications/finance/payment_providers/paypal.rst:42 -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:118 msgid "Configuration tab" msgstr "配置选项卡" -#: ../../content/applications/finance/payment_providers.rst:309 +#: ../../content/applications/finance/payment_providers.rst:346 msgid "" "You can change the payment provider's front-end appearance by modifying its " "name under the **Displayed as** field and which credit card icons to display" " under the **Supported Payment Icons** field." msgstr "您可以修改**显示为**字段下的名称，以及**支持支付图标**字段下显示的信用卡图标，以更改支付服务提供商的前端外观。" -#: ../../content/applications/finance/payment_providers.rst:316 +#: ../../content/applications/finance/payment_providers.rst:353 msgid "Countries" msgstr "国家" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:355 msgid "" "Restrict the use of the payment provider to a selection of countries. Leave " "this field blank to make the payment provider available in all countries." msgstr "将支付服务提供商的使用限制在选定国家。将此字段留空，使支付服务提供商在所有国家可用。" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:361 msgid "Maximum Amount" msgstr "最大金额" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:363 msgid "" "Restrict the maximum amount that can be paid with the selected provider. " "Leave this field to `0.00` to make the payment provider available regardless" " of the payment amount." msgstr "限制可以通过所选支付服务提供商支付的最高金额。将此字段设置为`0.00`，则不限制付款金额。" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:367 msgid "" "This feature is not intended to work on pages which allow the customer to " "update the payment amount. For example, the **Donation** snippet of the " @@ -27158,21 +27619,21 @@ msgid "" msgstr "" "此功能不适用于允许客户更新付款金额的页面，例如，启用付费交货方式后，网站应用程序的**捐款**片段和**电子商务**应用程序的***结账**页面。" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:372 msgid "Payment journal" msgstr "付款日记账" -#: ../../content/applications/finance/payment_providers.rst:337 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "" "The **Payment journal** selected for your payment provider must be a *Bank* " "journal." msgstr "为支付服务提供商选择的**付款日记账**须为*银行*日记账。" -#: ../../content/applications/finance/payment_providers.rst:342 +#: ../../content/applications/finance/payment_providers.rst:379 msgid "Publish on the website" msgstr "在网站发布" -#: ../../content/applications/finance/payment_providers.rst:344 +#: ../../content/applications/finance/payment_providers.rst:381 msgid "" "By default, payment providers are *unpublished*, which means that only " "internal users can see them on the website. Your customers cannot make " @@ -27184,7 +27645,7 @@ msgstr "" "在默认情况下，支付服务提供商*未发布*，这意味着仅在网站中对内部用户可见。您的客户无法通过未发布的支付服务提供商进行付款，但可以管理:dfn:`(delete" " and assign to a subscription)`关联至该等提供商的现有令牌。您可以轻松测试支付服务提供者，同时防止支付和注册新令牌。" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:387 msgid "" "Click on the :guilabel:`Publish` button located in the top right corner of " "the provider's form to publish it on the website and make it available to " @@ -27192,17 +27653,17 @@ msgid "" msgstr "" "点击支付服务提供商表单右上角的:guilabel:`发布`按钮，以在网站中发布提供商，并对您的客户可见。点击:guilabel:`取消发布`按钮，以取消发布提供商。" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:392 msgid "" "Payment providers are automatically published and unpublished when you " "respectively change their state to `enabled` and `test`." msgstr "将支付服务提供商状态分别变为`已启用`或`测试`后，自动发布/取消发布提供商。" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:398 msgid "Accounting perspective" msgstr "会计的观点" -#: ../../content/applications/finance/payment_providers.rst:363 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "" "The **Bank Payments** that go directly to one of your bank accounts follow " "their usual reconciliation workflows. However, payments recorded with " @@ -27213,26 +27674,26 @@ msgstr "" "直接转到您的一个银行帐户的 **银行付款** 遵循其通常的对帐工作流程。 但是，使用 **在线付款提供商** " "记录的付款要求您考虑如何记录付款的日记帐分录。 我们建议您向会计师咨询。" -#: ../../content/applications/finance/payment_providers.rst:368 +#: ../../content/applications/finance/payment_providers.rst:405 msgid "" "You need to select a *Payment Journal* on your provider configuration to " "record the payments, on a **Outstanding Account**. The Journal's **type** " "must be *Bank Journal*." msgstr "您需要在支付服务提供商配置中选择*付款日记账*，以便在**未付科目**记录付款。日记账**类型**须为*银行日记账*。" -#: ../../content/applications/finance/payment_providers.rst:371 +#: ../../content/applications/finance/payment_providers.rst:408 msgid "" "You can use a single journal for many payment methods. And for each payment " "method, you can either:" msgstr "您可以将一个日记账用于多种付款方式。对于各种付款方式，您可以：" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:410 msgid "" "Define an **Accounting Account** to separate these payments from another " "payment method." msgstr "定义**会计科目**，以将付款与其他付款方式分开。" -#: ../../content/applications/finance/payment_providers.rst:374 +#: ../../content/applications/finance/payment_providers.rst:411 msgid "" "Leave blank to fallback on the default account, which you can see or change " "in the settings." @@ -27242,65 +27703,69 @@ msgstr "留空，以回退至默认科目，您可以在设置中查看或更改 msgid "A bank journal in the \"Incoming Payments Tab\"." msgstr "“入站付款选项卡”中的银行日记账。" -#: ../../content/applications/finance/payment_providers.rst:380 +#: ../../content/applications/finance/payment_providers.rst:417 msgid "" "You can have the same bank account for the whole company, or for some " "journals only, or a single payment method... What best suit your needs." msgstr "您可以根据实际需要，为整个公司、某些日记账或某个付款方式设置相同的银行科目。" -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:421 msgid ":doc:`payment_providers/wire_transfer`" msgstr ":doc:`payment_providers/wire_transfer`" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:422 msgid ":doc:`payment_providers/adyen`" msgstr ":doc:`payment_providers/adyen`" -#: ../../content/applications/finance/payment_providers.rst:386 +#: ../../content/applications/finance/payment_providers.rst:423 msgid ":doc:`payment_providers/alipay`" msgstr ":doc:`payment_providers/alipay`" -#: ../../content/applications/finance/payment_providers.rst:387 +#: ../../content/applications/finance/payment_providers.rst:424 msgid ":doc:`payment_providers/authorize`" msgstr ":doc:`payment_providers/authorize`" -#: ../../content/applications/finance/payment_providers.rst:388 +#: ../../content/applications/finance/payment_providers.rst:425 msgid ":doc:`payment_providers/asiapay`" msgstr ":doc:`payment_providers/asiapay`" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:426 msgid ":doc:`payment_providers/buckaroo`" msgstr ":doc:`payment_providers/buckaroo`" -#: ../../content/applications/finance/payment_providers.rst:390 +#: ../../content/applications/finance/payment_providers.rst:427 +msgid ":doc:`payment_providers/demo`" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:428 msgid ":doc:`payment_providers/mercado_pago`" msgstr ":doc:`payment_providers/mercado_pago`" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:429 msgid ":doc:`payment_providers/mollie`" msgstr ":doc:`payment_providers/mollie`" -#: ../../content/applications/finance/payment_providers.rst:392 +#: ../../content/applications/finance/payment_providers.rst:430 msgid ":doc:`payment_providers/ogone`" msgstr ":doc:`payment_providers/ogone`" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:431 msgid ":doc:`payment_providers/paypal`" msgstr ":doc:`payment_providers/paypal`" -#: ../../content/applications/finance/payment_providers.rst:394 +#: ../../content/applications/finance/payment_providers.rst:432 msgid ":doc:`payment_providers/razorpay`" msgstr ":doc:`payment_providers/razorpay`" -#: ../../content/applications/finance/payment_providers.rst:395 +#: ../../content/applications/finance/payment_providers.rst:433 msgid ":doc:`payment_providers/sips`" msgstr ":doc:`payment_providers/sips`" -#: ../../content/applications/finance/payment_providers.rst:396 +#: ../../content/applications/finance/payment_providers.rst:434 msgid ":doc:`payment_providers/stripe`" msgstr ":doc:`payment_providers/stripe`" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:435 msgid ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" msgstr ":doc:`../websites/ecommerce/shopper_experience/payment_providers`" @@ -27318,6 +27783,7 @@ msgstr "`Adyen `_是一家荷兰公司，提供多种在 #: ../../content/applications/finance/payment_providers/alipay.rst:15 #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/buckaroo.rst:28 +#: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 #: ../../content/applications/finance/payment_providers/ogone.rst:9 #: ../../content/applications/finance/payment_providers/paypal.rst:14 @@ -27492,7 +27958,7 @@ msgstr "允许从特定域发起的付款。" #: ../../content/applications/finance/payment_providers/adyen.rst:112 #: ../../content/applications/finance/payment_providers/authorize.rst:43 -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "Place a hold on a card" msgstr "暂挂信用卡" @@ -27553,7 +28019,7 @@ msgstr "**7天后**，如果交易尚未捕获，客户有权**撤销**。" #: ../../content/applications/finance/payment_providers/paypal.rst:144 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:141 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:39 msgid ":doc:`../payment_providers`" msgstr ":doc:`../payment_providers`" @@ -27987,6 +28453,54 @@ msgid "" "main database." msgstr "如果您使用测试账号测试Buckaroo，请将**状态**更改为*测试模式*。建议在Odoo测试数据库而非您的主数据库执行此操作。" +#: ../../content/applications/finance/payment_providers/demo.rst:3 +msgid "Demo" +msgstr "样例" + +#: ../../content/applications/finance/payment_providers/demo.rst:5 +msgid "" +"Odoo's **Demo Payment Provider** allows you to test business flows involving" +" online transactions without requiring real banking credentials." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:15 +msgid "Switch the state to :guilabel:`Test Mode`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:18 +msgid "Payment outcome" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:20 +msgid "" +"Upon checkout or when paying a bill online, you can choose the payment " +"outcome when using the demo payment provider. To do so, click on the " +":guilabel:`Payment Status` drop-down menu and select the desired outcome." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Payment status outcomes." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:29 +msgid "Transaction state" +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rst:31 +msgid "" +"If you selected :guilabel:`Pending` as **payment outcome**, you can change " +"the state of the transaction straight from its form view. To access a " +"transaction's form view, activate the :ref:`developer mode `, and go to :menuselection:`Accounting / Website --> Configuration -->" +" Payment Transactions`. Then, change the status of a transaction by clicking" +" on the state bar (:guilabel:`Draft, Pending, Authorized, Confirmed, " +"Canceled, Error`)." +msgstr "" + +#: ../../content/applications/finance/payment_providers/demo.rstNone +msgid "Transaction's status bar." +msgstr "" + #: ../../content/applications/finance/payment_providers/flutterwave.rst:3 msgid "Flutterwave" msgstr "Flutterwave" @@ -28467,6 +28981,10 @@ msgstr "" "如果您使用:ref:`Paypal Sandbox account " "`测试Paypal，请将**状态**更改为*测试模式*。建议在Odoo测试数据库而非您的主数据库执行此操作。" +#: ../../content/applications/finance/payment_providers/paypal.rst:42 +msgid "Fees tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/paypal.rst:44 msgid "" "You can charge extra fees to your customers for paying with Paypal to cover " @@ -28476,9 +28994,9 @@ msgstr "您可以向使用Paypal付款的客户收取额外费用，以冲抵Pay #: ../../content/applications/finance/payment_providers/paypal.rst:48 msgid "" -"To activate this, go to Paypal configuration's Configuration tab in Odoo and" -" activate *Add Extra Fees*." -msgstr "要激活此功能，在Odoo中，转到Paypal配置选项卡，并激活*添加额外费用*。" +"To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo " +"and activate :guilabel:`Add Extra Fees`." +msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:51 msgid "" @@ -28816,43 +29334,49 @@ msgstr "`Stripe `_是一家美国在线支付解决方案 msgid "Link your Stripe Account with Odoo" msgstr "将您的Stripe账户与Odoo关联" -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:13 +msgid "" +":doc:`Use a Stripe payment terminal in Point of Sale " +"<../../sales/point_of_sale/payment/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "凭证获取方式取决于您的托管类型：" -#: ../../content/applications/finance/payment_providers/stripe.rst:17 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "Odoo云端版本" -#: ../../content/applications/finance/payment_providers/stripe.rst:19 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid "" "Go to the **eCommerce** or the **Sales** app and click on the *Activate " "Stripe* or the *Set payments* button on the onboarding banner." msgstr "转到**电子商务**或**销售**应用程序，点击引导横幅上的*激活Stripe*或*设置付款*按钮。" -#: ../../content/applications/finance/payment_providers/stripe.rst:21 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Fill in the requested information and submit the form." msgstr "填写所需信息，并提交表格。" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:38 +#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Confirm your email address when Stripe sends you a confirmation email." msgstr "Stripe向您发送确认电子邮件后，请确认电子邮件地址。" -#: ../../content/applications/finance/payment_providers/stripe.rst:23 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "" "At the end of the process, you are redirected to Odoo. If you submitted all " "the requested information, you are all set and your payment provider is " "enabled." msgstr "流程结束后，自动转至Odoo。如果您提交了所有要求的信息，则设置全部完成，且您的支付服务提供商已启用。" -#: ../../content/applications/finance/payment_providers/stripe.rst:25 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 msgid "You can continue to :ref:`stripe/local-payment-methods`." msgstr "您可以继续:ref:`stripe/local-payment-methods`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 msgid "" "To use your own API keys, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You " @@ -28864,34 +29388,34 @@ msgstr "" "`。然后，您可以:ref:`Fill in your credentials " "`，:ref:`generate a webhook `，并启用支付服务提供商。" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "Odoo.sh或企业自主托管" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "" "At the end of the process, you are redirected to the payment provider " "**Stripe** on Odoo." msgstr "流程结束后，您将转到Odoo中的支付服务提供商**Strip**。" -#: ../../content/applications/finance/payment_providers/stripe.rst:40 +#: ../../content/applications/finance/payment_providers/stripe.rst:41 msgid ":ref:`Fill in your credentials `." msgstr ":ref:`Fill in your credentials `。" -#: ../../content/applications/finance/payment_providers/stripe.rst:41 +#: ../../content/applications/finance/payment_providers/stripe.rst:42 msgid ":ref:`Generate a webhook `." msgstr ":ref:`Generate a webhook `。" -#: ../../content/applications/finance/payment_providers/stripe.rst:42 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "Enable the payment provider." msgstr "启用您的支付服务提供商。" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:44 msgid "" "You are all set and can continue to :ref:`stripe/local-payment-methods`." msgstr "已设置完成，您可以继续:ref:`stripe/local-payment-methods`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:46 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "" "To connect your Stripe account after the onboarding is already completed, go" " to :menuselection:`Accounting --> Configuration --> Payment Providers --> " @@ -28899,36 +29423,36 @@ msgid "" msgstr "" "完成引导流程后，要连接您的Stripe账户，转到:menuselection:`会计-->配置-->支付服务提供商-->Stripe`，点击*连接Stripe*按钮。" -#: ../../content/applications/finance/payment_providers/stripe.rst:51 +#: ../../content/applications/finance/payment_providers/stripe.rst:52 msgid "" "If you are testing Stripe (in **test mode**), change the **State** to *Test " "Mode*. We recommend doing this on a test Odoo database rather than on your " "main database." msgstr "如果您测试Stripe（在**测试模式**下），请将**状态**更改为*测试模式*。建议在Odoo测试数据库而非您的主数据库执行此操作。" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:58 msgid "Fill in your credentials" msgstr "填写您的凭证" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:60 msgid "" "In case your **API Credentials** are required to connect with your Stripe " "account, these are the credentials that must be completed:" msgstr "如果需要您的**API凭证**，以便与Stripe账户连接，则您须填写以下凭证：" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "" ":ref:`Publishable Key `: The key solely used to identify " "the account with Stripe." msgstr ":ref:`可发布密钥`：仅用于标识Stripe账户的密钥。" -#: ../../content/applications/finance/payment_providers/stripe.rst:63 +#: ../../content/applications/finance/payment_providers/stripe.rst:64 msgid "" ":ref:`Secret Key `: The key to sign the merchant account " "with Stripe." msgstr ":ref:`密钥`：使用Stripe签署商户账户的密钥。" -#: ../../content/applications/finance/payment_providers/stripe.rst:64 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 msgid "" ":ref:`Webhook Signing Secret `: When you enable your webhook" " on your Stripe account, this signing secret must be set to authenticate the" @@ -28936,7 +29460,7 @@ msgid "" msgstr "" ":ref:`反射API签名密钥`：在Stripe账户中启用反射API时，您须设置此签名密钥，以验证Stripe向Odoo发送的消息。" -#: ../../content/applications/finance/payment_providers/stripe.rst:67 +#: ../../content/applications/finance/payment_providers/stripe.rst:68 msgid "" "To retrieve the publishable and secret keys, follow this `link to your API " "keys `_, or log into your " @@ -28946,21 +29470,21 @@ msgstr "" "要检索可发布密钥和密钥，请执行以下操作`link to your API keys " "`_，或登录Stripe仪表板，并转到:menuselection:`开发人员-->API密钥-->标准密钥`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Generate a webhook" msgstr "生成反射API" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:77 msgid "" "In case your **Webhook Signing Secret** is required to connect with your " "Stripe account, you can create a webhook either automatically or manually." msgstr "如果需要您的**反射API签名密码**，以便与Stripe账户连接，您可以自动或手动创建反射API。" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 +#: ../../content/applications/finance/payment_providers/stripe.rst:81 msgid "Manage the webhook automatically" msgstr "自动管理反射API" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "" "Make sure your :ref:`Publishable and Secret keys ` are " "filled in, then click on the :guilabel:`Generate your Webhook` button." @@ -28968,17 +29492,17 @@ msgstr "" "确保您的:ref:`Publishable and Secret keys `已填写，然后点击:guilabel:`生成反射API`按钮。" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "" "To update the webhook, click once again on the :guilabel:`Generate your " "Webhook` button." msgstr "要更新反射API，再次点击:guilabel:`生成反射API`按钮。" -#: ../../content/applications/finance/payment_providers/stripe.rst:88 +#: ../../content/applications/finance/payment_providers/stripe.rst:89 msgid "Manage the webhook manually" msgstr "手动管理反射API" -#: ../../content/applications/finance/payment_providers/stripe.rst:90 +#: ../../content/applications/finance/payment_providers/stripe.rst:91 msgid "" "Visit the `webhooks page on Stripe " "`_, or log into your Stripe dashboard" @@ -29003,13 +29527,13 @@ msgstr "`/payment/stripe/webhook`。" msgid "For example: `https://yourcompany.odoo.com/payment/stripe/webhook`" msgstr "例如：`https://yourcompany.odoo.com/payment/stripe/webhook`" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "" "At the bottom of the form, you can select events to listen to. Click on " ":guilabel:`Select events`. Then:" msgstr "在表单询问，您可以选择想要收听的活动。点击:guilabel:`Select events`。然后：" -#: ../../content/applications/finance/payment_providers/stripe.rst:101 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "" "In the :guilabel:`Payment Intent` section, select " ":guilabel:`payment_intent.amount_capturable_updated` and " @@ -29017,40 +29541,40 @@ msgid "" msgstr "" "在:guilabel:`付款意图`部分，选择:guilabel:`payment_intent.amount_capturable_updated`和:guilabel:`payment_intent.succeeded`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:104 +#: ../../content/applications/finance/payment_providers/stripe.rst:105 msgid "" "In the :guilabel:`Setup Intent` section, select " ":guilabel:`setup_intent.succeeded`." msgstr "在:guilabel:`设置意图`部分，选择:guilabel:`setup_intent.succeeded`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:107 +#: ../../content/applications/finance/payment_providers/stripe.rst:108 msgid "" "It is possible to select other events, but they are currently not processed " "by Odoo." msgstr "可以选择其他活动，但Odoo当前不处理其他活动。" -#: ../../content/applications/finance/payment_providers/stripe.rst:109 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "" "When you click on :guilabel:`Add endpoint`, your Webhook is configured. " "Click on :guilabel:`reveal` to display your signing secret." msgstr "" "点击:guilabel:`Add endpoint`后，将配置您的反射API。点击:guilabel:`reveal`，以显示您的签名密钥。" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:114 msgid "" "To update an existing webhook, click on it. Then, click on the three dots at" " the right side of the **Webhook URL** and on :guilabel:`Update details`." msgstr "" "要更新现有反射API，请点击它，然后点击**反射API URL**右侧的三个点，之后点击:guilabel:`Update details`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "" "Stripe allows you to **capture an amount manually** instead of having an " "immediate capture. This feature earmarks an amount on the customer's account" " for a determined period of time that depends on the payment method used." msgstr "Stripe允许您**手动捕获金额**，而非立即捕获。此功能将客户账户内的金额指定一段时间，取决于所用的付款方式。" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:129 msgid "" "To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo," " as explained in the :ref:`payment providers documentation " @@ -29059,53 +29583,53 @@ msgstr "" "要设置此功能，请在Odoo中启用:guilabel:`手动捕获金额`选项，参阅:ref:`payment providers documentation" " `。" -#: ../../content/applications/finance/payment_providers/stripe.rst:132 +#: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid "" "When the manual capture feature is activated, your customers are not able to" " proceed with any payment if unsupported payment methods are selected." msgstr "手动捕获功能激活后，如果您的客户选择不支持的付款方式，将无法继续进行任何付款。" -#: ../../content/applications/finance/payment_providers/stripe.rst:136 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "" "Odoo doesn't support the partial capture yet. Be aware that a partial " "capture from Stripe's interface is still managed as a full capture by Odoo." msgstr "Odoo尚不支持捕获部分金额。请注意，来自Stripe界面的部分捕获将被Odoo管理为完整捕获。" -#: ../../content/applications/finance/payment_providers/stripe.rst:145 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid "Enable local payment methods" msgstr "启用本地付款方式" -#: ../../content/applications/finance/payment_providers/stripe.rst:147 +#: ../../content/applications/finance/payment_providers/stripe.rst:148 msgid "" "Local payment methods are payment methods that are only available for " "certain merchants and customers countries and currencies." msgstr "本地付款方式仅适用于特定商户和客户所在国家和币种。" -#: ../../content/applications/finance/payment_providers/stripe.rst:150 +#: ../../content/applications/finance/payment_providers/stripe.rst:151 msgid "Odoo supports the following local payment methods:" msgstr "Odoo支持以下本地付款方式：" -#: ../../content/applications/finance/payment_providers/stripe.rst:152 +#: ../../content/applications/finance/payment_providers/stripe.rst:153 msgid "Bancontact" msgstr "Bancontact" -#: ../../content/applications/finance/payment_providers/stripe.rst:153 +#: ../../content/applications/finance/payment_providers/stripe.rst:154 msgid "EPS" msgstr "EPS" -#: ../../content/applications/finance/payment_providers/stripe.rst:154 +#: ../../content/applications/finance/payment_providers/stripe.rst:155 msgid "giropay" msgstr "giropay" -#: ../../content/applications/finance/payment_providers/stripe.rst:155 +#: ../../content/applications/finance/payment_providers/stripe.rst:156 msgid "iDEAL" msgstr "iDEAL" -#: ../../content/applications/finance/payment_providers/stripe.rst:156 +#: ../../content/applications/finance/payment_providers/stripe.rst:157 msgid "Przelewy24 (P24)" msgstr "Przelewy24 (P24)" -#: ../../content/applications/finance/payment_providers/stripe.rst:158 +#: ../../content/applications/finance/payment_providers/stripe.rst:159 msgid "" "To enable some of these local payment methods with Stripe, list them as " "supported payment icons. To do so, go to :menuselection:`Payment Providers " @@ -29119,27 +29643,27 @@ msgstr "" msgid "Select and add icons of the payment methods you want to enable" msgstr "选择并添加要启用的付款方式的图标" -#: ../../content/applications/finance/payment_providers/stripe.rst:168 +#: ../../content/applications/finance/payment_providers/stripe.rst:169 msgid "" "If a payment icon record does not exist in the database and its related " "local payment method is listed above, it is considered enabled with Stripe." msgstr "如果数据库中没有付款图标记录，且相关本地付款方式已经列出，则视为Stripe已启用。" -#: ../../content/applications/finance/payment_providers/stripe.rst:170 +#: ../../content/applications/finance/payment_providers/stripe.rst:171 msgid "" "If a local payment method is not listed above, it is not supported and " "cannot be enabled." msgstr "如果本地付款方式未列出，则不支持此付款方式，也无法启用。" -#: ../../content/applications/finance/payment_providers/stripe.rst:175 +#: ../../content/applications/finance/payment_providers/stripe.rst:176 msgid "Enable express checkout" msgstr "启用快速结账" -#: ../../content/applications/finance/payment_providers/stripe.rst:178 +#: ../../content/applications/finance/payment_providers/stripe.rst:179 msgid ":ref:`payment_providers/features/express_checkout`" msgstr ":ref:`payment_providers/features/express_checkout`" -#: ../../content/applications/finance/payment_providers/stripe.rst:180 +#: ../../content/applications/finance/payment_providers/stripe.rst:181 msgid "" "After ticking the :guilabel:`Allow Express Checkout` checkbox, **Google " "Pay** is enabled out of the box, but **Apple Pay** requires extra steps: You" @@ -29149,17 +29673,17 @@ msgstr "" "勾选:guilabel:`允许快速结账`复选框后，**Google Pay**立即启用，但**Apple " "Pay**要求额外步骤：您须在Apple注册web域。