diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 0d286b4cd..ddfe56f18 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -506,8 +506,9 @@ msgstr "" #: ../../content/administration/odoo_online.rst:3 #: ../../content/administration/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:81 -#: ../../content/administration/upgrade.rst:296 +#: ../../content/administration/upgrade.rst:14 +#: ../../content/administration/upgrade.rst:109 +#: ../../content/administration/upgrade.rst:337 msgid "Odoo Online" msgstr "" @@ -577,8 +578,8 @@ msgstr "" #: ../../content/administration/odoo_online.rst:43 #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:77 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:113 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:123 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:168 #: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "" @@ -588,7 +589,7 @@ msgid "Trigger a database upgrade." msgstr "" #: ../../content/administration/odoo_online.rst:48 -msgid "For more information about the upgrade process, check out the :ref:`Odoo Online upgrade documentation `." +msgid "For more information about the upgrade process, check out the :ref:`Odoo Online upgrade documentation `." msgstr "" #: ../../content/administration/odoo_online.rst:54 @@ -722,8 +723,9 @@ msgstr "" #: ../../content/administration/odoo_sh.rst:5 #: ../../content/administration/supported_versions.rst:30 -#: ../../content/administration/upgrade.rst:111 -#: ../../content/administration/upgrade.rst:307 +#: ../../content/administration/upgrade.rst:22 +#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:348 msgid "Odoo.sh" msgstr "" @@ -992,7 +994,7 @@ msgid "Here is a pseudo-implementation example:" msgstr "" #: ../../content/administration/odoo_sh/advanced/submodules.rst:6 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:170 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:229 msgid "Submodules" msgstr "" @@ -1138,6 +1140,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:28 #: ../../content/administration/odoo_sh/getting_started/builds.rst:44 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:132 msgid "Production" msgstr "" @@ -1171,6 +1174,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:61 #: ../../content/administration/odoo_sh/getting_started/builds.rst:63 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:87 msgid "Staging" msgstr "" @@ -1208,7 +1212,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:88 #: ../../content/administration/odoo_sh/getting_started/builds.rst:81 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:56 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:57 msgid "Development" msgstr "" @@ -1285,8 +1289,9 @@ msgid "Tabs" msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:155 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:57 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:85 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:58 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:88 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:133 msgid "History" msgstr "" @@ -1307,8 +1312,9 @@ msgid "For each event, a status is displayed in the top right-hand corner. It ca msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:173 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:73 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:101 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:78 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:108 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:153 msgid "Mails" msgstr "" @@ -1342,7 +1348,8 @@ msgid "An online integrated development environment (IDE) to edit the source cod msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:212 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:105 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:113 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:158 msgid "Monitoring" msgstr "" @@ -1355,8 +1362,9 @@ msgid "You can zoom, change the time range or select a specific metric on each g msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:225 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:65 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:93 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:68 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:98 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:143 msgid "Logs" msgstr "" @@ -1397,7 +1405,8 @@ msgid "You can pause the logs fetching by clicking on the according button in th msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:249 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:109 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:118 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:163 msgid "Backups" msgstr "" @@ -1459,9 +1468,10 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 #: ../../content/administration/odoo_sh/getting_started/settings.rst:3 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:81 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:117 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:124 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:83 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:128 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:173 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:182 msgid "Settings" msgstr "" @@ -2796,60 +2806,84 @@ msgid "Manage the Github users who can access your project." msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:36 -msgid "There are two levels of users:" +msgid "There are three levels of users:" msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:38 -msgid "Admin: has access to all features of Odoo.sh." +msgid ":guilabel:`Admin`: has access to all features of an Odoo.sh project." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:39 -msgid "User: does not have access to the project settings nor to the production and staging databases." +#: ../../content/administration/odoo_sh/getting_started/settings.rst:40 +msgid ":guilabel:`Tester`: has access to the *Staging* and *Development* databases and their tooling. This role is for users conducting User Acceptance Tests. Testers can work with copies of production data but cannot access the production database through the Odoo.sh tooling." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:41 -msgid "The user group is meant for developers who can make modifications in your code but are not allowed to access the production data. Users of this group cannot connect to the production and staging databases using the *1-click connect* feature, but they can of course use their regular account on these databases if they have one, using their regular credentials." -msgstr "" - -#: ../../content/administration/odoo_sh/getting_started/settings.rst:46 -msgid "In addition, they cannot use the webshell nor have access to the server logs." +#: ../../content/administration/odoo_sh/getting_started/settings.rst:44 +msgid ":guilabel:`Developer`: has access only to the *Development* databases and their tooling. This role is for developers who propose code modifications but are not allowed to access production and staging databases through the Odoo.sh tooling." msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:54 -msgid "User" +msgid "Developer" msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:55 +msgid "Tester" +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/settings.rst:56 msgid "Admin" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:62 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:63 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:60 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:61 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:64 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:65 #: ../../content/administration/odoo_sh/getting_started/settings.rst:66 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:67 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:69 #: ../../content/administration/odoo_sh/getting_started/settings.rst:70 #: ../../content/administration/odoo_sh/getting_started/settings.rst:71 #: ../../content/administration/odoo_sh/getting_started/settings.rst:74 #: ../../content/administration/odoo_sh/getting_started/settings.rst:75 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:78 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:76 #: ../../content/administration/odoo_sh/getting_started/settings.rst:79 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:82 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:83 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:80 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:81 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:84 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:85 #: ../../content/administration/odoo_sh/getting_started/settings.rst:86 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:87 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:89 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:90 #: ../../content/administration/odoo_sh/getting_started/settings.rst:91 #: ../../content/administration/odoo_sh/getting_started/settings.rst:95 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:99 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:103 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:107 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:96 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:100 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:101 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:105 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:106 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:110 #: ../../content/administration/odoo_sh/getting_started/settings.rst:111 #: ../../content/administration/odoo_sh/getting_started/settings.rst:115 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:119 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:122 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:123 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:127 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:116 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:121 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:125 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:126 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:130 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:131 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:134 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:135 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:136 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:141 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:146 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:151 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:156 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:161 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:166 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:171 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:176 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:179 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:180 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:181 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:186 #: ../../content/administration/supported_versions.rst:35 #: ../../content/administration/supported_versions.rst:41 #: ../../content/administration/supported_versions.rst:47 @@ -2865,170 +2899,160 @@ msgstr "" msgid "|green|" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:61 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:89 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:63 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:93 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:138 msgid "1-click connect" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:69 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:97 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:73 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:103 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:148 msgid "Shell/SSH" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:84 -msgid "Production & Staging" -msgstr "" - -#: ../../content/administration/odoo_sh/getting_started/settings.rst:118 -msgid "|green|\\*" -msgstr "" - -#: ../../content/administration/odoo_sh/getting_started/settings.rst:120 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:177 #: ../../content/administration/odoo_sh/getting_started/status.rst:3 msgid "Status" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:130 -msgid "\\* Only in staging branches" +#: ../../content/administration/odoo_sh/getting_started/settings.rst:189 +msgid "Those roles only apply to the usage of Odoo.sh. It is important to reflect the user roles attribution within the repository on GitHub. Please refer to the GitHub documentation section on `Managing a branch protection rule `_ for detailed guidance." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:145 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:207 msgid "Public Access" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:147 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:209 msgid "Allow public access to your development builds." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:152 -msgid "If activated, this option exposes the Builds page publicly, allowing visitors to connect to your development builds." +#: ../../content/administration/odoo_sh/getting_started/settings.rst:214 +msgid "If activated, this option exposes the Builds page publicly, allowing visitors to view logs of development builds." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:155 -msgid "In addition, visitors have access to the logs, shell and mails of your development builds." -msgstr "" - -#: ../../content/administration/odoo_sh/getting_started/settings.rst:157 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:216 msgid "Production and staging builds are excluded, visitors can only see their status." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:162 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:221 msgid "Custom domains" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:164 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:223 msgid "To configure additional domains please refer to the corresponding branch's :ref:`settings tab `." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:172 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:231 msgid "Configure the deploy keys for the private repositories you use as submodules in your branches to allow Odoo.sh to download them." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:176 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:235 msgid "These settings are required for **private repositories** only. If you are looking on how to set up your submodules, instructions are available in the chapter :ref:`Submodules ` of this documentation." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:183 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:242 msgid "When a repository is private, it is not possible to publicly download its branches and revisions. For that reason, you need to configure a deploy key for Odoo.sh, so the remote Git server allows our platform to download the revisions of this private repository." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:188 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:247 msgid "To configure the deploy key for a private repository, proceed as follows:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:190 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:249 msgid "in the input, paste the SSH URL of your private sub-repository and click on *Add*," msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:192 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:251 msgid "e.g. *git@github.com:USERNAME/REPOSITORY.git*" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:193 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:252 msgid "it can be another Git server than Github, such as Bitbucket, Gitlab or even your own self-hosted server" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:196 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:255 msgid "copy the public key," msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:198 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:257 msgid "it should look like *ssh-rsa some...random...characters...here...==*" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:200 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:259 msgid "in the settings of the private sub-repository, add the public key amongst the deploy keys." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:202 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:261 msgid "Github.com: :menuselection:`Settings --> Deploy keys --> Add deploy key`" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:203 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:262 msgid "Bitbucket.com: :menuselection:`Settings --> Access keys --> Add key`" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:204 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:263 msgid "Gitlab.com: :menuselection:`Settings --> Repository --> Deploy Keys`" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:205 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:264 msgid "Self-hosted: append the key to the git user’s authorized_keys file in its .ssh directory" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:208 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:267 msgid "Storage Size" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:210 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:269 msgid "This section shows the storage size used by your project." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:215 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:274 msgid "Storage size is computed as follows:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:217 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:276 msgid "the size of the PostgreSQL database" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:219 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:278 msgid "the size of the disk files available in your container: database filestore, sessions storage directory..." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:222 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:281 msgid "In case you want to analyze disk usage, you can run the tool `ncdu `_ in your Web Shell." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:225 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:284 msgid "Should your production database size grow to exceed what's provisioned in your subscription, it will automatically be synchronized with it." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:229 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:288 msgid "Database Workers" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:231 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:290 msgid "Additional database workers can be configured here. More workers help increase the load your production database is able to handle. If you add more, it will automatically be synchronized with your subscription." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:239 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:298 msgid "Adding more workers will not magically solve all performance issues. It only allows the server to handle more connections at the same time. If some operations are unusually slow, it's most likely a problem with the code, if it's not due to your own customizations you can open a ticket `here `_." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:245 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:304 msgid "Staging Branches" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:247 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:306 msgid "Additional staging branches allow you to develop and test more features at the same time. If you add more, it will automatically be synchronized with your subscription." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:254 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:313 msgid "Activation" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/settings.rst:256 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:315 msgid "Shows the status of the project's activation. You can change the project's activation code if needed." msgstr "" @@ -3045,8 +3069,9 @@ msgid "The documentation will help you go live with your Odoo.sh project in no t msgstr "" #: ../../content/administration/on_premise.rst:5 -#: ../../content/administration/upgrade.rst:136 -#: ../../content/administration/upgrade.rst:330 +#: ../../content/administration/upgrade.rst:30 +#: ../../content/administration/upgrade.rst:163 +#: ../../content/administration/upgrade.rst:371 msgid "On-premise" msgstr "" @@ -5056,102 +5081,126 @@ msgid "Even though we don't support older versions, you can always `upgrade from msgstr "" #: ../../content/administration/upgrade.rst:5 -msgid "An upgrade is the process of moving your database from an older version to a newer :doc:`supported version ` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes with new and improved features, bug fixes, and security patches." +msgid "An upgrade involves moving a database from an older version to a newer supported version (e.g., from Odoo 15.0 to Odoo 17.0). Regular upgrades are crucial as each version offers new features, bug fixes, and security patches. Using a :doc:`supported version ` is strongly recommended. Each major version is supported for three years." msgstr "" -#: ../../content/administration/upgrade.rst:13 -msgid "The Rolling Release process allows Odoo Online customers to upgrade their database directly from a message prompt sent to the database administrator as soon as a new version is released. The invitation to upgrade is only sent if no issues are detected during the automatic tests." +#: ../../content/administration/upgrade.rst:10 +msgid "Depending on the hosting type and Odoo version used, a database upgrade can be **mandatory**." +msgstr "" + +#: ../../content/administration/upgrade.rst:16 +msgid "If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory every two years." +msgstr "" + +#: ../../content/administration/upgrade.rst:18 +msgid "If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory a few weeks after the next version is released. Minor versions are usually released every three months." +msgstr "" + +#: ../../content/administration/upgrade.rst:24 +msgid "After the initial three years of support, you will have another two years to complete the upgrade. You will be notified when an upgrade is required." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"unsupported version\" popup on Odoo.sh." +msgstr "" + +#: ../../content/administration/upgrade.rst:32 +msgid "You can stay on the same version indefinitely, even if it is not recommended. Note that the smaller the version gap, the easier the upgrade should be." +msgstr "" + +#: ../../content/administration/upgrade.rst:37 +msgid "You will receive a notification in your database a few weeks before a mandatory upgrade will be automatically carried out. You are in control of the process as long as the deadline is not reached." msgstr "" #: ../../content/administration/upgrade.rst:0 msgid "The upgrade message prompt on the top right of the database" msgstr "" -#: ../../content/administration/upgrade.rst:20 -msgid "It is strongly recommended to manually :ref:`test the upgrade first `. Clicking :guilabel:`I want to test first` redirects to `the database manager `_, where it is possible to request an upgraded test database and check it for any discrepancies." -msgstr "" - -#: ../../content/administration/upgrade.rst:25 -msgid "It is **not** recommended to click :guilabel:`Upgrade Now` without testing first, as it immediately triggers the live production database upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:28 -msgid "If the Rolling Release process detects an issue with the upgrade, it will be deactivated until the issue is resolved." -msgstr "" - -#: ../../content/administration/upgrade.rst:31 -msgid "An upgrade does not cover:" -msgstr "" - -#: ../../content/administration/upgrade.rst:33 -msgid "Downgrading to a previous version of Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:34 -msgid ":doc:`Switching editions ` (e.g., from Community to Enterprise)" -msgstr "" - -#: ../../content/administration/upgrade.rst:36 -msgid ":ref:`Changing hosting type ` (e.g., from on-premise to Odoo Online)" -msgstr "" - -#: ../../content/administration/upgrade.rst:37 -msgid "Migrating from another ERP to Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:40 -msgid "If your database contains custom modules, it cannot be upgraded until a version of your custom modules is available for the target version of Odoo. For customers maintaining their own custom modules, we recommend to parallelize the process by :ref:`requesting an upgraded database ` while also :doc:`upgrading the source code of your custom modules `." -msgstr "" - -#: ../../content/administration/upgrade.rst:47 -msgid "Upgrading in a nutshell" +#: ../../content/administration/upgrade.rst:44 +msgid "Concretely, Odoo’s Upgrade Team performs a silent test upgrade of every database that should be upgraded. If the test is successful and lasts less than 20 minutes, you can directly trigger the upgrade from the database. If the test fails, you can test an upgrade using the `database manager `_." msgstr "" #: ../../content/administration/upgrade.rst:49 -msgid "Request an upgraded test database (see :ref:`obtaining an upgraded test database `)." +msgid "When you are invited to upgrade, it is strongly recommended to :ref:`request an upgraded test database ` first and spend time :ref:`testing ` it." msgstr "" -#: ../../content/administration/upgrade.rst:51 -msgid "If applicable, upgrade the source code of your custom module to be compatible with the new version of Odoo (see :doc:`/developer/howtos/upgrade_custom_db`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:53 -msgid "Thoroughly test the upgraded database (see :ref:`testing the new version of the database `)." +#: ../../content/administration/upgrade.rst:52 +msgid "An automatic upgrade to the next version will be triggered if no action is taken before the specified due date." msgstr "" #: ../../content/administration/upgrade.rst:55 -msgid "Report any issue encountered during the testing to Odoo by `submitting a ticket for an issue related to my future upgrade (I am testing an upgrade) `_." +msgid "An upgrade does not cover:" msgstr "" #: ../../content/administration/upgrade.rst:57 -msgid "Once all issues are resolved and you are confident that the upgraded database can be used as your main database without any issues, plan the upgrade of your production database." +msgid "Downgrading to a previous version of Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid "Request the upgrade for the production database, rendering it unavailable for the time it takes to complete the process (see :ref:`upgrading the production database `)." +#: ../../content/administration/upgrade.rst:58 +msgid ":doc:`Switching editions ` (e.g., from Community to Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:60 +msgid ":ref:`Changing hosting type ` (e.g., from on-premise to Odoo Online)" msgstr "" #: ../../content/administration/upgrade.rst:61 -msgid "Report any issue encountered during the upgrade to Odoo by `submitting a ticket for an issue related to my upgrade (production) `_." +msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:67 -msgid "Obtaining an upgraded test database" +#: ../../content/administration/upgrade.rst:64 +msgid "If your database contains custom modules, it cannot be upgraded until a version of your custom modules is available for the target version of Odoo. For customers maintaining their own custom modules, we recommend to parallelize the process by :ref:`requesting an upgraded database ` while also :doc:`upgrading the source code of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:69 -msgid "The `Upgrade page `_ is the main platform for requesting an upgraded database. However, depending on the hosting type, you can upgrade from the command line (on-premise), the `Odoo Online database manager `_, or your `Odoo.sh project `_." +#: ../../content/administration/upgrade.rst:73 +msgid "Upgrading in a nutshell" msgstr "" #: ../../content/administration/upgrade.rst:75 -msgid "The Upgrade platform follows the same `Privacy Policy `_ as the other Odoo.com services. Visit the `General Data Protection Regulation page `_ to learn more about how Odoo handles your data and privacy." +msgid "Request an upgraded test database (see :ref:`obtaining an upgraded test database `)." msgstr "" -#: ../../content/administration/upgrade.rst:83 -msgid "Odoo Online databases can be manually upgraded via the `database manager `_." +#: ../../content/administration/upgrade.rst:77 +msgid "If applicable, upgrade the source code of your custom module to be compatible with the new version of Odoo (see :doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:79 +msgid "Thoroughly test the upgraded database (see :ref:`testing the new version of the database `)." +msgstr "" + +#: ../../content/administration/upgrade.rst:81 +msgid "Report any issue encountered during the testing to Odoo by going to the `Support page and selecting \"An issue related to my future upgrade (I am testing an upgrade)\" `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:84 +msgid "Once all issues are resolved and you are confident that the upgraded database can be used as your main database without any issues, plan the upgrade of your production database." msgstr "" #: ../../content/administration/upgrade.rst:86 +msgid "Request the upgrade for the production database, rendering it unavailable for the time it takes to complete the process (see :ref:`upgrading the production database `)." +msgstr "" + +#: ../../content/administration/upgrade.rst:88 +msgid "Report any issue encountered during the upgrade to Odoo by going to the `Support page and selecting \"An issue related to my upgrade (production)\" `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:95 +msgid "Obtaining an upgraded test database" +msgstr "" + +#: ../../content/administration/upgrade.rst:97 +msgid "The `Upgrade page `_ is the main platform for requesting an upgraded database. However, depending on the hosting type, you can upgrade from the command line (on-premise), the Odoo Online `database manager `_, or your `Odoo.sh project `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:103 +msgid "The Upgrade platform follows the same `Privacy Policy `_ as the other Odoo.com services. Visit the `General Data Protection Regulation page `_ to learn more about how Odoo handles your data and privacy." +msgstr "" + +#: ../../content/administration/upgrade.rst:111 +msgid "Odoo Online databases can be manually upgraded via the `database manager `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:114 msgid "The database manager displays all databases associated with the user's account. Databases not on the most recent version of Odoo display an arrow in a circle icon next to their name, indicating that they can be upgraded." msgstr "" @@ -5159,19 +5208,19 @@ msgstr "" msgid "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:93 +#: ../../content/administration/upgrade.rst:121 msgid "Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:95 +#: ../../content/administration/upgrade.rst:123 msgid "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:96 +#: ../../content/administration/upgrade.rst:124 msgid "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:125 msgid "The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for your first upgrade request" msgstr "" @@ -5179,7 +5228,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:103 +#: ../../content/administration/upgrade.rst:131 msgid "The :guilabel:`Upgrade in progress` tag is displayed next to the database name until completion. Once the process succeeds, an email containing a link to the upgraded test database is sent to the address provided. The database can also be accessed from the database manager by clicking the dropdown arrow before the database name." msgstr "" @@ -5187,7 +5236,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:113 +#: ../../content/administration/upgrade.rst:141 msgid "Odoo.sh is integrated with the upgrade platform to simplify the upgrade process." msgstr "" @@ -5195,374 +5244,394 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:118 -msgid "The **latest production daily automatic backup** is then sent to the `upgrade platform `_." +#: ../../content/administration/upgrade.rst:146 +msgid "The **latest production daily automatic backup** is then sent to the Upgrade platform." msgstr "" -#: ../../content/administration/upgrade.rst:121 +#: ../../content/administration/upgrade.rst:148 msgid "Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is put in a **special mode**: each time a **commit is pushed** on the branch, a **restore operation** of the upgraded backup and an **update of all the custom modules** occur. This allows you to test your custom modules on a pristine copy of the upgraded database. The log file of the upgrade process can be found in your newly upgraded staging build by going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:156 msgid "In databases where custom modules are installed, their source code must be up-to-date with the target version of Odoo before the upgrade can be performed. If there are none, the \"update on commit\" mode is skipped, the upgraded database is built as soon as it is transferred from the upgrade platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:134 +#: ../../content/administration/upgrade.rst:161 msgid "Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information." msgstr "" -#: ../../content/administration/upgrade.rst:138 +#: ../../content/administration/upgrade.rst:165 msgid "The standard upgrade process can be initiated by entering the following command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:173 +msgid "This command has some requirements on the environment it runs in:" +msgstr "" + +#: ../../content/administration/upgrade.rst:175 +msgid "Some external commands that must be provided by the operating system, normally found in any Linux distribution (including WSL). An error will be displayed if one or several of them are missing." +msgstr "" + +#: ../../content/administration/upgrade.rst:178 +msgid "The system user that executes the command needs to be configured with access to the database. Please refer to the PostgreSQL documentation of the `client environment `_ or the `client password file `_ for this requirement." +msgstr "" + +#: ../../content/administration/upgrade.rst:182 +msgid "The script needs to be able to reach one or multiple servers of the upgrade platform both on TCP port 443 and to any random TCP port in the range between 32768 and 60999. This can be in conflict with your restrictive firewall and may need an exception added to the firewall configuration." +msgstr "" + +#: ../../content/administration/upgrade.rst:187 msgid "The following command can be used to display the general help and the main commands:" msgstr "" -#: ../../content/administration/upgrade.rst:151 -msgid "An upgraded test database can also be requested via the `Upgrade page `_." +#: ../../content/administration/upgrade.rst:193 +msgid "An upgraded test database can also be requested via the `Upgrade page `_." msgstr "" -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:197 msgid "In databases where custom modules are installed, their source code must be up-to-date with the target version of Odoo before the upgrade can be performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information." msgstr "" -#: ../../content/administration/upgrade.rst:160 +#: ../../content/administration/upgrade.rst:202 msgid "For security reasons, only the person who submitted the upgrade request can download it." msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:203 msgid "For storage reasons, the database's copy is submitted without a filestore to the upgrade server. Therefore, the upgraded database does not contain the production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:163 +#: ../../content/administration/upgrade.rst:205 msgid "Before restoring the upgraded database, its filestore must be merged with the production filestore to be able to perform tests in the same conditions as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:166 +#: ../../content/administration/upgrade.rst:208 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:168 +#: ../../content/administration/upgrade.rst:210 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:169 +#: ../../content/administration/upgrade.rst:211 msgid "A `filestore` folder containing files extracted from in-database records into attachments (if there are any) and new standard Odoo files from the targeted Odoo version (e.g., new images, icons, payment provider's logos, etc.). This is the folder that should be merged with the production filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:176 +#: ../../content/administration/upgrade.rst:218 msgid "You can request multiple test databases if you wish to test an upgrade more than once." msgstr "" -#: ../../content/administration/upgrade.rst:181 +#: ../../content/administration/upgrade.rst:221 msgid "When an upgrade request is completed, an upgrade report is attached to the successful upgrade email, and it becomes available in the Discuss app for users who are part of the \"Administration / Settings\" group. This report provides important information about the changes introduced by the new version." msgstr "" -#: ../../content/administration/upgrade.rst:189 +#: ../../content/administration/upgrade.rst:229 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:191 -msgid "It is essential to spend some time testing the upgraded test database to ensure that you are not stuck in your day-to-day activities by a change in views, behavior, or an error message once the upgrade goes live." +#: ../../content/administration/upgrade.rst:231 +msgid "It is essential to test the upgraded test database to ensure that you are not stuck in your day-to-day activities by a change in views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:196 +#: ../../content/administration/upgrade.rst:236 msgid "Test databases are neutralized, and some features are disabled to prevent them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:199 +#: ../../content/administration/upgrade.rst:239 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:240 msgid "Outgoing mail servers are disabled by archiving the existing ones and adding a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:201 +#: ../../content/administration/upgrade.rst:241 msgid "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:242 msgid "Bank synchronization is disabled. Should you want to test the synchronization, contact your bank synchronization provider to get sandbox credentials." msgstr "" -#: ../../content/administration/upgrade.rst:205 +#: ../../content/administration/upgrade.rst:245 msgid "Testing as many of your business flows as possible is strongly recommended to ensure they are working correctly and to get more familiar with the new version." msgstr "" -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/upgrade.rst:248 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:250 msgid "Are there views that are deactivated in your test database but active in your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:252 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:253 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:214 +#: ../../content/administration/upgrade.rst:254 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:215 +#: ../../content/administration/upgrade.rst:255 msgid "Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:217 +#: ../../content/administration/upgrade.rst:257 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:218 +#: ../../content/administration/upgrade.rst:258 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:259 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:220 +#: ../../content/administration/upgrade.rst:260 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:264 msgid "Checking a random product in your product catalog and comparing its test and production data to verify everything is the same (product category, selling price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:227 +#: ../../content/administration/upgrade.rst:267 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:268 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:269 msgid "Checking if the route to receive this product is the same in your production database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:271 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:232 +#: ../../content/administration/upgrade.rst:272 msgid "Opening your customer database (Contacts app), selecting a customer (or company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:234 +#: ../../content/administration/upgrade.rst:274 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:275 msgid "Checking if the route to ship this product is the same as in your production database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:237 +#: ../../content/administration/upgrade.rst:277 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:278 msgid "Crediting the invoice (issuing a credit note) and checking if it behaves as in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:280 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:241 +#: ../../content/administration/upgrade.rst:281 msgid "Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:282 msgid "Making an online order (Website apps) from the product selection in your shop until the checkout process and checking if everything behaves as in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:285 msgid "This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:247 -msgid "If you face an issue while testing your upgraded test database, you can request the assistance of Odoo by `submitting a ticket for an issue related to my future upgrade (I am testing an upgrade) `_. In any case, it is essential to report any problem encountered during the testing to fix it before upgrading your production database." +#: ../../content/administration/upgrade.rst:287 +msgid "If you face an issue while testing your upgraded test database, you can request the assistance of Odoo by going to the `Support page and selecting \"An issue related to my future upgrade (I am testing an upgrade)\" `_. In any case, it is essential to report any problem encountered during the testing to fix it before upgrading your production database." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:293 msgid "You might encounter significant differences with standard views, features, fields, and models during testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced by a new version breaks a customization, it is the responsibility of the maintainer of your custom module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:299 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:260 +#: ../../content/administration/upgrade.rst:301 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:261 +#: ../../content/administration/upgrade.rst:302 msgid "Workflows between different apps (online sales with eCommerce, converting a lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:304 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:264 +#: ../../content/administration/upgrade.rst:305 msgid "Automated actions" msgstr "" -#: ../../content/administration/upgrade.rst:265 +#: ../../content/administration/upgrade.rst:306 msgid "Server actions in the action menu on form views, as well as by selecting multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:312 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:273 -msgid "Once the :ref:`tests ` are completed and you are confident that the upgraded database can be used as your main database without any issues, it is time to plan the go-live day." +#: ../../content/administration/upgrade.rst:314 +msgid "Once the :ref:`tests ` are completed and you are confident that the upgraded database can be used as your main database without any issues, it is time to plan the go-live day." msgstr "" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:317 msgid "Your production database will be unavailable during its upgrade. Therefore, we recommend planning the upgrade at a time when the use of the database is minimal." msgstr "" -#: ../../content/administration/upgrade.rst:279 +#: ../../content/administration/upgrade.rst:320 msgid "As the standard upgrade scripts and your database are constantly evolving, it is also recommended to frequently request another upgraded test database to ensure that the upgrade process is still successful, especially if it takes a long time to finish. **Fully rehearsing the upgrade process the day before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:285 +#: ../../content/administration/upgrade.rst:326 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:287 +#: ../../content/administration/upgrade.rst:328 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:288 +#: ../../content/administration/upgrade.rst:329 msgid "Business interruptions (e.g., no longer having the possibility to validate an action)" msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:330 msgid "Poor customer experience (e.g., an eCommerce website that does not work correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:291 -msgid "The process of upgrading a production database is similar to upgrading a test database with a few exceptions." +#: ../../content/administration/upgrade.rst:332 +msgid "The process of upgrading a production database is similar to upgrading a test database, but with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:298 -msgid "The process is similar to :ref:`obtaining an upgraded test database `, except for the purpose option, which must be set to :guilabel:`Production` instead of :guilabel:`Test`." +#: ../../content/administration/upgrade.rst:339 +msgid "The process is similar to :ref:`obtaining an upgraded test database `, except for the purpose option, which must be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:303 +#: ../../content/administration/upgrade.rst:344 msgid "Once the upgrade is requested, the database will be unavailable until the upgrade is finished. Once the process is completed, it is impossible to revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:309 -msgid "The process is similar to :ref:`obtaining an upgraded test database ` on the :guilabel:`Production` branch." +#: ../../content/administration/upgrade.rst:350 +msgid "The process is similar to :ref:`obtaining an upgraded test database ` on the :guilabel:`Production` branch." msgstr "" #: ../../content/administration/upgrade.rst:0 msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:315 +#: ../../content/administration/upgrade.rst:356 msgid "The process is **triggered as soon as a new commit is made** on the branch. This allows the upgrade process to be synchronized with the deployment of the custom modules' upgraded source code. If there are no custom modules, the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:321 +#: ../../content/administration/upgrade.rst:362 msgid "The database is unavailable throughout the process. If anything goes wrong, the platform automatically reverts the upgrade, as it would be for a regular update. In case of success, a backup of the database before the upgrade is created." msgstr "" -#: ../../content/administration/upgrade.rst:325 +#: ../../content/administration/upgrade.rst:366 msgid "The update of your custom modules must be successful to complete the entire upgrade process. Make sure the status of your staging upgrade is :guilabel:`successful` before trying it in production. More information on how to upgrade your custom modules can be found on :doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:332 +#: ../../content/administration/upgrade.rst:373 msgid "The command to upgrade a database to production is similar to the one of upgrading a test database except for the argument `test`, which must be replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:339 -msgid "An upgraded production database can also be requested via the `Upgrade page `_. Once the database is uploaded, any modification to your production database will **not** be present on your upgraded database. This is why we recommend not using it during the upgrade process." +#: ../../content/administration/upgrade.rst:380 +msgid "An upgraded production database can also be requested via the `Upgrade page `_." msgstr "" -#: ../../content/administration/upgrade.rst:346 -msgid "When requesting an upgraded database for production purposes, the copy is submitted without a filestore. Therefore, the upgraded database filestore must be merged with the production filestore before deploying the new version." -msgstr "" - -#: ../../content/administration/upgrade.rst:350 -msgid "In case of an issue with your production database, you can request the assistance of Odoo by `submitting a ticket for an issue related to my upgrade (production) `_." -msgstr "" - -#: ../../content/administration/upgrade.rst:357 -msgid "Service-level agreement (SLA)" -msgstr "" - -#: ../../content/administration/upgrade.rst:359 -msgid "With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including any support required to rectify potential discrepancies in the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade.rst:362 -msgid "Information about the upgrade services included in the Enterprise Licence is available in the :ref:`Odoo Enterprise Subscription Agreement `. However, this section clarifies what upgrade services you can expect." -msgstr "" - -#: ../../content/administration/upgrade.rst:367 -msgid "Upgrade services covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:369 -msgid "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" - -#: ../../content/administration/upgrade.rst:372 -msgid "the upgrade of all **standard applications**;" -msgstr "" - -#: ../../content/administration/upgrade.rst:373 -msgid "the upgrade of all **customizations created with the Studio app**, as long as Studio is still installed and the respective subscription is still active; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:375 -msgid "the upgrade of all **developments and customizations covered by a maintenance of customizations subscription**." -msgstr "" - -#: ../../content/administration/upgrade.rst:378 -msgid "Upgrade services are limited to the technical conversion and adaptation of a database (standard modules and data) to make it compatible with the version targeted by the upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:382 -msgid "Upgrade services not covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:384 -msgid "The following upgrade-related services are **not** included:" -msgstr "" - -#: ../../content/administration/upgrade.rst:386 -msgid "the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:387 -msgid "the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;" +#: ../../content/administration/upgrade.rst:383 +msgid "Once the database is uploaded, any modification to your production database will **not** be present on your upgraded database. This is why we recommend not using it during the upgrade process." msgstr "" #: ../../content/administration/upgrade.rst:388 +msgid "When requesting an upgraded database for production purposes, the copy is submitted without a filestore. Therefore, the upgraded database filestore must be merged with the production filestore before deploying the new version." +msgstr "" + +#: ../../content/administration/upgrade.rst:392 +msgid "In case of an issue with your production database, you can request the assistance of Odoo by going to the `Support page and selecting \"An issue related to my future upgrade (I am testing an upgrade)\" `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "Service-level agreement (SLA)" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including any support required to rectify potential discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "Information about the upgrade services included in the Enterprise Licence is available in the :ref:`Odoo Enterprise Subscription Agreement `. However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:411 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:413 +msgid "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:416 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:417 +msgid "the upgrade of all **customizations created with the Studio app**, as long as Studio is still installed and the respective subscription is still active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:419 +msgid "the upgrade of all **developments and customizations covered by a maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:422 +msgid "Upgrade services are limited to the technical conversion and adaptation of a database (standard modules and data) to make it compatible with the version targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:428 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:430 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:432 +msgid "the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:433 +msgid "the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:434 msgid "lines of **code added to standard modules**, i.e., customizations created outside the Studio app, code entered manually, and :ref:`automated actions using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:391 +#: ../../content/administration/upgrade.rst:437 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:394 +#: ../../content/administration/upgrade.rst:440 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:395 +#: ../../content/administration/upgrade.rst:441 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index 430e91797..4476ba532 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1723,6 +1723,230 @@ msgstr "" msgid "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls below the amount listed as the :guilabel:`Threshold`." msgstr "" +#: ../../content/applications/essentials/keyboard_shortcuts.rst:3 +msgid "Keyboard shortcuts" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:5 +msgid "Users in Odoo can utilize several keyboard shortcuts to navigate through modules, execute actions, and manage data." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:9 +msgid "Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on the interface." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:0 +msgid "A selection of keyboard shortcuts in Odoo." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:16 +msgid "Some keyboard shortcuts may not be available on different versions of Odoo or effective depending on browsers, extensions, or other individual settings." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:20 +msgid "Keyboard shortcuts by operating system" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:22 +msgid "Below is a list of some of the most commonly used keyboard shortcuts within Odoo, listed by operating system." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:29 +msgid "Description" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:30 +msgid "Windows / Linux" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:31 +msgid "macOS" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:32 +msgid "Previous breadcrumb" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:33 +msgid ":kbd:`Alt` + :kbd:`B`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:34 +msgid ":kbd:`Ctrl` + :kbd:`B`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:35 +msgid "Create new record" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:36 +msgid ":kbd:`Alt` + :kbd:`C`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:37 +msgid ":kbd:`Ctrl` + :kbd:`C`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:38 +msgid "Odoo Home Page" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:39 +msgid ":kbd:`Alt` + :kbd:`H`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:40 +msgid ":kbd:`Ctrl` + :kbd:`H`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:41 +msgid "Discard changes" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:42 +msgid ":kbd:`Alt` + :kbd:`J`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:43 +msgid ":kbd:`Ctrl` + :kbd:`J`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:44 +msgid "Save changes" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:45 +msgid ":kbd:`Alt` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:46 +msgid ":kbd:`Ctrl` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:47 +msgid "Next page" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:48 +msgid ":kbd:`Alt` + :kbd:`N`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:49 +msgid ":kbd:`Ctrl` + :kbd:`N`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:50 +msgid "Previous page" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:51 +msgid ":kbd:`Alt` + :kbd:`P`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:52 +msgid ":kbd:`Ctrl` + :kbd:`P`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:53 +msgid "Search" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:54 +msgid ":kbd:`Alt` + :kbd:`Q`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:55 +msgid ":kbd:`Ctrl` + :kbd:`Q`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:56 +msgid "Select menus" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:57 +msgid ":kbd:`Alt` + :kbd:`1-9`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:58 +msgid ":kbd:`Ctrl` + :kbd:`1-9`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:59 +msgid "Create a new To-Do" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:60 +msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`T`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:61 +msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:62 +msgid "Search a Knowledge article" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:63 +msgid ":kbd:`Alt` + :kbd:`F`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:64 +msgid ":kbd:`Ctrl` + :kbd:`F`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:65 +msgid "Share a Knowledge article" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:66 +msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:67 +msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:68 +msgid "Open command palette" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:69 +msgid ":kbd:`Ctrl` + :kbd:`K`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:70 +msgid ":kbd:`Command` + :kbd:`K`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:73 +msgid "After opening the command palette, search using the following keyboard shortcuts:" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:75 +msgid ":kbd:`/`: search for menus, applications, and modules." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:76 +msgid ":kbd:`@`: search for users." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:77 +msgid ":kbd:`#`: search for **Discuss** channels." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:78 +msgid ":kbd:`?`: search for **Knowledge** articles." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:80 +msgid "Enter a name (or term) in the search bar, or use the arrow keys to scroll through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to open the selected app, module, or menu in a new tab." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:0 +msgid "The command palette in Odoo, with the menu search option selected." +msgstr "" + #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 629c8afea..50c91d529 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -172,12 +172,12 @@ msgid "Audit" msgstr "" #: ../../content/applications/finance/accounting.rst:147 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1042 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:149 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1006 msgid "Trial balance" msgstr "" @@ -283,7 +283,7 @@ msgid "Both periodic (manual) and perpetual (automated) inventory valuations are msgstr "" #: ../../content/applications/finance/accounting.rst:214 -msgid ":doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`" +msgid ":doc:`../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config`" msgstr "" #: ../../content/applications/finance/accounting.rst:217 @@ -356,7 +356,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank.rst:37 #: ../../content/applications/finance/accounting/bank.rst:137 -#: ../../content/applications/finance/accounting/get_started.rst:186 +#: ../../content/applications/finance/accounting/get_started.rst:182 msgid ":doc:`bank/bank_synchronization`" msgstr "" @@ -406,10 +406,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank.rst:79 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:28 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:21 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:24 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:22 -#: ../../content/applications/finance/accounting/bank/cash_register.rst:9 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:20 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:20 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:17 #: ../../content/applications/finance/accounting/bank/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 @@ -455,6 +454,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:22 #: ../../content/applications/finance/fiscal_localizations/chile.rst:763 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -466,11 +466,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:652 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 #: ../../content/applications/finance/fiscal_localizations/peru.rst:34 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:700 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:701 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:894 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:42 @@ -480,6 +481,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:8 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:644 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:42 #: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 @@ -680,7 +682,7 @@ msgid "First synchronization" msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:44 -msgid "You can start synchronization either by going to the Accounting app and :menuselection:`Accounting Dashboard --> Configuration --> Banks: Add a Bank Account`." +msgid "You can start synchronization either by going to the Accounting app and :menuselection:`Accounting --> Configuration --> Add a Bank Account`." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:47 @@ -708,7 +710,7 @@ msgid "By default, transactions fetched from an online source are grouped inside msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:73 -msgid "You can find all your synchronizations by going to :menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization`." +msgid "To view all your synchronizations, activate the :ref:`developer mode ` and go to :menuselection:`Accounting --> Configuration --> Online Synchronization`." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:77 @@ -716,11 +718,11 @@ msgid "Synchronize manually" msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:79 -msgid "After your first synchronization, the created journals are synchronized by default every 12 hours. If you wish, you can synchronize manually by clicking on the :guilabel:`Synchronize Now` button on the dashboard." +msgid "After your first synchronization, the created journals are synchronized by default every 12 hours. If you wish, you can synchronize them manually by clicking on the :guilabel:`Synchronize Now` button on the dashboard." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:83 -msgid "Or you can go to :menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization`, select your institution and then click on the :guilabel:`fetch transactions` button." +msgid "Alternatively, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, select your institution, and then click the :guilabel:`Fetch transactions` button." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:88 @@ -736,133 +738,129 @@ msgid "Synchronization in error" msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:99 -msgid "To report a connection error to the `Odoo support `_, go to :menuselection:`Accounting Dashboard--> Configuration --> Accounting: Online Synchronization`, select the connection that failed, and copy the error description and the reference." +msgid "To report a connection error to the `Odoo support `_, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, select the connection that failed, and copy the error description and the reference." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:104 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:105 msgid "Synchronization disconnected" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:106 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:107 msgid "If your connection with the proxy is disconnected, you can reconnect with the proxy using the :guilabel:`Fetch Account` button." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:111 msgid "If you are unable to reconnect using the :guilabel:`Reconnect` button, please contact the `support `_ directly with your client id or the reference of the error listed in the chatter." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:118 msgid "Migration process for users having installed Odoo before December 2020" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:119 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:120 msgid "If you are on-premise, please first make sure that your source is up-to-date with the latest version of Odoo." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:122 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:123 msgid "Users who have created a database before December 2020 need to install the new module manually to use the new functionalities." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:125 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:126 msgid "To do so, go to :menuselection:`Apps --> Update Apps List`, remove the default filter in the search bar and type `account_online_synchronization`. You can then click on :guilabel:`Install`. Finally, make sure all your users refresh their Odoo page by pressing CTRL+F5." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:131 -msgid "All previous synchronizations are disconnected during the installation and won't work anymore." -msgstr "" - #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:132 -msgid "You can find them directly in the synchronization menu (:menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization`). It is not possible to resynchronize these connections; you have to make new ones." +msgid "All previous synchronizations are disconnected during the installation and will not work anymore. To view them, activate the :ref:`developer mode ` and go to :menuselection:`Accounting --> Configuration --> Online Synchronization`). It is not possible to resynchronize these connections; you have to make new ones." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:136 -msgid "Do not uninstall `account_online_sync`, which is the previous module for online synchronization. The new one overrides it." +msgid "Do not uninstall the `account_online_sync` module, which is the previous module for online synchronization. The new one overrides it." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:138 -msgid "By default, `account_online_synchronization` is installed automatically with Accounting." +msgid "By default, the `account_online_synchronization` module is installed automatically with Accounting." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:141 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:95 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:81 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:142 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:86 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:72 msgid "FAQ" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:144 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:145 msgid "The synchronization is not working in real-time. Is that normal?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:146 -msgid "The process is not intended to work in real-time as third party providers synchronize your accounts at different intervals. To force the synchronization and fetch the statements, go to your :guilabel:`Accounting Dashboard`, and click on the :guilabel:`Synchronize Now` button. You can also synchronize and fetch transactions through :menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization`. Some providers only allow one refresh per day, so it is possible that clicking on :guilabel:`Synchronize Now` does not get your latest transactions if you already performed such action earlier in the day." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:147 +msgid "The process is not intended to work in real-time as third party providers synchronize your accounts at different intervals. To force the synchronization and fetch the statements, go to your :guilabel:`Accounting Dashboard`, and click on the :guilabel:`Synchronize Now` button. Synchronize and fetch transactions by activating the :ref:`developer mode ` and going to :menuselection:`Accounting --> Configuration --> Online Synchronization`. Some providers only allow one refresh per day, so it is possible that clicking on :guilabel:`Synchronize Now` does not get your latest transactions if you already performed such action earlier in the day." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:154 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:155 msgid "A transaction can be visible on your bank account but not be fetched if it has the status :guilabel:`Pending`. Only transactions with the :guilabel:`Posted` status will be retrieved. If the transaction is not **Posted** yet, you will have to wait until the status changes." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:159 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:160 msgid "Is the Online Bank Synchronization feature included in my contract?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:161 -msgid "**Community Version**: No, this feature is not included in the Community Version." -msgstr "" - #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:162 -msgid "**Online Version**: Yes, even if you benefit from the One App Free contract." +msgid "**Community Edition**: No, this feature is not included in the Community Version." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:163 -msgid "**Enterprise Version**: Yes, if you have a valid enterprise contract linked to your database." +msgid "**Online Edition**: Yes, even if you benefit from the One App Free contract." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:166 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:164 +msgid "**Enterprise Edition**: Yes, if you have a valid enterprise contract linked to your database." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:167 msgid "Some banks have a status \"Beta.\" What does this mean?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:168 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:169 msgid "This means that banking institutions are not yet fully supported by our Third Party Provider. Bugs or other problems may arise. Odoo does not support technical problems that occur with banks in the Beta phase, but the user may still choose to connect. Connecting with these banks contributes to the development process since the Provider will have real data and feedback from the connection." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:174 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:175 msgid "Why do my transactions only synchronize when I refresh manually?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:176 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:177 msgid "Some banks have additional security measures and require extra steps, such as an SMS/email authentication code or another type of MFA. Because of this, the integrator cannot pull transactions until the security code is provided." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:181 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:182 msgid "Not all of my past transactions are in Odoo, why?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:183 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:184 msgid "For some institutions, transactions can only be fetched up to 3 months in the past." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:186 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:187 msgid "Why don't I see any transactions?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:188 -msgid "During your first synchronization, you selected the bank accounts you decided to synchronize with Odoo. If you didn't synchronize any of your accounts, you can go to :menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization` to click on the :guilabel:`Fetch Account` button on the connection." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:189 +msgid "During your first synchronization, you selected the bank accounts you decided to synchronize with Odoo. If you didn't synchronize any of your accounts, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and click the :guilabel:`Fetch Account` button on the connection." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:193 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:194 msgid "There may also be no new transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:195 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:196 msgid "If your bank account is properly linked to a journal and posted transactions are not visible in your database, please `submit a support ticket `_." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:199 +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:200 msgid "How can I update my bank credentials?" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:201 -msgid "You can update your credentials by going to :menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization`,open the connection you want to update your credentials and click on the :guilabel:`Update Credentials` button." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:202 +msgid "To update your credentials, activate the :ref:`developer mode ` and go to :menuselection:`Accounting --> Configuration --> Online Synchronization`. Open the connection you want to update your credentials and click the :guilabel:`Update Credentials` button." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:3 @@ -877,33 +875,33 @@ msgstr "" msgid "Enable Banking logo" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:13 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:12 msgid "**Odoo** synchronizes directly with banks to get access to all bank transactions and automatically import them into your database." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:17 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:20 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:18 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:16 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:16 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:13 msgid ":doc:`../bank_synchronization`" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:18 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:17 msgid "`Enable Banking website `_" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:24 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:23 msgid "Link bank accounts with Odoo" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:26 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:25 msgid "Start synchronization by clicking on :menuselection:`Accounting --> Configuration --> Add a Bank Account`;" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:28 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:27 msgid "Select your bank;" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:29 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:28 msgid "Make sure you give your consent to share your account information with Odoo by clicking :guilabel:`Continue authentication`;" msgstr "" @@ -911,7 +909,7 @@ msgstr "" msgid "Enable Banking authentication page" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:36 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:34 msgid "Finally, you are redirected to your bank's login page." msgstr "" @@ -923,36 +921,32 @@ msgstr "" msgid "**Ponto** is a service that allows companies and professionals to aggregate their accounts in one place and directly see all their transactions within one app. It is a third-party solution that is continuously expanding the number of bank institutions that can be synchronized with Odoo." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:-1 -msgid "Logo of the Ponto brand" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:13 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:9 msgid "**Odoo** can synchronize directly with your bank to get all bank statements imported automatically into your database." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:16 -msgid "Ponto is a paid third-party provider that can handle the synchronization between your bank accounts and Odoo. `Its pricing is 4€/month per account/integration `_." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:12 +msgid "Ponto is a paid third-party provider that can handle the synchronization between your bank accounts and Odoo." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:21 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:19 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:17 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:14 msgid ":doc:`../transactions`" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:27 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:23 msgid "Link your bank accounts with Ponto" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:29 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:25 msgid "Go to `Ponto's website (https://myponto.com) `_." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:30 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:26 msgid "Create an account if you don't have one yet." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:31 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:27 msgid "Once you are logged in, create an *organization*." msgstr "" @@ -960,15 +954,11 @@ msgstr "" msgid "Fill out the form to add an organization in Ponto." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:0 -msgid "Go to :menuselection:`Accounts --> Live`, and click on *Add account*." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:32 +msgid "Go to :menuselection:`Accounts --> Live`, and click :guilabel:`Add account`. You might have to add your **Billing Information** first." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:0 -msgid "You might have to add your **Billing Information** first." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:39 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:34 msgid "Select your country, your bank institutions, give your consent to Ponto, and follow the steps on-screen to link your bank account with your Ponto account." msgstr "" @@ -976,98 +966,92 @@ msgstr "" msgid "Add bank accounts to your Ponto account." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:46 -msgid "Make sure to add all bank accounts you want to synchronize with your Odoo database before moving on to the next steps." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:40 +msgid "Add all bank accounts you want to synchronize with your Odoo database and move to the next steps." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:50 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:43 msgid "Link your Ponto account with your Odoo database" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:52 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:45 msgid "Go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:53 -msgid "Search your institution, make sure to select the right institution. By selecting the institution, you can verify that the third party provider is Ponto." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:46 +msgid "Search for your institution and select it so you can verify that the third party provider is Ponto." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:55 -msgid "Click on *Connect* and follow the steps." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:48 +msgid "Click :guilabel:`Connect` and follow the steps." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:56 -msgid "At some point, you will have to authorize the accounts you want to access in Odoo. Please select **all the accounts** you want to synchronize. Even the ones coming from other banking institutions." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:49 +msgid "Select **all accounts** you want to access and synchronize in Odoo, even the ones coming from other banking institutions." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:0 msgid "Selection of the accounts you wish to synchronize with Odoo." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:64 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:55 msgid "Finish the flow." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:67 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:58 msgid "You have to authorize all the accounts you want to access in Odoo, but Odoo will filter the accounts based on the institution you selected in the second step." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:71 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:62 msgid "Update your synchronization credentials" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:73 -msgid "You might have to update your Ponto credentials or modify the synchronization settings." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:64 +msgid "To update your Ponto credentials or modify the synchronization settings, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the institution from which you want to fetch the other accounts. Click :guilabel:`Fetch Accounts` to start the flow." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:75 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:87 -msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the flow." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:70 +msgid "During the update, select **all accounts** you want to synchronize, even the ones coming from other banking institutions." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:79 -msgid "During the update, select **all the accounts** you want to synchronize, even the ones coming from other banking institutions." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:83 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:69 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:74 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:60 msgid "Fetch new accounts" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:85 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:71 -msgid "You might want to add new online accounts to your connection." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:76 +msgid "To add new online accounts to your connection, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the institution from which you want to fetch the other accounts. Click :guilabel:`Fetch Accounts` to start the flow." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:91 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:82 msgid "Don't forget to keep authorization for existing accounts (for all institutions that you have synchronized with Ponto)." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:98 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:89 msgid "After my synchronization, no account appears" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:100 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:91 msgid "You selected an institution from the list and did not authorize any accounts from this institution." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:103 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:94 msgid "I have an error about that my authorization has expired" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:105 -msgid "Every **3 months** (90 days) you must re-authorize the connection between your bank account and Ponto. This must be done from the `Ponto website `_. If you do not do this, the synchronization will stop for these accounts." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:96 +msgid "Every **6 months** (180 days) you must re-authorize the connection between your bank account and Ponto. This must be done from the `Ponto website `_. If you do not do this, the synchronization will stop for these accounts." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:110 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:101 msgid "I have some errors with my beta institution" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:112 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:103 msgid "Ponto provides institutions in *beta*, these institutions are not directly supported by Odoo and we advise you to contact Ponto directly." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:116 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:107 msgid "Using an institution in beta is beneficial for Ponto, it allows them to have real feedback on the connection with the institution." msgstr "" @@ -1079,27 +1063,23 @@ msgstr "" msgid "**Salt Edge** is a third-party provider that aggregates banking information from your bank accounts. It supports ~5000 institutions in more than 50 countries." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:-1 -msgid "Salt Edge Logo" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:14 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:9 msgid "Odoo can synchronize directly with your bank to get all bank statements imported automatically into your database." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:25 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:20 msgid "Link your bank accounts with Odoo" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:27 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:22 msgid "Start synchronization by clicking on :menuselection:`Accounting --> Configuration --> Add a Bank Account`." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:29 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:24 msgid "Select the institution you want to synchronize. You can see if Salt Edge is the third party provider of the institution by selecting it." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:31 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:26 msgid "After giving your phone number, you are asked for an email address. This email address is used to create your Salt Edge account. Please make sure you enter a valid email address, as otherwise, you will not be able to access your Salt Edge account." msgstr "" @@ -1107,7 +1087,7 @@ msgstr "" msgid "Email address to provide to Salt Edge for the creation of your account." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:40 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:34 msgid "After entering your email address, you are redirected to Salt Edge to continue the synchronization process." msgstr "" @@ -1115,7 +1095,7 @@ msgstr "" msgid "Salt Edge Login page." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:47 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:40 msgid "Make sure you give your consent by checking the consent checkbox." msgstr "" @@ -1123,114 +1103,49 @@ msgstr "" msgid "Salt Edge give consent page." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:53 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:45 msgid "Complete the synchronization by following the steps." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:57 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:49 msgid "Update your credentials" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:59 -msgid "You might have to update your Salt Edge credentials or modify the synchronization settings." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:51 +msgid "To update your Salt Edge credentials or modify the synchronization settings, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the institution you want to update credentials. Click :guilabel:`Update Credentials` to start the flow and follow the steps." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:61 -msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select the institution you want to update credentials. Click on the *Update Credentials* button to start the flow and follow the steps." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:65 -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:77 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:56 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:68 msgid "Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access your information." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:73 -msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select the institution to fetch the new accounts. Click on the *Fetch Accounts* button to start the flow and follow the steps." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:62 +msgid "To add new online accounts to your connection, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the institution to fetch the new accounts. Click :guilabel:`Fetch Accounts` to start the flow and follow the steps." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:84 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:75 msgid "I have an error when I try to delete my synchronization within Odoo" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:86 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:77 msgid "Odoo can't permanently delete the connection you have created with the banking institution. However, it can revoke the consent you gave so that Odoo won't be able to access your account anymore. The error you are seeing is probably a message telling you that the consent was revoked, but the record could not be deleted as it still exists within Salt edge. If you want to remove the connection completely, please connect to your `Salt Edge account `_ and manually delete your synchronization. Once this is done, you can go back to Odoo to delete the record." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:95 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:86 msgid "I have an error saying that I have already synchronized this account" msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:97 +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:88 msgid "You have probably already synchronized your bank account with Salt Edge, please check on your `dashboard `_ that you don't already have a connection with the same credentials." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:101 -msgid "In case you already have a synchronization with the same credentials present on your Salt Edge dashboard and this synchronization has not been created with Odoo, please delete it and create it from your Odoo database." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:92 +msgid "If you already have a synchronization with the same credentials present on your Salt Edge dashboard and this synchronization has not been created with Odoo, delete it and create it from your Odoo database." msgstr "" -#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:105 -msgid "In case you already have a connection with the same credentials present on your Salt Edge dashboard and this synchronization was created with Odoo, you will normally be able to find it by going to :menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an *Update Credentials* to reactivate the connection." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:3 -msgid "Cash register" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:5 -msgid "The cash register is a journal to register receivings and payments transactions. It calculates the total money in and out, computing the total balance." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:14 -msgid "Configure the Cash journal in :menuselection:`Accounting --> Configuration --> Journals`." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:17 -msgid "In the tab Journal Entries, the Default Debit and Credit Account can be configured as well as the currency of the journal" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:21 -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:34 -msgid "Usage" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:24 -msgid "How to register cash payments?" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:26 -msgid "To register a cash payment specific to another customer, you should follow these steps:" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:29 -msgid "Go to :menuselection:`Accounting --> Dashboard --> Cash --> Register Transactions`" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:32 -msgid "Fill in the start and ending balance" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:34 -msgid "Register the transactions, specifying the customers linked to the transaction" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:37 -msgid "Put money in" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:39 -msgid "Put money in is used to placed your cash manually before starting your transactions. From the Register Transactions window, go to :menuselection:`More --> Put money in`" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:47 -msgid "Take money out" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:49 -msgid "Take money out is used to collect/get yor your cash manually after ending all your transactions. From the Register Transaction windows, go to :menuselection:`More --> Take money out`" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/cash_register.rst:56 -msgid "The transactions will be added to the current cash payment registration." +#: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:96 +msgid "If you already have a connection with the same credentials present on your Salt Edge dashboard and this synchronization was created with Odoo, activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and click :guilabel:`Update Credentials` to reactivate the connection." msgstr "" #: ../../content/applications/finance/accounting/bank/foreign_currency.rst:3 @@ -1771,7 +1686,8 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:90 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:432 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:365 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:260 msgid "Customer invoices" msgstr "" @@ -1955,10 +1871,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:169 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:242 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:180 #: ../../content/applications/finance/fiscal_localizations/chile.rst:366 #: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 #: ../../content/applications/finance/fiscal_localizations/peru.rst:78 #: ../../content/applications/finance/fiscal_localizations/peru.rst:255 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 @@ -1966,6 +1883,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:52 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 msgid "Taxes" msgstr "" @@ -4104,7 +4022,6 @@ msgid "You can also change these settings by going to :menuselection:`Accounting msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:52 -#: ../../content/applications/finance/accounting/get_started.rst:149 msgid "Bank Account" msgstr "" @@ -4190,7 +4107,7 @@ msgid "If you have Odoo Accounting installed on your database, you can reach it msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:120 -msgid "The Invoicing onboarding banner is composed of four main steps:" +msgid "The Invoicing onboarding banner consists of four main steps:" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:-1 @@ -4202,78 +4119,78 @@ msgid ":ref:`invoicing-setup-company`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:126 -msgid ":ref:`invoicing-setup-bank`" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started.rst:127 msgid ":ref:`invoicing-setup-layout`" msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:128 +#: ../../content/applications/finance/accounting/get_started.rst:127 msgid ":ref:`invoicing-setup-invoice`" msgstr "" +#: ../../content/applications/finance/accounting/get_started.rst:128 +msgid ":ref:`invoicing-setup-payments`" +msgstr "" + #: ../../content/applications/finance/accounting/get_started.rst:133 msgid "Company Data" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:135 -msgid "This form allows you to add your company’s details, such as the name, address, logo, website, phone number, email address, and Tax ID or VAT number. These details are then displayed on your documents, such as invoices." +msgid "Add your company’s details, such as the name, address, logo, website, phone number, email address, and Tax ID or VAT number. These details are then displayed on your documents, such as invoices." msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:-1 -msgid "Add your company's details in Odoo Accounting and Odoo Invoicing" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started.rst:143 +#: ../../content/applications/finance/accounting/get_started.rst:139 msgid "You can also change the company's details by going to :menuselection:`Settings --> General Settings`, scrolling down to the :guilabel:`Companies` section, and :guilabel:`Update Info`." msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:151 -msgid "Use this button to create and link a bank account in Odoo. To add additional bank accounts, go to :guilabel:`Invoicing --> Configuration --> Add a Bank Account` and :ref:`configure the fields `." +#: ../../content/applications/finance/accounting/get_started.rst:145 +msgid "Documents Layout" msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:156 -msgid ":doc:`Synchronize ` your bank account(s) with your Odoo database to automatically update your bank transactions." +#: ../../content/applications/finance/accounting/get_started.rst:147 +msgid "Customize the :ref:`default invoice layout `." msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:162 -msgid "Invoice Layout" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started.rst:164 -msgid "Use this button to customize the :ref:`default invoice layout `." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started.rst:167 +#: ../../content/applications/finance/accounting/get_started.rst:150 msgid "You can also change the invoice layout by going to :menuselection:`Settings --> General Settings`, scrolling down to the :guilabel:`Companies` section, and clicking :guilabel:`Configure Document Layout`." msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:174 -msgid "Invoice Creation" +#: ../../content/applications/finance/accounting/get_started.rst:157 +msgid "Create Invoice" msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:176 -msgid "This button takes you to the invoice creation view, where you can create your first invoice." +#: ../../content/applications/finance/accounting/get_started.rst:159 +msgid "Create your first invoice." msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:179 +#: ../../content/applications/finance/accounting/get_started.rst:162 msgid "Add your **bank account number** and a link to your **General Terms & Condition** in the footer. This way, your contacts can find the full content of your GT&C online without having to print them on the invoices you issue." msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:184 +#: ../../content/applications/finance/accounting/get_started.rst:169 +msgid "Online Payments" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started.rst:171 +msgid "Get started with Stripe and enable secure integrated credit and debit card payments within Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started.rst:174 +msgid "To use other payment providers, go to :guilabel:`Invoicing --> Configuration --> Payment Providers` and :doc:`enable the desired providers <../payment_providers>`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started.rst:180 msgid ":doc:`bank`" msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:185 +#: ../../content/applications/finance/accounting/get_started.rst:181 msgid ":doc:`get_started/chart_of_accounts`" msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:187 +#: ../../content/applications/finance/accounting/get_started.rst:183 msgid ":doc:`../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started.rst:188 +#: ../../content/applications/finance/accounting/get_started.rst:184 msgid "`Odoo Tutorials: Accounting and Invoicing - Getting started [video] `_" msgstr "" @@ -4310,11 +4227,11 @@ msgid "Thus, when shipments are returned to their supplier, Odoo automatically g msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 -msgid "This document addresses a specific use case for theoretical purposes. For instructions on how to set up and use |AVCO|, refer to the :doc:`inventory valuation configuration <../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config>` doc." +msgid "This document addresses a specific use case for theoretical purposes. For instructions on how to set up and use |AVCO|, refer to the :doc:`inventory valuation configuration <../../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>` doc." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 -msgid ":doc:`Using inventory valuation <../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation>`" +msgid ":doc:`Using inventory valuation <../../../inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation>`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:35 @@ -4326,7 +4243,7 @@ msgid "To use average cost inventory valuation on a product, navigate to :menuse msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:46 -msgid ":doc:`Inventory valuation configuration <../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config>`" +msgid ":doc:`Inventory valuation configuration <../../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 @@ -5003,15 +4920,17 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:208 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:61 #: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 #: ../../content/applications/finance/fiscal_localizations/romania.rst:65 #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:42 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:177 msgid "Chart of accounts" msgstr "" @@ -5097,7 +5016,7 @@ msgid "Account Types" msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 -#: ../../content/applications/finance/accounting/reporting.rst:36 +#: ../../content/applications/finance/accounting/reporting.rst:39 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 msgid "Balance Sheet" msgstr "" @@ -5556,7 +5475,6 @@ msgid "Total to pay" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 -#: ../../content/applications/finance/accounting/reporting.rst:155 msgid "Bank Reconciliation" msgstr "" @@ -7047,185 +6965,189 @@ msgstr "" msgid "Hover over the links in your email and check that the URLs they redirect to are genuine. Your internet browser usually displays the link's target at the bottom left of the window." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:8 -msgid "Main reports available" +#: ../../content/applications/finance/accounting/reporting.rst:7 +msgid "Odoo includes **generic** and **dynamic** reports available for all countries, regardless of the :doc:`localization package <../../finance/fiscal_localizations>` installed:" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:10 -msgid "Besides the reports created specifically in each localisation module, a few very useful **generic** and **dynamic reports** are available for all countries :" +msgid ":ref:`accounting/reporting/balance-sheet`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:11 +msgid ":ref:`accounting/reporting/profit-and-loss`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:12 +msgid ":ref:`accounting/reporting/executive-summary`" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:13 +msgid ":ref:`accounting/reporting/general-ledger`" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:14 -msgid "**Balance Sheet**" +msgid ":ref:`accounting/reporting/aged-receivable`" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:15 -msgid "**Profit and Loss**" +msgid ":ref:`accounting/reporting/aged-payable`" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:16 -msgid "**Executive Summary**" +msgid ":ref:`accounting/reporting/cash-flow-statement`" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:17 -msgid "**General Ledger**" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:18 -msgid "**Aged Payable**" +msgid ":ref:`accounting/reporting/tax-report`" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:19 -msgid "**Aged Receivable**" +msgid "To expand the lines of a report and view its details, click the :icon:`fa-caret-right` (:guilabel:`right arrow`) on the left. Then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) to the right of the account, journal entry, payment, invoice, etc. to :guilabel:`Annotate` and view the details." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:20 -msgid "**Cash Flow Statement**" +#: ../../content/applications/finance/accounting/reporting.rst:-1 +msgid "Annotate reports." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:21 -msgid "**Tax Report**" +#: ../../content/applications/finance/accounting/reporting.rst:27 +msgid "To export reports in PDF or XLSX format, click :guilabel:`PDF` or :guilabel:`XLSX` at the top of the page." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:22 -msgid "**Bank Reconciliation**" +#: ../../content/applications/finance/accounting/reporting.rst:30 +msgid "To compare values across periods, click the :guilabel:`Comparison` menu and select the periods you want to compare." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:24 -msgid "You can annotate every reports to print them and report to your adviser. Export to xls to manage extra analysis. Drill down in the reports to see more details (payments, invoices, journal items, etc.)." +#: ../../content/applications/finance/accounting/reporting.rst:-1 +msgid "Comparison menu to compare time periods." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:28 -msgid "You can also compare values with another period. Choose how many periods you want to compare the chosen time period with. You can choose up to 12 periods back from the date of the report if you don't want to use the default **Previous 1 Period** option." +#: ../../content/applications/finance/accounting/reporting.rst:41 +msgid "The :guilabel:`Balance Sheet` shows a snapshot of your organization's assets, liabilities, and equity at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:38 -msgid "The **Balance Sheet** shows a snapshot of the assets, liabilities and equity of your organisation as at a particular date." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:46 +#: ../../content/applications/finance/accounting/reporting.rst:47 msgid "Profit and Loss" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:48 -msgid "The **Profit and Loss** report (or **Income Statement**) shows your organisation's net income, by deducting expenses from revenue for the report period." +#: ../../content/applications/finance/accounting/reporting.rst:49 +msgid "The :guilabel:`Profit and Loss` report (or **Income Statement**) shows your company's net income by deducting expenses from revenue for the reporting period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:57 +#: ../../content/applications/finance/accounting/reporting.rst:55 msgid "Executive Summary" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:59 -msgid "The **Executive Summary** allows for a quick look at all the important figures you need to run your company." +#: ../../content/applications/finance/accounting/reporting.rst:57 +msgid "The :guilabel:`Executive Summary` provides an overview of all the important figures for overseeing your company's performance." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:62 -msgid "In very basic terms, this is what each of the items in this section is reporting :" +#: ../../content/applications/finance/accounting/reporting.rst:60 +msgid "It includes the following items:" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 -msgid "**Performance:**" +#: ../../content/applications/finance/accounting/reporting.rst:70 +msgid ":guilabel:`Performance`:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:64 +msgid ":guilabel:`Gross profit margin`:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:64 +msgid "The contribution of all sales your business makes **minus** any direct costs needed to make those sales (labor, materials, etc.)." msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:68 -msgid "**Gross profit margin:**" +msgid ":guilabel:`Net profit margin`:" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:67 -msgid "The contribution each individual sale made by your business less any direct costs needed to make those sales (things like labour, materials, etc)." +msgid "The contribution of all sales made by your business **minus** any direct costs needed to make those sales *and* fixed overheads your company has (electricity, rent, taxes to be paid as a result of those sales, etc.)." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:74 -msgid "**Net profit margin:**" +#: ../../content/applications/finance/accounting/reporting.rst:70 +msgid ":guilabel:`Return on investment (per annum)`:" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:71 -msgid "The contribution each individual sale made by your business less any direct costs needed to make those sales, as well as any fixed overheads your company has (things like rent, electricity, taxes you need to pay as a result of those sales)." +msgid "The ratio of the net profit to the amount of assets the company used to make those profits." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:86 +msgid ":guilabel:`Position`:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:74 +msgid ":guilabel:`Average debtors days`:" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:74 +msgid "The average number of days it takes your customers to (fully) pay you across all your customer invoices." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:76 +msgid ":guilabel:`Average creditors days`:" msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:77 -msgid "**Return on investment (p.a.):**" +msgid "The average number of days it takes you to (fully) pay your suppliers across all your bills." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:77 -msgid "The ratio of net profit made, to the amount of assets the company used to make those profits." +#: ../../content/applications/finance/accounting/reporting.rst:80 +msgid ":guilabel:`Short-term cash forecast`:" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:97 -msgid "**Position:**" +#: ../../content/applications/finance/accounting/reporting.rst:79 +msgid "How much cash is expected in or out of your business in the next month, i.e., the balance of your **Sales account** for the month **minus** the balance of your **Purchases account** for the month." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:81 -msgid "**Average debtor days:**" +#: ../../content/applications/finance/accounting/reporting.rst:86 +msgid ":guilabel:`Current assets to liabilities`:" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:81 -msgid "The average number of days it takes your customers to pay you (fully), across all your customer invoices." +#: ../../content/applications/finance/accounting/reporting.rst:83 +msgid "Also referred to as the **current ratio**, this is the ratio of current assets (:dfn:`assets that could be turned into cash within a year`) to the current liabilities (:dfn:`liabilities that will be due in the next year`). It is typically used to measure a company's ability to service its debt." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:84 -msgid "**Average creditor days:**" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:84 -msgid "The average number of days it takes you to pay your suppliers (fully) across all your bills." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:89 -msgid "**Short term cash forecast:**" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:87 -msgid "How much cash is expected in or out of your organisation in the next month i.e. balance of your **Sales account** for the month less the balance of your **Purchases account** for the month." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:97 -msgid "**Current assets to liabilities:**" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:92 -msgid "Also referred to as **current ratio**, this is the ratio of current assets (assets that could be turned into cash within a year) to the current liabilities (liabilities which will be due in the next year). This is typically used as as a measure of a company's ability to service its debt." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:102 +#: ../../content/applications/finance/accounting/reporting.rst:91 msgid "General Ledger" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:104 -msgid "The **General Ledger Report** shows all transactions from all accounts for a chosen date range. The initial summary report shows the totals for each account and from there you can view a detailed transaction report or any exceptions. This report is useful for checking every transaction that occurred during a certain period of time." +#: ../../content/applications/finance/accounting/reporting.rst:93 +msgid "The :guilabel:`General Ledger` report shows all transactions from all accounts for a selected date range. The initial summary report shows the totals for each account. To expand an account and view its details, click the :icon:`fa-caret-right` (:guilabel:`right arrow`) on the left. This report is useful for reviewing each transaction that occurred during a specific period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:115 -msgid "Aged Payable" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:117 -msgid "Run the **Aged Payable Details** report to display information on individual bills, credit notes and overpayments owed by you, and how long these have gone unpaid." -msgstr "" - -#: ../../content/applications/finance/accounting/reporting.rst:126 +#: ../../content/applications/finance/accounting/reporting.rst:101 msgid "Aged Receivable" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:128 -msgid "The **Aged Receivables** report shows the sales invoices that were awaiting payment during a selected month and several months prior." +#: ../../content/applications/finance/accounting/reporting.rst:103 +msgid "The :guilabel:`Aged Receivable` report shows the sales invoices awaiting payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:136 +#: ../../content/applications/finance/accounting/reporting.rst:109 +msgid "Aged Payable" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:111 +msgid "The :guilabel:`Aged Payable` report displays information on individual bills, credit notes, and overpayments you owe and how long these have gone unpaid." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting.rst:117 msgid "Cash Flow Statement" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:138 -msgid "The **Cash Flow Statement** shows how changes in balance sheet accounts and income affect cash and cash equivalents, and breaks the analysis down to operating, investing and financing activities." +#: ../../content/applications/finance/accounting/reporting.rst:119 +msgid "The :guilabel:`Cash Flow Statement` shows how changes in balance sheet accounts and income affect cash and cash equivalents and breaks the analysis down to operating, investing, and financing activities." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:147 +#: ../../content/applications/finance/accounting/reporting.rst:126 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:149 -msgid "This report allows you to see the **net** and **tax amounts** for all the taxes grouped by type (sale/purchase)." +#: ../../content/applications/finance/accounting/reporting.rst:128 +msgid "The :guilabel:`Tax Report` shows the :guilabel:`NET` and :guilabel:`TAX` amounts for all the taxes grouped by type (:guilabel:`Sales`/:guilabel:`Purchases`)." msgstr "" #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:3 @@ -7433,7 +7355,7 @@ msgid "To **mass edit** several entries simultaneously, go to :menuselection:`Ac msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:3 -msgid "Financial budget" +msgid "Analytic budgets" msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:5 @@ -8606,86 +8528,86 @@ msgid "Then, to close the fiscal year:" msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:55 -msgid "Run a :ref:`tax report `, and verify that all tax information is correct." +msgid "Run a :ref:`tax report `, and verify that all tax information is correct." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:56 -msgid "Reconcile all accounts on the :ref:`balance sheet `:" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/year_end.rst:58 -msgid "Update the bank balances in Odoo according to the actual balances found on the bank statements." +#: ../../content/applications/finance/accounting/reporting/year_end.rst:57 +msgid "Reconcile all accounts on the :ref:`balance sheet `:" msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:59 -msgid "Reconcile all transactions in the cash and bank accounts by running the :ref:`aged receivables ` and :ref:`aged payables ` reports." +msgid "Update the bank balances in Odoo according to the actual balances found on the bank statements." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:61 -msgid "Audit all accounts, being sure to fully understand all transactions and their nature, making sure to include loans and fixed assets." +#: ../../content/applications/finance/accounting/reporting/year_end.rst:60 +msgid "Reconcile all transactions in the cash and bank accounts by running the :ref:`aged receivables ` and :ref:`aged payables ` reports." msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:63 +msgid "Audit all accounts, being sure to fully understand all transactions and their nature, making sure to include loans and fixed assets." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/year_end.rst:65 msgid "Optionally, run :ref:`payments matching ` to validate any open vendor bills and customer invoices with their payments. While this step is optional, it could assist the year-end closing process if all outstanding payments and invoices are reconciled, potentially finding errors or mistakes in the system." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:68 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:70 msgid "Next, the accountant likely verifies balance sheet items and book entries for:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:70 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:72 msgid "year-end manual adjustments," msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:71 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:73 msgid "work in progress," msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:72 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:74 msgid "depreciation journal entries," msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:73 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:75 msgid "loans," msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:74 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:76 msgid "tax adjustments," msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:75 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:77 msgid "etc." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:77 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:79 msgid "If the accountant is going through the year-end audit, they may want to have paper copies of all balance sheet items (such as loans, bank accounts, prepayments, sales tax statements, etc.) to compare these with the balances in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:82 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:84 msgid "During this process, it is good practice to set a :guilabel:`Journal Entries Lock Date` to the last day (inclusive) of the preceding fiscal year by going to :menuselection:`Accounting --> Accounting --> Lock Dates`. This way, the accountant can be confident that nobody changes the transactions while auditing the books. Users from the *accountant* access group can still create and modify entries." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:89 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:91 msgid "Current year's earnings" msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:91 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:93 msgid "Odoo uses a unique account type called **current year's earnings** to display the amount difference between the **income** and **expenses** accounts." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:95 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:97 msgid "The chart of accounts can only contain one account of this type. By default, it is a 999999 account named :guilabel:`Undistributed Profits/Losses`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:98 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:100 msgid "To allocate the current year's earnings, create a miscellaneous entry to book them to any equity account. Once done, confirm whether or not the current year's earnings in the **balance sheet** is correctly reporting a balance of zero. If that is the case, set an :guilabel:`All Users Lock Date` to the last day of the fiscal year by going to :menuselection:`Accounting --> Accounting --> Lock Dates`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:105 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:107 msgid "Install the :guilabel:`Irreversible Lock Date` (`account_lock`) module to make the :guilabel:`All Users Lock Date` *irreversible* once set." msgstr "" -#: ../../content/applications/finance/accounting/reporting/year_end.rst:109 +#: ../../content/applications/finance/accounting/reporting/year_end.rst:111 msgid "A specific year-end closing entry is **optional** in order to close out the **profit and loss statement**. The reports are created in real-time, meaning that the profit and loss statement corresponds directly with the year-end date specified in Odoo. Therefore, any time the **income statement** is generated, the beginning date corresponds with the beginning of the **fiscal year** and all account balances should equal zero." msgstr "" @@ -9193,6 +9115,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:11 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:12 msgid "Introduction" msgstr "" @@ -9497,6 +9420,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:29 #: ../../content/applications/finance/fiscal_localizations/austria.rst:14 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:40 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:36 #: ../../content/applications/finance/fiscal_localizations/chile.rst:30 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:48 @@ -9514,6 +9438,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:62 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:54 msgid "Name" msgstr "" @@ -9521,6 +9446,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:30 #: ../../content/applications/finance/fiscal_localizations/austria.rst:15 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:41 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:37 #: ../../content/applications/finance/fiscal_localizations/chile.rst:31 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:49 @@ -9537,6 +9463,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:63 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:55 msgid "Technical name" msgstr "" @@ -9546,6 +9473,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:42 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:38 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:50 @@ -9563,6 +9491,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:64 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:56 msgid "Description" msgstr "" @@ -10146,6 +10075,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1019 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:85 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:213 #: ../../content/applications/finance/fiscal_localizations/spain.rst:42 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:269 msgid "Reports" @@ -10984,59 +10914,75 @@ msgstr "" msgid "filling the vendor bill" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:57 +#: ../../content/applications/finance/accounting/vendor_bills.rst:56 msgid "Bills can be :doc:`digitized ` for automatic completion by clicking :guilabel:`Send for Digitization`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:59 +#: ../../content/applications/finance/accounting/vendor_bills.rst:58 msgid "If you upload the bill, the PDF document is displayed on the right of the screen, allowing you to easily fill in the bill information." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:63 +#: ../../content/applications/finance/accounting/vendor_bills.rst:62 msgid "Bill confirmation" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:65 +#: ../../content/applications/finance/accounting/vendor_bills.rst:64 msgid "Click :guilabel:`Confirm` when the document is completed. The status of your document changes to :guilabel:`Posted` and a journal entry is generated based on the configuration on the invoice." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:69 +#: ../../content/applications/finance/accounting/vendor_bills.rst:68 msgid "Once confirmed, it is no longer possible to update it. Click :guilabel:`Reset to draft` if changes are required." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:73 +#: ../../content/applications/finance/accounting/vendor_bills.rst:72 msgid "Bill Payment" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:75 -msgid "Upon payment of the vendor bill, click on :guilabel:`Register Payment`. A new window pops up." +#: ../../content/applications/finance/accounting/vendor_bills.rst:74 +msgid "Upon payment of the vendor bill, click on :guilabel:`Register Payment` to open a new payment window." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:77 -msgid "Select the :guilabel:`Journal`, the :guilabel:`Payment Method`, the :guilabel:`Amount` you wish to pay (full or partial payment), and the :guilabel:`Currency`. Odoo fills the :guilabel:`Memo` field automatically if the :guilabel:`Payment Reference` has been set correctly in the vendor bill. If the field is empty, we recommend you select the vendor invoice number as a reference." +#: ../../content/applications/finance/accounting/vendor_bills.rst:76 +msgid "Select the :guilabel:`Journal`, the :guilabel:`Payment Method`, the :guilabel:`Amount` you wish to pay (full or partial payment), and the :guilabel:`Currency`. In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the vendor bill), the :guilabel:`Payment Difference` field displays the outstanding balance. You have two options:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:82 +msgid ":guilabel:`Keep open`: to keep the bill open and mark it with a :guilabel:`Partial` banner;" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:83 +msgid ":guilabel:`Mark as fully paid`: In this case, select an account in the :guilabel:`Post Difference In` field and change the :guilabel:`Label` if needed. A journal entry will be created to balance the account receivable with the selected account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:-1 +msgid "register a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:90 +msgid "The :guilabel:`Memo` field is filled automatically if the :guilabel:`Payment Reference` has been set correctly in the vendor bill. If the field is empty, select the vendor invoice number as a reference." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:94 msgid "Once confirmed, an :guilabel:`In Payment` banner appears on the bill until it is :doc:`reconciled `." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:86 +#: ../../content/applications/finance/accounting/vendor_bills.rst:98 msgid "Aged payable report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:88 +#: ../../content/applications/finance/accounting/vendor_bills.rst:100 msgid "To get an overview of your open vendor bills and their related due dates, you can use the **Aged Payable report**. Go to :menuselection:`Accounting --> Reporting --> Partner Reports: Aged payable`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:92 +#: ../../content/applications/finance/accounting/vendor_bills.rst:104 msgid "Click on a vendor's name to open up the details of all outstanding bills, the amounts due, the due dates, etc." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:96 +#: ../../content/applications/finance/accounting/vendor_bills.rst:108 msgid "By clicking the :guilabel:`Save` button, you can export the information available on the screen as a PDF or XLSX file and save it in the folder of your choice." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:98 +#: ../../content/applications/finance/accounting/vendor_bills.rst:110 msgid "You might receive several bills for the same purchase order if your vendor is in back-order and is sending you invoices as they ship the products, or if your vendor is sending you a partial bill or asking for a deposit." msgstr "" @@ -12673,7 +12619,7 @@ msgid ":doc:`Brazilian - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:62 -msgid "Canada - Accounting" +msgid ":doc:`Canada - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:63 @@ -12917,7 +12863,7 @@ msgid ":doc:`United States - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 -msgid "Uruguay - Accounting" +msgid ":doc:`Uruguay - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:126 @@ -12955,10 +12901,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:20 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:31 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:27 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:39 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:45 msgid "Modules installation" msgstr "" @@ -13193,6 +13141,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:202 #: ../../content/applications/finance/fiscal_localizations/chile.rst:252 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:218 msgid "Document types" msgstr "" @@ -14146,10 +14095,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:795 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:796 msgid "Products" msgstr "" @@ -14158,6 +14107,7 @@ msgid "To allow your products to be invoiced when an online payment is confirmed msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:931 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:920 msgid "Invoicing flow for eCommerce" msgstr "" @@ -14258,7 +14208,7 @@ msgid "l10n_ar Sales Journal Configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1012 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "Invoicing flow" msgstr "" @@ -14400,9 +14350,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:51 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:126 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/romania.rst:79 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" @@ -15704,11 +15656,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 #: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:198 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 #: ../../content/applications/finance/fiscal_localizations/chile.rst:79 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:200 msgid ":guilabel:`ZIP`" msgstr "" @@ -16262,8 +16216,8 @@ msgid "To revoke the connection between Odoo and CodaBox, go to :menuselection:` msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:258 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid "Electronic invoicing" msgstr "" @@ -16277,6 +16231,7 @@ msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:256 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:399 msgid "Cash discount" msgstr "" @@ -16290,6 +16245,7 @@ msgid "To apply the right tax amount and report it correctly in your VAT return, msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:262 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:405 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" @@ -16332,11 +16288,13 @@ msgid "On-Premise" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:464 -msgid "Odoo 16.0" +msgid "Odoo 17.0" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:466 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:469 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:473 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:477 @@ -16345,8 +16303,6 @@ msgid "Certified" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:469 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:471 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:475 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:479 @@ -16354,7 +16310,7 @@ msgid "Not certified" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 -msgid "Odoo 15.2" +msgid "Odoo 16.0" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 @@ -16943,9 +16899,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:305 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:189 msgid "Contacts" msgstr "" @@ -17026,6 +16983,7 @@ msgid "Contact fiscal configuration for NFSe." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:362 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:132 msgid "Fiscal positions" msgstr "" @@ -17043,7 +17001,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:375 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:357 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:252 msgid "Workflows" msgstr "" @@ -17189,7 +17148,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:594 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:370 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:341 msgid "Credit notes" msgstr "" @@ -17206,7 +17165,7 @@ msgid ":ref:`Issue a credit note `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:482 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:594 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:595 msgid "Debit Notes" msgstr "" @@ -17330,6 +17289,548 @@ msgstr "" msgid ":guilabel:`Transporter Brazil`: **NF-e specific** who is doing the transportation." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/canada.rst:3 +msgid "Canada" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:9 +msgid "The Odoo Canada localization package provides tailored features and configurations for Canadian businesses." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:12 +msgid "A series of videos on the subject of Accounting are available through Odoo's eLearning platform. These videos cover how to start from scratch, set up configurations, complete common workflows, and provide in-depth looks at some specific use cases." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:17 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 +msgid "`Odoo Tutorials: Accounting & Invoicing `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:19 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 +msgid "`Odoo SmartClass: Accounting `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:24 +msgid "Below are the available modules in Odoo for accounting use in Canada." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:29 +msgid ":ref:`Install ` the following modules to get all the features of the Canadian localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:39 +msgid ":guilabel:`Canada - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:40 +msgid "`l10n_ca`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:41 +msgid "Base accounting module for Canadian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:42 +msgid ":guilabel:`Canada - Accounting Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:43 +msgid "`l10n_ca_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:44 +msgid "Adds Canadian accounting reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:45 +msgid ":guilabel:`Canadian Checks Layout`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:46 +msgid "`l10n_ca_check_printing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:47 +msgid "Enables the printing of payments on pre-printed check paper. Supports the three most common check formats and works natively with the linked checks from `checkdepot.net `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:51 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 +msgid "`Check on top: Quicken / QuickBooks standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:53 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 +msgid "`Check on middle: Peachtree standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:55 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 +msgid "`Check on bottom: ADP standard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:63 +msgid "The :doc:`chart of accounts (COA) <../accounting/get_started/chart_of_accounts>` for the Canadian localization, in Odoo, has accounts grouped into seven main categories, with corresponding numeric values that prefix individual journal entries:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:67 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 +msgid "**Receivable**: the balance of money (or credit) due to the business for goods or services delivered or used, but not yet paid for by customers. |AR| is indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:70 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 +msgid "**Payable**: the business's short-term obligations owed to its creditors or suppliers, which have not yet been paid. |AP| is indicated by the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:73 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 +msgid "**Equity**: the amount of money that would be returned to a company's shareholders if all of the assets were liquidated and all of the company's debt was paid off in the case of liquidation. Equity is indicated by the journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:77 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 +msgid "**Assets**: items listed on the balance sheet that contains economic value or have the ability to generate cash flows in the future, such as a piece of machinery, a financial security, or a patent. Assets are indicated by the journal code labeled (or beginning) with :guilabel:`1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:80 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 +msgid "**Liability**: refers to a company's financial debts or obligations that arise during the course of business operations. Liabilities are indicated by the journal code labeled (or beginning) with :guilabel:`2`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:83 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 +msgid "**Income**: synonymous with *net income*, this is the profit a company retains after paying off all relevant expenses from sales revenue earned. Income is indicated by the journal code labeled (or beginning) with :guilabel:`4` or :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:86 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 +msgid "**Expenses**: the cost of operations that a company incurs to generate revenue. Expenses are indicated by the journal code labeled (or beginning) with a :guilabel:`6`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:90 +msgid "Predefined accounts are included in Odoo, as part of the |COA| that's installed with the Canadian localization package. The accounts listed below are preconfigured to perform certain operations within Odoo. It is recommended to **not** delete these accounts; however, if changes are needed, rename the accounts instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:99 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 +msgid ":guilabel:`Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:100 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 +msgid ":guilabel:`Account Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:101 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 +msgid ":guilabel:`Current Assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Bank Suspense Account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Receipts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Outstanding Payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Liquidity Transfer`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Valuation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Received)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Stock Interim (Delivered)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cost of Production`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:110 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 +msgid ":guilabel:`Income`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Gain`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:114 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 +msgid ":guilabel:`Expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Discount Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Foreign Exchange Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 +msgid ":guilabel:`Cash Difference Loss`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:118 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 +msgid ":guilabel:`Current Year Earnings`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:119 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 +msgid ":guilabel:`Undistributed Profits/Losses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:120 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 +msgid ":guilabel:`Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:121 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 +msgid ":guilabel:`Account Receivable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:122 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 +msgid ":guilabel:`Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:123 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 +msgid ":guilabel:`Account Payable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:127 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 +msgid ":doc:`../accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:134 +msgid "Canadian tax rates and taxable items vary by province and territory. Default fiscal positions are automatically created when the Odoo **Accounting** application is installed. To manage or configure additional fiscal positions, navigate to :menuselection:`Accounting --> Configuration --> Fiscal Positions`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:139 +msgid "The following fiscal positions are available by default:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:141 +msgid ":guilabel:`Alberta (AB)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:142 +msgid ":guilabel:`British Colombia (BC)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:143 +msgid ":guilabel:`Manitoba (MB)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:144 +msgid ":guilabel:`New Brunswick (NB)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:145 +msgid ":guilabel:`Newfoundland and Labrador (NL)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:146 +msgid ":guilabel:`Nova Scotia (NS)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:147 +msgid ":guilabel:`Northwest Territories (NT)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:148 +msgid ":guilabel:`Nunavut (NU)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:149 +msgid ":guilabel:`Ontario (ON)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:150 +msgid ":guilabel:`Prince Edward Islands (PE)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:151 +msgid ":guilabel:`Quebec (QC)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:152 +msgid ":guilabel:`Saskatchewan (SK)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:153 +msgid ":guilabel:`Yukon (YT)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:154 +msgid ":guilabel:`International (INTL)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:-1 +msgid "The default fiscal positions for the Canada localization in Odoo Accounting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:160 +msgid "When considering what taxes to be applied, it is the province where the delivery occurs that matters. Therefore, delivery is the responsibility of the vendor and is accounted for at the customer location." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:165 +msgid "A delivery is made to a customer from another province." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:166 +msgid "Set the fiscal position on the customer's record to the province of the customer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:167 +msgid "A customer from another province comes to pick up products." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:168 +msgid "No fiscal position should be set on the customer's record." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:169 +msgid "An international vendor doesn't charge any tax, but taxes are charged by the customs broker." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:170 +msgid "Set the fiscal position on the vendor's record to *International*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:171 +msgid "An international vendor charges provincial tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:172 +msgid "Set the fiscal position on the vendor's record to your position." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:175 +msgid ":doc:`../accounting/taxes/fiscal_positions`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:182 +msgid "In Canada, tax rates and what is considered taxable vary by province and territory. Default *Sales* and *Purchases* taxes are created automatically when the Odoo **Accounting** application is installed. To manage existing or configure additional taxes, navigate to :menuselection:`Accounting --> Configuration --> Taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:190 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 +msgid "AvaTax" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:192 +msgid "**Avalara AvaTax** is a cloud-based tax calculation and compliance software that integrates with Odoo for several localizations, including Canada. Integrating AvaTax with Odoo provides real-time and region-specific tax calculations when items are sold, purchased, and invoiced in the database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:197 +msgid "AvaTax is available for integration with databases/companies that have locations in Canada and/or the United States. Reference the :ref:`avatax/fiscal_country` documentation for more information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:201 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:255 +msgid "Refer to the documentation articles below to integrate and configure an AvaTax account with an Odoo database:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:204 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 +msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:205 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:259 +msgid ":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:206 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:260 +msgid ":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:207 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 +msgid "Avalara's support documents: `About AvaTax `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:215 +msgid "A number of :doc:`report selections <../accounting/reporting>` are readily available for the Canadian localization, under the :menuselection:`Accounting app --> Reporting` drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:218 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 +msgid ":ref:`Balance Sheet `: a \"snapshot\" of a company's financial position at a specific point in time, which contains an overview of a company's assets, liabilities, and equity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:222 +msgid "Be sure to select the :menuselection:`Balance sheet (CA)` option from the :icon:`fa-book` :guilabel:`Report` filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +msgid "Balance sheet report selection for CA localization in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:228 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 +msgid ":ref:`Profit & Loss `: otherwise known as a *P&L statement* or *income statement*, provides a summary of a company's revenues, expenses, and profits/losses over a given period of time." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:232 +msgid "Be sure to select the :menuselection:`Profit and loss (CA)` option from the :icon:`fa-book` :guilabel:`Report` filter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:0 +msgid "Profit and loss report selection for CA localization in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:238 +msgid ":guilabel:`Cash Flow Statement`: shows how much cash and cash equivalents a company has received and spent in a given period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:240 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:282 +msgid ":ref:`Executive Summary `: an overview report that covers the key performance indicators of a company's financial position, such as revenue, profit, and debt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:243 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 +msgid ":ref:`Tax Report `: an official form filed for a tax authority that reports income, expenses, and other pertinent tax information. Tax reports allow taxpayers to calculate their tax liability, schedule tax payments, or request refunds for the overpayment of taxes. In Odoo, the tax report can be made monthly, every two months, quarterly, every 4 months, semi-annually, and annually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:250 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:330 +msgid ":doc:`Accounting reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:251 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:331 +msgid ":doc:`../../essentials/search`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:258 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:401 +msgid "Cash discounts can be configured from :menuselection:`Accounting app --> Payment Terms`. Each payment term can be set up with a cash discount and reduced tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:265 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:410 +msgid "Writing checks" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:267 +msgid "The Canadian localization allows users to print checks for vendor payments. Be sure the *Canadian Checks Layout* (`l10n_ca_check_printing`) module for the CA localization is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:271 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 +msgid "To enable check printing from Odoo, navigate to :menuselection:`Accounting --> Configuration --> Settings` and find the :guilabel:`Vendor Payments` section. From here, tick the :guilabel:`Checks` checkbox to reveal several fields for check configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:275 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:419 +msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:277 +msgid ":guilabel:`Print Check (Top) - CA`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:278 +msgid ":guilabel:`Print Check (Middle) - CA`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:279 +msgid ":guilabel:`Print Check (Bottom) - CA`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:281 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 +msgid "Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub` checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:283 +msgid "Optionally set a :guilabel:`Check Top Margin`, :guilabel:`Check Left Margin`, or :guilabel:`Check Right Margin` if required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:286 +msgid "Tick the :guilabel:`Print Date Label` checkbox if a date label is required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:288 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:429 +msgid "Once all check configurations are complete, :guilabel:`Save` the settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:291 +msgid "Some of the check formats may require pre-printed paper from a third party vendor. `Pre-printed checks from checkdepot.net `_ are recommended." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:296 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:436 +msgid ":doc:`../accounting/payments/pay_checks`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:299 +msgid "Receive pre-authorized debits" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:301 +msgid "Pre-authorized debits are a method for receiving payments from customers, where the customer authorizes the business to withdraw funds from their bank account on a recurring basis. This functionality is commonly used for subscriptions, recurring invoices, and other regular payments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:305 +msgid "In the Odoo Canadian localization, pre-authorized debits are facilitated through an :doc:`integration with Stripe <../payment_providers/stripe>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:309 +msgid ":doc:`Setting up payment providers <../payment_providers>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/canada.rst:310 +msgid "`Stripe's pre-authorized debit payments documentation `_" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/chile.rst:3 msgid "Chile" msgstr "" @@ -17455,14 +17956,18 @@ msgid "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensu msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:73 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:82 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:194 msgid ":guilabel:`Company Name`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:195 msgid ":guilabel:`Address`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:199 msgid ":guilabel:`State`" msgstr "" @@ -17532,6 +18037,7 @@ msgid ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de Imp msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:118 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:143 msgid "Electronic invoice data" msgstr "" @@ -17564,6 +18070,7 @@ msgid ":guilabel:`SII Resolution Date`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:-1 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:-1 msgid "Required information for electronic invoice." msgstr "" @@ -17673,7 +18180,7 @@ msgid "Digital certificate configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:216 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:550 #: ../../content/applications/finance/fiscal_localizations/peru.rst:237 msgid "Multicurrency" msgstr "" @@ -18078,7 +18585,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:550 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:830 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:831 msgid "Common errors" msgstr "" @@ -18396,7 +18903,7 @@ msgid "Odoo automatically updates the *DTE Status* every night using a scheduled msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:797 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:725 msgid "Delivery guide" msgstr "" @@ -18605,6 +19112,7 @@ msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:997 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:876 msgid "eCommerce electronic invoicing" msgstr "" @@ -19184,6 +19692,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:239 msgid "Sales journals" msgstr "" @@ -19415,6 +19924,7 @@ msgid "The process for debit notes is similar to credit notes. To create a debit msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:300 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" @@ -19539,6 +20049,7 @@ msgid "`Smart Tutorial - Localización de Ecuador `, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:158 msgid "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX) --> Fiscal Regime`, then select the regime that applies to your company from the drop-down list, and click :guilabel:`Save`." msgstr "" @@ -25618,27 +26139,27 @@ msgstr "" msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:166 msgid "If you want to test the Mexican localization, the company can be configured with a real address within Mexico (including all fields), and add `EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the :guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use :guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 msgid "To create a contact that can be invoiced, go to :menuselection:`Contacts --> Create`. Then, enter the contact name, full :guilabel:`Address` including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:179 msgid "As with your own company, all of your contacts needs to have their correct business name registered in the |SAT|. This also applies to the :guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 msgid "Some additional configurations for factor type and tax objects need to be added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "The *Factor Type* field is pre-loaded in the default taxes. If new taxes are created, you need to make sure to configure this field. To do so, go to :menuselection:`Accounting --> Configuration --> Taxes`, then enable the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" @@ -25646,39 +26167,39 @@ msgstr "" msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:201 msgid "Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:203 msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 msgid "One requirement of the CFDI 4.0 is that the resulting XML file needs (or does not need) to break down the taxes of the operation. There are three different possible values that are added in the XML file:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 msgid "`01`: Not subject to tax - this value is added automatically if your invoice line doesn't contain any taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 msgid "`02`: Subject to tax - this is the default configuration of any invoice line that contains taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 msgid "`03`: Subject to tax and not forced to break down - this value can be triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 msgid "To use the `03` value, navigate to :menuselection:`Contacts --> your customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax Breakdown` checkbox." msgstr "" @@ -25686,19 +26207,19 @@ msgstr "" msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:226 msgid "The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal regimes and/or taxes. Consult your accountant first to see if it is needed for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:231 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:233 msgid "When registering a payment, Odoo will carry out the movement of taxes from the *Cash Basis Transition Account* to the account set in the :guilabel:`Definition` tab. For such movement, a tax base account will be used: (`Base Imponible de Impuestos en Base a Flujo de Efectivo`) in the journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:238 msgid "If you create a new tax in :menuselection:`Accounting --> Configuration --> Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, `ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" @@ -25706,23 +26227,23 @@ msgstr "" msgid "Tax accounts available for Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 msgid "To configure products, go to :menuselection:`Accounting --> Customers --> Products`, then select a product to configure, or :guilabel:`Create` a new one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product Category` field, select the category that represents the product. The process can be done manually, or through :doc:`a bulk import <../../essentials/export_import_data>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:254 msgid "All products need to have an |SAT| code associated with them in order to prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:261 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 msgid "After you have processed your `Private Key (CSD) `_ with the |SAT|, you **must** register directly with the :ref:`PAC ` of your choice before you start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "Once you've created your account with any of these providers, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" @@ -25730,15 +26251,15 @@ msgstr "" msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:276 msgid "If you do not have credentials, but want to test the electronic invoicing, you can activate the :guilabel:`MX PAC test environment` checkbox, and select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a username or password for a test environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:281 msgid ".cer and .key certificates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:283 msgid "The `digital certificates of the company `_ must be uploaded within the :guilabel:`MX Certificates` section. To do so, navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add a line`, and a window will open. Click :guilabel:`Create`, and from there, upload your digital :guilabel:`Certificate` (:file:`.cer` file), your :guilabel:`Certificate Key` (:file:`.key` file), and your :guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & Close`." msgstr "" @@ -25746,63 +26267,63 @@ msgstr "" msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 msgid "If you still do not have one of the contracted |PAC|\\s and you want to test electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:299 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:301 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:309 msgid "The invoicing process in Odoo is based on `Annex 20 `_ version 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "To start invoicing from Odoo, a customer invoice must be created using the :doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:319 msgid "While the document is in draft mode, changes can be made to it (the correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:322 msgid "After you :guilabel:`Confirm` the customer invoice, a blue message appears stating: :guilabel:`The invoice will be processed asynchronously by the following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 msgid "Pressing the :guilabel:`Process Now` button sends the document to the government so it can be signed. After receiving the signed document back from the government, the :guilabel:`Fiscal Folio` field appears on the document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 msgid "If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the invoice, you can confirm if the XML file is valid in the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:333 msgid "If you are in a testing environment, you will always receive the message :guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 msgid "To send the signed invoice to your client by mail, you can send both the XML and PDF files together, directly from Odoo, by clicking the :guilabel:`Send & Print` button. You can also download the PDF file to your computer, by clicking the :guilabel:`Print` button, and selecting the desired print option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 msgid "While an invoice is a document type \"I\" (Ingreso), a credit note is a document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:345 msgid "The only addition to the :doc:`standard flow for credit notes <../accounting/customer_invoices/credit_notes>` is that, as a requirement of the |SAT|, there has to be a relation between a credit note and an invoice through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:349 msgid "Because of this requirement, the field :guilabel:`CFDI Origin` adds this relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" @@ -25810,51 +26331,51 @@ msgstr "" msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "For the :guilabel:`CFDI Origin` field to be automatically added, use the :guilabel:`Add Credit Note` button from the invoice, instead of creating it manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:360 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:363 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 -msgid "One addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to the SAT documentation, there are two types of payments:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +msgid "One addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to the SAT documentation, there are two types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:376 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 msgid "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 -msgid ":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:372 +msgid ":doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:374 msgid "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:384 -msgid "To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` within the same month, or choose a payment term that does not imply changing the due month (immediate payment, 15 days, 21 days, all falling within the current month)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:376 +msgid "To configure |PUE| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` within the same month, or choose a payment term that does not imply changing the due month (immediate payment, 15 days, 21 days, all falling within the current month)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:385 msgid "Some :guilabel:`Payment Terms` are already installed by default, and can be managed from :menuselection:`Accounting --> Configuration --> Payment Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:397 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:388 msgid "To configure |PPD| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` after the first day of the following month. This also applies if your :guilabel:`Payment Term` is due in the following month." msgstr "" @@ -25862,43 +26383,43 @@ msgstr "" msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:406 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:396 msgid "Because the |PPD| policy implies that an invoice is not going to get paid at the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is :guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:401 msgid "Payment flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:413 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid "In both cases, the payment process in Odoo :doc:`is the same <../accounting/customer_invoices>`, the main difference being payments related to |PPD| invoices trigger the creation of a document type \"P\" (Pago)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:417 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:407 msgid "If a payment is related to a |PUE| invoice, it can be registered with the wizard, and be associated with the corresponding invoice. To do so, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice. Then, click the :guilabel:`Register Payment` button. The invoice status changes to :guilabel:`In Payment`, since the payment is effectively validated when it is bank reconciled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:414 msgid ":doc:`../accounting/bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:416 msgid "While this process is the same for PPD invoices, the addition of the creating an :doc:`electronic document <../accounting/customer_invoices/electronic_invoicing>` means some additional requirements are needed to correctly send the document to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:430 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:420 msgid "From an invoice, you need to confirm the specific :guilabel:`Payment Way` where you received the payment. Because of this, the :guilabel:`Payment Way` field **cannot** be set as `99 - Por Definir (To Define)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:434 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 msgid "If you are going to add a bank account number in the :guilabel:`Accounting` tab of a customer's contact card, it must have a valid account number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 msgid "The exact configurations are in the `Anexo 20 of the SAT `_. Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:442 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 msgid "If a payment is related to a signed invoice with the :guilabel:`Payment Policy` `PPD`, Odoo generates the corresponding payment complement automatically, once you click :guilabel:`Process Now`." msgstr "" @@ -25906,63 +26427,63 @@ msgstr "" msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "A payment in MXN **cannot** be used to pay multiple invoices in USD. Instead, the payment should be separated into multiple payments, using the :guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:445 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:447 msgid "It is possible to cancel the EDI documents sent to the |SAT|. According to the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 msgid "With all cancellation requests, you **must** specify a *cancellation reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:463 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 msgid "After 24 hours have passed since the creation of the invoice, the client **must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:455 msgid "There are four different cancellation reasons. In Odoo, you can cancel invoices with the reasons *01 Invoices sent with errors with a relation*, and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 msgid "The following sections break down the process of canceling invoices for each cancellation reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 msgid "Odoo has certain limitations to canceling invoices in the |SAT|: The reasons 03 and 04 (*Operation did not take place* and *Nominative transactions related to a global invoice*, respectively) are not currently supported by Odoo. For this, you need to cancel the invoice directly in the |SAT|, and press :guilabel:`Retry` in the :guilabel:`SAT Status field`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:468 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:481 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:470 msgid "This cancellation reason must be used when a new invoice needs to substitute the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:484 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 msgid "Begin by navigating to :menuselection:`Accounting --> Customers --> Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` from the old invoice. Then, navigate to the new invoice, and in the :guilabel:`CFDI Origin` field, add the value `04|` and paste the :guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:489 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:478 msgid "Next, navigate back to the old invoice, and notice the :guilabel:`Substituted By` field is now available. Click the :guilabel:`Request EDI Cancellation` button on the old invoice, and then click :guilabel:`Process Now` in the blue section that appears. The invoice status changes to :guilabel:`Canceled`, and a confirmation is logged in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:494 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:483 msgid "Now, the invoice should be canceled in the |SAT| as well. You can confirm this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:497 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:486 msgid "If the document was canceled more than 24 hours after its creation, you may need to ask the client to accept the cancellation in their “Buzón Tributario” directly from the `SAT website `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:502 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:491 msgid "The `04|` is only a code that helps Odoo to perform this process. It has no relation to the method 04 reason for cancellation." msgstr "" @@ -25974,55 +26495,55 @@ msgstr "" msgid "Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:501 msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:516 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:503 msgid "This cancellation reason has to be used when an invoice was sent with an error in any field, and does not need to be replaced by another one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:519 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:506 msgid "For this case, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select the old invoice. From here, the only requirement is to click the :guilabel:`Request EDI Cancellation` button, and then click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:510 msgid "Because the field :guilabel:`Substituted By` does not appear when using this cancellation reason, the |SAT| should automatically detect that the cancellation reason is 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 msgid "Payment cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:529 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:516 msgid "It is also possible to cancel *Payment Complements*. For this, go to the payment, via :menuselection:`Accounting --> Customers --> Payments`, and select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button will appear. Click :guilabel:`Process now`, and the document will be sent to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to confirm the current |SAT| status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:522 msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:538 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 msgid "Just like invoices, when you create a new *Payment Complement*, you can add the relation of the original document, by adding a `04|` plus the fiscal folio in the :guilabel:`CFDI Origin` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:542 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:529 msgid "Invoicing special use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:532 msgid "CFDI to public" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:547 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:534 msgid "If the customer you are selling goods or services to does not require an invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:550 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:537 msgid "If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will be triggered. This is a main change in the CFDI 4.0 that requires invoices with that specific name to need additional fields, which Odoo does not currently support. So, for a *CFDI to Public* to be created, you need to add any name to your customer that is **not** `PUBLICO EN GENERAL`. (For example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:542 msgid "In addition to this, it is required that the :guilabel:`ZIP` code of your company is added, the generic |RFC| is set as `XAXX010101000`, and the :guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones fiscales`." msgstr "" @@ -26030,19 +26551,19 @@ msgstr "" msgid "CFDI to Public Customer field configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:566 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:552 msgid "The main currency in Mexico is MXN. While this is mandatory for all Mexican companies, it is possible to send and receive invoices (and payments) in different currencies. To enable the use of :doc:`multicurrency <../accounting/get_started/multi_currency>`, navigate to the :menuselection:`Accounting --> Settings --> Currencies`, and set :guilabel:`Mexican Bank` as the :guilabel:`Service` in the :guilabel:`Automatic Currency Rates` section. Then, set the :guilabel:`Interval` field to the frequency you wish to update the exchange rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:573 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:559 msgid "This way, the XML file of the document will have the correct exchange rate, and the total amount, in both the foreign currency and in MXN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:576 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 msgid "It is highly recommended to use :doc:`a bank account for each currency <../accounting/bank/foreign_currency>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:580 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:566 msgid "The only currencies that automatically update their exchange rate daily are: USD, EUR, GBP, and JPY." msgstr "" @@ -26050,91 +26571,91 @@ msgstr "" msgid "Multi-currency configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:573 msgid "Down payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:590 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:575 msgid "There can be cases where you receive a payment in advance from a customer that needs to be applied to an invoice later. In order to do this in Odoo, it is required to properly link invoices to each other with the :guilabel:`CFDI Origin` field. To do so, it is necessary to have the :doc:`Sales <../../sales>` app installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 msgid "`The official documentation for registration of down payments in Mexico `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:599 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 msgid "First, navigate to the :menuselection:`Sales` app to create a product `Anticipo` and configure it. The :guilabel:`Product Type` must be :guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: `84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 msgid "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:591 msgid "Create a sales order with the total amount, and create a down payment (either using a percentage or fixed amount). Then, sign the document, and :guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 msgid "When the time comes for the customer to get the final invoice, create it again from the same sales order. In the :guilabel:`Create Invoices` wizard, select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:613 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:598 msgid "Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix `07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:617 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 msgid "After this, create a credit note for the first invoice. Copy the :guilabel:`Fiscal Folio` from the second invoice, and paste it in the :guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:621 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 msgid "With this, all electronic documents are linked to each other. The final step is to fully pay the new invoice. At the bottom of the new invoice, you can find the credit note in the :guilabel:`Outstanding credits` - add it as payment. Finally, register the remaining amount with the :guilabel:`Register Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:629 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:614 msgid "The external trade is a complement to a regular invoice that adds certain values in both the XML and PDF, to invoices with a foreign customer according to `SAT regulations `_, such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:618 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "The addition of a :guilabel:`Tariff Fraction` that identifies the type of product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:635 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 msgid "The correct :guilabel:`Incoterm` (International Commercial Terms), among others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:638 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 msgid "This allows the correct identification of exporters and importers, in addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:626 msgid "Since January 1, 2018, external trade is a requirement for taxpayers, who carry export operations of type A1. While the current CFDI is 4.0, the external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:629 msgid "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "Before installing, make sure your business needs to use this feature. Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:657 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "To configure your company contact for external trade, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select your :guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid :guilabel:`ZIP` code in your contact, the external trade complement adds the requirement that your :guilabel:`City` and the :guilabel:`State` must also be valid. All three fields must coincide with the `Official SAT Catalog `_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:649 msgid "Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, not in the company itself. You can find your company's contact in :menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and can be added in the company directly in :menuselection:`Settings --> General Settings --> Companies`. These two fields have to coincide with the data in the |SAT|." msgstr "" @@ -26142,23 +26663,23 @@ msgstr "" msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:676 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:660 msgid "To configure the contact data for a foreign receiving client, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select the foreign client's contact. The contact must have the following fields completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 msgid "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "The format of the foreign :guilabel:`VAT` (tax identification number, for example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:684 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 msgid "In the :guilabel:`MX EDI` tab, you need to address if the customer receives goods for a period of time temporarily (:guilabel:`Temporary`) or permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:688 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:672 msgid "If the new contact was created by duplicating another existing contact from Mexico, make sure to delete any carried over information from the :guilabel:`Fiscal Regime` field. In addition, do not enable the :guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory fields that are required for external trade contact configuration." msgstr "" @@ -26166,27 +26687,27 @@ msgstr "" msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:681 msgid "In the resulting XML and PDF files, the :guilabel:`VAT` is automatically replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:704 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:687 msgid "All products involved with external trade have four fields that are required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:690 msgid "The :guilabel:`Internal Reference` of the product is in the :guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:708 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:692 msgid "The `correct `_ :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:711 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:694 msgid "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" @@ -26194,19 +26715,19 @@ msgstr "" msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 msgid "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct :guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:720 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct :guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:708 msgid "Before creating an invoice, it is important to take into account that external trade invoices require to convert the amounts of your product into USD. Therefore, :doc:`multicurrency <../accounting/get_started/multi_currency>` **must** be enabled and *USD* **must** be activated in the :guilabel:`Currencies` section. The correct :guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:714 msgid "Then, with the correct exchange rate set up in :menuselection:`Accounting --> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and the optional :guilabel:`Certificate Source` in the :guilabel:`Other Info` tab." msgstr "" @@ -26214,63 +26735,63 @@ msgstr "" msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:740 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:721 msgid "Finally, sign the invoice with the same process as a regular invoice, and click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:746 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:727 msgid "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "On December 1st, 2021, version 2.0 of this CFDI was implemented for all transportation providers, intermediaries, and owners of goods. Odoo is able to generate a document type \"T\" (Traslado), which, unlike other documents, is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:753 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 msgid "Odoo can create XML and PDF files with (or without) ground transport, and can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:756 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 msgid "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, :guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and :guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:760 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 msgid "In addition to this, it is necessary to have the :doc:`Inventory <../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:764 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, or marine transport. Consult your accountant first if this feature is needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:753 msgid "**No Federal Highways**: Is used when the *Distance to Destination* is `less than 30 KM `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 msgid "**Federal Transport**: Is used when the *Distance to Destination* exceeds 30 KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 msgid "Other than the standard requirements of regular invoicing (The |RFC| of the customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:779 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:760 msgid "For *Federal Transport*, several configurations have to be added to contacts, vehicle setups, and products. Those configurations are added to the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:764 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:785 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 msgid "Like the external trade feature, the :guilabel:`Address` in both the company and the final customer must be complete. The :guilabel:`ZIP` code, :guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:790 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" @@ -26278,23 +26799,23 @@ msgstr "" msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "The origin address used for the delivery guide is set in :menuselection:`Inventory --> Configuration --> Warehouses Management --> Warehouses`. While this is set as the company address by default, you can change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:801 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Another addition to this feature is the :guilabel:`Vehicle Setups` menu found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets you add all the information related to the vehicle used for the delivery order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:805 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:785 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 msgid "The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, must contain between 5 to 7 characters." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:811 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 msgid "In the :guilabel:`Intermediaries` section, you must add the operator of the vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` and :guilabel:`Operator Licence`." msgstr "" @@ -26302,19 +26823,19 @@ msgstr "" msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:821 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 msgid "Similar to regular invoicing, all products must have a :guilabel:`UNSPSC category`. In addition to this, there are two extra configurations for products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:826 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:805 msgid "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 msgid "Creating a delivery guide of a product with the value `0` will trigger an error. As the :guilabel:`Weight` has been already stored in the delivery order, it is needed to return the products, and create the delivery order (and delivery guide) again with the correct amounts." msgstr "" @@ -26322,27 +26843,27 @@ msgstr "" msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:816 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:840 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 msgid "To create a delivery guide, first, you need to create and confirm a sales order from :menuselection:`Sales --> Sales Order`. This generates a :guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:844 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "After the status is set to :guilabel:`Done`, you can edit the transfer, and select the :guilabel:`Transport Type` (either :guilabel:`No Federal Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:848 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:826 msgid "If your delivery guide has the type :guilabel:`No Federal Highways`, you can save the transfer, and then click :guilabel:`Generate Delivery Guide`. The resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:852 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:830 msgid "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use :guilabel:`No Federal Highways` do not require any special configuration to be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:855 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:833 msgid "If your delivery guide has the type, :guilabel:`Federal Transport`, the tab :guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` used for this delivery." msgstr "" @@ -26350,15 +26871,15 @@ msgstr "" msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:841 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:866 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:843 msgid "Certain values in the :guilabel:`UNSPSC Category` are considered in the `official SAT catalog `_ as *dangerous hazards*. These categories need additional considerations when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:848 msgid "First, select your product from :menuselection:`Inventory --> Products --> Products`. Then, in the :guilabel:`Accounting` tab, the fields :guilabel:`Hazardous Material Designation Code (MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the correct code from the |SAT| catalog." msgstr "" @@ -26366,7 +26887,7 @@ msgstr "" msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:855 msgid "In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the data from the :guilabel:`Environment Insurer` and :guilabel:`Environment Insurance Policy` has to be filed, as well. After this, continue with the regular process to create a delivery guide." msgstr "" @@ -26374,59 +26895,59 @@ msgstr "" msgid "Delivery Guide environment insurer required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:890 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 msgid "A *customs declaration* (Pedimento Aduanero) is a fiscal document that certifies that all contributions to the fiscal entity (the |SAT|) has been paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:894 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "According to the `Annex 20 `_ of CFDI 4.0, in documents where the invoiced goods come from a first-hand import operation, the field, :guilabel:`Customs Number`, needs to be added to all lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:898 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 msgid "To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, :doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales <../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:903 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:878 msgid "Do not confuse this feature with external trade. The customs numbers are directly related to importing goods, while the external trade complement is related to exporting. Consult your accountant first if this feature is needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:910 -msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:885 +msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that :guilabel:`Landed Costs` is activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:915 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:890 msgid "Begin by creating a *service*-type product called, `Pedimento`. In the :guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:918 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:893 msgid "Then, configure the *storable products* that hold the customs numbers. To do so, create the storable products, and make sure the :guilabel:`Product Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:897 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:898 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:899 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:925 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:900 msgid ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:926 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en tránsito`" msgstr "" @@ -26438,27 +26959,27 @@ msgstr "" msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:910 msgid "Purchase and sales flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 msgid "After you configure your product, follow the standard :doc:`purchase flow <../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:942 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:915 msgid "Create a purchase order from :menuselection:`Purchase --> Orders --> Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` smart button. Click on the :guilabel:`Receipt` smart button to :guilabel:`Validate` the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:946 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create a new record. Add the transfer that you just created, and both: the product `Pedimento` and :guilabel:`Customs number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid "Optionally, you can add a cost amount. After this, validate the landed cost. Once :guilabel:`Posted`, all products related to that receipt have the customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:926 msgid "You can only add the *Pedimentos* number **once**, so be careful when associating the correct number with the transfer(s)." msgstr "" @@ -26466,11 +26987,11 @@ msgstr "" msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:960 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 msgid "Now, create a sales order, and confirm it. This should trigger a :guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 msgid "Finally, create an invoice from the sales order, and confirm it. The invoice line related to your product has a customs number in it. This number should match the customs number added in the *Landed Costs* record you created earlier." msgstr "" @@ -26478,184 +26999,184 @@ msgstr "" msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:974 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:945 msgid "For Mexico, `Electronic Accounting `_ refers to the obligation to keep accounting records and entries through electronic means, and to enter accounting information on a monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:950 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:952 msgid "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:982 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 msgid "A monthly trial balance, plus a closing entry report, also known as: *Trial Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:983 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:954 msgid "Either optional, or for a compulsory audit, an export of the journal entries in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:986 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:957 msgid "The resulting XML files follow the requirements of the `Anexo Técnico de Contabilidad Electrónica 1.3 `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:960 msgid "In addition to this, you can generate the `DIOT `_: A report of vendor's journal entries that involve IVA taxes that can be exported in a :file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 msgid "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, :guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and :guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the :doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:999 -msgid "You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* reports in :menuselection:`Accounting --> Reporting --> Mexico`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1003 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:971 msgid "The specific characteristics and obligations of the reports that you send might change according to your fiscal regime. Always contact your accountant before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1012 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` in México follows a specific pattern based on |SAT|'s' `Código agrupador de cuentas `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "You can create any account, as long as it respects |SAT|'s encoding group: the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:988 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:990 msgid "When a new account is created in :menuselection:`Accounting --> Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern, the correct grouping code appears in :guilabel:`Tags`, and your account appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1026 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 msgid "Once you create all your accounts, make sure the correct :guilabel:`Tags` are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "You cannot use any pattern that ends a section with a 0 (such as `100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1032 -msgid "Once everything is set up, you can go to :menuselection:`Accounting --> Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to generate an XML file containing all of your accounts, which will be ready to upload to the |SAT| website." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 +msgid "Once everything is set up, go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`COA SAT (XML)`. This generates an XML file with your accounts, which you can upload directly to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1039 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 msgid "The trial balance reports the initial balance, credit, and total balance of your accounts, provided that you added their correct :ref:`encoding group `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1042 -msgid "This report can be generated monthly, and a corresponding XML file is created, if you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the month you want to download beforehand." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 +msgid "To generate this report in an XML format, go to :menuselection:`Accounting --> Reporting --> Trial Balance`. Select the month you want to download in the calendar, then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1053 -msgid "An additional report is the *Month 13*: a closing balance sheet that shows any adjustments or movements made in the accounting to close the year." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1023 +msgid "Month 13 trial balance" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1056 -msgid "To generate this XML document, navigate to :menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal Entries`, and create a new document. Here, add all amounts to modify, and balance the debit and/or credit of each one." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1025 +msgid "The *Month 13* report is a closing balance sheet that shows any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1060 -msgid "After this is done, click :guilabel:`Mark as Closing Entry`, and the report found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial Balance Month 13`, contains the total amount of the year, plus all the additions of the journal entry." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1028 +msgid "To generate it, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1064 -msgid "The XML file is generated by pressing the :guilabel:`SAT (XML)` button." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 +msgid "Go to :menuselection:`Accounting --> Accounting --> Journal Entries` and create a new entry for all the amounts to be changed, balancing the debit and/or credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Trial Balance Month 13 setup." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1032 +msgid "In the :guilabel:`Other Info` tab, enable the :guilabel:`Month 13 Closing` option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +msgid "Go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the calendar, and select :guilabel:`Month 13`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 +msgid "Click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1044 msgid "By law, all transactions in Mexico must be recorded digitally. Since Odoo automatically creates all the underlying journal entries of your invoicing and payments, you can export your journal entries to comply with |SAT|'s audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1084 -msgid "To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you can select between four types of :guilabel:`Export` types:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 +msgid "To create the XML, go to :menuselection:`Accounting --> Reporting --> General Ledger`, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`XML (Polizas)`. In the :guilabel:`XML Polizas Export Options` window, choose between four different :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1056 msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1057 msgid ":guilabel:`Audit certification`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid ":guilabel:`Return of goods`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1059 msgid ":guilabel:`Compensation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1093 -msgid "For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to write the :guilabel:`Order Number` provided by the |SAT|. For :guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write your :guilabel:`Process Number`, also provided by the |SAT|." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1061 +msgid "For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to write the :guilabel:`Order Number` provided by the |SAT|. For :guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1099 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1067 msgid "If you want to see this report without sending it, use `ABC6987654/99` for :guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1071 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1105 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative Declaration of Operations with Third Parties*) is an additional obligation with the |SAT|, where the current status of creditable and non-creditable payments, withholdings, and refunds of VAT from your vendor bills, are provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1110 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1078 msgid "Unlike other reports, the |DIOT| is uploaded to a software provided by the |SAT| that contains the A-29 form. In Odoo, you can download the records of your transactions as a :file:`.txt` file that can be uploaded to the form, avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1114 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "The transactions file contains the total amount of your payments registered in vendor bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1118 -msgid "To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> Mexico --> Transactions with third parties [DIOT]`. Select the month that suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid "To generate the |DIOT| report, go to :menuselection:`Accounting --> Reporting --> Tax Reports`. Select the month you want to download in the calendar, then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button to select :guilabel:`Report: DIOT (MX)` and download the :file:`.txt` file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "DIOT (TXT) download button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1131 -msgid "You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the :guilabel:`Accounting` tab of each one of your vendors to prevent validation errors. Make sure that your foreign customers have their country set up for :guilabel:`L10N Mx Nationality` to appear automatically." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1095 +msgid "You need to fill the :guilabel:`L10N Mx Type of Operation` field in the :guilabel:`Accounting` tab of each one of your vendors to prevent validation errors. Make sure that your foreign customers have their country set up for :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 @@ -27064,7 +27585,7 @@ msgid "Electronic Data Interchange" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:323 -msgid "This section indicates which EDI workflow is used in the invoice, for Peru we must select “Peru UBL 2.1”." +msgid "This section indicates which EDI workflow is used in the invoice, for Peru we must select “Peru UBL 2.1”." msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:-1 @@ -27148,12 +27669,12 @@ msgstr "" msgid "Asynchronous means that the document is not sent automatically after the invoice has been posted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:411 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:505 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:413 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:506 msgid "Electronic Invoice Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:413 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:415 msgid "**To be Sent**: Indicates the document is ready to be sent to the OSE, this can be done either automatically by Odoo with a *cron* that runs every hour, or the user can send it immediately by clicking on the button “Sent now”." msgstr "" @@ -27161,7 +27682,7 @@ msgstr "" msgid "Send EDI manually" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:421 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:423 msgid "**Sent**: Indicates the document was sent to the OSE and was successfully validated. As part of the validation a ZIP file is downloaded and a message is logged in the chatter indicating the correct Government validation." msgstr "" @@ -27169,31 +27690,31 @@ msgstr "" msgid "Message on chatter when the invoice is valid" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:429 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:431 msgid "In case there is a validation error the Electronic Invoice status remains in “To be sent” so the corrections can be made and the invoice can be sent again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:433 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:435 msgid "One credit is consumed each time that you send a document for validation, in this sense if an error is detected on an invoice and you send it one more time, two credits are consumed in total." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:438 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:440 msgid "Common Errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:440 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:442 msgid "There are multiple reasons behind a rejection from the OSE or the SUNAT, when this happens Odoo sends a message at the top of the invoice indicating the error details and in the most common cases a hint to fix the issue." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:444 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:446 msgid "If a validation error is received, you have two options:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:446 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:448 msgid "In case the error is related to master data on the partner, customer or taxes, you can simply apply the change on the record (example customer identification type) and once it is done click on the Retry button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:449 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:451 msgid "If the error is related to some data recorded on the invoice directly (Operation type, missing data on the invoice lines), the correct solution is to reset the invoice to Draft, apply the changes, and then send the invoice again to the SUNAT for another validation." msgstr "" @@ -27201,27 +27722,27 @@ msgstr "" msgid "List of common errors on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:458 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:459 msgid "For more detail please refert to `Common errors in SUNAT `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:462 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:463 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:464 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:465 msgid "After the invoice is accepted and validated by the SUNAT, the invoice PDF report can be printed. The report includes a QR code, indicating the invoice is a valid fiscal document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:472 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:473 msgid "IAP Credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:474 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:475 msgid "Odoo’s Electronic IAP offers 1000 credits for free, after these credits are consumed in your production database, your company must buy new credits in order to process your transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:477 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:478 msgid "Once you run out of credits a red label is displayed at the top of the invoice indicating that additional credits are required, you can easily buy them by accessing the link provided in the message." msgstr "" @@ -27229,20 +27750,20 @@ msgstr "" msgid "Buying credits in the IAP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:485 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:486 msgid "In the IAP service includes packages with different pricing based on the number of credits. The price list in the IAP is always displayed in EUR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:489 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:490 msgid "Special Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:492 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:528 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:493 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:529 msgid "Cancellation process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:494 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:495 msgid "Some scenarios require an invoice cancellation, for example, when an invoice was created by mistake. If the invoice was already sent and validated by the SUNAT, the correct way to proceed is by clicking on the button Request Cancellation:" msgstr "" @@ -27250,11 +27771,11 @@ msgstr "" msgid "Request invoice cancellation button" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:502 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:503 msgid "In order to cancel an invoice, please provide a cancellation Reason." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:507 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:508 msgid "**To Cancel**: Indicates the cancellation request is ready to be sent to the OSE, this can be done either automatically by Odoo with a *cron* that runs every hour, or the user can send it immediately by clicking on the button “Send now”. Once it is sent, a cancellation ticket is created, as a result the next message and CDR File are logged in the chatter:" msgstr "" @@ -27262,7 +27783,7 @@ msgstr "" msgid "Cancellation CDR sent by the SUNAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:516 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:517 msgid "**Cancelled**: Indicates the cancellation request was sent to the OSE and was successfully validated. As part of the validation a ZIP file is downloaded and a message is logged in the chatter indicating the correct Government validation." msgstr "" @@ -27270,23 +27791,23 @@ msgstr "" msgid "nvoice after cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:525 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:526 msgid "One credit is consumed on each cancellation request." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:530 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:531 msgid "When creating exportation invoices, take into account the next considerations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:532 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:533 msgid "The Identification type on your customer must be Foreign ID." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:533 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:534 msgid "Operation type in your invoice must be an Exportation one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:534 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:535 msgid "The taxes included in the invoice lines should be EXP taxes." msgstr "" @@ -27294,39 +27815,39 @@ msgstr "" msgid "Exportation invoices main data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:541 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:542 msgid "Advance Payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:543 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:544 msgid "Create the advance payment Invoice and apply its related payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:544 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:545 msgid "Create the final invoice without considering the advance payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:545 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:546 msgid "Create a credit note for the Final invoice with the advance payment amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:546 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:547 msgid "Reconcile the Credit note with the final invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:547 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:548 msgid "The remaining balance on the final invoice should be paid with a regular payment transaction." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:550 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:551 msgid "Detraction Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:552 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:553 msgid "When creating invoices that is subject to Detractions, take into account the next considerations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:554 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:555 msgid "All the products included in the invoice must have these fields configured:" msgstr "" @@ -27334,7 +27855,7 @@ msgstr "" msgid "Detraction fields on products" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:560 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:561 msgid "Operation type in your invoice must be ``1001``" msgstr "" @@ -27342,11 +27863,11 @@ msgstr "" msgid "Detraction code on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:567 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:568 msgid "Credit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:569 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:570 msgid "When a correction or refund is needed over a validated invoice, a credit note must be generated, for this just click on the button “Add Credit Note”, a part of the Peruvian localization you need to prove a Credit Reason selecting one of the options in the list." msgstr "" @@ -27354,11 +27875,11 @@ msgstr "" msgid "Add Credit Note from invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:578 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:579 msgid "When creating your first credit Note, select the Credit Method: Partial Refund, this allows you to define the credit note sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:581 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:582 msgid "By default the Credit Note is set in the document type:" msgstr "" @@ -27366,170 +27887,170 @@ msgstr "" msgid "Credit Note document type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:587 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:588 msgid "To finish the workflow please follow the instructions on :doc:`our page about Credit Notes <../accounting/customer_invoices/credit_notes>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:591 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:592 msgid "The EDI workflow for the Credit notes works in the same way as the invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:596 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:597 msgid "As part of the Peruvian localization, besides creating credit notes from an existing document you can also create debit Notes. For this just use the button “Add Debit Note”." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:599 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:600 msgid "By default the Debit Note is set in the document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:604 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:605 msgid "Electronic delivery guide 2.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:606 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:607 msgid "The *Guía de Remisión Electrónica* (GRE) is an electronic document generated by the shipper to support the transportation or transfer of goods from one place to another, such as a warehouse or establishment. In Odoo, there are several configuration steps needed before you can successfully use this feature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:611 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:612 msgid "The use of the *guía de remisión electrónica* electronic document is mandatory and required by |SUNAT| for taxpayers who need to transfer their products, except those under the *Single Simplified Regime* (régimen único simplificado or RUS)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:616 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:617 msgid "Delivery guide types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:619 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:620 msgid "Sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:621 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:622 msgid "The *Sender* delivery guide type is issued when a sale is made, a service is rendered (including processing), goods are assigned for use, or goods are transferred between premises of the same company and others." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:625 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:626 msgid "This delivery guide is issued by the owner of the goods (i.e., the sender) at the beginning of the shipment. The sender delivery guide is supported in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:629 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:630 msgid "`SUNAT guía de remisión `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:632 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:753 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:633 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:754 msgid "Carrier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:634 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:635 msgid "The *Carrier* delivery guide type justifies the transportation service the driver (or carrier) performs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:637 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:638 msgid "This delivery guide is issued by the carrier and must be issued to each shipper when the shipment goes through public transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:641 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:642 msgid "The carrier delivery guide is **not** supported in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:644 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:645 msgid "`SUNAT guía de remisión transportista `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:648 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:649 msgid "Transportation types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:651 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:652 msgid "Private" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:653 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:654 msgid "The *Private* transportation type option is used when the owner transfers goods using their own vehicles. In this case, a sender's delivery guide must be issued." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:657 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:658 msgid "Public" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:659 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:660 msgid "The *Public* transportation type option is used when an external carrier moves the goods. In this case, two delivery guides must be issued: the sender's delivery guide and the carrier's delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:664 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:665 msgid "Direct submission to SUNAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:666 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:667 msgid "The creation of the |GRE| delivery guide in Odoo **must** be sent directly to the |SUNAT|, regardless of the electronic document provider: IAP, Digiflow, or |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:671 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:463 msgid "Required information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:672 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:673 msgid "Version 2.0 of the electronic delivery guide requires additional information on the general configuration, vehicles, contacts, and products. In the general configuration, it is necessary to add new credentials that you can retrieve from the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:677 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:678 msgid "Cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:679 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:680 msgid "**Both** the sender and the carrier can cancel the electronic waybill as long as the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:682 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:683 msgid "The shipment has not been initiated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:683 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:684 msgid "If the shipment has been initiated, the receiver **must** be changed before reaching the final destination." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:687 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:688 msgid "The |SUNAT| no longer uses the term \"Anula\", but now uses the term \"Dar de baja\" for cancellations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:691 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:692 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:107 msgid "Testing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:693 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:694 msgid "The |SUNAT| does not support a test environment. This means that any delivery guides that were generated by mistake **will** be sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:696 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:697 msgid "If, by mistake, the waybill was created in this environment, it is necessary to delete it from the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:703 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:704 msgid "Electronic sender's |GRE| is currently the only supported type of waybill in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:704 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:705 msgid "The delivery guide is dependent on the Odoo *Inventory* app, the :guilabel:`l10n_pe_edi` and :guilabel:`l10n_pe` modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:706 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:707 msgid "A second user **must** be added for the creation of electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:708 -msgid "After following the steps to configure the :ref:`electronic invoicing ` and the :ref:`master data `, :ref:`install ` the :guilabel:`Peruvian - Electronic Delivery Note 2.0` module (`l10n_pe_edi_stock_20`)." +#: ../../content/applications/finance/fiscal_localizations/peru.rst:709 +msgid "After following the steps to configure the :ref:`electronic invoicing ` and the :ref:`master data `, :ref:`install ` the :guilabel:`Peruvian - Electronic Delivery Note 2.0` module (`l10n_pe_edi_stock_20`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:712 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:713 msgid "Next, you need to retrieve the *client ID* and *client secret* from |SUNAT|. To do so, follow the `manual de servicios web plataforma nueva GRE `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:717 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:718 msgid "In the |SUNAT| portal, it is important to have the correct access rights enabled, as they may differ from the user set for electronic invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:720 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:721 msgid "These credentials should be used to configure the delivery guide general settings from :menuselection:`Accounting --> Configuration --> Settings --> Peruvian Electronic Invoicing`." msgstr "" @@ -27537,42 +28058,42 @@ msgstr "" msgid "Example for the SUNAT Delivery Guide API section configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:727 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:728 msgid "It is required to follow the format `RUC + UsuarioSol` (e.g., `20557912879SOLUSER`) for the :guilabel:`Guide SOL User` field, depending on the user selected when generating the |GRE| API credentials in the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:732 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:733 msgid "Operator" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:734 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:735 msgid "The *operator* is the vehicle's driver in cases where the delivery guide is through *private* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:737 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:738 msgid "To create a new operator, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:740 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:741 msgid "First, select :guilabel:`Individual` as the :guilabel:`Company Type`. Then, add the :guilabel:`Operator License` in the :guilabel:`Accounting` tab of the contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:743 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:744 msgid "For the customer address, make sure the following fields are complete:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:745 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:766 -msgid ":guilabel:`District`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/peru.rst:746 #: ../../content/applications/finance/fiscal_localizations/peru.rst:767 -msgid ":guilabel:`Tax ID` (:guilabel:`DNI`/:guilabel:`RUC`)" +msgid ":guilabel:`District`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:747 #: ../../content/applications/finance/fiscal_localizations/peru.rst:768 +msgid ":guilabel:`Tax ID` (:guilabel:`DNI`/:guilabel:`RUC`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:748 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:769 msgid ":guilabel:`Tax ID Number`" msgstr "" @@ -27580,19 +28101,19 @@ msgstr "" msgid "Individual type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:755 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:756 msgid "The *carrier* is used when the delivery guide is through *public* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:757 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:758 msgid "To create a new carrier, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:760 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:761 msgid "First, select :guilabel:`Company` as the :guilabel:`Company Type`. Then, add the :guilabel:`MTC Registration Number`, :guilabel:`Authorization Issuing Entity`, and the :guilabel:`Authorization Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:764 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:765 msgid "For the company address, make sure the following fields are complete:" msgstr "" @@ -27600,43 +28121,43 @@ msgstr "" msgid "Company type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:774 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:775 msgid "Vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:776 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:777 msgid "To configure the available vehicles, navigate to :menuselection:`Inventory --> Configuration --> Vehicles` and fill in the vehicle form with the information needed for the vehicle:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:779 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:780 msgid ":guilabel:`Vehicle Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:780 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 msgid ":guilabel:`License Plate`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:782 msgid ":guilabel:`Is M1 or L?`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:782 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:783 msgid ":guilabel:`Special Authorization Issuing Entity`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:783 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:784 msgid ":guilabel:`Authorization Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:784 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:785 msgid ":guilabel:`Default Operator`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:785 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:786 msgid ":guilabel:`Company`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:788 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:789 msgid "It is important to check the :guilabel:`Is M1 or L?` checkbox if the vehicle has fewer than four wheels or fewer than eight seats." msgstr "" @@ -27644,39 +28165,39 @@ msgstr "" msgid "Vehicle not selected as an M1 or L type with extra fields shown." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:797 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:798 msgid "To configure the available products, navigate to :menuselection:`Inventory --> Products` and open the product to be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:800 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:801 msgid "Make sure that the applicable information in the product form is fully configured. The :guilabel:`Partida Arancelaria` (Tariff Item) field needs to be completed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:804 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:805 msgid "Generating a GRE" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:806 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:807 msgid "Once the delivery from inventory is created during the sales workflow, make sure you complete the |GRE| fields on the top-right section of the transfer form for the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:809 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:810 msgid ":guilabel:`Transport Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:810 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:811 msgid ":guilabel:`Reason for Transfer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:811 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:812 msgid ":guilabel:`Departure start date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:813 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:814 msgid "It is also required to complete the :guilabel:`Vehicle` and :guilabel:`Operator` fields under the :guilabel:`Guia de Remision PE` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:816 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:817 msgid "The delivery transfer has to be marked as *Done* for the :guilabel:`Generar Guia de Remision` button to appear on the left menu of the transfer form." msgstr "" @@ -27684,7 +28205,7 @@ msgstr "" msgid "Generar Guia de Remision button on a transfer form in the Done stage." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:822 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:823 msgid "Once the transfer form is correctly validated by |SUNAT|, the generated XML file becomes available in the chatter. You can now print the delivery slip that shows the transfer details and the QR code validated by |SUNAT|." msgstr "" @@ -27692,70 +28213,150 @@ msgstr "" msgid "Transfer details and QR code on generated delivery slip." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:832 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:833 msgid "`Diferente prefijo para productos (T001 en algunos, T002 en otros)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:834 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:835 msgid "At the moment, Odoo does not support the automation of prefixes for products. This can be done manually for each product output. This can also be done for non-storable products. However, keep in mind that there will be no traceability." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:837 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:838 msgid "`2325 - GrossWeightMeasure - El dato no cumple con el formato establecido \"Hace falta el campo\" \"Peso\"\" en el producto`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:840 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:841 msgid "This error occurs when the weight on the product is set as `0.00`. To fix this, you need to cancel the waybill and recreate it. Make sure that you fix the weight on the product before creating the new waybill, or it will result in the same error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:843 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:844 msgid "`JSONDecodeError: Expecting value: line 1 column 1 (char 0) when creating a Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:845 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:846 msgid "This error is typically generated due to SOL user issues. Verify the user's connection with the |SUNAT|; the SOL user must be established with the company RUT + user ID. For example `2012188549JOHNSMITH`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:848 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:849 msgid "`El número de documento relacionado al traslado de mercancía no cumple con el formato establecido: error: documento relacionado`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:851 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:852 msgid "The *Related Document Type* and *Related Document Number* fields only apply to invoices and receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:853 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:854 msgid "`400 Client error: Bad Request for URL`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:855 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:856 msgid "This error is not solvable from Odoo; it is advised you reach out to the |SUNAT| and verify the user. It may be necessary to create a new user." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:859 msgid "`Invalid content was found starting with element 'cac:BuyerCustomerParty'`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:860 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:861 msgid "This error occurs when the transfer reason is set as *other*. Please select another option. Following to the official documentation of the |SUNAT|'s waybill guide, the transfer reasons *03 (sale with shipment to third party)* or *12 (others)* does not work in Odoo, since you should not have an empty or blank customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:864 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:865 msgid "`Duda cliente: consumo de créditos IAP al usar GRE 2.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:866 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:867 msgid "For live clients using IAP, no credit is consumed (in theory) because it does not go through the OSE, i.e., these documents are directly sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:868 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:869 msgid "`Errores con formato credenciales GRE 2.0 (traceback error)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:870 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:871 msgid "Odoo currently throws an error with a traceback instead of a message that the credentials are not correctly configured in the database. If this occurs on your database, please verify your credentials." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/peru.rst:878 +msgid "First, :ref:`install ` the **Peruvian eCommerce** (`l10n_pe_website_sale`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:880 +msgid "The **Peruvian eCommerce** module enables the features and configurations to:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:882 +msgid "allow clients to create online accounts for **eCommerce** purposes;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:883 +msgid "support required fiscal fields in the **eCommerce** application;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:884 +msgid "receive payments for sales orders online;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:885 +msgid "generate electronic documents from the **eCommerce** application." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:888 +msgid "The **Peruvian eCommerce** module is dependent on the previous installation of the **Invoicing** or **Accounting** app, as well as the **Website** app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:896 +msgid "After configuring the Peruvian :ref:`electronic invoicing ` flow, complete the following configurations for the **eCommerce** flow:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:899 +msgid ":ref:`Client account registration `;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:900 +msgid ":ref:`Automatic invoice `;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:901 +msgid ":doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:903 +msgid ":doc:`../payment_providers`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:904 +msgid ":doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price` amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:909 +msgid "`Mercado Pago `_ is an online payment provider supported in Odoo that covers several countries, currencies, and payment methods in Latin America." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:911 +msgid "Make sure to define a :guilabel:`Sales Price` on the :guilabel:`Delivery Product` of the shipping method to prevent errors when validating the invoice with |SUNAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:913 +msgid "To offer free delivery, manually remove the :guilabel:`Delivery Product`, or at least use `$0.01` (one cent) for the invoice to be validated with SUNAT." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:917 +msgid ":doc:`Set up the Mercado Pago payment provider. <../payment_providers/mercado_pago>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:922 +msgid "Once the :ref:`configurations ` are all set, fiscal input fields will be available during the checkout process for signed-in customers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:925 +msgid "When customers enter their fiscal data at checkout and complete a successful purchase, the invoice is generated with the corresponding |EDI| elements. The document type (Boleta/Factura) is selected based on their tax ID (RUC/DNI). The invoice must then :ref:`be sent to the OSE and the SUNAT `. By default, all published invoices are sent once a day through a scheduled action, but you can also send each invoice manually if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:931 +msgid "Once the invoice is validated with |SUNAT|, customers can download the :file:`.zip` with the CDR, XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/philippines.rst:3 msgid "Philippines" msgstr "" @@ -28003,6 +28604,7 @@ msgid "Currently, Odoo only supports the generation of the monthly/quarterly D.4 msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:45 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 msgid "Company" msgstr "" @@ -29747,14 +30349,6 @@ msgstr "" msgid "In addition, a series of videos on the subject of Accounting are available through Odoo's eLearning platform. These videos cover how to start from scratch, set up configurations, complete common workflows, and provide in-depth looks at some specific use cases, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:29 -msgid "`Odoo Tutorials: Accounting & Invoicing `_" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:31 -msgid "`Odoo SmartClass: Accounting `_" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:36 msgid "Below are the available modules in Odoo for accounting use in the United States." msgstr "" @@ -29811,18 +30405,6 @@ msgstr "" msgid "Enables the printing of payments on pre-printed check paper. Supports the three most common check formats and will work out of the box with the linked checks from `checkdepot.net `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:77 -msgid "`Check on top: Quicken / QuickBooks standard `_" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:79 -msgid "`Check on middle: Peachtree standard `_" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:81 -msgid "`Check on bottom: ADP standard `_" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:84 msgid ":ref:`NACHA Payments `" msgstr "" @@ -29923,142 +30505,10 @@ msgstr "" msgid "The :doc:`chart of accounts (COA) <../accounting/get_started/chart_of_accounts>` for the United States localization, in Odoo, follows the standard |GAAP| structure, with accounts grouped into seven main categories, with corresponding numeric values that prefix individual journal entries:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:121 -msgid "**Receivable**: the balance of money (or credit) due to the business for goods or services delivered or used, but not yet paid for by customers. |AR| is indicated by the journal code labeled (or beginning) with :guilabel:`1`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:124 -msgid "**Payable**: the business's short-term obligations owed to its creditors or suppliers, which have not yet been paid. |AP| is indicated by the journal code labeled (or beginning) with :guilabel:`2`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:127 -msgid "**Equity**: the amount of money that would be returned to a company's shareholders if all of the assets were liquidated and all of the company's debt was paid off in the case of liquidation. Equity is indicated by the journal code labeled (or beginning) with :guilabel:`3` or :guilabel:`9`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:131 -msgid "**Assets**: items listed on the balance sheet that contains economic value or have the ability to generate cash flows in the future, such as a piece of machinery, a financial security, or a patent. Assets are indicated by the journal code labeled (or beginning) with :guilabel:`1`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:134 -msgid "**Liability**: refers to a company's financial debts or obligations that arise during the course of business operations. Liabilities are indicated by the journal code labeled (or beginning) with :guilabel:`2`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:137 -msgid "**Income**: synonymous with *net income*, this is the profit a company retains after paying off all relevant expenses from sales revenue earned. Income is indicated by the journal code labeled (or beginning) with :guilabel:`4` or :guilabel:`6`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:140 -msgid "**Expenses**: the cost of operations that a company incurs to generate revenue. Expenses are indicated by the journal code labeled (or beginning) with a :guilabel:`6`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:144 msgid "Predefined accounts are included in Odoo, as part of the |CoA| that's installed with the US localization package. The accounts listed below are preconfigured to perform certain operations within Odoo. It is recommended to **not** delete these accounts; however, if changes are needed, rename the accounts instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:153 -msgid ":guilabel:`Type`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:154 -msgid ":guilabel:`Account Name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:155 -msgid ":guilabel:`Current Assets`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Bank Suspense Account`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Outstanding Receipts`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Outstanding Payments`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Liquidity Transfer`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Stock Valuation`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Stock Interim (Received)`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Stock Interim (Delivered)`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Cost of Production`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:164 -msgid ":guilabel:`Income`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Foreign Exchange Gain`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Cash Difference Gain`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Cash Discount Gain`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:168 -msgid ":guilabel:`Expenses`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Cash Discount Loss`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Foreign Exchange Loss`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:0 -msgid ":guilabel:`Cash Difference Loss`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:172 -msgid ":guilabel:`Current Year Earnings`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:173 -msgid ":guilabel:`Undistributed Profits/Losses`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:174 -msgid ":guilabel:`Receivable`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:175 -msgid ":guilabel:`Account Receivable`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:176 -msgid ":guilabel:`Payable`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:177 -msgid ":guilabel:`Account Payable`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:181 -msgid ":doc:`../accounting/get_started/cheat_sheet`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:184 msgid "View, edit, and sort accounts" msgstr "" @@ -30111,19 +30561,10 @@ msgstr "" msgid ":ref:`Create a new account `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:229 -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:331 -msgid ":doc:`../../essentials/search`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:236 msgid "In the United States, tax rates and what is considered taxable vary by jurisdiction. Default *Sales* and *Purchase* taxes are created automatically when the Odoo *Accounting* application is installed. To manage existing or configure additional taxes, navigate to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:244 -msgid "AvaTax" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:246 msgid "**Avalara AvaTax** is a cloud-based tax calculation and compliance software that integrates with Odoo for several localizations. Integrating AvaTax with Odoo provides real-time and region-specific tax calculations when items are sold, purchased, and invoiced in the database." msgstr "" @@ -30132,54 +30573,18 @@ msgstr "" msgid "AvaTax is available for integration with databases/companies that have locations in the United States and Canada. Reference the :ref:`avatax/fiscal_country` documentation for more information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:255 -msgid "Refer to the documentation articles below to integrate and configure an AvaTax account with an Odoo database:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:258 -msgid ":doc:`AvaTax integration <../accounting/taxes/avatax>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:259 -msgid ":doc:`Avalara management portal <../accounting/taxes/avatax/avalara_portal>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:260 -msgid ":doc:`Calculate taxes with AvaTax <../accounting/taxes/avatax/avatax_use>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:261 msgid "`US Tax Compliance: AvaTax elearning video `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:263 -msgid "Avalara's support documents: `About AvaTax `_" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:271 msgid "A number of :doc:`report selections <../accounting/reporting>` are readily available for the US localization, under the :menuselection:`Accounting app --> Reporting` drop-down menu:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:274 -msgid ":ref:`Balance Sheet `: a \"snapshot\" of a company's financial position at a specific point in time, which contains an overview of a company's assets, liabilities, and equity." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:277 -msgid ":ref:`Profit & Loss `: otherwise known as a *P&L statement* or *income statement*, provides a summary of a company's revenues, expenses, and profits/losses over a given period of time." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:280 msgid ":ref:`Cash Flow Statement `: shows how much cash and cash equivalents a company has received and spent in a given period." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:282 -msgid ":ref:`Executive Summary `: an overview report that covers the key performance indicators of a company's financial position, such as revenue, profit, and debt." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:285 -msgid ":ref:`Tax Report `: an official form filed for a tax authority that reports income, expenses, and other pertinent tax information. Tax reports allow taxpayers to calculate their tax liability, schedule tax payments, or request refunds for the overpayment of taxes. In Odoo, the tax report can be made monthly, every two months, quarterly, every 4 months, semi-annually, and annually." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:290 msgid ":guilabel:`Check Register`: a report that displays cash transactions (regardless of the journal) with their running balance after the transaction. Only visible with the *US - Accounting Reports* (`l10n_us_reports`) module installed." msgstr "" @@ -30224,10 +30629,6 @@ msgstr "" msgid "a report *customization* filter, indicated by the :icon:`fa-cogs` :guilabel:`(gears)` icon. Use this filter to customize the current report's sections and line items, or build new reports, as desired." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:330 -msgid ":doc:`Accounting reporting <../accounting/reporting>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:338 msgid "The 1099 report, available by :ref:`installing ` the *1099 Reporting* (`l10n_us_1099`) module, includes payments that are made to non-employees across a given reporting period. Use the available CSV download from the report in Odoo to file 1099 payments electronically via a third-party service." msgstr "" @@ -30284,26 +30685,10 @@ msgstr "" msgid "Example of a bill registered as an operating expense as part of a cash flow statement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:401 -msgid "Cash discounts can be configured from :menuselection:`Accounting app --> Payment Terms`. Each payment term can be set up with a cash discount and reduced tax." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:410 -msgid "Writing checks" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:412 msgid "Using checks is still a common payment practice in the US. Be sure the *US Checks Layout* (`l10n_us_check_printing`) module for the US localization is :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:415 -msgid "To enable check printing from Odoo, navigate to :menuselection:`Accounting --> Configuration --> Settings` and find the :guilabel:`Vendor Payments` section. From here, tick the :guilabel:`Checks` checkbox to reveal several fields for check configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:419 -msgid "Select a :guilabel:`Check Layout` from the drop-down menu:" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:421 msgid ":guilabel:`Print Check (Top) - US`" msgstr "" @@ -30316,26 +30701,14 @@ msgstr "" msgid ":guilabel:`Print Check (Bottom) - US`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:425 -msgid "Next, choose whether or not to enable the :guilabel:`Multi-Pages Check Stub` checkbox." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:427 msgid "Optionally set a :guilabel:`Check Top Margin` and :guilabel:`Check Left Margin`, if required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:429 -msgid "Once all check configurations are complete, :guilabel:`Save` the settings." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:432 msgid "Some of the check formats may require pre-printed paper from a third party vendor, https://checkdepot.net/collections/odoo-checks is recommended." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:436 -msgid ":doc:`../accounting/payments/pay_checks`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:443 msgid "The *Payroll* application is responsible for calculating an employee's pay, taking into account all work, vacation, and sick time, benefits, and deductions. The *Payroll* app pulls information from the *Attendances*, *Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to calculate the worked hours and compensation for each employee." msgstr "" @@ -30690,6 +31063,434 @@ msgstr "" msgid ":doc:`Europe's direct debiting <../accounting/payments/batch_sdd>`" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:3 +msgid "Uruguay" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:14 +msgid "With the Uruguayan localization, you can generate electronic documents with its XML, fiscal folio, electronic signature and connection to tax authority Dirección General Impositiva (DGI) through Uruware." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:18 +msgid "The supported documents are:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:20 +msgid ":guilabel:`e-Invoice`, :guilabel:`e-Invoice Credit Note`, :guilabel:`e-Invoice Debit Note`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:21 +msgid ":guilabel:`e-Ticket`, :guilabel:`e-Ticket Credit Note`, :guilabel:`e-Ticket Debit Note`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:22 +msgid ":guilabel:`Export e-Invoice`, :guilabel:`Export e-Invoice Credit Note`, :guilabel:`Export e-Invoice Debit Note`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:25 +msgid "The localization requires an Uruware account, which enables users to generate electronic documents within Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:31 +msgid "The following terms are used throughout the Uruguayan localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:33 +msgid "**DGI**: *Dirección General Impositiva* is the government entity responsible for enforcing tax payments in Uruguay." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:35 +msgid "**EDI**: *Electronic Data Interchange* refers to the sending of electronic documents." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:36 +msgid "**Uruware**: is the third-party organization that facilitates the interchange of electronic documents between companies and the Uruguayan government." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:38 +msgid "**CAE**: *Constancia de Autorización de Emisión* is a document requested from the tax authority's website to enable electronic invoice issuance." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:47 +msgid ":ref:`Install ` the following modules to get all the features of the Uruguayan localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:57 +msgid ":guilabel:`Uruguay - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:58 +msgid "`l10n_uy`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:59 +msgid "The default :doc:`fiscal localization package <../fiscal_localizations>`. It adds accounting characteristics for the Uruguayan localization, which represent the minimum configuration required for a company to operate in Uruguay according to the guidelines set by the |DGI|. The module's installation automatically loads: chart of accounts, taxes, documents types, and tax supported types." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:64 +msgid ":guilabel:`Uruguay Accounting EDI`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:65 +msgid "`l10n_uy_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:66 +msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>`, based on the technical documentation published by the |DGI|. The authorized documents are :ref:`listed above `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:72 +msgid "Odoo automatically installs the base module **Uruguay - Accounting** when a database is installed with `Uruguay` selected as the country. However, to enable electronic invoicing, the **Uruguay Accounting EDI** (`l10n_uy_edi`) module needs to be manually :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:79 +msgid "To configure your company information, open the **Settings** app, scroll down to the :guilabel:`Companies` section, click :guilabel:`Update Info`, and configure the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:83 +msgid ":guilabel:`Address`, including the :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, :guilabel:`ZIP`, and :guilabel:`Country`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:85 +msgid ":guilabel:`Tax ID`: enter the identification number for the selected taxpayer type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:86 +msgid ":guilabel:`DGI Main Branch Code`: this is part of the XML when creating an electronic document. If this field is not set, all electronic documents will be rejected." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:89 +msgid "To find the :guilabel:`DGI Main Branch Code`, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:91 +msgid "From your `DGI account `_, go to :menuselection:`Servicios en línea DGI --> Registro único tributario --> Consulta de datos`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:93 +msgid "Select :menuselection:`Consulta de Datos Registrales --> Consulta de Datos de Entidades`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:94 +msgid "Open the generated PDF to get the *DGI Main Branch Code* from the :guilabel:`Domicilio Fiscal Número de Local` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:97 +msgid "After configuring the company in the database settings, navigate to :menuselection:`Contacts` and search for your company to verify the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:100 +msgid "the company type is set to :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:101 +msgid "the :guilabel:`Identification Number` :guilabel:`Type` is :guilabel:`RUT / RUC`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:106 +msgid "Set up a Uruware account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:108 +msgid "To set up a Uruware account, first be sure to have a valid Odoo subscription. Then follow the proceeding steps." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:111 +msgid "Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting --> Configuration --> Settings`. Scroll down to the :guilabel:`Uruguayan Localization` section and click on :guilabel:`Create Uruware Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:115 +msgid "Upon doing so, an email is sent to the address associated with your Odoo subscription with the username and password to enter Uruware's portal and set up your account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:119 +msgid "Your :guilabel:`Tax ID` needs to be setup to be able to create your account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:122 +msgid "This action will create an account with Uruware with the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:124 +msgid "Legal name (razón social)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:125 +msgid "RUT from the company" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:126 +msgid "User name (RUT.odoo)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:127 +msgid "Odoo database link" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:129 +msgid "To ensure your account is created correctly, please add any missing information from above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:131 +msgid "Once the account is created, a confirmation email is sent to the email linked to your subscription in Odoo, containing the credentials to configure the account directly in the Uruware `testing portal `_ or `production portal `_:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:136 +msgid "Use the account credentials in the email to log in to the portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:139 +msgid "Be sure to configure two accounts, one for testing and one for production. The email address can be changed in Uruware and the same can be used in both environments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:145 +msgid "To configure the electronic invoice data, an environment and credentials need to be configured. To do so, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Uruguayan Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:149 +msgid "First, select the :guilabel:`UCFE Web Services` environment:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:151 +msgid ":guilabel:`Production`: for production databases. In this mode, electronic documents are sent to |DGI| through Uruware for their validation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:153 +msgid ":guilabel:`Testing`: for test databases. In this mode, the direct connection flows can be tested, with the files sent to the |DGI| testing environment through Uruware." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:155 +msgid ":guilabel:`Demo`: files are created and accepted automatically in demo mode but are **not** sent to the |DGI|. For this reason, rejection errors will not appear in this mode. Every internal validation can be tested in demo mode. Avoid selecting this option in a production database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:159 +msgid "Then, enter the :guilabel:`Uruware Data`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:161 +msgid ":guilabel:`Uruware WS Password`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:162 +msgid ":guilabel:`Commerce Code`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:163 +msgid ":guilabel:`Terminal Code`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:169 +msgid "This data can be obtained from the Uruware portal, after configuring the :ref:`Uruware account `. The :guilabel:`Uruware WS Password` differs from the password you use to enter your Uruware account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:174 +msgid "Master data" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:179 +msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in taxes, default accounts payable, and default accounts receivable." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:183 +msgid "Accounts can be added or deleted according to the company's needs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:191 +msgid "To create a contact, navigate to :menuselection:`Contacts app` and select :guilabel:`New`. Then enter the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:197 +msgid ":guilabel:`Street`: required to confirm an electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:201 +msgid ":guilabel:`Country`: required to confirm an electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:203 +msgid ":guilabel:`Identification Number`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:205 +msgid ":guilabel:`Type`: select a identification type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:206 +msgid ":guilabel:`Number`: required to confirm an electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:211 +msgid "As part of the Uruguay localization module, taxes are automatically created with its configuration and related financial accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:-1 +msgid "Taxes for Uruguay." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:220 +msgid "Some accounting transactions, like *customer invoices* and *vendor bills* are classified by document types. These are defined by the government fiscal authorities, in this case by the |DGI|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:223 +msgid "Each document type can have a unique sequence per journal where it is assigned. The data is created automatically when the localization module is installed, and the information required for the document types is included by default." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:227 +msgid "To review the document types included in the localization, navigate to :menuselection:`Accounting --> Configuration --> Document Types`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:231 +msgid "In Uruguay, |CAEs| **must** be uploaded in Uruware. Sequences (and PDFs) are received in Odoo from Uruware, based on their |CAEs|. |CAEs| are **only** used in production. When testing, only a range of sequences used in Uruware need to be set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:-1 +msgid "Document types for Uruguay." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:241 +msgid "To generate and confirm an electronic document that will be validated by |DGI|, the sales journal needs to be configured with the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:244 +msgid ":guilabel:`Invoicing Type`: by default :guilabel:`Electronic` option is set. This is necessary to send electronic documents via web service to the Uruguayan government through Uruware. The other option, :guilabel:`Manual`, is for open invoices previously stamped in another system, for example, in the |DGI|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:248 +msgid ":guilabel:`Use Documents?`: Activate this option if this journal will use documents from the list of document types in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:254 +msgid "Once you have configured your database, you can create your documents." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:262 +msgid ":doc:`Customer invoices <../accounting/customer_invoices>` are electronic documents that, when validated, are sent to |DGI| via Uruware. These documents can be created from your sales order or manually. They must contain the following data:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:267 +msgid ":guilabel:`Due date`: to compute if the invoice is due now or later (*contado* or *crédito*, respectively)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:269 +msgid ":guilabel:`Journal`: select the electronic sales journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:270 +msgid ":guilabel:`Document Type`: document type in this format, for example, `(111) e-Invoice`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:271 +msgid ":guilabel:`Products`: specify the product(s) with the correct taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:274 +msgid "Every document type has a specific credit note and debit note (e.g., the document type :guilabel:`(111) e-Invoice` has an :guilabel:`(112) e-Invoice Credit Note`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:280 +msgid "The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to |DGI| via Uruware. It is necessary to have a validated (posted) invoice to register a credit note. On the invoice, click the :guilabel:`Credit note` button to access the :guilabel:`Create credit note` form, then complete the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:286 +msgid ":guilabel:`Journal`: select the journal that has to be electronic and has the :guilabel:`Use Documents?` option active." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 +msgid ":guilabel:`Document Type`: select the credit note document type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:294 +msgid "The :doc:`Customer debit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to |DGI| via Uruware. It is necessary to have a validated (posted) invoice to register a debit note. On the invoice, click the :icon:`fa-cog` (:guilabel:`action menu`) icon, select the :guilabel:`Debit note` option to access the :guilabel:`Create credit note` form, then complete the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:301 +msgid ":guilabel:`Journal`: Select the journal that has to be electronic and has the :guilabel:`Use Documents?` option active." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:303 +msgid ":guilabel:`Copy lines`: Tick the checkbox to copy the invoice lines to the debit note." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:304 +msgid ":guilabel:`Debit note date`: Type the date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:307 +msgid "Confirm the invoice to create it with an internal reference. To send the document to |DGI| via Uruware, click on :guilabel:`Send and Print` and select the checkbox :guilabel:`Create CFE`. The legal document sequence (number) is brought from Uruware once the document has been processed. Make sure you have |CAEs| available in Uruware." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:313 +msgid "The PDF of the validated document is pulled from Uruware following the specification by the Uruguayan government (DGI)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:317 +msgid "Addendas and disclosures" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:319 +msgid "*Addendas* and *disclosures* are additional notes and comments added to an electronic document that can be mandatory or optional. To create a new addenda, go to :menuselection:`Accounting --> Configuration --> Addendas and disclosures` and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:323 +msgid "Enter the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:325 +msgid ":guilabel:`Name`: name of the addenda or mandatory disclosure." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:326 +msgid ":guilabel:`Type`: Select the type of remark, this will add it to the specific section in the XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:327 +msgid ":guilabel:`Is legend`: Select this box if the text is a mandatory disclosure, leave it blank if it is additional information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:329 +msgid ":guilabel:`Content`: Add the complete text of the addenda or disclosure." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:332 +msgid "Leyenda and additional information in product" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:334 +msgid "To add a *leyenda* or additional information to the product and XML, it is necessary to add the preconfigured addenda and disclosure to the product in the invoice line. Add the *leyenda* in the :guilabel:`Disclosure` field of the product specified in the line." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:339 +msgid "Leyenda and additional information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:341 +msgid "To add a *leyenda* or additional information to the electronic invoice and XML, access the invoice, go to the :guilabel:`Other Info` tab, and select the desired addenda in the :guilabel:`Addenda and Disclosure` field. The addenda and disclosures added here will appear in the XML and visibly in the PDF document." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:346 +msgid "This applies to the following types of *addendas*:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:348 +msgid "Document" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:349 +msgid "Issuer" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:350 +msgid "Receiver" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:351 +msgid "Addendas" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:354 +msgid "To add a temporary note to the electronic document, use the :guilabel:`Terms and Conditions` field. This information will be sent in the addenda of the invoice, but it won't be saved for future documents." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:3 msgid "Vietnam" msgstr "" @@ -30898,7 +31699,7 @@ msgid "Your customers can make a bank transfer to register a SEPA Direct Debit m msgstr "" #: ../../content/applications/finance/payment_providers.rst:181 -msgid "Enable a payment provider" +msgid "Enabling a payment provider" msgstr "" #: ../../content/applications/finance/payment_providers.rst:183 @@ -30999,150 +31800,158 @@ msgid "In this case, a **payment token** is created in Odoo to be used as a paym msgstr "" #: ../../content/applications/finance/payment_providers.rst:288 -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 token that only references the card details stored on the payment provider's server." +msgid "To add or delete their saved payment method details, customers can click :guilabel:`Manage payment methods` in the :ref:`customer portal `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:291 +msgid "PCI DSS and Attestation of Compliance" +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:293 +msgid "Odoo is not `PCI `_ DSS-certified because it does not store cardholder data or process payments. Instead, it outsources tokenization and payment to :ref:`external payment providers `, which means that as an Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo should not be mentioned as a payment processor or a third-party service provider in the :abbr:`SAQ (Self-Assessment Questionnaire)`." +msgstr "" + +#: ../../content/applications/finance/payment_providers.rst:304 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:297 +#: ../../content/applications/finance/payment_providers.rst:306 msgid ":ref:`If the payment provider supports this feature `, you can authorize and capture payments in two steps instead of one. To enable this feature, go to the :guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Capture Amount Manually`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:302 +#: ../../content/applications/finance/payment_providers.rst:311 msgid "When you authorize a payment, the funds are reserved on the customer's payment method but not immediately charged. They are charged when you manually capture the payment later on. You can also void the authorization to cancel it and release the reserved funds. Capturing payments manually is helpful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:307 +#: ../../content/applications/finance/payment_providers.rst:316 msgid "Receive the payment confirmation and wait until the order is shipped to capture the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:308 +#: ../../content/applications/finance/payment_providers.rst:317 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:310 +#: ../../content/applications/finance/payment_providers.rst:319 msgid "Avoid potentially high refund fees for refunded payments: payment providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:312 +#: ../../content/applications/finance/payment_providers.rst:321 msgid "Hold a security deposit to return later, minus any deductions (e.g., in case of damages)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:314 +#: ../../content/applications/finance/payment_providers.rst:323 msgid "To capture the payment after it was authorized, go to the related sales order or invoice and click the :guilabel:`Capture Transaction` button. To release the funds, click the :guilabel:`Void Transaction` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:319 +#: ../../content/applications/finance/payment_providers.rst:328 msgid "Some payment providers support capturing only part of the authorized amount. The remaining amount can then be either captured or voided. These providers have the value **Full and partial** in the :ref:`table above `. The providers that only support capturing or voiding the total amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:323 +#: ../../content/applications/finance/payment_providers.rst:332 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:326 +#: ../../content/applications/finance/payment_providers.rst:335 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:332 +#: ../../content/applications/finance/payment_providers.rst:341 msgid "Refunds" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:334 +#: ../../content/applications/finance/payment_providers.rst:343 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 the :guilabel:`Refund` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:339 +#: ../../content/applications/finance/payment_providers.rst:348 msgid "Some payment providers support refunding only part of the amount. The remaining amount can then optionally be refunded, too. These providers have the value **Full and partial** in the :ref:`table above `. The providers that only support refunding the total amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:343 +#: ../../content/applications/finance/payment_providers.rst:352 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:349 +#: ../../content/applications/finance/payment_providers.rst:358 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:351 +#: ../../content/applications/finance/payment_providers.rst:360 msgid ":ref:`If the payment provider supports this feature `, you can allow customers to use the :guilabel:`Google Pay` and :guilabel:`Apple Pay` buttons and pay their eCommerce orders in one click. When they use one of these buttons, customers go straight from the cart to the confirmation page without filling out the contact form. They just have to validate the payment on Google's or Apple's payment form." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:357 +#: ../../content/applications/finance/payment_providers.rst:366 msgid "To enable this feature, go to the :guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Allow Express Checkout`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:361 +#: ../../content/applications/finance/payment_providers.rst:370 msgid "All prices shown on the express checkout payment form always include taxes." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:364 +#: ../../content/applications/finance/payment_providers.rst:373 msgid "Availability" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:366 +#: ../../content/applications/finance/payment_providers.rst:375 msgid "You can adapt the payment provider's availability by specifying the :guilabel:`Maximum amount` allowed and modifying the :guilabel:`Currencies` and :guilabel:`Countries` in the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:382 msgid "Currencies and countries" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:375 +#: ../../content/applications/finance/payment_providers.rst:384 msgid "All payment providers have a different list of available currencies and countries. They serve as a first filter during payment operations, i.e., the payment methods linked to the payment provider are not available for selection if the customer's currency or country is not in the supported list. As there might be errors, updates, and unknowns in the lists of available currencies and countries, adding or removing a payment provider's supported currencies or countries is possible." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:383 +#: ../../content/applications/finance/payment_providers.rst:392 msgid ":ref:`Payment methods ` also have their own list of available currencies and countries that serves as another filter during payment operations." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:385 +#: ../../content/applications/finance/payment_providers.rst:394 msgid "If the list of supported currencies or countries is empty, it means the list is too long to be displayed, or Odoo does not have information on that payment provider. The payment provider remains available, even though it is possible the payment will be refused at a later stage should the country or currency not be supported." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:391 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "Maximum amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:393 +#: ../../content/applications/finance/payment_providers.rst:402 msgid "You can restrict the :guilabel:`Maximum Amount` that can be paid with the selected provider. Leave the field to `0.00` to make the payment provider available regardless of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:397 +#: ../../content/applications/finance/payment_providers.rst:406 msgid "This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods <../websites/ecommerce/checkout_payment_shipping/shipping>` are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:404 +#: ../../content/applications/finance/payment_providers.rst:413 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:406 +#: ../../content/applications/finance/payment_providers.rst:415 msgid "A :doc:`payment journal ` must be defined for the payment provider to record the payments on an **outstanding account**. By default, the :guilabel:`Bank` journal is added as the payment journal for all payment providers. To modify it, go to the :guilabel:`Configuration` tab of the selected payment provider and select another :guilabel:`Payment journal`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:412 +#: ../../content/applications/finance/payment_providers.rst:421 msgid "The payment journal must be a :guilabel:`Bank` journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:413 +#: ../../content/applications/finance/payment_providers.rst:422 msgid "The same journal can be used for several payment providers." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:414 +#: ../../content/applications/finance/payment_providers.rst:423 msgid "Payment journals must only be configured if the :doc:`Invoicing or Accounting app ` is installed." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:418 +#: ../../content/applications/finance/payment_providers.rst:427 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:420 +#: ../../content/applications/finance/payment_providers.rst:429 msgid "From an accounting perspective, there are two types of online payment workflows: the payments that are directly deposited into your bank account and follow the usual :doc:`reconciliation ` workflow, and those coming from third-party :ref:`online payment providers ` and require you to follow another accounting workflow. For these payments, you need to consider how you want to record your payments' journal entries. We recommend you ask your accountant for advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:427 +#: ../../content/applications/finance/payment_providers.rst:436 msgid "By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal ` is used, but you can also specify an :ref:`outstanding account ` for each payment provider to separate the provider's payments from other payments." msgstr "" @@ -31150,71 +31959,71 @@ msgstr "" msgid "Define an outstanding account for a payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:436 +#: ../../content/applications/finance/payment_providers.rst:445 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:437 +#: ../../content/applications/finance/payment_providers.rst:446 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:438 +#: ../../content/applications/finance/payment_providers.rst:447 msgid ":doc:`payment_providers/alipay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:439 +#: ../../content/applications/finance/payment_providers.rst:448 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:440 +#: ../../content/applications/finance/payment_providers.rst:449 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:441 +#: ../../content/applications/finance/payment_providers.rst:450 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:442 +#: ../../content/applications/finance/payment_providers.rst:451 msgid ":doc:`payment_providers/demo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:443 +#: ../../content/applications/finance/payment_providers.rst:452 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:444 +#: ../../content/applications/finance/payment_providers.rst:453 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:445 +#: ../../content/applications/finance/payment_providers.rst:454 msgid ":doc:`payment_providers/ogone`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:446 +#: ../../content/applications/finance/payment_providers.rst:455 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:447 +#: ../../content/applications/finance/payment_providers.rst:456 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:448 +#: ../../content/applications/finance/payment_providers.rst:457 msgid ":doc:`payment_providers/sips`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:449 +#: ../../content/applications/finance/payment_providers.rst:458 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:450 +#: ../../content/applications/finance/payment_providers.rst:459 msgid ":doc:`payment_providers/xendit`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:451 +#: ../../content/applications/finance/payment_providers.rst:460 msgid ":doc:`../websites/ecommerce/checkout_payment_shipping/payments`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:452 +#: ../../content/applications/finance/payment_providers.rst:461 msgid ":doc:`accounting/bank`" msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 35e598ee0..ec5d215f7 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -4225,10 +4225,6 @@ msgstr "" msgid "Internet of Things (IoT)" msgstr "" -#: ../../content/applications/general/iot.rst:17 -msgid "The Open Platform Communications (OPC) Unified Architecture (UA) protocol is now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open Platform Communications)` :abbr:`UA (United Architecture)` is an open standard that specifies information exchange for industrial communication on devices, between machines and between systems. This includes communication between information technology and operational technology. :abbr:`OPC (Open Platform Communications)` :abbr:`UA (United Architecture)` can be used with any software platform, on a wide variety of devices, and deployed securely. The :abbr:`IoT (Internet of Things)` box has entered the world of the Industry 4.0 standard and can be utilized in a wide variety of industries, and for things like building automation, packaging, utilities, etc." -msgstr "" - #: ../../content/applications/general/iot/config/connect.rst:3 msgid "Connect an IoT box to Odoo" msgstr "" @@ -8477,7 +8473,7 @@ msgstr "" #: ../../content/applications/general/users/portal.rst:126 #: ../../content/applications/general/users/portal.rst:145 -#: ../../content/applications/general/users/portal.rst:162 +#: ../../content/applications/general/users/portal.rst:164 msgid "First enter the username and password (login) into the database login page to access the portal user account. A portal dashboard will appear upon successfully logging in." msgstr "" @@ -8509,10 +8505,10 @@ msgstr "" msgid "Finally, click :guilabel:`Enable two-factor authentication` to complete the setup." msgstr "" -#: ../../content/applications/general/users/portal.rst:160 +#: ../../content/applications/general/users/portal.rst:162 msgid "Change payment info" msgstr "" -#: ../../content/applications/general/users/portal.rst:165 +#: ../../content/applications/general/users/portal.rst:167 msgid "If the customer would like to manage payment options, navigate to the :guilabel:`Manage payment methods` in the menu on the right. Then, add the new payment information, and select :guilabel:`Add new card`." msgstr "" diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index da8633d96..b924427fd 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -243,7 +243,183 @@ msgid ":doc:`appraisals/goals`" msgstr "" #: ../../content/applications/hr/appraisals.rst:176 -msgid ":doc:`appraisals/reporting`" +msgid ":doc:`appraisals/appraisal_analysis`" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:3 +msgid "Appraisal analysis" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:5 +msgid "The **Appraisals** app has the ability to report on all the appraisals in the system, including past, present, and future appraisals, and their respective statuses. This report helps managers track scheduled appraisals, and identify any overdue or unconfirmed ones." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:9 +msgid "To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:12 +msgid "On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the database. Each entry is highlighted in a different color to represent their status:" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:16 +msgid "Color" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:16 +msgid "Status" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:16 +msgid "Meaning" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:18 +msgid "Yellow" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:18 +msgid ":guilabel:`Done`" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:18 +msgid "The appraisal was completed." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:20 +msgid "Orange" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:20 +msgid ":guilabel:`Appraisal Sent`" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:20 +msgid "The appraisal was confirmed, but not completed." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +msgid "Red" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +msgid ":guilabel:`Cancelled`" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +msgid "The appraisal was cancelled." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:24 +msgid "Gray" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:24 +msgid ":guilabel:`To Start`" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:24 +msgid "The appraisal was scheduled, but not confirmed." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:28 +msgid "Appraisals are scheduled automatically (appear in gray), according to their respective :ref:`appraisals/appraisal-plan`." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31 +msgid "The report displays the current year, in a default Gantt view, grouped by department, with the current month highlighted." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:34 +msgid "To change the period of time that is presented, adjust the date settings in the top-left corner of the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the adjacent arrows to move forward or backward in time." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:39 +msgid "At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the view." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:42 +msgid "To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further details appear in a pop-up window." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:46 +msgid "The report can have other :ref:`filters ` and :ref:`groupings ` set in the search bar at the top." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1 +msgid "A report showing all the appraisals for the Appraisal Analysis report." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:56 +msgid "Group by status" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:58 +msgid "When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report may display too much information to view easily. In this scenario, viewing the data by status can be beneficial." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:62 +msgid "First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from the drop-down menu to close it." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:67 +msgid "All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`, :guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:70 +msgid "This view makes it easy to see which appraisals need to be completed, and when, as well as which appraisals still need to be confirmed." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1 +msgid "A report showing all the appraisals, grouped by status." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:78 +msgid "Use case: view only the user's appraisals" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:80 +msgid "When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals the signed-in user is responsible for, and hide the rest." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:83 +msgid "To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search bar, revealing a drop-down menu." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:87 +msgid "It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it remains active, the results are grouped by department. If it is removed, the results appear in a list, alphabetically." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:91 +msgid "Click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:94 +msgid "Click into the first field, and a pop-over appears with a variety of options. Click the :icon:`fa-chevron-right` :guilabel:`(right arrow)` icon after the word :guilabel:`Employee`, then scroll down and click on :guilabel:`Manager`. Next, set the middle field to :guilabel:`=` :guilabel:`(equal)`. Last, click the third field and select the desired user from the list. When all the fields are set, click :guilabel:`Add`." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1 +msgid "A customized filter to show only the user's employees." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:104 +msgid "Now, the only appraisals that appear are the appraisals that the selected user is responsible for, instead of viewing *all* the appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:107 +msgid "This report can also be :ref:`grouped by status `." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1 +msgid "A report showing only the appraisals the user is responsible for, by status." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:114 +msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:115 +msgid ":doc:`../../essentials/search`" msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:3 @@ -708,178 +884,7 @@ msgid ":doc:`../appraisals/goals`" msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:281 -msgid ":doc:`../appraisals/reporting`" -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:3 -#: ../../content/applications/hr/attendances.rst:279 -#: ../../content/applications/hr/frontdesk.rst:210 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals.rst:261 -#: ../../content/applications/hr/time_off.rst:494 -msgid "Reporting" -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:5 -msgid "In Odoo's *Appraisals* app, two metrics are tracked as appraisals are completed: an :ref:`appraisal analysis `, and a :ref:`skills evolution `." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:11 -msgid "Appraisal analysis" -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:13 -msgid "To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:16 -msgid "On the :guilabel:`Appraisal Analysis` page, there is a report of all the appraisals in the database, highlighted in different colors to represent their status." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:19 -msgid "Appraisals in yellow are *Done*, appraisals in orange are in progress (the *Appraisal Sent*, but not completed), appraisals in red have been *Cancelled*, and appraisals in gray are scheduled *To Start* (according to the :ref:`appraisals/appraisal-plan`), but have not been confirmed yet." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:23 -msgid "The report displays the current year, in a default Gantt view, and is grouped by department." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:25 -msgid "To change the period of time that is presented by default, adjust the date settings in the top-left of the report. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the arrows to move forward or backward in time." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:29 -msgid "At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the view." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:32 -#: ../../content/applications/hr/appraisals/reporting.rst:93 -msgid "The report can have other :ref:`filters ` and :ref:`groupings ` set in the :guilabel:`Search...` bar at the top." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:-1 -msgid "A report showing all the appraisals for the Appraisal Analysis report." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:40 -msgid "Appraisals that have been cancelled appear in red on the :guilabel:`Appraisal Analysis` report, but there is no preconfigured filter to show only cancelled appraisals." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:43 -msgid "To view only cancelled appraisals, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...` bar." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:46 -msgid "Next, click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section, and a :guilabel:`Add Custom Filter` pop up window loads." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:49 -msgid "Using the drop-down menu, select :guilabel:`Status` for the first drop-down, then select :guilabel:`Cancelled` for the third drop-down field. Click the :guilabel:`Add` button, and only appraisals that have been cancelled appear." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:0 -msgid "The Custom Filter pop-up with the parameters set to only show cancelled appraisals." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:60 -msgid "Skills evolution" -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:62 -msgid "To access the *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting --> Skills Evolution`. The :guilabel:`Appraisal Skills Report` page displays a report of all skills, grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:66 -msgid "Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes from any ongoing appraisals that have **not** been finalized are **not** included in this report." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:69 -msgid "All the lines of the report are collapsed, by default. To view the details of a line, click anywhere on a line to expand the data." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:72 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:74 -msgid ":guilabel:`Employee`: name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:75 -msgid ":guilabel:`Skill Type`: the category the skill falls under." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:76 -msgid ":guilabel:`Skill`: the specific, individual skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:77 -msgid ":guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:78 -msgid ":guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill (based on the :guilabel:`Skill Level`)." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:80 -msgid ":guilabel:`Current Skill Level`: the current level the employee has achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:81 -msgid ":guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:82 -msgid ":guilabel:`Justification`: any notes entered on the skill, explaining the progress." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:84 -msgid "The color of the skill text indicates any changes from the previous appraisal. Skill levels that have increased since the last appraisal appear in green as an *Improvement*, skill levels that have not changed appear in black as *No Change*, and skills that have regressed appear in red as *Regression*." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:-1 -msgid "A report showing all the skills grouped by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:97 -msgid "Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult to find employees with a specific skill at a specific level. To find these employees, a custom filter must be used." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:101 -msgid "To view only employees with an :guilabel:`Expert` level of the :guilabel:`Javascript` skill, first remove any active filters in the :guilabel:`Search...` bar." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:104 -msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...` bar, then click :guilabel:`Add Custom Filter` in the :guilabel:`Filters` section to load an :guilabel:`Add Custom Filter` pop up window." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:108 -msgid "Using the drop-down menu, select :guilabel:`Skill` for the first drop-down, then select :guilabel:`Javascript` for the third drop-down field." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:111 -msgid "Next, click the :guilabel:`New Rule` button, and another line appears. In this second line, select :guilabel:`Current Skill Level` for the first drop-down, then select :guilabel:`Expert` for the third drop-down field." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:115 -msgid "After the :guilabel:`New Rule` button is clicked, the word :guilabel:`any` in the sentence :guilabel:`Match any of the following rules:` changes from plain text into a drop-down menu. Click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon after the word :guilabel:`any`, and select :guilabel:`all`." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:120 -msgid "Finally, click the :guilabel:`Add` button, and only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript` appear." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:0 -msgid "The Custom Filter pop-up with the parameters set to only show employees with expert\n" -"level for the skill javascript." -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:129 -msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" -msgstr "" - -#: ../../content/applications/hr/appraisals/reporting.rst:130 -msgid ":doc:`../../essentials/search`" +msgid ":doc:`../appraisals/appraisal_analysis`" msgstr "" #: ../../content/applications/hr/attendances.rst:5 @@ -983,7 +988,7 @@ msgid "Employees are still able to log overtime hours even if the :guilabel:`Cou msgstr "" #: ../../content/applications/hr/attendances.rst:117 -#: ../../content/applications/hr/time_off.rst:450 +#: ../../content/applications/hr/time_off.rst:467 msgid "Overview" msgstr "" @@ -1191,6 +1196,14 @@ msgstr "" msgid "To delete an entry, click :guilabel:`Remove` on the pop-up instead of making modifications to the entry." msgstr "" +#: ../../content/applications/hr/attendances.rst:279 +#: ../../content/applications/hr/frontdesk.rst:210 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals/reporting.rst:3 +#: ../../content/applications/hr/time_off.rst:511 +msgid "Reporting" +msgstr "" + #: ../../content/applications/hr/attendances.rst:281 msgid "To view attendance reports, click :guilabel:`Reporting` in the top menu. The default report displays each employee's attendance information for the past 3 months, in a :guilabel:`Line Chart`." msgstr "" @@ -1887,7 +1900,7 @@ msgid "The current company phone number and name are populated in the :guilabel: msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:28 -#: ../../content/applications/hr/fleet/new_vehicle.rst:106 +#: ../../content/applications/hr/fleet/new_vehicle.rst:108 #: ../../content/applications/hr/fleet/service.rst:117 msgid "General information" msgstr "" @@ -2453,6 +2466,148 @@ msgstr "" msgid "All uploaded documents associated with the employee appear in the documents smart-button." msgstr "" +#: ../../content/applications/hr/employees/offboarding.rst:3 +msgid "Offboarding" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:5 +msgid "When an employee leaves the company, it is important to ensure their employee record is updated to reflect their departure, log the reason why, close any open activities associated with the employee, and provide them with any important documents." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:10 +msgid "Archive an employee" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:12 +msgid "In Odoo, when an employee leaves the company they must be *archived*. To archive an employee, first navigate to the :menuselection:`Employees app`. From here, locate the employee who is leaving the company, and click on their employee card." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:16 +msgid "The employee form loads, displaying all their information. Click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, and a drop-down menu appears. Click :icon:`oi-archive` :guilabel:`Archive`, and an :guilabel:`Employee Termination` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:21 +#: ../../content/applications/hr/payroll/contracts.rst:343 +#: ../../content/applications/hr/time_off.rst:280 +msgid "Fill out the following fields on the form:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:23 +msgid ":guilabel:`Departure Reason`: Select a reason the employee is leaving from the drop-down menu. The default options are:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:26 +msgid ":guilabel:`Fired`: Select this option when an employee is being let go, and the company has given notice." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:28 +msgid ":guilabel:`Resigned`: Select this option when the employee no longer wishes to be employed, and the employee has given notice." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:30 +msgid ":guilabel:`Retired`: Select this option when the employee is retiring." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:31 +msgid ":guilabel:`Became Freelance`: Select this option when the employee is no longer working for the company, but is becoming a freelance worker instead." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:34 +msgid ":guilabel:`Contract End Date`: Using the calendar selector, select the last day the employee is working for the company." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:36 +msgid ":guilabel:`Detailed Reason`: Enter a short description for the employee's departure in this field." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:37 +msgid ":guilabel:`Close Activities`: Tick the checkbox next to each type of activity to close or delete any open activities associated with it. It is recommended to tick **all** checkboxes that are applicable. The available options are:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:41 +msgid ":guilabel:`Appraisals`: cancels all appraisals scheduled after the contract end date." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:42 +msgid ":guilabel:`Contract`: applies an end date for the current contract." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:43 +msgid ":guilabel:`Company Car`: removes the employee as the driver for their current company car, and :ref:`assigns the next driver `, if applicable." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:45 +msgid ":guilabel:`Time Off`: cancels any time off requests after the contract end date." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:46 +msgid ":guilabel:`Allocations`: removes the employee from any accrual plans they are on." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:48 +msgid ":guilabel:`HR Info`: Tick the checkbox next to :guilabel:`Send Access Link` to send a download link to the employee's personal email address, containing all their personal HR files." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:50 +msgid ":guilabel:`Private Email`: This field appears if the :guilabel:`HR Info` checkbox is ticked. Enter the private email address for the employee." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:53 +msgid "When the form is complete, click :guilabel:`Apply`. The employee record is archived, an email with a download link to their personal documents is sent to the employee's private email address (if selected), and a red :guilabel:`Archived` banner appears in the top-right corner of the employee form. The chatter logs the :guilabel:`Departure Date` and :guilabel:`Departure Reason`, and if an access link was emailed." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:-1 +msgid "The employee termination form with all fields filled out." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:64 +msgid "While attempting to send the HR documents access link, an :guilabel:`Invalid Operation` pop-up window may appear, displaying the following error message:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:67 +msgid ":guilabel:`Employee's related user and private email must be set to use \"Send Access Link\" function: (Employee Name)`" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:70 +msgid "If this error appears, click :guilabel:`Close` to close the pop-up window, then tick the :guilabel:`Send Access Link` checkbox to deselect it on the :guilabel:`Employee Termination` pop-up window." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:74 +msgid "Click :guilabel:`Apply` to archive the employee and close the selected activities on the :guilabel:`Employee Termination` pop-up window, returning to the employee form." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:77 +msgid "Once the employee form, ensure the following fields are populated:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:79 +msgid ":guilabel:`Private Information` tab: Ensure an email address is entered in the :guilabel:`Email` field." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:81 +msgid ":guilabel:`HR Settings` tab: Ensure a :guilabel:`Related User` is selected in the corresponding field." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:84 +msgid "After the necessary information is entered, :ref:`resend the HR documents access link `" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:90 +msgid "Send HR documents access link" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:92 +msgid "If the access link was not sent when first archiving the employee on the *Employee Termination* form, it can be sent after the employee is archived at any point." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:95 +msgid "After an employee is archived, they are no longer visible on the main **Employees** app dashboard. To view the archived employees, navigate to the :menuselection:`Employees app` dashboard, and click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down menu. Select :guilabel:`Archived`, towards the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, then click away from the drop-down window to close it." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:101 +msgid "Now, only archived employees appear on the dashboard. Click on the desired employee to open their employee form. On this form, click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, then click :guilabel:`Send HR Documents Access Link` from the resulting drop-down menu. The chatter logs that the link was sent." +msgstr "" + #: ../../content/applications/hr/fleet.rst:5 msgid "Fleet" msgstr "" @@ -3321,148 +3476,148 @@ msgstr "" msgid "The :guilabel:`Model` is the only required field on the new vehicle form. When a model is selected, other fields appear on the vehicle form, and relevant information auto-populates the fields that apply to the model. If some of the fields do not appear, this may indicate there is no model selected." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:47 +#: ../../content/applications/hr/fleet/new_vehicle.rst:49 msgid "Driver section" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:49 +#: ../../content/applications/hr/fleet/new_vehicle.rst:51 msgid "This section of the vehicle form relates to the person who is currently driving the car, as well as any plans for a change in the driver in the future, and when." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:52 +#: ../../content/applications/hr/fleet/new_vehicle.rst:54 msgid ":guilabel:`Driver`: select the driver from the drop-down menu, or type in a new driver and click either :guilabel:`Create \"driver\"` or :guilabel:`Create and edit...` to :ref:`create a new driver, and edit the driver details `." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:57 +#: ../../content/applications/hr/fleet/new_vehicle.rst:59 msgid "A driver does **not** have to be an employee. When creating a new driver, the driver is added to the *Fleet* application, **not** the *Employees* application." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:60 +#: ../../content/applications/hr/fleet/new_vehicle.rst:62 msgid "If the *Contacts* application is installed, the driver information is also stored in the *Contacts* application." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:63 +#: ../../content/applications/hr/fleet/new_vehicle.rst:65 msgid ":guilabel:`Mobility Card`: if the selected driver has a mobility card listed on their employee card in the *Employees* application, the mobility card number appears in this field. If there is no mobility card listed, and one should be added, :ref:`edit the employee record ` in the *Employees* application." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:67 +#: ../../content/applications/hr/fleet/new_vehicle.rst:69 msgid ":guilabel:`Future Driver`: if the next driver for the vehicle is known, select the next driver from the drop-down menu. Or, type in the next driver and click either :guilabel:`Create \"future driver\"` or :guilabel:`Create and edit...` to :ref:`create a new future driver, and edit the driver details `." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:71 +#: ../../content/applications/hr/fleet/new_vehicle.rst:73 msgid ":guilabel:`Plan To Change Car`: if the current driver set for this vehicle plans to change their vehicle - either because they are waiting on a new vehicle that is being ordered, or this is a temporary vehicle assignment, and they know which vehicle they are driving next - check this box. Do **not** check this box if the current driver does not plan to change their vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:75 +#: ../../content/applications/hr/fleet/new_vehicle.rst:77 msgid ":guilabel:`Assignment Date`: using the drop-down calendar, select when the vehicle is available for another driver. Select the date by navigating to the correct month and year using the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons. Then, click on the specific day. If this field is left blank, that indicates the vehicle is currently available, and can be reassigned to another driver. If it is populated, the vehicle is not available for another driver until the selected date." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:81 +#: ../../content/applications/hr/fleet/new_vehicle.rst:83 msgid ":guilabel:`Company`: select the company from the drop-down menu. This field only appears in a multi-company database." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:87 +#: ../../content/applications/hr/fleet/new_vehicle.rst:89 msgid "Create a new driver" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:89 +#: ../../content/applications/hr/fleet/new_vehicle.rst:91 msgid "If a driver is not already in the system, the new driver should first be configured and added to the database. A new driver can be added either from the :guilabel:`Driver` or :guilabel:`Future Driver` fields on the :ref:`vehicle form `." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:93 +#: ../../content/applications/hr/fleet/new_vehicle.rst:95 msgid "First, type in the name of the new driver in either the :guilabel:`Driver` or :guilabel:`Future Driver` field, then click :guilabel:`Create and edit...`. A :guilabel:`Create Driver` or :guilabel:`Create Future Driver` form appears, depending on which field initiated the form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:97 +#: ../../content/applications/hr/fleet/new_vehicle.rst:99 msgid "Both the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms are identical." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:102 +#: ../../content/applications/hr/fleet/new_vehicle.rst:104 msgid "Depending on the installed applications, different tabs or fields may be visible on the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:108 +#: ../../content/applications/hr/fleet/new_vehicle.rst:110 msgid "Fill out the following information on the top-half of the form:" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:110 +#: ../../content/applications/hr/fleet/new_vehicle.rst:112 msgid ":guilabel:`Individual` or :guilabel:`Company`: choose if the driver being added is an individual driver or a company. Click the radio button to make a selection." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:113 +#: ../../content/applications/hr/fleet/new_vehicle.rst:115 msgid "When a selection is made, some fields may disappear from the form. If any of the fields below are not visible, that is because :guilabel:`Company` was selected instead of :guilabel:`Individual`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:115 +#: ../../content/applications/hr/fleet/new_vehicle.rst:117 msgid ":guilabel:`Name`: enter the name of the driver or company in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:116 +#: ../../content/applications/hr/fleet/new_vehicle.rst:118 msgid ":guilabel:`Company Name...`: using the drop-down menu, select the company the driver is associated with." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:119 -#: ../../content/applications/hr/fleet/new_vehicle.rst:145 +#: ../../content/applications/hr/fleet/new_vehicle.rst:121 +#: ../../content/applications/hr/fleet/new_vehicle.rst:147 msgid "If the :guilabel:`Company` radio button is selected at the top of the form, this field does not appear." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:121 +#: ../../content/applications/hr/fleet/new_vehicle.rst:123 #: ../../content/applications/hr/fleet/service.rst:132 msgid ":guilabel:`Contact`: enter the contact information in this section." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:123 +#: ../../content/applications/hr/fleet/new_vehicle.rst:125 #: ../../content/applications/hr/fleet/service.rst:134 msgid "If desired, the :guilabel:`Contact` field can be changed to a different type of contact. Click on :guilabel:`Contact` to reveal a drop-down menu. The available options to select are :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, :guilabel:`Follow-up Address`, or :guilabel:`Other Address`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:128 +#: ../../content/applications/hr/fleet/new_vehicle.rst:130 #: ../../content/applications/hr/fleet/service.rst:139 msgid "If desired, select one of these other options for the :guilabel:`Contact` field, and enter the corresponding information." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:131 +#: ../../content/applications/hr/fleet/new_vehicle.rst:133 msgid "If the :guilabel:`Company` radio button is selected at the top of the form, this field is labeled :guilabel:`Address` and cannot be modified." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:134 +#: ../../content/applications/hr/fleet/new_vehicle.rst:136 msgid ":guilabel:`Tax ID`: enter the driver or company's tax ID in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:135 +#: ../../content/applications/hr/fleet/new_vehicle.rst:137 msgid ":guilabel:`Job Position`: enter the driver's job position in this field. If the :guilabel:`Company` radio button is selected at the top of the form, this field does not appear." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:137 +#: ../../content/applications/hr/fleet/new_vehicle.rst:139 msgid ":guilabel:`Phone`: enter the driver or company's phone number in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:138 +#: ../../content/applications/hr/fleet/new_vehicle.rst:140 msgid ":guilabel:`Mobile`: enter the driver or company's mobile number in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:139 +#: ../../content/applications/hr/fleet/new_vehicle.rst:141 msgid ":guilabel:`Email`: enter the driver or company's email address in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:140 +#: ../../content/applications/hr/fleet/new_vehicle.rst:142 msgid ":guilabel:`Website`: enter the driver or company's website address in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:141 +#: ../../content/applications/hr/fleet/new_vehicle.rst:143 msgid ":guilabel:`Title`: using the drop-down menu, select the driver's title in this field. The default options are :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, and :guilabel:`Professor`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:147 +#: ../../content/applications/hr/fleet/new_vehicle.rst:149 msgid ":guilabel:`Tags`: using the drop-down menu, select any tags that apply to the driver or company." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:149 +#: ../../content/applications/hr/fleet/new_vehicle.rst:151 #: ../../content/applications/hr/fleet/service.rst:160 msgid "To add a new tag, type in the tag, then click :guilabel:`Create \"tag\"`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:151 +#: ../../content/applications/hr/fleet/new_vehicle.rst:153 #: ../../content/applications/hr/fleet/service.rst:162 msgid "There is no limit to the number of tags that can be selected." msgstr "" @@ -3471,41 +3626,41 @@ msgstr "" msgid "The top portion of the create driver form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:158 +#: ../../content/applications/hr/fleet/new_vehicle.rst:160 #: ../../content/applications/hr/fleet/service.rst:173 msgid "Contacts & Addresses tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:160 +#: ../../content/applications/hr/fleet/new_vehicle.rst:162 msgid "After completing the top-half of the :guilabel:`Create Driver` or :guilabel:`Create Future Driver` form, add any other contacts and addresses associated with the driver or company in this tab." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:163 +#: ../../content/applications/hr/fleet/new_vehicle.rst:165 msgid "To add a new contact, click the :guilabel:`Add` button, and a :guilabel:`Create Contact` pop-up window appears." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:166 +#: ../../content/applications/hr/fleet/new_vehicle.rst:168 msgid "Before entering the necessary information on the form, select the type of contact being added from a series radio button options located at the top of the form. Those options are:" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:169 +#: ../../content/applications/hr/fleet/new_vehicle.rst:171 msgid ":guilabel:`Contact`: select this option to add general contact details for employees of the associated company." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:171 +#: ../../content/applications/hr/fleet/new_vehicle.rst:173 msgid ":guilabel:`Invoice Address`: select this option to add a preferred address for all invoices. When added to the form, this address is selected by default when sending an invoice to the associated company." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:174 +#: ../../content/applications/hr/fleet/new_vehicle.rst:176 msgid ":guilabel:`Delivery Address`: select this option to add a preferred address for all deliveries. When added to the form, this address is selected by default when delivering an order to the associated company." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:177 +#: ../../content/applications/hr/fleet/new_vehicle.rst:179 #: ../../content/applications/hr/fleet/service.rst:192 msgid ":guilabel:`Follow-up Address`: select this option to add a preferred address for all follow-up correspondence. When added to the form, this address is selected by default when sending reminders about overdue invoices." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:180 +#: ../../content/applications/hr/fleet/new_vehicle.rst:182 msgid ":guilabel:`Other Address`: select this option to add any other necessary addresses for the company or driver." msgstr "" @@ -3516,125 +3671,125 @@ msgstr "" msgid "The create contact form with all parts filled in." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:187 +#: ../../content/applications/hr/fleet/new_vehicle.rst:189 msgid "Depending on the :guilabel:`Contact Type`, some optional fields may not be visible. The available fields are identical to the fields in the :ref:`general information ` section of the new driver form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:191 +#: ../../content/applications/hr/fleet/new_vehicle.rst:193 #: ../../content/applications/hr/fleet/service.rst:206 msgid "Add any notes to the :guilabel:`Internal notes...