可以在Odoo中自动注册，也可以在Stripe中手动注册。" -#: ../../content/applications/finance/payment_providers/stripe.rst:185 +#: ../../content/applications/finance/payment_providers/stripe.rst:186 msgid "Register automatically from Odoo" msgstr "在Odoo中自动注册" -#: ../../content/applications/finance/payment_providers/stripe.rst:187 +#: ../../content/applications/finance/payment_providers/stripe.rst:188 msgid "" "Navigate to your payment provider and make sure that it is " ":guilabel:`enabled`." msgstr "导航至您的支付服务提供商，确保其:guilabel:`enabled`。" -#: ../../content/applications/finance/payment_providers/stripe.rst:188 +#: ../../content/applications/finance/payment_providers/stripe.rst:189 msgid "" "Go to the :guilabel:`Configuration` tab and click on the :guilabel:`Enable " "Apple Pay` button. A notification shows that the web domain was successfully" @@ -29167,11 +29691,11 @@ msgid "" msgstr "" "转到:guilabel:`配置`选项卡，点击:guilabel:`启用Apple Pay`按钮，将出现通知消息，显示已在Apple成功注册web域。" -#: ../../content/applications/finance/payment_providers/stripe.rst:191 +#: ../../content/applications/finance/payment_providers/stripe.rst:192 msgid "Register manually from Stripe" msgstr "在Stripe中手动注册" -#: ../../content/applications/finance/payment_providers/stripe.rst:193 +#: ../../content/applications/finance/payment_providers/stripe.rst:194 msgid "" "Visit the `Apple pay web domains page on Stripe " "`_, or log into " @@ -29186,7 +29710,7 @@ msgstr "" " Pay-->配置-->Web域`。然后，点击:guilabel:`Add new " "domain`，在弹出表单中填写您Odoo数据库的web域。Odoo已经托管Stripe确认文件。点击:guilabel:`添加`，以在Apple注册您的web域。" -#: ../../content/applications/finance/payment_providers/stripe.rst:201 +#: ../../content/applications/finance/payment_providers/stripe.rst:202 msgid "This operation must be repeated whenever your web domain changes." msgstr "web域每次变更后，均须重复此操作。" @@ -29244,90 +29768,112 @@ msgid "Sign" msgstr "签署" #: ../../content/applications/finance/sign.rst:5 -msgid "**Odoo Sign** allows you to send, sign and approve documents online." -msgstr "**Odoo 签名** 允许您在线发送、签署和批准文件。" +msgid "" +"**Odoo Sign** allows you to send, sign and approve documents online, using " +"electronic signatures." +msgstr "" #: ../../content/applications/finance/sign.rst:7 msgid "" -"You can upload any PDF file and add drag-and-dropping fields on it. These " -"fields are automatically filled out with the user's detail if they are " -"logged in." -msgstr "您可以上传任何 PDF 文件并在其上添加拖放字段。 如果用户登录，这些字段会自动填写用户的详细信息。" +"An **electronic signature** shows a person's agreement to the content of a " +"document. Just like a handwritten signature, the electronic one represents a" +" legal bounding by the terms of the signed document." +msgstr "" #: ../../content/applications/finance/sign.rst:11 +msgid "" +"With Sign, you can upload any PDF file and add fields to it. These fields " +"are automatically filled in with the user's details present in your " +"database." +msgstr "" + +#: ../../content/applications/finance/sign.rst:15 msgid "`Odoo Sign: product page `_" msgstr "`Odoo 签名: 产品页面 `_" -#: ../../content/applications/finance/sign.rst:12 +#: ../../content/applications/finance/sign.rst:16 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo 教程: 签署 `_" -#: ../../content/applications/finance/sign.rst:17 +#: ../../content/applications/finance/sign.rst:19 msgid "Validity of electronic signatures" msgstr "电子签名的有效性" -#: ../../content/applications/finance/sign.rst:19 +#: ../../content/applications/finance/sign.rst:21 msgid "" -"The legal validity of electronic signatures generated by Odoo depends on the" -" legislation of your country. Companies doing business abroad should " -"consider electronic signature laws of other countries as well." -msgstr "Odoo 生成的电子签名的法律效力取决于您所在国家/地区的法律. 在国外开展业务的公司也应考虑其他国家的电子签名法." - -#: ../../content/applications/finance/sign.rst:24 -msgid "In the European Union" -msgstr "在欧盟" - -#: ../../content/applications/finance/sign.rst:26 -msgid "" -"The `eIDAS regulation `_ " -"establishes the framework for electronic signatures in all `27 member states" -" of the European Union `_." +"Documents signed via the Sign app are valid electronic signatures in the " +"European Union and the United States of America. They also meet the " +"requirements for electronic signatures in most countries. The legal validity" +" of electronic signatures generated by Odoo depends on your country's " +"legislation. Companies doing business abroad should also consider other " +"countries' electronic signature laws." +msgstr "" + +#: ../../content/applications/finance/sign.rst:28 +msgid "European Union" msgstr "" -"`eIDAS regulation `_ 在所有`27 " -"member states of the European Union `_建立电子签名框架。" #: ../../content/applications/finance/sign.rst:30 -msgid "It distinguishes three types of electronic signatures:" -msgstr "它区分了三种类型的电子签名：" +msgid "" +"The `eIDAS regulation `_ " +"establishes the framework for electronic signatures in the `27 member states" +" of the European Union `_. It distinguishes three types of electronic signatures:" +msgstr "" -#: ../../content/applications/finance/sign.rst:32 -msgid "Electronic signatures" -msgstr "电子签名" +#: ../../content/applications/finance/sign.rst:35 +msgid "Simple electronic signatures" +msgstr "" -#: ../../content/applications/finance/sign.rst:33 +#: ../../content/applications/finance/sign.rst:36 msgid "Advanced electronic signatures" msgstr "高级电子签名" -#: ../../content/applications/finance/sign.rst:34 +#: ../../content/applications/finance/sign.rst:37 msgid "Qualified electronic signatures" msgstr "合格的电子签名" -#: ../../content/applications/finance/sign.rst:36 +#: ../../content/applications/finance/sign.rst:39 msgid "" -"Odoo generates the first type, regular electronic signatures, and these " -"signatures can produce legal effects in the EU, as the regulation states " -"that “an electronic signature shall not be denied legal effect and " -"admissibility as evidence in legal proceedings solely on the grounds that it" -" is in an electronic form or that it does not meet the requirements for " -"qualified electronic signatures.”" +"Odoo generates the first type, **simple electronic signatures**; these " +"signatures are legally valid in the EU, as stated in the eIDAS regulation." msgstr "" -"Odoo " -"生成第一种类型的常规电子签名，这些签名可以在欧盟产生法律效力，因为该法规规定“不得仅以电子签名在法律程序中作为证据为由而拒绝其具有法律效力和可采性。 " -"以电子形式或不符合合格电子签名的要求。”" -#: ../../content/applications/finance/sign.rst:41 +#: ../../content/applications/finance/sign.rst:42 msgid "" -"Note that electronic signatures may not be automatically recognized as " -"valid. You may need to bring supporting evidence of a signature’s validity." -msgstr "请注意，电子签名可能不会被自动识别为有效. 您可能需要携带签名有效性的支持证据." - -#: ../../content/applications/finance/sign.rst:45 -msgid "In the United States of America" -msgstr "在美国" +"Electronic signatures may not be automatically recognized as valid. You may " +"need to bring supporting evidence of a signature's validity. While the Sign " +"app provides a simple electronic signature, some supporting evidence is " +"automatically collected during the signature process, such as:" +msgstr "" #: ../../content/applications/finance/sign.rst:47 +msgid "Email and SMS validation (if enabled)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:48 +msgid "" +"Strong identity proof through itsme® (available in Belgium and the " +"Netherlands)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:49 +msgid "" +"Timestamped, IP and geographically traceable access logs to the documents " +"and their associated signatures" +msgstr "" + +#: ../../content/applications/finance/sign.rst:51 +msgid "" +"Document traceability and inalterability (any alteration made to a signed " +"document is detected by Odoo with the use of cryptographic proofs)" +msgstr "" + +#: ../../content/applications/finance/sign.rst:55 +msgid "United States of America" +msgstr "美国" + +#: ../../content/applications/finance/sign.rst:57 msgid "" "The `ESIGN Act (Electronic Signatures in Global and National Commerce Act) " "`_, at the " @@ -29345,148 +29891,207 @@ msgstr "" "home/librarydocuments?communitykey=2c04b76c-2b7d-4399-977e-d5876ba7e034&tab=librarydocuments>`_分别在州际和国际层面、州层面规定了电子签名法律框架。请注意，`伊利诺伊州`_和`纽约州`_未实施《统一电子交易法案》，而是实施类似法案。" -#: ../../content/applications/finance/sign.rst:56 +#: ../../content/applications/finance/sign.rst:66 msgid "" "Overall, to be recognized as valid, electronic signatures have to meet five " "criteria:" msgstr "总的来说，如果要被认为有效，电子签名必须满足五个标准：" -#: ../../content/applications/finance/sign.rst:58 +#: ../../content/applications/finance/sign.rst:68 msgid "" -"A signer must show a clear intent to sign. For example, using a mouse to " -"draw a signature can show intent. The signer must also have the option to " -"opt-out of electronically signing a document." -msgstr "签名者必须表现出明确的签名意图。 例如，使用鼠标绘制签名可以显示意图。 签名者还必须可以选择不以电子方式签署文档." +"The signer must show a clear **intent to sign**. For example, using a mouse " +"to draw a signature can show intent. The signer must also have the option to" +" opt out of the electronic document." +msgstr "" -#: ../../content/applications/finance/sign.rst:61 +#: ../../content/applications/finance/sign.rst:70 msgid "" -"A signer must first express or imply their consent to conduct business " -"electronically." -msgstr "签名者必须首先表示或暗示他们同意以电子方式开展业务." - -#: ../../content/applications/finance/sign.rst:62 -msgid "" -"The signature must be clearly attributed. In Odoo, metadata, such as the " -"signer’s IP address, is added to the signature, which can be used as " -"supporting evidence." -msgstr "签名必须清楚地注明出处。 在 Odoo 中，签名者的 IP 地址等元数据被添加到签名中，可以用作支持证据." - -#: ../../content/applications/finance/sign.rst:64 -msgid "" -"The signature must be associated with the document being signed, for " -"example, by keeping a record detailing how the signature was captured." -msgstr "签名必须与正在签名的文档相关联，例如，通过保留详细说明如何捕获签名的记录." - -#: ../../content/applications/finance/sign.rst:66 -msgid "" -"Electronically signed documents need to be retained and available for later " -"reference by all parties involved, for example, by providing the signer " -"either a fully-executed copy or the option to download a copy." -msgstr "电子签名的文件需要保留并可供所有相关方日后参考，例如，通过向签名者提供完整执行的副本或下载副本的选项." +"The signer must first express or imply their **consent to conduct business " +"electronically**." +msgstr "" #: ../../content/applications/finance/sign.rst:71 msgid "" -"The information provided here does not constitute legal advice; it is " -"provided for general informational purposes only. As laws governing " -"electronic signatures rapidly evolve, we cannot guarantee whether all " -"information is up to date or not. We advise contacting a local attorney for " -"legal advice regarding electronic signature compliance and validity." +"**The signature must be clearly attributed**. In Odoo, metadata, such as the" +" signer's IP address, is added to the signature, which can be used as " +"supporting evidence." msgstr "" -"此处提供的信息不构成法律建议； 它仅供一般参考之用。 随着管理电子签名的法律迅速发展，我们无法保证所有信息是否都是最新的。 " -"我们建议联系当地律师以获取有关电子签名合规性和有效性的法律建议." -#: ../../content/applications/finance/sign.rst:79 -msgid "Field Types" -msgstr "字段类型" - -#: ../../content/applications/finance/sign.rst:81 +#: ../../content/applications/finance/sign.rst:73 msgid "" -"By configuring your own *Field Types*, also known as *Signature Item Types*," -" you can make the signing process even faster for your customers, partners, " -"and employees." -msgstr "通过配置您的*字段类型*（也称为*签名项类型*），客户、合作伙伴和员工的签名过程会变得更快。" - -#: ../../content/applications/finance/sign.rst:84 -msgid "" -"To create and customize fields, activate the :ref:`developer mode " -"`. Then head to :menuselection:`Documents --> Configuration " -"--> Field Types` and click on *Create*." +"**The signature must be associated with the signed document**, for example, " +"by keeping a record detailing how the signature was captured." msgstr "" -"要新建、自定义字段，请激活:ref:`developer mode `。然后，转到:menuselection:`文件-->配置-->字段类型`，并点击*新建*。" -#: ../../content/applications/finance/sign.rst:87 +#: ../../content/applications/finance/sign.rst:75 msgid "" -"After giving your new field a name, select one of the six *Types* available:" -msgstr "命名新字段后，从以下六种*类型*选择一种：" +"Electronically signed documents need to be **retained and stored** by all " +"parties involved; for example, by providing the signer either a fully-" +"executed copy or the possibility to download a copy." +msgstr "" -#: ../../content/applications/finance/sign.rst:89 +#: ../../content/applications/finance/sign.rst:80 msgid "" -"**Signature**: users are prompted to enter their signature either by drawing" -" it, automatically generating one based on their name, or uploading a local " -"file (usually an image). Each subsequent *Signature* field then reuses the " -"data entered in the first field." -msgstr "**签名**：提示用户手写签名、自动生成签名或上传本地文件（通常是图像）来完成签名。其他*签名*字段使用在第一个字段中输入的数据。" +"The above information has no legal value; it is only provided for general " +"informational purposes. As laws governing electronic signatures rapidly " +"evolve, we cannot guarantee that all information is up-to-date. We advise " +"contacting a local attorney for legal advice regarding electronic signature " +"compliance and validity." +msgstr "" + +#: ../../content/applications/finance/sign.rst:86 +msgid "Roles" +msgstr "角色" + +#: ../../content/applications/finance/sign.rst:88 +msgid "" +"Each field in a Sign document is related to a role that corresponds to a " +"specific person. When a document is being signed, the person assigned to the" +" role needs to fill in their assigned fields and sign it." +msgstr "" #: ../../content/applications/finance/sign.rst:92 msgid "" -"**Initial**: users are prompted to enter their initials, in a similar way to" -" the *Signature* field." -msgstr "**首字母**：提示用户输入首字母，方式与*签名*字段相同。" +"Roles are available by going to :menuselection:`Sign --> Configuration --> " +"Roles`." +msgstr "" #: ../../content/applications/finance/sign.rst:94 -msgid "**Text**: users enter text on a single line." -msgstr "**文本**：用户输入一行文本。" - -#: ../../content/applications/finance/sign.rst:95 -msgid "**Multiline Text**: users enter text on multiple lines." -msgstr "**多行文本**：用户输入多行文本。" - -#: ../../content/applications/finance/sign.rst:96 msgid "" -"**Checkbox**: users can tick a box (e.g.,to mark their approval or consent)." -msgstr "**复选框**：用户可以勾选一个框（例如，标记批准或同意）。" - -#: ../../content/applications/finance/sign.rst:97 -msgid "**Selection**: users choose a single option from a variety of options." -msgstr "**选择**：用户从多个选项中选择一个。" - -#: ../../content/applications/finance/sign.rst:99 -msgid "" -"Next, you have the option to auto-complete fields for users based on their " -"Odoo profile information by using *Automatic Partner Field*. To this end, " -"the *Name*, *Email*, *Phone*, and *Company* fields are preconfigured in your" -" database." +"It is possible to update existing roles or to create new roles by clicking " +"on :guilabel:`Create`. Choose a :guilabel:`Role Name`, add an " +":guilabel:`Extra Authentification Step` to confirm the identity of the " +"person, and if the document can be reassigned to another contact then you " +"can select :guilabel:`Change Authorized` for the role. A :guilabel:`Color` " +"can also be chosen for the role. This color can help understand which roles " +"are responsible for which field when configuring a template." msgstr "" -"接下来，您可以选择使用*自动合作伙伴字段*，根据用户的 Odoo 个人资料信息为用户自动填写字段。 为此，*名称*、*电子邮箱*、*电话* 和 *公司*" -" 字段已在您的数据库中进行了预配置。" #: ../../content/applications/finance/sign.rst:104 -msgid "Users can freely edit auto-completed fields." -msgstr "用户可以自由编辑自动完成的字段。" +msgid "Field Types" +msgstr "字段类型" -#: ../../content/applications/finance/sign.rstNone -msgid "Company field example in Odoo Sign" -msgstr "Odoo签名中的公司字段示例" +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"Various field types can be used to sign documents (placeholder, " +"autocompletion, ...). By configuring your own field types, also known as " +"signature item types, the signing process can be even faster for your " +"customers, partners, and employees." +msgstr "" #: ../../content/applications/finance/sign.rst:110 msgid "" -"You can then change the size of the field by editing the *Default Width* and" -" *Default Height*. Both sizes are defined as a percentage of the full-page " -"expressed as a decimal, with 1 equalling the full-page's width or height. By" -" default, the width of new fields you create is set to 15% (0.150) of a " -"full-page's width, while their height is set to 1.5% (0.015) of a full-" -"page's height." +"To create and edit field types, go to :menuselection:`Sign --> Configuration" +" --> Settings --> Edit field types`." msgstr "" -"您可以通过编辑*默认宽度*和*默认高度*更改字段大小。高度和宽度定义为占页面的比例，以小数表示，1等于整个页面的宽度或高度。在默认情况下，新建字段的宽度设置为页面宽度的15%（0.150），高度设置为页面高度的1.5%（0.015）。" -#: ../../content/applications/finance/sign.rst:115 +#: ../../content/applications/finance/sign.rst:113 msgid "" -"Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side " -"of the user's screen during the signing process. You can also use a " -"*Placeholder* text to be displayed inside the field before it is completed." -msgstr "然后，设置*提示*。在签名过程中，提示显示在用户屏幕左侧的箭头内。您还可以使用*占位符*文本，在签名完成前显示在字段内。" +"You can select an existing field by clicking on it or you can " +":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " +"select a :guilabel:`Field Type`:" +msgstr "" + +#: ../../content/applications/finance/sign.rst:116 +msgid "" +":guilabel:`Signature`: users are asked to enter their signature either by " +"drawing it, generating an automatic one based on their name, or uploading a " +"local file (usually an image). Each subsequent :guilabel:`Signature` field " +"type then reuses the data entered in the first field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:119 +msgid "" +":guilabel:`Initial`: users are asked to enter their initials, in a similar " +"way to the :guilabel:`Signature` field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:121 +msgid ":guilabel:`Text`: users enter text on a single line." +msgstr "" + +#: ../../content/applications/finance/sign.rst:122 +msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." +msgstr "" + +#: ../../content/applications/finance/sign.rst:123 +msgid "" +":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " +"consent)." +msgstr "" + +#: ../../content/applications/finance/sign.rst:124 +msgid "" +":guilabel:`Selection`: users choose a single option from a variety of " +"options." +msgstr "" + +#: ../../content/applications/finance/sign.rst:126 +msgid "" +"The :guilabel:`Auto-fill Partner Field` setting is used to automatically " +"fill in a field during the signature process. It uses the value of one of " +"the fields on the contact (`res.partner`) model of the person signing the " +"document. To do so, enter the contact model field's technical name." +msgstr "" + +#: ../../content/applications/finance/sign.rst:131 +msgid "" +"To know the technical name of a field, enable developer mode and hover your " +"mouse on the question mark next to the field." +msgstr "" + +#: ../../content/applications/finance/sign.rst:135 +msgid "" +"Auto-completed values are suggestions and can be modified as required by the" +" person signing the document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:138 +msgid "" +"The size of the fields can also be changed by editing the :guilabel:`Default" +" Width` and :guilabel:`Default Height`. Both sizes are defined as a " +"percentage of the full-page expressed as a decimal, with 1 equalling the " +"full-page's width or height. By default, the width of new fields you create " +"is set to 15% (0.150) of a full-page's width, while their height is set to " +"1.5% (0.015) of a full-page's height." +msgstr "" + +#: ../../content/applications/finance/sign.rst:144 +msgid "" +"Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" +"hand side of the user's screen during the signing process to help them " +"understand what the step entails (e.g., \"Sign here\" or “Fill in your " +"birthdate”). You can also use a :guilabel:`Placeholder` text to be displayed" +" inside the field before it is completed." +msgstr "" #: ../../content/applications/finance/sign.rstNone msgid "Tip and placeholder example in Odoo Sign" msgstr "Odoo签名中的提示和占位符示例" + +#: ../../content/applications/finance/sign.rst:154 +msgid "Signatory hash" +msgstr "" + +#: ../../content/applications/finance/sign.rst:156 +msgid "" +"A :guilabel:`hash` can be added to a document that is shared (attached to an" +" email or printed, for example) to indicate that the signature is electronic" +" and that there is some traceability behind it. The :guilabel:`hash` " +"corresponds to a unique ID number related to the signed document." +msgstr "" + +#: ../../content/applications/finance/sign.rst:160 +msgid "" +"If you are an :doc:`internal user <../general/users/manage_users>`, you can " +"choose to tick or untick the frame option when signing the document. Tick " +"the box to have the frame and hash visible." +msgstr "" + +#: ../../content/applications/finance/sign.rstNone +msgid "Add a hash to your document" +msgstr "" + +#: ../../content/applications/finance/sign.rst:169 +msgid "The :guilabel:`hash` is only applicable to the signature field." +msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/general.po b/locale/zh_CN/LC_MESSAGES/general.po index 0c39eb7c5..faec0264b 100644 --- a/locale/zh_CN/LC_MESSAGES/general.po +++ b/locale/zh_CN/LC_MESSAGES/general.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Jeffery CHEN , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -1047,46 +1047,56 @@ msgstr "开发人员模式（调试模式）" #: ../../content/applications/general/developer_mode.rst:7 msgid "" -"The developer mode (or debug mode) gives you access to extra and advanced " -"tools." -msgstr "开发人员模式（或调试模式）使您可以访问额外的高级工具。" +"The developer mode (or debug mode) unlocks access to extra and advanced " +"tools in Odoo. There are several ways to activate the developer mode: " +"through the :ref:`settings `, the " +":ref:`browser extension `, through" +" the :ref:`command palette ` or the" +" :ref:`URL `." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:10 +#: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" msgstr "通过“设置”激活" -#: ../../content/applications/general/developer_mode.rst:12 -msgid "Go to :menuselection:`Settings --> Activate the developer mode`." -msgstr "前往 :menuselection:`设置 --> 启用开发人员模式`。" - -#: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of the debug options under settings in Odoo" -msgstr "Odoo中设置下的调试选项概览" - #: ../../content/applications/general/developer_mode.rst:19 msgid "" -"*Activate the developer mode (with assets)* is used by developers; *Activate" -" the developer mode (with tests assets)* is used by developers and testers." -msgstr "*启用开发人员模式（带资产）* 由开发人员使用； *启用开发人员模式（带测试资产）* 由开发人员和测试人员使用。" +"The debug mode can be activated in the Odoo database settings. Go to " +":menuselection:`Settings --> General Settings --> Developer Tools` and click" +" on :guilabel:`Activate the developer mode`. At least one application needs " +"to be installed for the :guilabel:`Developer Tools` section to appear in the" +" :guilabel:`Settings` module." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:22 +#: ../../content/applications/general/developer_mode.rstNone +msgid "Overview of the debug options under settings in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:29 msgid "" -"Once activated, the *Deactivate the developer mode* option becomes " -"available." -msgstr "在启用开发人员模式之后， *停用开发人员模式* 选项也就可用了。" +":guilabel:`Activate the developer mode (with assets)` is used by developers;" +" :guilabel:`Activate the developer mode (with tests assets)` is used by " +"developers and testers." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:25 -msgid "Activate through a browser extension" -msgstr "通过浏览器扩展激活" - -#: ../../content/applications/general/developer_mode.rst:28 +#: ../../content/applications/general/developer_mode.rst:32 msgid "" -"Go to the settings and extensions of your web browser, and search for *Odoo " -"Debug*. Once the extension is installed, a new icon will be shown on your " -"toolbar." -msgstr "前往Web浏览器的设置和扩展，并搜索 *Odoo Debug* 。 一旦安装了扩展，将在工具栏上显示一个新图标。" +"Once activated, the :guilabel:`Deactivate the developer mode` option becomes" +" available." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:30 +#: ../../content/applications/general/developer_mode.rst:37 +msgid "Activate through the browser extension" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:39 +msgid "" +"Within a web browser, navigate to the browser settings and extensions and " +"search for the `Odoo Debug` extension. Once the extension is installed, a " +"new icon will be shown on the browser's toolbar." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:43 msgid "" "For the *Odoo Debug* extension, a single click enables a normal version of " "the mode, while a double click enables it with assets. To deactivate it, use" @@ -1094,40 +1104,40 @@ msgid "" msgstr "对于 *Odoo Debug* 扩展，单击可启用模式的正常版本，而双击将启用资产。若要停用，请单击。" #: ../../content/applications/general/developer_mode.rstNone -msgid "View of odoo’s debug icon in a chrome’s toolbar" -msgstr "Chrome工具栏中Odoo的调试图标视图" +msgid "View of Odoo's debug icon in a Google Chrome toolbar." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:37 +#: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" msgstr "通过命令面板激活" -#: ../../content/applications/general/developer_mode.rst:39 +#: ../../content/applications/general/developer_mode.rst:55 msgid "" -"The command palette tool has a command to activate the debug mode: open it " -"with the keyboard shortcut `ctrl+k`, then type `debug`: a command will show " -"up to activate the debug mode." -msgstr "命令面板工具有一个用于激活调试模式的命令：使用键盘快捷键“ctrl+k”打开它，然后键入“debug”：将显示一个命令来激活调试模式。" +"In Odoo, the command palette tool has a command to activate the debug mode. " +"First, open the command palette tool with the keyboard shortcut `ctrl+k` and" +" then type `debug`. A command will show up to activate the debug mode." +msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Command palette with debug command" -msgstr "带有调试命令的命令调色板" +msgid "Command palette with debug command." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:48 +#: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" msgstr "通过网址激活" -#: ../../content/applications/general/developer_mode.rst:50 +#: ../../content/applications/general/developer_mode.rst:70 msgid "" -"In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate " -"the debug mode, add `?debug=0` instead." +"The debug mode can also be activated by adding an extra query string to the " +"database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" +" deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" -"在 URL 中，在 *web* 之后添加“？debug=1”或“”？debug=true”。要停用调试模式，请改为添加“？debug=0”。" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of an url with the debug mode command added in Odoo" -msgstr "为Odoo添加调试模式的命令url概述" +msgid "Overview of a URL with the debug mode command added." +msgstr "" -#: ../../content/applications/general/developer_mode.rst:58 +#: ../../content/applications/general/developer_mode.rst:79 msgid "" "Additional modes are available for developers: `?debug=assets` enables the " ":ref:`assets mode `, and " @@ -1138,42 +1148,44 @@ msgstr "" "模式`，`？debug=tests` 启用 ：ref：`tests 模式 " "`。" -#: ../../content/applications/general/developer_mode.rst:65 -msgid "Locate the mode tools" -msgstr "找到模式工具" - -#: ../../content/applications/general/developer_mode.rst:67 -msgid "" -"The Developer mode tools can be accessed from the *Open Developer Tools* " -"button, located on the header of your pages. This menu contains additional " -"tools that are useful to understand or edit technical data, such as the " -"views or the actions. It contains some useful menu items such as:" +#: ../../content/applications/general/developer_mode.rst:86 +msgid "Locate the developer mode tools" msgstr "" -"开发人员模式工具可以从位于页面页眉上的*打开开发人员工具*按钮访问。此菜单包含有助于理解或编辑技术数据的其他工具，例如视图或操作。它包含一些有用的菜单项，例如：" -#: ../../content/applications/general/developer_mode.rst:72 -msgid "edit action" -msgstr "编辑动作" - -#: ../../content/applications/general/developer_mode.rst:73 -msgid "manage filters" -msgstr "管理筛选" - -#: ../../content/applications/general/developer_mode.rst:74 -msgid "edit the current view" -msgstr "编辑当前视图" - -#: ../../content/applications/general/developer_mode.rst:75 -msgid "see the `fields view get`" -msgstr "查看“字段视图获取`" - -#: ../../content/applications/general/developer_mode.rst:76 -msgid "and much more." -msgstr "以及更多。" +#: ../../content/applications/general/developer_mode.rst:88 +msgid "" +"Once developer mode is activated, the developer mode tools can be accessed " +"from the :guilabel:`Open Developer Tools` button, the bug icon located in " +"the header of the Odoo database." +msgstr "" #: ../../content/applications/general/developer_mode.rstNone -msgid "Overview of a console page and the debug icon being shown in Odoo" -msgstr "Odoo中显示的控制台页面和调试图标概述" +msgid "Overview of a console page and the debug icon being shown in Odoo." +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:95 +msgid "" +"This menu contains additional tools that are useful to understand or edit " +"technical data, such as the views or actions of a page. On a page that has " +"filters, actions, and view options, the developer mode tools contain some " +"useful menu items such as:" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:99 +msgid ":guilabel:`Edit Action`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:100 +msgid ":guilabel:`Manage Filters`" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:101 +msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" +msgstr "" + +#: ../../content/applications/general/developer_mode.rst:102 +msgid "See the :guilabel:`Fields View Get`" +msgstr "" #: ../../content/applications/general/digest_emails.rst:3 msgid "Digest Emails" @@ -1470,312 +1482,313 @@ msgid "Email Communication" msgstr "电子邮件通信" #: ../../content/applications/general/email_communication/email_domain.rst:3 -msgid "Sending emails with Odoo" -msgstr "使用 Odoo 发送电子邮件" +msgid "Send an email with Odoo" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:6 -msgid "Using your email domain in Odoo" -msgstr "在 Odoo 中使用您的电子邮件域" +msgid "Use an email domain in Odoo" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" -"Documents in Odoo (a CRM opportunity, a sales order, an invoice ...) have a " -"discussion thread, called *chatter*." -msgstr "Odoo中的文档（CRM商机，销售订单，发票......）有一个名为*chatter*的讨论线程。" +"Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, " +"etc.) have a discussion thread, called *chatter*." +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:11 msgid "" -"When you post a message in the chatter, this message is sent by email to the" -" followers of the document. If a follower replies to the message, the reply " -"updates the chatter, and Odoo relays the reply to the followers." -msgstr "当您在聊天中发布消息时，此消息将通过电子邮件发送给文档的关注者。如果关注者回复消息，则回复会更新聊天，Odoo会将回复转发给关注者。" +"When a database user posts a message in the chatter, this message is sent by" +" email to the followers of the document. If a follower replies to the " +"message, the reply updates the chatter, and Odoo relays the reply to the " +"followers as a notification." +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:15 msgid "" -"Emails from your users to partners (customers, vendors) are sent from the " -"email address of your users. Similarly, emails from partners to users are " -"sent from the email address of the partners. This allows you to recognize at" -" a glance who sent an email relayed by Odoo." +"Messages sent in the chatter from internal database users to external users " +"(such as partners, customers, or vendors) are relayed on behalf of the " +"database users. Messages sent back to the chatter from external users will " +"appear in the chatter from their respective email addresses, or as they are " +"listed in their Contacts record." msgstr "" -"从您的用户到合作伙伴（客户，供应商）的电子邮件是从您的用户的电子邮件地址发送的。同样，合作伙伴向用户发送的电子邮件也从合作伙伴的电子邮件地址发送。这使您可以一目了然地识别谁发送了Odoo转发的电子邮件。" -#: ../../content/applications/general/email_communication/email_domain.rst:19 +#: ../../content/applications/general/email_communication/email_domain.rst:20 msgid "" -"If your database is hosted on our cloud (Odoo Online or Odoo.sh), it is not " -"necessary to add an outgoing email server to send emails from your custom " -"domain. You can enjoy this feature by using the default Odoo email server." +"If the Odoo database is hosted on the cloud (Odoo Online or Odoo.sh), it is " +"not necessary to add an outgoing email server to send emails from a custom " +"domain." msgstr "" -"如果您的数据库托管在我们的云（Odoo Online或 " -"Odoo.sh）上，则无需添加传出电子邮件服务器即可从您的自定义域发送电子邮件。您可以使用默认的Odoo电子邮件服务器享受此功能。" #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" "The Odoo server is subject to a daily email limit to prevent abuse. The " -"default limit is 200 emails sent per day for databases with an Enterprise " -"subscription. This limit can be increased under certain conditions. See our " -":doc:`FAQ ` or contact support for more information." +"default limit is 200 emails sent per day for databases with an " +"**Enterprise** subscription. This limit can be increased under certain " +"conditions. See the :doc:`FAQ ` or contact support for more " +"information." msgstr "" -"Odoo服务器受到每日电子邮件限制，以防止滥用。对于具有企业订阅的数据库，默认限制为每天发送 200 " -"封电子邮件。在某些条件下，可以增加此限制。请参阅我们的:doc:`FAQ ` 或联系支持人员了解更多信息。" #: ../../content/applications/general/email_communication/email_domain.rst:29 msgid "" -"However, it is recommended that you configure your domain name to ensure " -"that emails from your users reach your partners, rather than being " -"considered spam." -msgstr "但是，建议您配置域名，以确保来自用户的电子邮件到达您的合作伙伴，而不是被视为垃圾邮件。" +"To ensure that emails sent to and from the chatter reach their intended " +"contacts, instead of being considered spam, Odoo recommends configuring the " +"domain name." +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:32 msgid "" -"For the same reason, we recommend that you always give your users an email " -"address from a domain you manage, rather than a generic email address " -"(gmail.com, outlook.com, etc.)." +"For the same reason, Odoo also recommends giving each database user an email" +" address from the configured domain, rather than a generic email address " +"domain (such as gmail.com, outlook.com, etc.)." msgstr "" -"出于同样的原因，我们建议您始终向用户提供您管理的域中的电子邮件地址，而不是通用电子邮件地址（gmail.com、outlook.com 等）。" -#: ../../content/applications/general/email_communication/email_domain.rst:38 +#: ../../content/applications/general/email_communication/email_domain.rst:39 msgid "Be SPF compliant" msgstr "符合 SPF 标准" -#: ../../content/applications/general/email_communication/email_domain.rst:40 +#: ../../content/applications/general/email_communication/email_domain.rst:41 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" -" to specify which servers are allowed to send email from that domain. When a" -" server receives an incoming email, it checks whether the IP address of the " -"sending server is on the list of allowed IPs according to the SPF record of " -"the sender." +" to specify which servers are allowed to send emails from that domain. When " +"a server receives an incoming email, it checks if the IP address of the " +"sending server is on the list of allowed IPs according to the sender's " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -"发件人策略框架 （SPF） 协议允许域名所有者指定允许哪些服务器从该域发送电子邮件。当服务器收到传入电子邮件时，它会根据发件人的 SPF " -"记录检查发送服务器的 IP 地址是否在允许的 IP 列表中。" -#: ../../content/applications/general/email_communication/email_domain.rst:46 +#: ../../content/applications/general/email_communication/email_domain.rst:47 msgid "" -"The SPF verification is performed on the domain mentioned in the Return-Path" -" field of the email. In the case of an email sent by Odoo, this domain " -"corresponds to the value of the `mail.catchall.domain` key in the database " -"system parameters." +"The :abbr:`SPF (Sender Policy Framework)` verification is performed on the " +"domain mentioned in the `Return-Path` field of the email. In the case of an " +"email sent by Odoo, this domain corresponds to the value of the " +"`mail.catchall.domain` key in the database system parameters." msgstr "" -"SPF " -"验证在电子邮件的“返回路径”字段中提到的域上执行。对于Odoo发送的电子邮件，此域对应于数据库系统参数中“mail.catchall.domain”键的值。" -#: ../../content/applications/general/email_communication/email_domain.rst:50 +#: ../../content/applications/general/email_communication/email_domain.rst:51 msgid "" "See the :ref:`documentation on incoming emails " "`." msgstr "请参阅 ：ref：`有关传入电子邮件的文档`。" -#: ../../content/applications/general/email_communication/email_domain.rst:52 +#: ../../content/applications/general/email_communication/email_domain.rst:53 msgid "" -"The SPF policy of a domain is set using a TXT record. How to create or " -"modify a TXT record depends on the provider hosting the DNS zone of your " -"domain name. In order for the verification to work properly, each domain can" -" only have one SPF record." +"The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a " +"TXT record. The way to create or modify a TXT record depends on the provider" +" hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In " +"order for the verification to work properly, each domain can only have one " +":abbr:`SPF (Sender Policy Framework)` record." msgstr "" -"域的 SPF 策略是使用 TXT 记录设置的。如何创建或修改 TXT 记录取决于托管域名的 DNS 区域的提供商。为了使验证正常工作，每个域只能有一个 " -"SPF 记录。" -#: ../../content/applications/general/email_communication/email_domain.rst:56 +#: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" -"If your domain name does not yet have an SPF record, the content of the " -"record to create is as follows:" -msgstr "如果您的域名还没有 SPF 记录，则要创建的记录内容如下：" - -#: ../../content/applications/general/email_communication/email_domain.rst:59 -msgid "``v=spf1 include:_spf.odoo.com ~all``" -msgstr "``v=spf1 include：_spf.odoo.com ~all``" +"If the domain name does not yet have an :abbr:`SPF (Sender Policy " +"Framework)` record, the content of the record to create it is as follows:" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:61 -msgid "" -"If your domain name already has an SPF record, you need to update this " -"record (and do not create a new one)." -msgstr "如果您的域名已有 SPF 记录，则需要更新此记录（并且不要创建新记录）。" +msgid "`v=spf1 include:_spf.odoo.com ~all`" +msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:66 +#: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" -"If your TXT record is `v=spf1 include:_spf.google.com ~all`, you need to " -"edit it to add `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " +"If the domain name already has an :abbr:`SPF (Sender Policy Framework)` " +"record, the record must be updated (and do not create a new one)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:68 +msgid "" +"If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " +"`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" -"如果您的TXT记录是“v=spf1 include：_spf.google.com " -"~all”，您需要对其进行编辑以添加“include：_spf.odoo.com”：“v=spf1 include：_spf.odoo.com " -"include：_spf.google.com ~all`" -#: ../../content/applications/general/email_communication/email_domain.rst:69 +#: ../../content/applications/general/email_communication/email_domain.rst:71 msgid "" -"You can check if your SPF record is valid with a free tool like `MXToolbox " -"SPF `_." +"Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " +"free tool like `MXToolbox SPF `_." msgstr "" -"您可以使用免费工具（如“MXToolbox SPF ”_）检查您的SPF记录是否有效。" -#: ../../content/applications/general/email_communication/email_domain.rst:75 +#: ../../content/applications/general/email_communication/email_domain.rst:77 msgid "Enable DKIM" msgstr "启用DKIM" -#: ../../content/applications/general/email_communication/email_domain.rst:77 -msgid "" -"The DomainKeys Identified Mail (DKIM) allows you to authenticate your emails" -" with a digital signature." -msgstr "域名密钥识别邮件 （DKIM） 允许您使用数字签名对电子邮件进行身份验证。" - #: ../../content/applications/general/email_communication/email_domain.rst:79 msgid "" -"When sending an email, the Odoo server includes a unique DKIM signature in " -"the headers. The recipient's server decrypts this signature using the DKIM " -"record in your domain name. If the signature and the key contained in the " -"record match, this guarantees that your message is authentic and has not " -"been altered during transport." +"The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " +"with a digital signature." msgstr "" -"发送电子邮件时，Odoo服务器在标头中包含唯一的DKIM签名。收件人的服务器使用您域名中的 DKIM " -"记录解密此签名。如果签名和记录中包含的密钥匹配，则可保证您的消息是真实的，并且在传输过程中未被更改。" -#: ../../content/applications/general/email_communication/email_domain.rst:84 +#: ../../content/applications/general/email_communication/email_domain.rst:82 msgid "" -"To enable DKIM, you must add a CNAME record to the DNS zone of your domain " -"name:" -msgstr "要启用 DKIM，您必须将 CNAME 记录添加到域名的 DNS 区域：" +"When sending an email, the Odoo server includes a unique :abbr:`DKIM " +"(DomainKeys Identified Mail)` signature in the headers. The recipient's " +"server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified " +"Mail)` record in the database's domain name. If the signature and the key " +"contained in the record match, this guarantees that the message is authentic" +" and has not been altered during transport." +msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:86 -msgid "``odoo._domainkey IN CNAME odoo._domainkey.odoo.com.``" -msgstr "“odoo._domainkey在CNAME odoo._domainkey.odoo.com中。”" - -#: ../../content/applications/general/email_communication/email_domain.rst:89 +#: ../../content/applications/general/email_communication/email_domain.rst:88 msgid "" -"If your domain name is `mycompany.com`, you need to create a subdomain " +"To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME " +"(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" +" domain name:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:91 +msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:94 +msgid "" +"If the domain name is `mycompany.com`, make sure to create a subdomain " "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" -"如果您的域名是“mycompany.com”，则需要创建一个子域名“odoo._domainkey.mycompany.com”，其规范名称为“odoo._domainkey.odoo.com”。" -#: ../../content/applications/general/email_communication/email_domain.rst:92 +#: ../../content/applications/general/email_communication/email_domain.rst:97 msgid "" -"How to create or modify a CNAME record depends on the provider hosting the " -"DNS zone of your domain name. The most common providers are list below." -msgstr "如何创建或修改 CNAME 记录取决于托管域名 DNS 区域的提供商。下面列出了最常见的提供商。" - -#: ../../content/applications/general/email_communication/email_domain.rst:95 -msgid "" -"You can check if your DKIM record is valid with a free tool like `DKIM Core " -"`_. If a selector is asked, enter `odoo`." +"The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends " +"on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the " +"domain name. The most common providers are :ref:`listed below " +"`." msgstr "" -"您可以使用“DKIM 核心”等免费工具检查您的 DKIM " -"记录是否有效。如果询问选择器，请输入“odoo”。" - -#: ../../content/applications/general/email_communication/email_domain.rst:99 -msgid "Check your DMARC policy" -msgstr "查看您的 DMARC 政策" #: ../../content/applications/general/email_communication/email_domain.rst:101 msgid "" -"The Domain-based Message Authentication, Reporting & Conformance (DMARC) is " -"a protocol that unifies SPF and DKIM. The instructions contained in the " -"DMARC record of a domain name tell the destination server what to do with an" -" incoming email that fails the SPF and/or DKIM check." +"Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with " +"a free tool like `DKIM Core `_. If a selector " +"is asked, enter `odoo`." msgstr "" -"基于域的消息身份验证、报告和一致性 （DMARC） 是一种统一 SPF 和 DKIM 的协议。域名的 DMARC " -"记录中包含的说明告诉目标服务器如何处理未通过 SPF 和/或 DKIM 检查的传入电子邮件。" #: ../../content/applications/general/email_communication/email_domain.rst:105 -msgid "" -"There are three DMARC policies: - ``p=none`` - ``p=quarantine`` - " -"``p=reject``" -msgstr "有三种 DMARC 策略： - “p=none”- “p=quarantine”- “p=reject”`" +msgid "Check the DMARC policy" +msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:110 +#: ../../content/applications/general/email_communication/email_domain.rst:107 msgid "" -"``p=quarantine`` and ``p=reject`` instruct the server that receives an email" -" to quarantine that email or ignore it if the SPF and/or DKIM check fails." -msgstr "“p=隔离”和“p=拒绝”指示接收电子邮件的服务器隔离该电子邮件，如果 SPF 和/或 DKIM 检查失败，则忽略该电子邮件。" +"The Domain-based Message Authentication, Reporting, & Conformance (DMARC) " +"record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and " +":abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the" +" :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name tell the destination server what to do" +" with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" +" and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." +msgstr "" -#: ../../content/applications/general/email_communication/email_domain.rst:113 +#: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" -"If your domain name uses DMARC and has defined one of these policies, it is " -"therefore imperative to be SPF compliant or to enable DKIM." -msgstr "如果您的域名使用 DMARC 并定义了这些策略之一，则必须符合 SPF 标准或启用 DKIM。" +"There are three :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` policies:" +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:117 -msgid "" -"Yahoo or AOL are examples of email providers with a DMARC policy set to " -"``p=reject``. We strongly advise against using an *@yahoo.com* or *@aol.com*" -" address for your users. These emails will never reach their recipient." +msgid "`p=none`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:118 +msgid "`p=quarantine`" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:119 +msgid "`p=reject`" msgstr "" -"Yahoo 或 AOL 是 DMARC 策略设置为“p=reject”的电子邮件提供商的示例。我们强烈建议您不要为用户使用 *@yahoo.com* 或" -" *@aol.com* 地址。这些电子邮件将永远不会到达收件人。" #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" -"``p=none`` is used for the domain owner to receive reports about entities " -"using their domain. It should not impact the deliverability if the DMARC " -"check fails." -msgstr "“p=none”用于域所有者接收有关使用其域的实体的报告。如果 DMARC 检查失败，则不应影响送达率。" - -#: ../../content/applications/general/email_communication/email_domain.rst:124 -msgid "" -"You can check the DMARC record of a domain name with a tool like `MXToolbox " -"DMARC `_." +"`p=quarantine` and `p=reject` instruct the server that receives an email to " +"quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " +"Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" -"您可以使用“MXToolbox DMARC ”_等工具检查域名的DMARC记录。" -#: ../../content/applications/general/email_communication/email_domain.rst:127 +#: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" -"If one of your partners, customer or vendor, uses DMARC and has defined one " -"of these policies, the Odoo server cannot relay emails from this partner to " -"your users." -msgstr "如果您的合作伙伴之一，客户或供应商，使用DMARC并定义了这些策略之一，Odoo服务器无法将来自此合作伙伴的电子邮件中继给您的用户。" +"If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, " +"Reporting, & Conformance)` and has defined one of these policies, the domain" +" must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " +":abbr:`DKIM (DomainKeys Identified Mail)`." +msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" -"You need to :ref:`handle user notifications in Odoo " -"`, or replace the email address of the" -" partner with a default email address." +"Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-" +"based Message Authentication, Reporting, & Conformance)` policy set to " +"`p=reject`. Odoo strongly advises against using an *@yahoo.com* or " +"*@aol.com* address for the database users. These emails will never reach " +"their recipient." msgstr "" -"您需要 ：ref：`在 Odoo 中处理用户通知 " -"`，或者将合作伙伴的电子邮件地址替换为默认电子邮件地址。" -#: ../../content/applications/general/email_communication/email_domain.rst:136 -msgid "SPF, DKIM & DMARC documentation of common providers" -msgstr "SPF，DKIM和DMARC常见提供商的文档" - -#: ../../content/applications/general/email_communication/email_domain.rst:138 +#: ../../content/applications/general/email_communication/email_domain.rst:135 msgid "" -"`OVH DNS " -"`_" +"`p=none` is used for the domain owner to receive reports about entities " +"using their domain. It should not impact the deliverability if the " +":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` check fails." msgstr "" -"`OVH DNS " -"`_" #: ../../content/applications/general/email_communication/email_domain.rst:139 msgid "" -"`OVH SPF `_" +"Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " +"Conformance)` record of a domain name with a tool like `MXToolbox DMARC " +"`_." msgstr "" -"`OVH SPF `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:140 -msgid "" -"`GoDaddy TXT record `_" -msgstr "" -"`GoDaddy TXT record `_" - -#: ../../content/applications/general/email_communication/email_domain.rst:141 -msgid "`GoDaddy SPF `_" -msgstr "`GoDaddy SPF `_" #: ../../content/applications/general/email_communication/email_domain.rst:142 msgid "" +"If a partner, customer, or vendor, uses :abbr:`DMARC (Domain-based Message " +"Authentication, Reporting, & Conformance)` and has defined one of these " +"policies, the Odoo server cannot relay emails from this partner to the " +"database users." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:146 +msgid "" +"To solve this issue, :ref:`handle user notifications in Odoo " +"`, or replace the email address of the" +" partner with a default email address." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:153 +msgid "SPF, DKIM & DMARC documentation of common providers" +msgstr "SPF，DKIM和DMARC常见提供商的文档" + +#: ../../content/applications/general/email_communication/email_domain.rst:155 +msgid "" +"`OVH DNS " +"`_" +msgstr "" +"`OVH DNS " +"`_" + +#: ../../content/applications/general/email_communication/email_domain.rst:156 +msgid "" +"`OVH SPF `_" +msgstr "" +"`OVH SPF `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:157 +msgid "" +"`GoDaddy TXT record `_" +msgstr "" +"`GoDaddy TXT record `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:158 +msgid "`GoDaddy SPF `_" +msgstr "`GoDaddy SPF `_" + +#: ../../content/applications/general/email_communication/email_domain.rst:159 +msgid "" "`GoDaddy DKIM `_" msgstr "" "`GoDaddy DKIM `_" -#: ../../content/applications/general/email_communication/email_domain.rst:143 +#: ../../content/applications/general/email_communication/email_domain.rst:160 msgid "" "`NameCheap " "`_" +"do-i-add- txtspfdkimdmarc-records-for-my-domain/>`_" msgstr "" -"`NameCheap " -"`_" -#: ../../content/applications/general/email_communication/email_domain.rst:144 +#: ../../content/applications/general/email_communication/email_domain.rst:162 msgid "" "`CloudFlare DNS `_" @@ -1783,12 +1796,12 @@ msgstr "" "`CloudFlare DNS `_" -#: ../../content/applications/general/email_communication/email_domain.rst:145 +#: ../../content/applications/general/email_communication/email_domain.rst:163 msgid "" "`Google Domains `_" msgstr "“谷歌域名”_" -#: ../../content/applications/general/email_communication/email_domain.rst:146 +#: ../../content/applications/general/email_communication/email_domain.rst:164 msgid "" "`Azure DNS `_" @@ -1796,51 +1809,65 @@ msgstr "" "`Azure DNS `_" -#: ../../content/applications/general/email_communication/email_domain.rst:148 +#: ../../content/applications/general/email_communication/email_domain.rst:166 msgid "" -"To fully test your configuration, the tool `Mail-Tester `_ will give you a full overview of the content and " -"configuration you have in one email sent! Mail-Tester can also be used for " -"other lesser known providers." +"To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " +"configuration in one sent email. Mail-Tester can also be used for other, " +"lesser-known providers." msgstr "" -"为了全面测试您的配置，“Mail-Tester ”_工具将为您提供在一封电子邮件中的内容和配置的完整概述！Mail-Tester也可用于其他鲜为人知的提供商。" -#: ../../content/applications/general/email_communication/email_domain.rst:153 +#: ../../content/applications/general/email_communication/email_domain.rst:171 msgid "Use a default email address" msgstr "使用默认电子邮件地址" -#: ../../content/applications/general/email_communication/email_domain.rst:155 +#: ../../content/applications/general/email_communication/email_domain.rst:173 msgid "" -"To force the email address from which emails are sent, you need to create " -"the following key in the System Parameters of the database:" -msgstr "要强制使用发送电子邮件的电子邮件地址，您需要在数据库的系统参数中创建以下密钥：" - -#: ../../content/applications/general/email_communication/email_domain.rst:158 -msgid "" -"If ``mail.default.from`` is set, and contains a full email address, all " -"outgoing emails are sent from the given address. This is a requirement to " -"use `Outlook with Odoo `_." +"Access the :guilabel:`System Parameters` by activating :ref:`developer mode " +"` and going to :menuselection:`Settings --> Technical --> " +"Parameters --> System Parameters` menu." msgstr "" -"如果设置了“mail.default.from”，并且包含完整的电子邮件地址，则所有传出电子邮件都将从给定地址发送。这是使用“Outlook with " -"Odoo ”_的要求。" -#: ../../content/applications/general/email_communication/email_domain.rst:162 +#: ../../content/applications/general/email_communication/email_domain.rst:176 msgid "" -"You access the **System Parameters** in :ref:`developer mode ` in the :menuselection:`Settings --> Technical --> Parameters --> " -"System Parameters` menu." +"To force the email address from which emails are sent, a combination of the " +"following keys needs to be set in the system parameters of the database:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:179 +msgid "" +"`mail.default.from`: accepts the local part or a complete email address as " +"value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:180 +msgid "" +"`mail.default.from_filter`: accepts a domain name or a full email address as" +" value" +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:183 +msgid "" +"The `mail.default.from_filter` works only for `odoo-bin` configurations, " +"otherwise this parameter can be set using the `from_filter` field on " +"`ir.mail_server`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:186 +msgid "" +"If the email address of the author does not match " +"`mail.default.from_filter`, the email address is replaced by " +"`mail.default.from` (if it contains a full email address) or a combination " +"of `mail.default.from` and `mail.catchall.domain`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_domain.rst:190 +msgid "" +"If the `from_filter` contains a full email address, and if the " +"`mail.default.from` is the same as this address, then all of the email " +"addresses that are different from `mail.default.from` will be encapsulated " +"in `mail.default.from`." msgstr "" -"您可以在 ：ref：`开发人员模式 ` 中访问 ：menuselection：`设置 --> 技术 -->参数 " -"-->系统参数` 菜单中的 **统参** 。" #: ../../content/applications/general/email_communication/email_servers.rst:3 msgid "Send and receive emails in Odoo with an email server" @@ -2127,46 +2154,46 @@ msgstr " **始邮** ：几个业务对象有自己的别名，从入站邮件 #: ../../content/applications/general/email_communication/email_servers.rst:140 msgid "" "Sales Channel (to create Leads or Opportunities in `Odoo CRM " -"`__)," -msgstr "销售渠道（在`Odoo CRM `__中创建线索或商机），" +"`__)," +msgstr "" -#: ../../content/applications/general/email_communication/email_servers.rst:141 +#: ../../content/applications/general/email_communication/email_servers.rst:142 msgid "" "Support Channel (to create Tickets in `Odoo Helpdesk " "`__)," msgstr "支持渠道（在`Odoo服务台 `__创建工单），" -#: ../../content/applications/general/email_communication/email_servers.rst:142 +#: ../../content/applications/general/email_communication/email_servers.rst:143 msgid "" "Projects (to create new Tasks in `Odoo Project `__)," msgstr "" "项目（在`Odoo项目`__中创建新任任务），" -#: ../../content/applications/general/email_communication/email_servers.rst:144 +#: ../../content/applications/general/email_communication/email_servers.rst:145 msgid "" "Job Positions (to create Applicants in `Odoo Recruitment " "`__)," msgstr "工作岗位（在`Odoo招聘`__中创建申请人），" -#: ../../content/applications/general/email_communication/email_servers.rst:146 +#: ../../content/applications/general/email_communication/email_servers.rst:147 msgid "etc." msgstr "等等" -#: ../../content/applications/general/email_communication/email_servers.rst:148 +#: ../../content/applications/general/email_communication/email_servers.rst:149 msgid "" "Depending on the mail server, there might be several methods to fetch " "emails. The easiest and most recommended method is to manage one email " "address per Odoo alias in the mail server." msgstr "根据您的邮件服务器，可能有几种方法来收取电子邮件。最简单也最推荐的方法是在邮件服务器中按Odoo别名管理电子邮箱。" -#: ../../content/applications/general/email_communication/email_servers.rst:151 +#: ../../content/applications/general/email_communication/email_servers.rst:152 msgid "" "Create the corresponding email addresses in the mail server (catchall@, " "bounce@, sales@, etc.)." msgstr "在您的邮件服务器中创建相应的电子邮件地址（catchall@、bounce@、sales@等）。" -#: ../../content/applications/general/email_communication/email_servers.rst:152 +#: ../../content/applications/general/email_communication/email_servers.rst:153 msgid "" "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> " "General Settings --> Discuss`." @@ -2238,10 +2265,79 @@ msgstr "" "预订操作`，查找：guilabel:`电子邮件：收取邮件服务`。" #: ../../content/applications/general/email_communication/email_servers.rst:191 +msgid "Utilizing the From Filter on an outgoing email server" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:193 +msgid "" +"The :guilabel:`FROM Filtering` field allows for the use of a specific " +"outgoing email server depending on the :guilabel:`From` email address or " +"domain that Odoo is sending on behalf of. This setting can be used to " +"improve the deliverability or sending success rate of emails sent from the " +"database. Setting the :guilabel:`FROM Filtering` field can also be used to " +"send from different domains in a multi-company environment. Access this " +"field in Odoo by navigating to :menuselection:`Settings --> Custom Mail " +"Servers --> Outgoing Mail Servers --> New`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rstNone +msgid "Outgoing email server settings and the FROM filter settings." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:204 +msgid "" +"When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " +"is set, an email server is chosen in the following sequence:" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:207 +msgid "" +"First, Odoo searches for an email server that has the same :guilabel:`FROM " +"Filtering` value as the :guilabel:`From` value (email address) defined in " +"the outgoing email. For example, if the :guilabel:`From` value (email " +"address) is `test\\@example.com`, only the email servers that have the " +":guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:211 +msgid "" +"However, if no email servers are found that use the :guilabel:`From` value, " +"then Odoo searches for an email server that has the same *domain* as the " +":guilabel:`From` value (email address) defined in the outgoing email. For " +"example, if the :guilabel:`From` email address is `test\\@example.com`, only" +" the email servers that have the :guilabel:`FROM Filtering` value equal to " +"`example.com` are returned." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:217 +msgid "" +"If no email servers are found after checking for the domain, then Odoo " +"returns all email servers that do not have any :guilabel:`FROM Filtering` " +"value(s) set." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:220 +msgid "" +"Should this query return no results, then Odoo performs a search for an " +"email server using the system parameter: `mail.default.from`. First, the " +"email address listed attempts to match an email server, and then the domain " +"attempts to find a match. If no email server is found, Odoo returns the " +"first outgoing email server (sorted by priority)." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:226 +msgid "" +"If several email servers are found, then Odoo uses the first one according " +"to its priority. For example, if there are two email servers, one with a " +"priority of `10` and the other with a priority of `20`, then the email " +"server with a priority of `10` is used first." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers.rst:231 msgid "Set up different dedicated servers for transactional and mass mails" msgstr "为事务和群发邮件设置不同的专用服务器" -#: ../../content/applications/general/email_communication/email_servers.rst:193 +#: ../../content/applications/general/email_communication/email_servers.rst:233 msgid "" "In Odoo a separate Mail Transfer Agent (MTA) server can be used for " "transactional emails and mass mailings. Example: Use Postmark or SendinBlue " @@ -2251,14 +2347,14 @@ msgstr "" "在Odoo中，独立邮件传输代理（MTA）服务器可以用于交易电子邮件和群发邮件。示例：使用Postmark或SendinBlue发送交易电子邮件，使用Amazon" " SES、Mailgun或Sendgrid发送群发邮件。" -#: ../../content/applications/general/email_communication/email_servers.rst:198 +#: ../../content/applications/general/email_communication/email_servers.rst:238 msgid "" "A default outgoing email server is already configured. Do not create an " "alternative one unless a specific external outgoing email server is needed " "for technical reasons." msgstr "默认的出站邮件服务器已配置。除非出于技术原因需要使用特定的外部出站邮件服务器，否则您不应创建替代邮件服务器。" -#: ../../content/applications/general/email_communication/email_servers.rst:201 +#: ../../content/applications/general/email_communication/email_servers.rst:241 msgid "" "To do this, first activate the :ref:`developer mode `, and " "then go to :menuselection:`Settings --> Technical --> Outgoing` email " @@ -2271,7 +2367,7 @@ msgstr "" "-->出站\"邮件服务器。在那里，您须创建两个邮件 MTA " "服务器设置。一个用于交易电子邮件，一个用于群发电子邮件。请务必将交易电子邮件服务器的优先级标记为低至群发电子邮件服务器。" -#: ../../content/applications/general/email_communication/email_servers.rst:207 +#: ../../content/applications/general/email_communication/email_servers.rst:247 msgid "" "Now, go to :menuselection:`Email Marketing --> Settings` and enable " ":guilabel:`Dedicated Server`. With these settings, Odoo uses the server with" diff --git a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po index a8c4218cf..5ccfab486 100644 --- a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Jeffery CHEN , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -571,7 +571,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 msgid "Configuration" @@ -7417,69 +7416,84 @@ msgid "" msgstr "" "在同一工作中心同时制造多个不同的产品是制造公司的常见情况。虽然在实践中，员工可以在另一个工作中心制造货物，而不是等待一个工作中心可用，但要了解哪个工作中心繁忙并实时相应地计划资源并不总是那么简单。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:10 msgid "" "With Odoo, you can configure alternative work centers to solve this issue. " "This automatically checks which work center is busy and which equivalent " "ones are free, and schedules orders and maintenance accordingly." msgstr "使用Odoo，您可以配置替代工作中心来解决此问题。这会自动检查哪个工作中心繁忙，哪个等效工作中心空闲，并相应地安排订单和维护。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:14 msgid "" "This way, your process becomes more efficient, as work center utilisation is" " optimised." msgstr "这样，随着工作中心利用率的优化，您的流程变得更加高效。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:17 msgid "Configure your Work Centers" msgstr "配置你的工作中心" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:21 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:19 msgid "" "First, go to the :menuselection:`Manufacturing app --> Configuration --> " -"Settings`. Then, enable the Work Orders feature and hit save." -msgstr "首先，转到：菜单选择：`制造应用程序-->配置-->设置`。然后，启用工单功能并点击保存。" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone -msgid "work order settings ticked" +"Settings`. Then, enable the :guilabel:`Work Orders` feature and hit " +":guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order settings ticked in Odoo Manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:26 msgid "" "Now, go to :menuselection:`Configuration --> Work Centers` and create two " "new work centers. Add the second work center as an alternative to the first " "one and vice versa." msgstr "现在，转到：菜单选择：`配置-->工作中心`并创建两个新的工作中心。添加第二个工作中心作为第一个工作中心的替代方案，反之亦然。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Create a secondary work center as an alternate to the first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:33 msgid "" "Next, go to :menuselection:`Products --> Bills of Materials`, choose your " -"product, and add these work centers to the operations of your BOM." -msgstr "接下来，转到：菜单选择：`产品-->BOM表`，选择您的产品，并将这些工作中心添加到BOM表的操作中。" +"product, and add these work centers to the operations of your :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Add work centers to Bill of Materials operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:41 msgid "Create your Work Orders" msgstr "创建工单" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:50 -msgid "" -"Now that everything is configured, you can create your *Work Orders*. Go to " -":menuselection:`Operations --> Manufacturing Orders`, and hit **Create**. " -"There, add your product to your manufacturing order and plan it. You can " -"then retrieve them from the Work Orders list view, under Operations > Work " -"Orders." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:43 +msgid "Now that everything is configured, you can create your *Work Orders*." msgstr "" -"现在一切都配置好了，您可以创建“工单”。转到：菜单选择：`操作-->制造订单`，然后点击 **** " -"。在那里，将您的产品添加到生产订单中并进行规划。然后，您可以从“操作”>“工单”下的“工单”列表视图中检索它们。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:45 +msgid "" +"Go to :menuselection:`Operations --> Manufacturing Orders`, and hit " +":guilabel:`Create`. There, add your product to your manufacturing order and " +"plan it. You can then retrieve them from the :guilabel:`Work Orders` list " +"view, under :menuselection:`Operations > Work Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:49 msgid "" "Each new *Work Order*, which will be created before the end of the first " "one, will be scheduled at the alternative work center you configured, as " "shown below." msgstr "每个新的*工单*（将在第一个工单结束之前创建）将安排在您配置的替代工作中心，如下所示。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rstNone +msgid "Work order creation and scheduling." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:57 msgid "" "Keep in mind that, if you add time after production to your work center, you" " may have work orders scheduled for your alternative work center even if the" @@ -7487,258 +7501,290 @@ msgid "" msgstr "请记住，如果在生产开始后向工作中心增加时间，即使常用的工作中心空闲，工单也可能会安排到替代工作中心。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 -msgid "Create Bills of Materials" +msgid "Create a bill of materials" msgstr "创建物料清单" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:5 msgid "" -"A *Bill of Materials* is a document defining the quantity of each component " -"required to make or deliver a finished product. Additionally, it can also " -"include various operations and individual step guidelines needed to complete" -" a production process." -msgstr "物料清单是定义制造或交付成品所需的每个组件数量的文件。此外，它还可以包括完成生产过程所需的各种操作和单个步骤指南。" +"A *Bill of Materials* (or *BoM* for short) is a document that defines the " +"quantity of each component required to make or deliver a finished product. " +"It can also include various operations and the individual step guidelines " +"needed to complete a production process." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:9 msgid "" -"With Odoo's MRP solution, multiple BOMs can also be linked to each product, " -"so that even product variants can have their *own* tailored BOM." -msgstr "使用 Odoo 的 MRP 解决方案，还可以将多个 BOM 链接到每个产品，这样即使产品变型也可以拥有*自己的*定制 BOM。" +"In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " +"linked to each product, so that even product variants can have their own " +"tailored :abbr:`BoMs (Bills of Materials)`." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:12 msgid "" -"This will help you to optimize your manufacturing process and save time as a" -" result." -msgstr "这将帮助您优化制造过程，从而节省时间。" +"Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " +"manufacturing process and save time." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:17 -msgid "Setting up a BoM" -msgstr "设置物料清单" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:16 +msgid "Set up a bill of baterials (BoM)" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "" -"The simplest BoM set up is one without operations or instructions. In this " -"case, you will manage your production using Manufacturing Orders only." -msgstr "最简单的BoM设置是没有操作或说明的BoM设置。在这种情况下，您将仅使用生产订单来管理生产。" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:22 -msgid "" -"To create a BoM from the Manufacturing module, go to " -":menuselection:`Products --> Bills of Materials`. If you click **Create**, " -"the first thing you'll have to do is to specify the final product. For an " -"existing product, simply select it from the list, or create a new one on the" -" spot. Note that if you go through the product form to create your BOM, the " -"product will already be set for you." +"The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" +" or instructions, only components. In this case, the production is solely " +"managed using *Manufacturing Orders*." msgstr "" -"要从制造应用创建BoM，请转到:menuselection: ' Products -> Bills of Materials " -"'。如果你点击**创建**，你要做的第一件事就是指定最终产品。对于现有产品，只需从列表中选择它，或当场创建一个新产品。注意，如果您遍历产品表单来创建您的BOM，那么产品已经为您设置好了。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:21 msgid "" -"For a standard Bill of Material, keep the default *BoM* type, which is " -"*Manufacture this Product*. Now specify the various components that make up " -"the production of your final product and their respective quantities. You " -"can create components as you go, on the BOM, or create products beforehand, " -"by going to the :menuselection:`Top Menu --> Products --> Create`, and add " -"them later on." +"To create a :abbr:`BoM (Bill of Materials)` from the " +":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " +"of Materials`. Then, click :guilabel:`Create`. Next, specify the " +":guilabel:`Product`." msgstr "" -"对于标准BoM表，保留默认的“BoM”类型，即“制造此产品”。现在指定构成最终产品生产的各种组件及其各自的数量。您可以在BOM表上创建组件，也可以提前创建产品，方法是转到：菜单选项：“顶部菜单-->产品-->创建”，然后添加它们。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:26 msgid "" -"The destination location should **not** be a scrap location. A scrap " -"location is where you put products that you don't need." -msgstr "目标位置**不应**为废料位置。废品站是你放置不需要的产品的地方。" +"A :abbr:`BoM (Bill of Materials)` can also be created directly from the " +"product form, in which case the :guilabel:`Product` field is pre-filled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:29 +msgid "" +"For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" +" to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" +" to specify the various components that make up the production of the final " +"product and their respective quantities. New components can be created " +"quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " +"beforehand in :menuselection:`Manufacturing --> Products --> Products --> " +"Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Set up a Bill of Materials." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 -msgid "Using the same BoM to describe Variants" -msgstr "使用同一个物料清单描述产品变体" +msgid "Specify a bill of materials (BoM) for a product variant" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "" -"As suggested above, you can use *BOMs* for specific *Product Variants*. Once" -" the various attributes have been configured on the product form, there are " -"two ways to configure the appropriate BoM for the respective product " -"combination." -msgstr "如上所述，您可以将*BOM表*用于特定的*产品变体*。在产品表单上配置了各种属性后，有两种方法可以为各自的产品组合配置适当的BoM表。" +":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " +"Variants*, with two setup options available to choose from." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:47 msgid "" -"Either create one BoM per variant, by specifying the Product Variant in the " -"dedicated field below the product name. Or use one BOM, that contains all of" -" the components and for each component, indicate which variant it applies " -"to, using the *Apply on Variants* column, as shown below." +"In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " +"the product's variant attributes must already be configured on the product " +"form." msgstr "" -"通过在产品名称下方的专用字段中指定产品变体，为每个变体创建一个BoM表。或者使用一个包含所有组件的BOM表，对于每个组件，使用*应用于变体*列指示其适用于哪个变体，如下所示。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:57 -msgid "Adding Operations" -msgstr "添加操作" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:50 msgid "" -"You can also add operations to your *BoM*, if you want workers to follow " -"instructions or register time spent. To use this feature, enable the *Work " -"Orders* feature in the *Manufacturing* app settings, as shown below." +"The first method is to create one :abbr:`BoM (Bill of Materials)` per " +"variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" +" :guilabel:`Product Variant`. The second method is to create one master " +":abbr:`BoM (Bill of Materials)` that contains all of the components, and " +"specify which variant each component applies to using the :guilabel:`Apply " +"on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Product Variants in the Bill of Materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:60 +msgid "Set up operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 +msgid "" +"Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" +" instructions for production and register time spent on an operation. To use" +" this feature, first enable the :guilabel:`Work Orders` feature in " +":menuselection:`Manufacturing --> Configuration --> Settings --> " +"Operations`." msgstr "" -"如果您希望工人遵循指示或登记花费的时间，也可以将操作添加到*BoM表*。要使用此功能，请在*制造*应用程序设置中启用“工单”功能，如下所示。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:67 msgid "" -"Each operation is unique as it is always linked to only one BOM. This being " -"said, Operations Operations can be re-used when configuring a new BOM, with " -"the *Copy Existing Operations* feature." -msgstr "每个操作都是唯一的，因为它始终仅链接到一个BOM表。也就是说，在配置新BOM时，可以使用“复制现有操作”功能重新使用操作。" +"Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " +":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " +"operation. In the :guilabel:`Create Operations` box, give the operation a " +"name, specify the :guilabel:`Work Center` and duration settings. Like " +"components, Odoo gives the option to specify a product variant in the " +":guilabel:`Apply on Variants` field so the operation only applies to that " +"variant. Finally, click :guilabel:`Save & Close`." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:74 msgid "" -"Finally, just like for components, operations can also be variant specific " -"only, as shown below." -msgstr "最后，与组件一样，操作也只能是特定于变量的，如下所示。" +"Each operation is unique, as it is always exclusively linked to one " +":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" +" new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " +"Operations` feature." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:82 -msgid "Adding By-Products" -msgstr "添加副产品" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rstNone +msgid "Copy Existing Operations feature." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:83 +msgid "Add by-products to a bill of materials (BoM)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "" -"A *by-product* is a product that is produced on top of the main product of a" -" *BoM*. As opposed to the primary product, there can be more than one on a " -"BOM." -msgstr "*副产品*是在*物料清单*的主要产品之上生产的产品。与初级产品不同，BOM上可以有多个产品。" +"A *By-Product* is a residual product that is created during production in " +"addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " +"the primary product, there can be more than one by-product on a :abbr:`BoM " +"(Bill of Materials)`." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:89 msgid "" -"To add *by-products* to a *BoM*, you will first need to enable the by-" -"product feature from the *Manufacturing* app settings." -msgstr "要将*副产品*添加到*BoM*，首先需要从*制造*应用程序设置中启用副产品功能。" +"To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " +":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " +"Configuration --> Settings --> Operations`." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:92 msgid "" -"Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " -"that if you have Operations, you'll need to specify in which operation the " -"by-product is produced." -msgstr "启用该功能后，您可以将*副产品*添加到*BoMs*。请注意，如果您有操作，则需要指定在哪个操作中生产副产品。" +"Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " +"of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " +":guilabel:`Add a line`. Then, name the by-product and indicate the " +":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " +"(Bill of Materials)` has configured operations, specify exactly which " +"operation the by-product is produced from in the :guilabel:`Produced in " +"Operation` field. Finally, click :guilabel:`Save`." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 -msgid "Kits" -msgstr "套件" +msgid "Use kits" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" -"A *kit* is a set of components that are not pre-assembled or mixed. This is " -"useful for selling but also for creating cleaner and more effective *BOMs*. " -"To use kits, you need both the Manufacturing and Inventory apps to be " -"installed." +"A *kit* is a set of unassembled components. Kits may be sold as products, " +"but are also useful tools for managing more complex bills of materials " +"(BoMs). To use kits, the :guilabel:`Manufacturing` and :guilabel:`Inventory`" +" applications need to be installed." msgstr "" -"*套件*是一组未预组装或混合的组件。这对销售很有用，但也有助于创建更干净、更有效的*BOM表*。要使用套件，您需要同时安装制造和库存应用程序。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 -msgid "Manage Stock of Component Products" -msgstr "管理部件产品库存" +msgid "Create the kit as a product" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:12 msgid "" -"If you want to assemble kits as they are ordered, managing stock of the kit " -"components only, you will use a *Kit BoM* Type without any manufacturing " -"operations." -msgstr "如果您想按订单组装套件，只管理套件组件的库存，您将使用*套件BoM*类型，而不进行任何制造操作。" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:15 -msgid "" -"A product using a *Kit BoM* will appear as a single line item on a quotation" -" and a sales order, but will generate a delivery order with one line item " -"for each of the components of the kit. In the examples below, the first " -"image shows a sales order for the kit *Custom Computer Kit*, while the " -"second image shows the corresponding delivery order." +"To use a kit as a sellable product or simply as a component organization " +"tool, the kit should first be created as a product. To create a kit product," +" go to :menuselection:`Manufacturing or Inventory --> Products --> " +"Products`, and then click :guilabel:`Create`." msgstr "" -"使用*套件BoM*的产品将在报价单和销售订单上显示为一个单行项目，但将为套件的每个组件生成一个带有一个行项目的交货订单。在下面的示例中，第一个图像显示套件*自定义计算机套件*的销售订单，而第二个图像显示相应的交货订单。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" -"From the *Products menu* in either the *Inventory* or *Manufacturing* app, " -"create each component product (as you would with any other product), then " -"create the top-level, or kit product. Because you cannot track the stock of " -"kit products, the *Product Type* should be set to *Consumable*. However, if " -"you are using Anglo-Saxon accounting, and you would like COGS to be posted " -"when invoicing your kits (and only for this reason), the storable product " -"type should selected instead. Because a kit product cannot be purchased, " -"*Can be Purchased* should be unchecked. The route of the kit product in the " -"*Inventory* Tab does not really matter, as, for replenishment, only the " -"route of the components that will be taken into account only." +"Next, set the :guilabel:`Product Type` to :guilabel:`Storable Product`: this" +" allows for management of kit inventory. The :guilabel:`Route` designation " +"under the :guilabel:`Inventory` tab does not matter, since Odoo uses the " +"routes of the kit's components for replenishment purposes. All other " +"parameters for the kit product may be modified according to preference. " +"Finally, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 +msgid "" +"The kit's components must also be configured as products via " +":menuselection:`Manufacturing or Inventory --> Products --> Products`. These" +" components require no specific configuration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:26 +msgid "Set up the kit BoM" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:28 +msgid "" +"After fully configuring the kit product and its components, create a " +":abbr:`BoM (Bill of Materials)` for the kit product. Go to " +":menuselection:`Manufacturing --> Products --> Bills of Materials`, and then" +" click :guilabel:`Create`. Next, set the :guilabel:`Product` field to the " +"previously configured kit product. Then, set the :guilabel:`BoM Type` to " +":guilabel:`Kit`. Finally, add each component and specify its quantity. Make " +"sure to :guilabel:`Save` the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit selection on the bill of materials." msgstr "" -"从*库存*或*制造*应用程序中的*产品菜单*中，创建每个组件产品（与任何其他产品一样），然后创建顶级或套件产品。由于无法跟踪套件产品的库存，*产品类型*应设置为*耗材*。但是，如果您使用的是盎格鲁-" -"撒克逊会计，并且您希望在为套件开具发票时过账COG（仅出于此原因），则应选择可存储产品类型。由于无法购买套件产品，因此应取消选中“可以购买”。“库存”选项卡中套件产品的路线实际上并不重要，因为对于补货，只考虑组件的路线。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:38 msgid "" -"All other parameters on the kit product may be modified according to your " -"preference. The component products require no particular configuration." -msgstr "套件产品的所有其他参数都可按照你的偏好进行修改。套件产品无需特别的配置。" +"If the kit is solely being used as a sellable product, then only components " +"need to be added under the :guilabel:`Components` tab, and configuring " +"manufacturing operations is not necessary." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:42 msgid "" -"Once the products are configured, create a *bill of materials* for the kit " -"product. Add each component and its quantity. Select the *BoM Type* Kit. All" -" other options may be left with their default values." -msgstr "配置产品后，为套件产品创建*物料清单*。添加每个组件及其数量。选择*BoM类型*套件。所有其他选项可能保留其默认值。" +"When a kit is sold as a product, it appears as a single line item on the " +"quotation and sales order. However, on delivery orders, each component of " +"the kit is listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 +msgid "Use kits to manage complex BoMs" +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:48 -msgid "Manage Stock of Kit Product and Component Products" -msgstr "管理套件及部件产品的库存" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" -"If you want to manage the stock of the *top-level kit product*, you will use" -" a standard *BoM Type* manufacture or subcontracting instead. In this case " -"you will either buy the final product from your subcontractor, or make it " -"yourself through a manufacturing order." +"Kits are also used to manage *multilevel* :abbr:`BoMs (Bills of Materials)`." +" These are products that contain other products as components and therefore " +"require nested :abbr:`BoMs (Bills of Materials)`. Incorporating pre-" +"configured kits into multilevel :abbr:`BoMs (Bills of Materials)` allows for" +" cleaner organization of bundled products. Under :guilabel:`Components`, " +"list a kit as a component in a higher-level product's :abbr:`BoM (Bills of " +"Material)` to eliminate the need to add the kit's parts individually. Any " +":guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM " +"(Bill of Materials)`." msgstr "" -"如果您想管理*顶级套件产品*的库存，您将使用标准的*BoM类型*制造或分包。在这种情况下，您可以从分包商处购买最终产品，也可以通过生产订单自行制造。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 -msgid "" -"In that case the product type will be storable, and the BOM type either " -"'Manufacture this product' or 'Subcontracting' as shown below." -msgstr "在这种情况下，产品类型将是可存储的，BOM类型为“制造此产品”或“分包”，如下所示。" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 -msgid "Build a cleaner BOM" -msgstr "构建更清晰的BOM表" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 -msgid "" -"As suggested above, a kit BOM can also simply be used to manage a more " -"complex BOM." -msgstr "如上所述，套件BOM也可以简单地用于管理更复杂的BOM。" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:66 -msgid "" -"Imagine the Custom Computer parts above were part of another final product. " -"It would be much clearer and simpler if the BOMs were added together (as " -"shown below) instead of adding all the individual parts one by one." +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Kit as a component in a multilevel bill of materials." msgstr "" -"想象一下，上面的定制计算机部件是另一个最终产品的一部分。如果将BOM表添加到一起（如下所示），而不是逐个添加所有单独的部分，则会更加清晰和简单。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:73 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" -"This is even better illustrated when looking at the BOM Structure Report, " -"where it is easy to expand and hide specific kit level or sub-assembly type " -"BOMs." -msgstr "这在查看BOM结构报告时得到了更好的说明，在该报告中，可以轻松扩展和隐藏特定的套件级别或子装配类型BOM。" +"To access a comprehensive overview of the multilevel :abbr:`BoM's (Bill of " +"Material's)` components, click on the :guilabel:`Structure & Cost` smart " +"button. Sublevel :abbr:`BoMs (Bills of Materials)` can be expanded and " +"viewed from this report." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 -msgid "" -"On the creation of the manufacturing order, the BOM will automatically " -"expand to show all top level and kit level components. You can go back to " -"the BOM at any point though as it remains available on the form view of " -"your manufacturing order." -msgstr "在创建制造订单时，BOM表将自动展开以显示所有顶级和套件级组件。尽管如此，您可以随时返回BOM，因为它在制造订单的表单视图中仍然可用。" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rstNone +msgid "Expanded kit in the Structure and Cost report." +msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:86 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "" -"Finally, note that if there were any Operations in the Kit BOM, these would " -"also simply be added in to the work order list of the main component." -msgstr "最后，请注意，如果套件BOM中有任何操作，这些操作也将简单地添加到主要组件的工作订单列表中。" +"When creating a manufacturing order for a product with a multilevel " +":abbr:`BoM (Bill of Materials)`, the kit product automatically expands to " +"show all components. Any operations in the kit's :abbr:`BoM (Bill of " +"Materials)` are also added to the list of work orders on the manufacturing " +"order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:74 +msgid "" +"Kits are primarily used to bundle components together for organization or " +"sale. To manage multilevel products that require manufactured subcomponents," +" refer to :doc:`this documentation ` on sub-assemblies." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 msgid "Managing BoMs for product variants" diff --git a/locale/zh_CN/LC_MESSAGES/marketing.po b/locale/zh_CN/LC_MESSAGES/marketing.po index c0d577230..6033869a3 100644 --- a/locale/zh_CN/LC_MESSAGES/marketing.po +++ b/locale/zh_CN/LC_MESSAGES/marketing.po @@ -4,23 +4,23 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Datasource International , 2022 # Mandy Choy , 2022 # diaojiaolou <124412206@qq.com>, 2022 # Martin Trigaux, 2022 # Felix Yuen , 2022 -# Jeffery CHEN , 2022 # 稀饭~~ , 2022 # Emily Jia , 2022 +# Datasource International , 2022 +# Jeffery CHEN , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: Emily Jia , 2022\n" +"Last-Translator: Jeffery CHEN , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -33,6 +33,7 @@ msgid "Marketing" msgstr "市场" #: ../../content/applications/marketing/marketing_automation.rst:8 +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing Automation" msgstr "营销自动化" @@ -47,114 +48,698 @@ msgid "Advanced" msgstr "高级" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 -msgid "Understanding Metrics" -msgstr "了解指标" +msgid "Understanding metrics" +msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:4 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 msgid "" -"Metrics are values that help you measure progress and can be a powerful way " -"of linking your employees to goals." -msgstr "指标是帮助你测量进步的值，是为员工设定目标的方式。" +"Metrics are detailed statistics that measure the progress (and success) of " +"marketing campaigns. When creating marketing activities in a workflow, Odoo " +"will visually display various metrics related to the campaign with graphs " +"and data." +msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9 +msgid "Consider the following example:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "An example of a marketing automation campaign in Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15 msgid "" -"When you create a workflow in Odoo, its visual content already shows metrics" -" in a graph form and in numbers." -msgstr "当你在Odoo中创建工作流程后，它的可视化内容已经以图形和数字形式显示为指标。" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 -msgid "Let’s consider the example below:" -msgstr "我们一起看下面的示例：" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone -msgid "Metrics in Odoo Marketing Automation" +"In this case, the :guilabel:`Target` of this campaign is set to " +":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the " +"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of " +"`product` and they *also* have an email address set up in the database." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19 msgid "" -"The *Target* - business object - is *Lead/Opportunity* and was narrowed down" -" to the ones whose *Tag Name* contain the description “Product”, and have an" -" email address set." -msgstr "*目标* - 业务目标 - 是指*线索/商机*，缩小为 *标记名称* 包含“产品”描述，并已设置电子邮件地址的记录。" +"Beneath the filter nodes, Odoo will display how many records in the database" +" fall into the previously-specified criteria filter. In this example, there " +"are 18 records in the database that match the criteria." +msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 -msgid "A total number of 20 records match the criteria." -msgstr "共有20条记录符合此标准。" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:28 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"Out of those 20 records, 25 have become participants, in other words, they " -"have matched the criteria." -msgstr "在这20条记录中，25个已成为参与者，换句话说，他们符合条件。" +"Lead generation filters used to refine records on marketing automation " +"campaigns in Odoo." +msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" -"Every time the system runs, updating numbers and triggering actions, it will" -" look at the *Target* model and check if new records have been added or " -"modified, keeping the flow up-to-date." -msgstr "每次运行系统、更新数字和触发操作时，它将查看 *目标* 模式并检查是否添加新记录或修改记录，保持流程最新。" +"At the top of the marketing automation form, there are a series of smart " +"buttons. The :guilabel:`Participations` smart button in this example " +"indicates that, out of those 18 records, 25 have become participants. In " +"other words, they have matched the criteria, and have already interacted " +"with the campaign in one way or another." +msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33 msgid "" -"The filter here is applied to *all* activities. Leads that lose the tag in " -"the meantime will be excluded from later activities." -msgstr "这里的筛选条件适用于 *所有* 活动。丢失标记的线索将从之后的活动中排除。" +":guilabel:`Records` represent a real-time number. Therefore, while the " +"workflow is running, changes in opportunity records (deletions, additions, " +"adjustments) may occur. This means there will be real-time updates to the " +"number of :guilabel:`Records`, but such updates do *not* change the number " +"of :guilabel:`Participants`, as the metric *will not* exclude opportunities " +"that have already been set as :guilabel:`Participants` before - Odoo will " +"just add new ones. That's why the number of :guilabel:`Records` can be " +"different from the number of :guilabel:`Participants` from time to time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone +msgid "" +"Difference between real-time record count and total participants on a " +"markeing campaign." +msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45 msgid "" -"*Records* is a real-time number, therefore while the workflow is running, " -"changes in opportunity records can be made - delete, add, adjustment - " -"updating the number of records, but not changing the number of participants," -" as the metric *will not* exclude opportunities that have been set as " -"participants before. It will just add new ones. For this reason, the number " -"of *Records* can be different from the number of *Participants*." +"Whenever the system runs, updating numbers and triggering actions, it will " +"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " +"have been added (or modified), which always keeps the flow up-to-date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50 +msgid "" +"The filter here is applied to *all* activities. Leads that lose that " +"specific :guilabel:`Tag` in the meantime will be excluded from later " +"activities." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 +msgid "" +"Filters can also be applied to individual activities, in the " +":guilabel:`Domain` section of the activity pop-up form. Use this feature to " +"specify an individual filter that will only be performed if the records " +"satisfy *both* filter criteria - the activity filter and its specific domain" +" filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59 +msgid "" +"(*Example*: when configuring an SMS activity, make sure a certain phone " +"number is set, in order to avoid triggering a SMS that would never be sent.)" msgstr "" -"*记录* 是一个实时数字，因此在运行工作流程时，可对商机记录进行更改 - 删除、添加、调整等 - 更新记录数量，但不改变参与者人数，因为指标 *不会* " -"排除之前被设置为参与者的机会。它只会添加新记录。因此，*记录* 数量可能与 *参与者* 数量不同。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" -"You can also have filters applied to activities individually, under " -"*Domain*. A useful feature to specify an individual filter that will only be" -" performed if the records satisfied both filters, the activity and its " -"domain one." -msgstr "你也可在 *域* 下，对活动应用单独的筛选条件。这项功能可用于规定，只有当记录同时满足活动和域两项筛选条件时，才执行该记录。" +"A relevant targeting filter that applies to a type of individual activity." +msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" -"Example: for an activity sending an SMS, you could make sure a phone number " -"is set to avoid triggering a SMS that would never be sent and crash." -msgstr "例如：某活动需要发送短信，你可以设置一个电话号码，避免触发绝不会发送且崩溃的短信。" +":guilabel:`Success` represents the number of times the searching for " +"participants - who match the criteria filter(s) of that activity - was " +"performed successfully, in relation to the total number of participants. If " +"a participant does *not* match the conditions, it will be added to " +":guilabel:`Rejected`." +msgstr "" -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone msgid "" -"*Success* is the number of times the searching for participants - that match" -" the filter(s) of that activity - was performed successfully in relation to " -"the total number of participants." -msgstr "*成功* 是指相对于参与者总人数，成功执行搜索参与者的次数 - 与该活动的筛选条件匹配。 " - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:65 -msgid "" -"If a participant does not match the conditions, it will be added to " -"*Rejected*." -msgstr "如参与者与条件不匹配，它将被加入 *已拒绝* 。" - -#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 -msgid "" -"Hovering over the graph, you can see the number of successful and rejected " -"participants, per day, for the last 15 days." -msgstr "将鼠标悬停在图表上，你可以看到每天以及过去15天成功和被拒绝的参与者人数。" +"Overview showing participants who do or do not match filtering criteria on " +"an activity." +msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75 msgid "" -"Every time a new record is added to the *Target* model, it will be " -"automatically added to the workflow, and, it will start the workflow from " -"the beginning (parent action)." -msgstr "每次将新记录添加到 *目标* 模式时，它将自动添加到工作流程中，且将从头开始工作流程（上级操作）。" +"Hovering over the graph, Odoo displays the number of successful and rejected" +" participants, per day, over the last 15 days." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79 +msgid "" +"Whenever a new record is added to the :guilabel:`Target` model, it will " +"automatically be added to the workflow, and it will start the workflow from " +"the beginning (:guilabel:`Parent Action`)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 +msgid "Getting Started" +msgstr "入门" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 +msgid "" +"The Odoo Marketing Automation app automates a variety of marketing tasks by " +"combining specific rules and filters to generate timed actions. Instead of " +"manually having to build each stage of a campaign (such as a series of timed" +" massmails), the Marketing Automation app allows marketers to build the " +"entire campaign, and all of its stages, in one place on one dashboard." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 +msgid "Create a campaign" +msgstr "创建营销" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 +msgid "" +"To create a new automated marketing campaign, open the :guilabel:`Marketing " +"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` " +"page, there are the following smart buttons and fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "" +"A dashboard showing the creation of a new marketing automation campaign in " +"Odoo." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21 +msgid "" +":guilabel:`Templates`: represents the number of pre-configured mail " +"templates being used in this particular campaign. (Templates can always be " +"created on-the-fly as well)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 +msgid "" +":guilabel:`SMS`: represents the number of personalized SMS messages " +"connected to this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 +msgid "" +":guilabel:`Clicks`: represents the number of times attached links have been " +"clicked by recipients of this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 +msgid "" +":guilabel:`Participants`: represents the number of contacts that have " +"directly participated in this campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 +msgid "" +":guilabel:`Target`: this field is a drop-down menu to choose which model is " +"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," +" etc.)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32 +msgid "Campaign filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 +msgid "" +"To add a filter to the target audience, click :guilabel:`Add Filter`, and a " +"node field will appear. In the node field, a custom equation can be " +"configured for Odoo to use when filtering who to include (and exclude) in " +"this specific marketing campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone +msgid "A filter node in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42 +msgid "" +"When the first field of the node is clicked, a nested drop-down menu of " +"options appears on the screen where specific criteria is chosen based on " +"needs of the campaign. The remaining fields on the node further define the " +"criteria which determines which records to include (or exclude) in the " +"execution of the campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47 +msgid "" +"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the " +"right of the filtering rule. To add a branch of multiple nodes at the same " +"time, click the :guilabel:`... (ellipses)` icon." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51 +msgid "" +"For further information on filters, refer to :doc:`this documentation page " +"`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54 +msgid "" +":guilabel:`Records` represent the number of contacts in the system that fit " +"the specified criteria for a campaign." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 +msgid ":doc:`testing_running`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 +msgid ":doc:`workflow_activities`" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 +msgid "Target an audience" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 +msgid "" +"Delivering marketing campaigns to the *right* audience is paramount when " +"trying to grow a business. The :guilabel:`Odoo Marketing Automation` " +"application helps marketers to do just that by providing filtering tools, " +"that can be as simple or as complex as necessary, to reach the right " +"customers at the right time." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 +msgid "Work with target filters" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 +msgid "" +"When configuring the filters on a marketing campaign, there are some options" +" that have an arrow icon beside them. The arrow signifies that the filter " +"has more refined parameters within it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "The drop-down filter menu in the Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20 +msgid "" +"Filters can be extended by adding *branches* and *nodes*. A *node* adds " +"another filtering parameter to a group of targeting conditions (e.g. a new " +"line), and a *branch* creates a narrowly refined cluster of parameters, " +"allowing filters to be grouped with *Any* or *All* statements." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24 +msgid "Every time a new branch is created, there are two options:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 +msgid "" +"Either the records can match :guilabel:`ALL` criteria for the upcoming rules" +" (an AND statement where all criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29 +msgid "" +"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " +"(an OR statement where only one of the criteria must match)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32 +msgid "" +"To change between these two options, simply click the drop-down arrow icon " +"in the green box and select :guilabel:`Any` or :guilabel:`All`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35 +msgid "" +"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add " +"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a " +":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44 +msgid "Use cases" +msgstr "用例" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46 +msgid "" +"The following scenarios below outline different combinations of filters a " +"marketing campaign might commonly use." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50 +msgid "" +"Scenario #1: Narrow the target down to new opportunities in the pipeline" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61 +msgid "" +"Keep the second portion of the filter equation on the default :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63 +msgid "" +"Then, change the third (and final) portion of the filter equation from " +":guilabel:`Lead` to :guilabel:`Opportunity`. The number of " +":guilabel:`Records` that fit this specific filter equation will change as " +"the equation is customized." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67 +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103 +msgid "" +"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to" +" the right of the equation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70 +msgid "" +"With \"new\" opportunities being the target of this filter, the second node " +"will focus on only locating opportunities that are in the :guilabel:`New` " +"stage of the pipeline. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Stage` from the field drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75 +msgid "" +"Once again, leave the second portion of the filter equation on :guilabel:`= " +"(equal sign)`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77 +msgid "" +"Lastly, highlight the default value in the third (and final) portion of the " +"second filter equation and type in :guilabel:`New`. With that completed, " +"Odoo will only target opportunities that are in the \"New\" stage of the " +"pipeline." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "" +"A standard scenario using filters in the Odoo Marketing Automation app." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86 +msgid "" +"Scenario #2: Narrow the target down to the event attendees that purchased a " +"specific ticket" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88 +msgid "" +"While in Edit mode on a campaign template form, select the " +":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-" +"down menu. Then, scroll down (or search for) :guilabel:`Event` and select " +"it." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92 +msgid "" +"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on" +" the default :guilabel:`ID` filter option in the first portion of the filter" +" equation. Doing so reveals a drop-down menu full of filter options. From " +"this drop-down, scroll down (or search for) :guilabel:`Event`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97 +msgid "" +"Click the the default :guilabel:`= (equal sign)` in the second portion of " +"the filter equation. This reveals a drop-down menu. On this menu, select " +":guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100 +msgid "" +"In the third (and final) empty portion of the filter equation, type in the " +"name of the event(s) that you would like Odoo to consider for this campaign " +"filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106 +msgid "" +"The second node will focus on targeting this campaign to attendees who " +"purchase a specific type of ticket to the aforementioned event(s) in the " +"first filter equation. To do that, select the default :guilabel:`ID` from " +"the first portion of the second filter equation, and scroll down (or search " +"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that " +"same drop-down menu, select :guilabel:`Name`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112 +msgid "" +"Once again, click the the default :guilabel:`= (equal sign)` in the second " +"portion of the filter equation, and select :guilabel:`contains`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115 +msgid "" +"Lastly, in the third (and final) portion of the second filter equation, " +"which will be blank, type in the name of the ticket type that should be used" +" for the filter. In this case, :guilabel:`Standard` is the name of the event" +" ticket type for this sample filter." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone +msgid "An event ticket filter in the Odoo Marketing Automation application." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 +msgid "Testing and running a campaign" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 +msgid "" +"Odoo gives users the ability to test marketing campaigns (and mailings) " +"before officially running them." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 +msgid "" +"First, open the :guilabel:`Marketing Automation` application and click on a " +"campaign. Make sure the campaign already has activities configured on it (or" +" build a campaign by following the directions here on :doc:`this " +"documentation `). To start a test, click the " +":guilabel:`Launch a Test` button at the top of the template form." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Launch a test button in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17 +msgid "" +"When clicked, a pop-up window appears. In the dropdown field choose a " +"specific record to run the test on, or create a brand new record by clicking" +" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and" +" then click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 +msgid "" +"Once the record is selected, click :guilabel:`Continue`, and Odoo will " +"redirect to the campaign test page." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Test screen in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28 +msgid "" +"Here, the name of the :guilabel:`Record` being tested is visible, along with" +" the precise time this test workflow was started. Beneath that is the first " +"activity (or activities) in the workflow." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 +msgid "" +"To start a test, click the :guilabel:`Run` icon beside the first activity in" +" the workflow. When clicked, the page will reload, and Odoo will show the " +"various results (and analytics) connected to that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone +msgid "Workflow test progress in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39 +msgid "" +"Once all the workflow activities are completed, the test will end and be " +"moved to the :guilabel:`Completed` stage. To stop a test before all the " +"workflow activities are completed, click the :guilabel:`Stop` button." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 +msgid "Marketing activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 +msgid "" +"When creating a campaign in the :guilabel:`Marketing Automation` app, users " +"can plan marketing activities such as email or SMS campaigns. To get " +"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add" +" New Activity`. A blank activity template will appear where parameters can " +"be set for that specific activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 +msgid "" +"When :guilabel:`Add New Activity` is selected, a blank activity template " +"will appear with the following customizable fields:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "An activity template in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17 +msgid ":guilabel:`Activity Name`: the title of the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18 +msgid "" +":guilabel:`Activity Type`: choose between Email, Server Action (internal " +"Odoo operation), or SMS." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19 +msgid "" +":guilabel:`Mail Template`: choose from pre-configured templates (or create a" +" new one on-the-fly)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 +msgid ":guilabel:`Trigger`: choose when this activity should be triggered." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 +msgid "" +":guilabel:`Expiry Duration`: configure to stop the actions after a specific " +"amount of time (after the scheduled date). When selected, a " +":guilabel:`Cancel after` field appears, in which the user can choose how " +"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " +"cease after the initial date." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 +msgid "" +":guilabel:`Activity Filter`: domain related to this activity (and all " +"subsequent Child Activities)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27 +msgid "" +":guilabel:`Applied Filter`: activity will *only* be performed if it " +"satisfies the specified domain (filter)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30 +msgid "" +"After the activity's settings are fully configured, click :guilabel:`Save & " +"Close` to finish creating the activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 +msgid "Workflow activity" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 +msgid "" +"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where " +"each activity will be shown as a graph by default. The configured trigger " +"time for that activity can be found to the left of the :guilabel:`Workflow " +"Activity` card." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 +msgid "" +"In the :guilabel:`Workflow Activity` section, there is also the number of " +"activities that are successful or rejected. The :guilabel:`Success` and " +":guilabel:`Rejected` numbers are color-coded in the graph for easy reference" +" (in green and red, respectively)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone +msgid "Typical workflow activity in Odoo Marketing Automation." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49 +msgid "" +"If the :guilabel:`Activity Type` of the activity is set to " +":guilabel:`Email`, there are more in-depth analytics beneath the " +":guilabel:`Workflow Activity` data detailing how many emails have been " +":guilabel:`Sent`, and what percentage of those have been " +":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55 +msgid "Child activities" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57 +msgid "" +"Odoo also has the option to :guilabel:`Add Child Activity`. *Child " +"Activities* are sub-activities that are connected to (and triggered by) the " +"activity above it, which is also known as its *Parent Activity*." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 +msgid "" +"Odoo provides a number of triggering options to launch a :guilabel:`Child " +"Activity` - all of which depend on the trigger configurations related to the" +" parent activity. Under the desired parent activity, hover over " +":guilabel:`Add child activity`, and select the trigger:" +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65 +msgid ":guilabel:`Add Another Activity`: instantly add another activity." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66 +msgid "" +":guilabel:`Opened`: the next activity will be triggered if the (email) " +"recipient opens the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 +msgid "" +":guilabel:`Not Opened`: the next activity will be triggered if the recipient" +" does not open the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70 +msgid "" +":guilabel:`Replied`: the next activity will be triggered if the recipient " +"replies to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 +msgid "" +":guilabel:`Not Replied`: the next activity will be triggered if the " +"recipient does not reply to the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73 +msgid "" +":guilabel:`Clicked`: the next activity will be triggered if the recipient " +"clicks on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 +msgid "" +":guilabel:`Not Clicked`: the next activity will be triggered if the " +"recipient does not click on a link included in the mailing." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77 +msgid "" +":guilabel:`Bounced`: the next activity will be triggered if the mailing is " +"bounced (not sent)." +msgstr "" + +#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 +msgid "" +"Once a trigger is selected, the user can configure the child activity (it " +"has the same configuration options as a regular activity) and click " +":guilabel:`Save & Close`` to finish creating the child activity." +msgstr "" #: ../../content/applications/marketing/sms_marketing.rst:8 msgid "SMS Marketing" diff --git a/locale/zh_CN/LC_MESSAGES/productivity.po b/locale/zh_CN/LC_MESSAGES/productivity.po index 35515e8ae..5e0bd00f4 100644 --- a/locale/zh_CN/LC_MESSAGES/productivity.po +++ b/locale/zh_CN/LC_MESSAGES/productivity.po @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Jeffery CHEN , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -664,7 +664,6 @@ msgid "Internet of Things (IoT)" msgstr "物联网 (IoT)" #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/gmail.rst:6 #: ../../content/applications/productivity/mail_plugins/outlook.rst:6 msgid "Configuration" msgstr "配置" @@ -1826,145 +1825,215 @@ msgstr "`Odoo 教程: Lead Enrichment `_" msgid "Gmail Plugin" msgstr "Gmail插件" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:8 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:5 msgid "" -"The Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both " -"on Odoo and Gmail." -msgstr "Gmail:doc:`邮件插件 <../mail_plugins>`需要在Odoo和Gmail上都进行配置。" +"The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users " +"can keep track of all their work between Gmail and Odoo, without losing any " +"information." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:13 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 -msgid "Enable Mail Plugin" -msgstr "启用邮件插件" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:9 +msgid "Odoo Online users" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:11 +msgid "" +"For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to " +"configure the Gmail Plugin." +msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:15 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 -msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " -":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "首先，您需要在数据库中启用*邮件插件*功能。转到：菜单选择：`设置-->常规设置-->集成`，启用*邮件插件*，然后*保存*配置。" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:21 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:94 msgid "Install the Gmail Plugin" msgstr "安装Gmail插件" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:23 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:17 msgid "" -"Open the `Gmail Plugin Apps Script project " -"`_." +"First, log in to the Gmail account that the user wishes to connect to Odoo." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:19 +msgid "" +"From the Gmail inbox, click the plus sign icon on the right side panel to " +"get add-ons. If the side panel is not visible, click on the arrow icon at " +"the bottom right corner of the inbox to reveal it." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "Plus sign icon on the Gmail inbox side panel." msgstr "" -"打开 `Gmail插件应用程序脚本项目 " -"`_." #: ../../content/applications/productivity/mail_plugins/gmail.rst:26 msgid "" -"Verify you are logged in using the Google account you want to install the " -"plugin on." -msgstr "验证您是否使用要安装插件的谷歌帐户登录。" +"Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo" +" Inbox Addin`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:28 -msgid "Click on *Publish* then *Deploy from manifest...*" -msgstr "单击*发布*然后*从清单部署*" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "Odoo Inbox Addin on Google Workspace Marketplace." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Deploying from manifest the Gmail Plugin from the Apps Script project" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:32 +msgid "" +"Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google " +"Workspace Marketplace " +"`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:35 msgid "" -"Make sure you are using the legacy editor; otherwise the *Deploy from " -"manifest* functionality may not be available." -msgstr "确保您正在使用传统编辑器；否则，*从清单部署*功能可能不可用。" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Using the legacy editor in the Gmail Plugin Apps Script project" +"Once the plugin is located, click :guilabel:`Install`. Then, click " +":guilabel:`Continue` to start the installation." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:42 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:38 msgid "" -"Click on *Install add-on*. A \"Deployment installed\" notification should " -"appear. You can then click on *Close*." -msgstr "单击*安装附加组件*。应出现“部署已安装”通知。然后单击“关闭”。" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Installing the Gmail Plugin from the Apps Script project" +"Next, select which Gmail account the user wishes to connect to Odoo. Then " +"click :guilabel:`Allow` to let Odoo access the Google account. Google will " +"then show a pop-up window confirming that the installation was successful." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:52 -msgid "Configure your Gmail mailbox" -msgstr "配置Gmail邮箱" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:43 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:131 +msgid "Configure the Odoo database" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:54 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:45 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:133 msgid "" -"Open any email in your Gmail mailbox. On the right-side panel, click on the " -"Odoo icon and then *Authorize Access*." -msgstr "打开Gmail邮箱中的任何电子邮件。在右侧面板上，单击Odoo图标，然后单击“授权访问”。" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Authorizing access to the Gmail Plugin" +"The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in " +"order to use the Gmail Plugin. To enable the feature, go to " +":menuselection:`Settings --> General Settings`. Under the " +":guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then" +" click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:61 -msgid "Choose the right Google account." -msgstr "选择正确的谷歌帐号。" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Choosing your Google account" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "The Mail Plugin feature in the Settings." msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:67 -msgid "Allow the Gmail Plugin to access some of your data." -msgstr "允许Gmail插件访问您的一些数据。" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:55 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:143 +msgid "Configure the Gmail inbox" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Allowing the Gmail Plugin to access Google data" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:57 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:145 +msgid "" +"In the Gmail inbox, a purple Odoo icon is now visible on the right side " +"panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click" +" on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin" +" window to grant Odoo access to the Gmail inbox." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "" +"The Authorize Access button in the right sidebar of the Odoo plugin panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:65 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:153 +msgid "" +"Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that" +" the user wishes to connect to the Gmail inbox, and log in to the database." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:69 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:157 +msgid "" +"Use the general URL for the database, not the URL of a specific page in the " +"database. For example, use `https://mycompany.odoo.com`, not " +"`https://mycompany.odoo.com/web#cids=1&action=menu`." msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:73 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/gmail.rst:161 msgid "" -"The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." -msgstr "右侧面板现在可以显示 **司洞** 。在底部，单击“登录”。" +"Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The " +"browser will then show a :guilabel:`Success!` message. After that, close the" +" window. The Gmail inbox and Odoo database are now connected." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:78 +msgid "Odoo On-Premise users" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:80 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +"For databases hosted on servers other than Odoo Online (or Odoo.sh), follow " +"the steps below to configure the Gmail Plugin." msgstr "" -"只有有限数量的*公司洞察*（*潜在客户丰富*）请求可作为试用。此功能需要：ref:`预付信用费`。" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:83 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." -msgstr "输入您的Odoo数据库URL，然后单击*登录*。" - -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:84 +msgid "" +"As part of their security guidelines, Google requires add-on creators to " +"provide a list of URLs that can be used in actions and redirections launched" +" by the add-on. This protects users by ensuring, for example, that no add-on" +" redirects users toward a malicious website. (Read more on `Google Apps " +"Script `_.)" msgstr "" #: ../../content/applications/productivity/mail_plugins/gmail.rst:89 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." -msgstr "如果您没有登录到数据库，请输入您的凭据." +msgid "" +"Since Odoo can only list the `odoo.com` domain and not every on-premise " +"customer's unique server domain, on-premise customers cannot install the " +"Gmail Plugin from the Google Workspace Marketplace." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:91 -msgid "Click on *Allow* to let the Gmail Plugin connect to your database." -msgstr "点击“允许”，让Gmail插件连接到你的数据库。" +#: ../../content/applications/productivity/mail_plugins/gmail.rst:96 +msgid "" +"First, access the `GitHub repository `_ for the Odoo Mail Plugins. Next, click on the green " +":guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download " +"the Mail Plugin files onto the user's computer." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/gmail.rst:0 -msgid "Allowing the Gmail Plugin to connect to a database" +#: ../../content/applications/productivity/mail_plugins/gmail.rstNone +msgid "" +"Download the ZIP file from the Odoo GitHub repository for Mail Plugins." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:104 +msgid "" +"Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-" +"extensions-master --> gmail --> src --> views`, and open the " +":file:`login.ts` file using any text editor software, such as Notepad " +"(Windows), TextEdit (Mac), or Visual Studio Code." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:108 +msgid "" +"Delete the following three lines of text from the :file:`login.ts` file:" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:116 +msgid "" +"This removes the `odoo.com` domain constraint from the Gmail Plugin program." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:118 +msgid "" +"Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master " +"--> gmail`, and open the file called :guilabel:`README`. Follow the " +"instructions in the :guilabel:`README` file to push the Gmail Plugin files " +"as a Google Project." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:123 +msgid "" +"The computer must be able to run Linux commands in order to follow the " +"instructions on the :guilabel:`README` file." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/gmail.rst:126 +msgid "" +"After that, share the Google Project with the Gmail account that the user " +"wishes to connect to Odoo. Then, click :guilabel:`Publish` and " +":guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-" +"on` to install the Gmail Plugin." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:3 @@ -1977,6 +2046,17 @@ msgid "" " on Odoo and Outlook." msgstr "Outlook:文档:`邮件插件<../mail_plugins>`需要在Odoo和Outlook上配置。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +msgid "Enable Mail Plugin" +msgstr "启用邮件插件" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +msgid "" +"First, you need to enable the *Mail Plugin* feature in your database. Go to " +":menuselection:`Settings --> General Settings --> Integrations`, enable " +"*Mail Plugin*, and *Save* the configuration." +msgstr "首先，您需要在数据库中启用*邮件插件*功能。转到：菜单选择：`设置-->常规设置-->集成`，启用*邮件插件*，然后*保存*配置。" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:21 msgid "Install the Outlook Plugin" msgstr "安装Outlook插件" @@ -2043,6 +2123,24 @@ msgstr "打开Outlook邮箱中的任何电子邮件，单击*更多操作*按钮 msgid "Odoo for Outlook add-in button" msgstr "" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +msgid "" +"The right-side panel can now display **Company Insights**. At the bottom, " +"click on *Login*." +msgstr "右侧面板现在可以显示 **司洞** 。在底部，单击“登录”。" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +msgid "Logging in your Odoo database" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 +msgid "" +"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" +" available as a trial. This feature requires :ref:`prepaid credits " +"`." +msgstr "" +"只有有限数量的*公司洞察*（*潜在客户丰富*）请求可作为试用。此功能需要：ref:`预付信用费`。" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" "If, after a short while, the panel is still empty, it is possible that your " @@ -2070,6 +2168,14 @@ msgstr "" msgid "Once done, the Outlook panel needs to be opened again." msgstr "完成后，需要再次打开 Outlook 面板." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 +msgid "Enter your Odoo database URL and click on *Login*." +msgstr "输入您的Odoo数据库URL，然后单击*登录*。" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +msgid "Entering your Odoo database URL" +msgstr "" + #: ../../content/applications/productivity/mail_plugins/outlook.rst:99 msgid "Click on *Allow* to open the pop-up window." msgstr "单击“允许”打开弹出窗口。" @@ -2078,6 +2184,10 @@ msgstr "单击“允许”打开弹出窗口。" msgid "New window pop-up warning" msgstr "" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 +msgid "If you aren't logged into your database, enter your credentials." +msgstr "如果您没有登录到数据库，请输入您的凭据." + #: ../../content/applications/productivity/mail_plugins/outlook.rst:107 msgid "Click on *Allow* to let the Outlook Plugin connect to your database." msgstr "单击“允许”，让Outlook插件连接到您的数据库。" diff --git a/locale/zh_CN/LC_MESSAGES/sales.po b/locale/zh_CN/LC_MESSAGES/sales.po index 3fea4cffd..1e068ce98 100644 --- a/locale/zh_CN/LC_MESSAGES/sales.po +++ b/locale/zh_CN/LC_MESSAGES/sales.po @@ -20,11 +20,11 @@ # Gary Wei , 2022 # John Lin , 2022 # 稀饭~~ , 2022 -# Datasource International , 2022 -# Mandy Choy , 2022 # Martin Trigaux, 2022 # diaojiaolou <124412206@qq.com>, 2022 # Jeffery CHEN , 2022 +# Datasource International , 2022 +# Mandy Choy , 2022 # Emily Jia , 2022 # #, fuzzy @@ -32,7 +32,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Emily Jia , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -87,17 +87,18 @@ msgid "" msgstr "你可从CRM设置启用这一模式。它默认适用于你的所有销售渠道。但可从配置表单将它设置为适用于特定渠道。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10 #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14 @@ -377,110 +378,170 @@ msgstr "" msgid "Lead mining" msgstr "线索挖掘" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:4 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" -"In any business, getting quality leads is essential to keep the business " -"growing. Lead mining allows you to generate leads from scratch directly from" -" your database. Target your leads based on a set of criteria such as the " -"country, the size of the company, the industry your leads are coming from to" -" make them relevant to your business." +"Lead mining is a feature that allows CRM users to generate new leads " +"directly into their Odoo database. To ensure lead qualification, lead mining" +" output is determined by a variety of filtering criteria, such as the " +"country, the company size, and the industry." msgstr "" -"对于任何公司而言，获得优质线索对于保持公司业务增长至关重要。线索挖掘功能可让你直接从数据库中从头开始生成线索。根据国家、公司规模、行业等标准锁定线索来源，确保生成线索的相关性。" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the **Lead Mining** feature." -msgstr "如要启动本功能，前往 :menuselection:`CRM --> 配置 --> 设置`并启用 **索挖** 功能。" - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17 -msgid "Start generating leads" -msgstr "开始生成销售线索" - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18 -msgid "" -"You will now have a new button **Generate Leads** available in your " -"pipeline. You are also able to create lead mining requests from the " -":menuselection:`Configuration --> Lead Mining Requests` and through " -":menuselection:`Leads --> Leads` where you have the **Generate Leads** " -"button." +"To get started, go to :menuselection:`CRM --> Configuration --> Settings` " +"and activate :guilabel:`Lead Mining`." msgstr "" -"现在，您将有一个新按钮 **成潜在客户 " -"**供您使用。您还可以从：菜单选择:`配置-->潜在客户挖掘请求`和通过：菜单选择:`潜在客户-->潜在客户`创建潜在客户挖掘请求，其中您** " -"生成潜在客户 **钮。" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27 -msgid "" -"From there, click on the **Generate Leads** button, a window where you will " -"be able to pick your criteria will pop up." -msgstr "在这里点击 **成线** 按钮，在弹出的窗口中可设置条件。" - -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34 -msgid "" -"When choosing to target Companies and their contacts you can choose the " -"contacts you are getting based on Role or Seniority. When getting contact " -"information make sure to be aware of the latest EU regulation, get more " -"information about General Data Protection Regulation on `Odoo GDPR " -"`__," +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Activate lead mining in Odoo CRM settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 +msgid "Generate leads" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 +msgid "" +"After the :guilabel:`Lead Mining` setting is activated, a new button called " +":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " +"pipeline. Lead mining requests are also available through " +":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " +":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " +"Leads` button is also available." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "The Generate Leads button to use the lead mining feature." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 +msgid "" +"Click on the :guilabel:`Generate Leads` button, and a window will appear " +"offering a variety of criteria by which to generate leads." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "" +"The pop-up window with the selection criteria in order to generate leads in " +"Odoo." msgstr "" -"选择目标公司及其联系人时，您可以根据职务或资历选择联系人。获取联系人信息时，请确保了解最新的欧盟法规，了解有关通用数据保护条例的更多信息：`Odoo " -"GDPR `__," #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" -"You can decide to filter the leads you are getting depending on the size " -"(number of employees) of the companies. You can pick the countries your " -"leads are coming from. It is possible to pick multiple countries. You can " -"pick the industries your leads are coming from. It is possible to pick " -"multiple industries." +"Choose to generate leads for :guilabel:`Companies` to get company " +"information only, or choose :guilabel:`Companies and their Contacts` to get " +"company information as well as individual employee contact information. When" +" targeting :guilabel:`Companies and their Contacts`, there is an option to " +"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" -"可根据公司规模（员工人数）筛选得到的线索。你可选择线索来自于哪个国家，亦可同时选择多个国家。你还可选择线索来自于哪个行业，或同时选择多个行业。" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 +msgid "Additional filtering options include:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" -"You can choose the salesperson and the Salesteam the lead will be assigned " -"to. You can also add tags to track your generated leads." -msgstr "你可选择将线索分配给哪个销售人员和销售团队。你也可添加标签，追踪生成的线索。" +":guilabel:`Size`: filter leads based on the number of employees at the " +"company" +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 -msgid "The generated leads will have the name of the company." -msgstr "生成的线索包含公司名称。" +msgid "" +":guilabel:`Countries`: filter leads based on the country (or countries) they" +" are located in" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 +msgid "" +":guilabel:`States`: further filter leads based on the state they are located" +" in, if applicable" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 +msgid "" +":guilabel:`Industries`: filter leads based on the specific industry they " +"work in" +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 +msgid "" +":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " +"to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +msgid "" +":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " +"will be assigned to" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 +msgid "" +":guilabel:`Default Tags`: choose which tags are applied directly to the " +"leads once found" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 +msgid "" +"Make sure to be aware of the latest EU regulations when receiving contact " +"information. Get more information about the General Data Protection " +"Regulation on `Odoo GDPR `_." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "价格" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" -"This is an In-App Purchase feature, each generated lead will cost you one " -"credit. If you choose to get contact information each contact will also cost" -" you one additional credit. Here is the pricing for this `feature " -"`__, To buy credits you can " -"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy " -"Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> " -"View my Services`." +"Lead mining is an *In-App Purchase* feature and each generated lead costs " +"one credit." msgstr "" -"这是一项应用程序内购买功能，每生成1个潜在客户将花费1分积分。如果您选择获取联系人信息，每1个联系人的信息也将花费1分积分。功能定价参见`feature" -" `__，购买积分请跳转至：菜单选择：`CRM-->配置-->设置-->购买积分`；或跳转至：菜单选择：`设置-->联系人-->Odoo" -" IAP-->查看我的服务`。" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" -"The blue box will automatically tell you how many credits are going to be " -"consumed." -msgstr "蓝框会自动告知你将消耗的积点数量。" +"Choosing to generate :guilabel:`Companies and their Contacts` costs one " +"additional credit for each contact generated." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68 +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" -"If you are on Odoo Online and have the Enterprise version, you benefit from " -"free trial credits to test the feature." -msgstr "如果您使用Odoo云端版，且拥有企业版，则可以免费试用积分测试该功能。" +"See here for full pricing information: `Lead Generation by Odoo IAP " +"`_." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:72 -msgid ":doc:`In-App Purchases (IAP) `" -msgstr ":doc:`应用内购买 (IAP) `" +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 +msgid "" +"To buy credits, navigate to :menuselection:`CRM --> Configuration --> " +"Settings`. In the :guilabel:`Lead Generation` section, under the " +":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits from the lead mining settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 +msgid "" +"Credits may also be purchased by navigating to the :menuselection:`Settings " +"--> General Settings`. In the :guilabel:`In-App Purchases` section, under " +"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone +msgid "Buy credits in the Odoo IAP settings." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 +msgid "" +"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" +" in their database to test any IAP features." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 +msgid ":doc:`../../../general/in_app_purchase`" +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" @@ -2091,218 +2152,278 @@ msgstr "POS 入门" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5 msgid "" -"When working with a Point of Sale application, employees want a simple, and " -"user-friendly solution. A solution that works online or offline and with any" -" device." -msgstr "当使用POS应用程序时，员工需要一个简单且用户友好的解决方案。 可在线或离线使用及配合任何设备的解决方案。" +"**Point of Sale** is a fully integrated application that allows you to sell " +"products (online or offline) with any device. It also automatically " +"registers product moves in your stock, gives you real-time statistics, and " +"consolidations across all shops." +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9 -msgid "" -"A Point of Sale system is a fully integrated application that allows any " -"transaction, automatically registers product moves in your stock, and gives " -"you real-time statistics and consolidations across all shops." -msgstr "POS系统是一个完全集成的应用程序，它可以进行任何交易，自动在您的库存中注册产品移动，并为您提供所有商店的实时统计信息和合并信息。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13 +msgid "Make products available" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17 -msgid "Make products available in the PoS" -msgstr "使产品可在PoS中使用" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" -" Products --> Products` and open a product. In the *Point of Sale* tab, " -"enable *Available in Point of Sale*." -msgstr "使产品可供销售，跳转至：菜单选择：“销售点-->产品-->产品”，并打开产品。在*销售点*选项卡中，启用*在销售点可供销售*。" +" Products --> Products`, and select a product to open the product form. In " +"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Product form. Making the product available in PoS." -msgstr "产品表单。使产品在销售点可供销售。" +msgid "Making a product available in your POS." +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28 -msgid "You can also define if the product has to be weighted or not." -msgstr "您还可以定义是否必须对产品进行称重。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24 +msgid "Configure payment methods" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31 -msgid "Configure your payment methods" -msgstr "配置支付方式" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26 msgid "" "To add a payment method, you first need to create it. Go to " -":menuselection:`Point of Sale --> Configuration --> Payment Methods` and " -"click on create. Then, you can name your payment method and set it up." +":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " +"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this " +"payment method *exclusively* for registered customers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30 +msgid "" +"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " +"payment method for cash payments, or :guilabel:`Bank` to use it for card " +"payments." msgstr "" -"要添加付款方式，您首先需要创建它。 转到:menuselection:`POS --> 配置 --> 付款方式` ，然后单击创建。 " -"接着，您可以命名您的付款方式并进行设置。" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Creating a new payment method for a Point of Sale." -msgstr "为销售点创建付款方法。" +msgid "Creating a new payment method for a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41 +msgid "" +"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" +" Payment Terminal` field in which you can add your terminal's information." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43 -msgid "Don’t forget your credentials for methods using a payment terminal." -msgstr "不要忘记使用付款终端的凭证。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45 msgid "" -"Now, you can select the payment method in your PoS settings. To do so, go to" -" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open" -" the PoS in which you want to include the payment method. Then, add the " -"payment method." +"Credentials are mandatory to use a payment terminal. To learn how to " +"configure the different terminals, check out the following documentation " +"pages:" msgstr "" -"现在，您可以在PoS设置中选择付款方式。 为此，请转到:menuselection:`POS- -> 配置 --> " -"销售点，然后打开要设置付款方式的PoS。 接着，添加付款方式。" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Making the payment method available in a point of sale." -msgstr "使付款方法在销售点可用。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46 +msgid ":doc:`Adyen configuration <../payment/adyen>`" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47 +msgid ":doc:`Vantiv configuration <../payment/vantiv>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48 +msgid ":doc:`Ingenico configuration <../payment/ingenico>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49 +msgid ":doc:`Six configuration <../payment/six>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50 +msgid ":doc:`Worldline configuration <../payment/worldline>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52 msgid "" -"*Configuration* is the menu where you can edit all your point of sale " -"settings. Some more features are available for restaurants." -msgstr "*配置* 是您可以编辑所有销售点设置的菜单。 餐厅还提供一些其他功能。" +"Once the payment method is created, you can select it in your POS settings. " +"To do so, go to :menuselection:`Point of Sale --> Configuration --> " +"Settings`. Select a POS for which you wish to make the payment method " +"available in the :guilabel:`Point of Sale` field, and add the payment " +"method(s) under the :guilabel:`Payment` section." +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59 -msgid "Your first PoS session" -msgstr "您的第一次PoS应用" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58 +msgid "POS sessions" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62 -msgid "Your first order" -msgstr "第一个订单" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63 +msgid "Start a session" +msgstr "开始会话" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64 -msgid "Open a new session from the dashboard by clicking on *New Session*." -msgstr "单击*新建会话*，从仪表板打开一个新会话。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Launching a new session." -msgstr "发布新会话。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65 +msgid "" +"From the **POS dashboard**, click :guilabel:`New Session` and at the " +":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " +"start a POS session, or click :guilabel:`Continue Selling` if the session is" +" already opened." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70 -msgid "After the loading screen, you arrive on the PoS interface." -msgstr "在加载屏幕之后，您将到达PoS界面。" +msgid "" +"Multiple users can be connected to the same session at the same time. " +"However, the session can only be opened once on the same browser." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73 +msgid "" +"Click products to add them to the cart. To change the **quantity**, click " +":guilabel:`Qty` and enter the number of products using the keypad. To add a " +"**discount** or modify the product **price**, click respectively " +":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77 +msgid "" +"Once an order is completed, proceed to checkout by clicking " +":guilabel:`Payment`. Select the **payment method**, enter the received " +"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " +"on to the next customer." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale dashboard." -msgstr "销售点仪表板。" +msgid "POS session interface." +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76 -msgid "" -"Once an order is completed, you can register the payment. All the available " -"payment methods appear on the left of the screen. Select the payment method " -"and enter the received amount. Then, you can validate the payment." -msgstr "订单完成后，您可以注册付款。 屏幕上左侧显示所有可用的付款方式。 选择付款方式，然后输入收到的金额。 接着，您可以验证付款。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "您可以同时使用`,`和`.`在键盘上显示为十进制分隔符。" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:85 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 +msgid "" +"**Cash** is selected by default if you enter the amount without choosing a " +"payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91 msgid "Return and refund products" msgstr "退货和退款" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87 -msgid "" -"Having a well-thought-out return policy is key to keep customers satisfied " -"and make the process of accepting returns and refunds easy for you." -msgstr "制定周全的退货政策是保持客户满意度并使您轻松接受退货和退款的关键。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93 +msgid "To return and refund a product," +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:90 -msgid "" -"To do that, from the PoS interface, select the product and quantity (with " -"the +/- button) that the customer wants to return. For multiple products, " -"repeat the process individually." -msgstr "为此，请从PoS界面中选择客户要退货的产品和数量（使用+/-按钮）。 对于多种产品的退货，请分别重复该过程。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95 +msgid ":ref:`start a session ` from the **POS dashboard**;" +msgstr "" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Refunding a product with the point of sale app." -msgstr "使用销售点应用程序进行产品退款。" +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96 +msgid "click :guilabel:`Refund` and select the corresponding order;" +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97 +msgid "select the product and the quantity to refund using the keypad;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98 +msgid "click :guilabel:`Refund` to go back to the previous screen;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99 msgid "" -"When on the payment interface, the total is negative. To end the refund, " -"process the payment and validate it." -msgstr "在付款界面上，总计为负数。 要结束退款，请处理付款并进行验证。" +"once the order is completed, click :guilabel:`Payment` to proceed to the " +"refund;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100 +msgid "" +"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " +"customer." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Giving back money to customer in Odoo Point of Sale." -msgstr "在Odoo销售点向客户退款。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:105 -msgid "Close the PoS session" -msgstr "关闭PoS会话" +msgid "refund view from a POS" +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107 msgid "" -"To close your session at the end of the day, click on the close button on " -"the upper right corner of your screen and confirm. Now, close the session on" -" the dashboard view." -msgstr "要在一天结束时关闭会话，请单击屏幕右上角的关闭按钮并进行确认。 现在，在仪表板视图上关闭会话。" +"You can filter the **orders list** by :guilabel:`Receipt Number`, " +":guilabel:`Date` or :guilabel:`Customer` using the search bar." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109 +msgid "" +"You can also refund a product by selecting the returned product from an open" +" session, and setting a negative quantity that equals the number of returned" +" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " +"the quantity of returned products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114 +msgid "Close the POS session" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116 +msgid "" +"To close your session, click :guilabel:`Close` in the upper right corner of " +"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " +"From this screen, you can retrieve various information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120 +msgid "" +"the number of orders made and the total amount made during the session;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121 +msgid "the expected amounts grouped by payment method." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123 +msgid "" +"Before closing this window, count your cash using the calculator icon. Doing" +" so opens a pop-up window that computes the total amount in the cash drawer " +"depending on the coins and bills counted and added manually. Then, click " +":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" +" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " +"Details` are specified in the **Notes** section." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "How to close a point of sale session." -msgstr "如何结束销售点会话。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:115 -msgid "" -"It’s strongly advised to close your PoS session at the end of each day." -msgstr "强烈建议在每天结束时关闭您的PoS会话。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:117 -msgid "" -"Once a session is closed, you can see a summary of all transactions per " -"payment method. Then, click on a line to see all orders that were paid " -"during your PoS session. If everything is correct, validate the session and " -"post the closing entries." +msgid "How to close a POS session." msgstr "" -"会话关闭后，您可以查看每种付款方式的所有交易摘要。 然后，单击一行以查看在PoS会话中支付的所有订单。 如果一切正确，请验证会话并发布结束条目。" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone -msgid "Point of sale sales report before closing the session." -msgstr "结束会话前的销售点销售报告。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:126 +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133 msgid "" -"To connect the PoS hardware with an Odoo IoT Box, please refer to these " -"docs: :doc:`Connect an IoT Box to your database " -"` and :doc:`Use the IoT Box " -"for the PoS `." +"Once you are done controlling the amounts, click :guilabel:`Close Session` " +"to close and go back to the **POS dashboard**." msgstr "" -"要将PoS硬件与Odoo物联网盒连接，请参阅以下文档：：:doc:`将物联网盒连接到数据库`和：:doc:`将物联网盒用于PoS`。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:132 -msgid "View your statistics" -msgstr "查看你的统计数据" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134 -msgid "" -"Keeping track of your sales is essential to get meaningful statistics. " -"That’s why Odoo provides analyzes about your sales." -msgstr "跟踪销售情况对于获取有意义的统计数据至关重要。 因此，Odoo会提供有关您的销售的分析。" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137 msgid "" -"To access your statistics, go to :menuselection:`Point of Sales --> " -"Reporting --> Orders`. There, you can see various statistics in graph or " -"pivot form." +"You can let the session open by clicking :guilabel:`Backend` or abort and " +"keep selling by clicking :guilabel:`Discard`." msgstr "" -"访问统计信息，请转到 :menuselection:`POS -> 报告 --> 订单。 在这里，您可以以图表或数据透视表的形式查看各种统计信息。" -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139 msgid "" -"Orders analysis with pivot view of the point of sale reporting feature." -msgstr "使用销售点报告功能的透视图进行订单分析。" +"Depending on your setup, you might only be allowed to close a session if the" +" expected cash revenue equals the counted cash. To close it anyway, click " +":guilabel:`Ok` at the :guilabel:`Payments Difference` screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144 +msgid "" +"It is strongly advised to close your POS session at the end of each day." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145 -msgid "You can also access them through the dashboard." -msgstr "您也可以通过仪表板访问数据。" - -#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone msgid "" -"Accessing orders analysis via the point of sale dashboard. Reporting feature" -" on the PoS form." -msgstr "通过销售点仪表板查看订单分析。销售点表单的报告功能。" +"To look at all your previous sessions, go to :menuselection:`Point of Sale " +"--> Orders --> Sessions`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149 +msgid "View statistics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151 +msgid "" +"To access your statistics, go to :menuselection:`Point of Sale --> Reporting" +" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " +"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155 +msgid "" +"These statistics are available in a graph or pivot view that you can filter " +"or group depending on your needs." +msgstr "" #: ../../content/applications/sales/point_of_sale/overview/https.rst:3 msgid "Secure connection (HTTPS)" @@ -2411,6 +2532,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65 msgid "Configure the payment method" msgstr "配置支付方式" @@ -2486,10 +2608,51 @@ msgstr "" "查找终端序列号，请跳转至您的**Adyen帐户**。然后，跳转至：菜单选择：“销售点-->终端”，选择要连接的终端，并将其序列号复制粘贴至Odoo必填栏。" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59 +msgid "Set the Event URLs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +msgid "" +"For Odoo to know when a payment is made, you must set the terminal **Event " +"URLs**. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63 +msgid "log in to `Adyen's website `_;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64 +msgid "" +"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" +" select the connected terminal;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +msgid "from the terminal settings, click :guilabel:`Integrations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67 +msgid "" +"set the :guilabel:`Switch to decrypted mode to edit this setting` field as " +":guilabel:`Decrypted`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +msgid "" +"click the **pencil icon** button and enter your server address, followed by " +"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70 +msgid "" +"click :guilabel:`Save` at the bottom of the screen to save the changes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73 msgid "Add a new payment method" msgstr "新增一个付款方式" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " @@ -2498,13 +2661,14 @@ msgid "" msgstr "" "为销售点添加**付款方式**，请跳转至：菜单选择：`销售点-->配置-->销售点`。然后，选择销售点，跳转至：菜单选择：`付款-->付款方式`，然后为Adyen添加新方法。" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80 #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88 msgid "Pay with a payment terminal" msgstr "用支付终端付款" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " @@ -2520,12 +2684,13 @@ msgid "" msgstr "如果Odoo和支付终端连接出现问题，单击：guilabel：`强制完成`，强制完成支付，您可以验证订单。" #: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "仅在收到错误消息，通知您连接失败后，此选项才可用。" -#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:77 +#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "取消付款申请，单击：guilabel：`取消`。" @@ -2534,6 +2699,7 @@ msgid "Ingenico" msgstr "Ingenico " #: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5 +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " @@ -2725,6 +2891,214 @@ msgid "" msgstr "" "如果支付终端出现任何问题，您仍然可以使用：guilabel：`强制完成`按钮，强制完成支付。您可以在Odoo中验证订单，即使支付终端与Odoo出现连接问题。" +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3 +msgid "Stripe" +msgstr "Stripe" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9 +msgid "" +":doc:`Use Stripe as payment provider. " +"<../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17 +msgid "" +"Activate **Stripe** in the settings by going to :menuselection:`Point of " +"Sale --> Configuration --> Settings --> Payment Terminals` and enabling " +":guilabel:`Stripe`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22 +msgid "" +"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " +"click :guilabel:`Create`, and complete the :guilabel:`Method` field with " +"your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24 +msgid "" +"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" +" a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26 +msgid "" +"Enter your payment terminal serial number in the :guilabel:`Stripe Serial " +"Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27 +msgid "" +"Click :guilabel:`Don't forget to complete Stripe connect before using this " +"payment method.`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "payment method creation form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34 +msgid "" +"Click :guilabel:`Identify Customer` to allow this payment method " +"**exclusively** for identified customers. For any unidentified customers to " +"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " +"unchecked." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37 +msgid "" +"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" +" can stay empty to use the default accounts." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39 +msgid "" +"Find your payment terminal serial number under the device or on `Stripe's " +"dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43 +msgid "Connect Stripe to Odoo" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45 +msgid "" +"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " +"configuration page. Fill in all the information to create your Stripe " +"account and link it with Odoo. Once the forms are completed, the API keys " +"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" +" **Stripe's** website. To do so, click :guilabel:`Get your Secret and " +"Publishable keys`, click the keys to copy them, and paste them into the " +"corresponding fields in Odoo. Your terminal is ready to be configured in a " +"POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone +msgid "stripe connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57 +msgid "" +"When you use **Stripe** exclusively in Point of Sale, you only need the " +"**Secret Key** to use your terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59 +msgid "" +"When you use Stripe as **payment provider**, the :guilabel:`State` can stay " +"set as :guilabel:`Disabled`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61 +msgid "" +"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " +"does not work. To retrieve the API keys manually, log in to your `Stripe " +"dashboard `_, type `API` in the search bar, " +"and click :guilabel:`Developers > API`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67 +msgid "Configure the payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69 +msgid "" +"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " +"admin PIN code, validate and select your network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73 +msgid "The device must be connected to a secured WI-FI network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74 +msgid "Your Odoo database and payment terminal must share the same network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75 +msgid "" +"You must enter the admin PIN code to access your payment terminal settings. " +"By default, this code is `07139`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81 +msgid "" +"To add a **payment method** to your point of sale, go to " +":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " +"POS, scroll down to the :guilabel:`Payments` section, and add your payment " +"method for **Stripe** in the :guilabel:`Payment Methods` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88 +msgid "" +"When processing a payment, select :guilabel:`Stripe` as the payment method. " +"Check the amount and click :guilabel:`Send`. Once the payment is successful," +" the status changes to :guilabel:`Payment Successful`. To cancel the payment" +" request, click :guilabel:`cancel`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0 +msgid "" +"In case of connection issues between Odoo and the payment terminal, force " +"the payment by clicking on :guilabel:`Force Done`, which allows you to " +"validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97 +msgid "The terminal must have at least 10% battery level to use it." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98 +msgid "The device does not work for payments under €0.50." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101 +msgid "Troubleshooting" +msgstr "故障排除" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104 +msgid "Payment terminal unavailable in your Stripe account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106 +msgid "" +"If the payment terminal is unavailable in your Stripe account, you must add " +"it manually:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108 +msgid "" +"Log into your `Stripe's dashboard `_ and go to" +" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110 +msgid "" +"Add a location by clicking the :guilabel:`+ New` button or selecting an " +"already created location;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111 +msgid "" +"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " +"in the required information." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115 +msgid "" +"You must provide a **registration code**. To retrieve that code, swipe right" +" on your device, enter the admin PIN code (by default: `07319`), validate, " +"and click :guilabel:`Generate a registration code`." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Vantiv" msgstr "Vantiv" @@ -3458,78 +3832,111 @@ msgid "" msgstr "Odoo POS只支持*添加舍入明细*舍入策略和*一半*舍入方法。" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 -msgid "Invoice from the PoS interface" -msgstr "从PoS界面开具发票" +msgid "Invoice issuance" +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" -"Some of your customers might request an invoice when buying from your Point " -"of Sale, you can easily manage it directly from the PoS interface." -msgstr "某些顾客在销售点购物后可能索取发票，你可通过PoS界面直接管理。" +"In Point of Sale, you can issue and print invoices upon payment at the cash " +"register or retrieve all the past invoiced orders." +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 -msgid "Activate invoicing" -msgstr "启用开具发票功能" +msgid "Set a customer" +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" -"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" -" select your Point of Sale:" -msgstr "前往 :menuselection:`POS --> 配置 --> POS`并选择你的POS界面：" +"First, you need to open a session and set your customer. Open the **POS " +"interface** by going to :menuselection:`Point of Sale --> New session --> " +"Open session`. Then, click :guilabel:`Customer` to access the list of " +"**customers**." +msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "customer selection and creation button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19 msgid "" -"Under the *Bills & Receipts* you will see the invoicing option, tick it. " -"Don't forget to choose in which journal the invoices should be created." -msgstr "在*账单和收据*类别下，你可看到开具发票选项，勾选它。请勿忘记选择创建发票的日记账。" +"From there, you can either set an existing customer by clicking their name " +"or create a new one by clicking :guilabel:`Create`. Doing so opens a " +"customer creation form to fill in with their information. Click " +":guilabel:`Save` to validate and set this new customer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24 +msgid "" +"You can also **edit** a customer's information by clicking " +":guilabel:`Details`." +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 -msgid "Select a customer" -msgstr "选择顾客" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 -msgid "From your session interface, use the customer button" -msgstr "使用会话界面的顾客按钮" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" -"You can then either select an existing customer and set it as your customer " -"or create a new one by using this button." -msgstr "你可选择现有顾客并将其设置为你的顾客，也可通过此按钮创建新顾客。" +"If you did not set your customer during the order, you can do so at the " +"payment screen by clicking :guilabel:`Customer`." +msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29 +msgid "Invoice a customer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31 msgid "" -"You will be invited to fill out the customer form with its information." -msgstr "然后，你需要填写顾客信息。" +"Once an order is done, click :guilabel:`Payment` to move to the **payment " +"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" +" issuing and printing invoices upon payment." +msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 -msgid "Invoice your customer" -msgstr "给客户开票" +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "button to generate an invoice in POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39 +msgid "" +"Select the payment method and click :guilabel:`Validate`. The **invoice** is" +" automatically issued and ready to be downloaded and/or printed." +msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 -msgid "" -"From the payment screen, you now have an invoice option, use the button to " -"select it and validate." -msgstr "现在在付款页面可看到发票选项，点击按钮选择并验证发票。" +msgid ":doc:`../overview/getting_started`" +msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 -msgid "You can then print the invoice and move on to your next order." -msgstr "然后，你可以打印发票并转到下一个订单。" - -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46 msgid "Retrieve invoices" msgstr "检索发票" -#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 -msgid "" -"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" -" right corner) you will find all your orders in :menuselection:`Point of " -"Sale --> Orders --> Orders` and under the status tab you will see which ones" -" have been invoiced. When clicking on a order you can then access the " -"invoice." +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48 +msgid "To retrieve invoices from the **POS dashboard**," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50 +msgid "" +"access all orders made through your POS by going to :menuselection:`Point of" +" Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 +msgid "" +"to access an order's invoice, open the **order form** by selecting the " +"order, then click :guilabel:`Invoice`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone +msgid "invoice smart button from an order form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60 +msgid "" +"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " +"the :guilabel:`Status` column;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62 +msgid "" +"You can filter the list of orders to invoiced orders by clicking " +":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -"离开PoS界面（右上角的 :menuselection:`关闭 --> 确认`），你将在 :menuselection:`POS --> 订单 --> " -"订单`看到所有订单，在状态选项卡中，可看到已开具发票的订单。点击订单，你可访问其发票。" #: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3 msgid "Log in with employee" @@ -6524,6 +6931,173 @@ msgid "" " product." msgstr "对产品模板的更改将自动应用于产品的所有变体。" +#: ../../content/applications/sales/sales/products_prices/returns.rst:3 +msgid "Process returns and refunds" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:5 +msgid "" +"The :guilabel:`Sales` app provides two different ways to process returns " +"based on whether an invoice has been sent or not." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:9 +msgid "Before invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:11 +msgid "" +"Returns are completed using *Reverse Transfers* when a customer decides to " +"return a product before an invoice has been sent or validated." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:15 +msgid "" +"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " +"be installed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:17 +msgid "" +"To start a return, open the :guilabel:`Sales` app, navigate to the " +"customer's sales order, and click on the :guilabel:`Delivery` smart button " +"to open the associated delivery order." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:20 +msgid "" +"On the validated delivery order, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. By default, the " +":guilabel:`Quantity` matches the validated quantities from the delivery " +"order. Update the quantities if necessary. Click on the trash icon next to a" +" line item to remove it from the return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Reverse Transfer\" pop-up window, to make a return before invoicing " +"the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:29 +msgid "" +"Next, click :guilabel:`Return` to confirm the return. This generates a new " +"warehouse operation for the incoming returned product(s). Upon receiving the" +" return, the warehouse team validates the warehouse operation. Then, on the " +"original sales order, the :guilabel:`Delivered` quantity will reflect the " +"difference between the initial validated quantities and the returned " +"quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The updated \"Delivered\" quantity on the sales order after the reverse " +"transfer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:38 +msgid "" +"When an invoice is created, the customer receives an invoice only for the " +"products they are keeping." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:42 +msgid "After invoicing" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:44 +msgid "" +"Sometimes, customers return an item after they receive and/or pay for their " +"invoice. In these cases, a return using only *Reverse Transfers* is " +"impossible since validated or sent invoices cannot be changed. However, " +"*Reverse Transfers* can be used in conjunction with *Credit Notes* to " +"complete the customer's return." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:49 +msgid "" +"To start a return, navigate to the relevant sales order. If there is a " +"payment registered on the sales order, then the payment details will appear " +"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" +" smart button) will have a green banner across it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:53 +msgid "" +"From the sales order, click on the :guilabel:`Delivery` smart button to view" +" the validated delivery order. Then, click :guilabel:`Return` to open the " +":guilabel:`Reverse Transfer` pop-up window. Next, edit the " +":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " +"then click :guilabel:`Return`. This generates a new warehouse operation for " +"the incoming returned product(s), which is validated by the warehouse team " +"once the return is received. Then, on the sales order, the " +":guilabel:`Delivered` quantity will reflect the difference between the " +"initial validated quantities and the returned quantities." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:61 +msgid "" +"Since the returned products have already been paid for, the validated " +"invoice must be modified to reflect the return. Navigate to the relevant " +"invoice (from the sales order, click on the :guilabel:`Invoices` smart " +"button). Then, click on the :guilabel:`i` icon next to the :guilabel:`Paid` " +"line at the bottom of the invoice to open the :guilabel:`Payment Info` " +"window. Next, click :guilabel:`Unreconcile`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"Unreconcile\" button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:71 +msgid "" +"After the invoice is unreconciled, the options for :guilabel:`Send & Print` " +"and :guilabel:`Register Payment` become available again alongside a note " +"that there are outstanding payments for the customer." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:75 +msgid "" +"To process a refund, click :guilabel:`Add Credit Note` from the validated " +"invoice." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "" +"The \"Credit Note\" pop-up window, to issue a credit to the customer after " +"invoicing." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:81 +msgid "" +"Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full " +"Refund`, or :guilabel:`Full refund and new draft invoice`. The " +":guilabel:`Partial Refund` option creates a draft credit note that can be " +"edited before posting. The :guilabel:`Full refund and new draft invoice` " +"option validates the credit note and duplicates the original invoice as a " +"new draft." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:86 +msgid "" +"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " +"use to process the credit can also be specified. If a :guilabel:`Specific " +"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " +"selected." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rst:90 +msgid "" +"After the information is filled, click :guilabel:`Reverse`. Then, for a " +":guilabel:`Partial Refund` or :guilabel:`Full refund and new draft invoice`," +" :guilabel:`Edit` the draft as needed, and finally, click " +":guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/returns.rstNone +msgid "The \"outstanding payments\" banner." +msgstr "" + #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "设置税" diff --git a/locale/zh_CN/LC_MESSAGES/sphinx.po b/locale/zh_CN/LC_MESSAGES/sphinx.po index f858e4568..6a76e3007 100644 --- a/locale/zh_CN/LC_MESSAGES/sphinx.po +++ b/locale/zh_CN/LC_MESSAGES/sphinx.po @@ -7,21 +7,22 @@ # 稀饭~~ , 2022 # Mandy Choy , 2022 # Benson , 2022 -# Jeffery CHEN , 2022 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2022 # diaojiaolou <124412206@qq.com>, 2022 -# Martin Trigaux, 2022 # 黎伟杰 <674416404@qq.com>, 2022 # zhao yonghui, 2022 +# Jeffery CHEN , 2022 +# fausthuang, 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-10-04 12:47+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" -"Last-Translator: zhao yonghui, 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -162,6 +163,86 @@ msgstr "文档" msgid "Content guidelines" msgstr "指南内容" +#: ../../extensions/odoo_theme/layout_templates/legal.html:4 +msgid "Legal" +msgstr "法律" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:10 +#: ../../extensions/odoo_theme/layout_templates/legal.html:17 +msgid "Licenses" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:25 +msgid "Terms and Conditions" +msgstr "条款和条件" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:34 +msgid "Odoo Enterprise Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:36 +msgid "Applies to self-hosting, Odoo.SH and Odoo Cloud." +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:40 +#: ../../extensions/odoo_theme/layout_templates/legal.html:42 +#: ../../extensions/odoo_theme/layout_templates/legal.html:59 +#: ../../extensions/odoo_theme/layout_templates/legal.html:61 +#: ../../extensions/odoo_theme/layout_templates/legal.html:78 +#: ../../extensions/odoo_theme/layout_templates/legal.html:80 +msgid "Read" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:43 +#: ../../extensions/odoo_theme/layout_templates/legal.html:62 +#: ../../extensions/odoo_theme/layout_templates/legal.html:81 +msgid "English" +msgstr "英语" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:54 +msgid "Odoo Partnership Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:73 +msgid "Terms Of Sale" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:90 +msgid "See also" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:93 +msgid "Archive of older agreements" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:99 +msgid "Other legal references" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:105 +msgid "Odoo Cloud Service Level Agreement (SLA)" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:110 +msgid "Odoo Cloud Acceptable Use Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:115 +msgid "Odoo SA’s Privacy Policy" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:120 +msgid "Odoo SA’s GDPR Compliance Guide" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:126 +msgid "Contributor License Agreement" +msgstr "" + +#: ../../extensions/odoo_theme/layout_templates/legal.html:133 +msgid "German Tax Accounting Standards: Odoo’s guide to GoBD Compliance" +msgstr "" + #: ../../extensions/odoo_theme/layout_templates/page_toc.html:2 msgid "On this page" msgstr "在本页面" diff --git a/locale/zh_CN/LC_MESSAGES/websites.po b/locale/zh_CN/LC_MESSAGES/websites.po index c714a58d7..1d63be651 100644 --- a/locale/zh_CN/LC_MESSAGES/websites.po +++ b/locale/zh_CN/LC_MESSAGES/websites.po @@ -26,7 +26,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-11-17 09:28+0000\n" +"POT-Creation-Date: 2022-12-23 09:13+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Emily Jia , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -2556,10 +2556,9 @@ msgstr "robots.txt" #: ../../content/applications/websites/website/optimize/seo.rst:623 msgid "" "When indexing your website, search engines take a first look at the general " -"indexing rules of the a``/robots.txt`` file (allowed robots, sitemap path, " +"indexing rules of the ``/robots.txt`` file (allowed robots, sitemap path, " "etc.). Odoo automatically creates it. Its content is:" msgstr "" -"在编制网站索引时，搜索引擎首先查看``/robots.txt``文件的一般索引规则（允许的机器人、网站地图路径等）。Odoo自动创建该文件。其内容是：" #: ../../content/applications/websites/website/optimize/seo.rst:627 msgid "User-agent: \\* Sitemap: https://www.odoo.com/sitemap.xml"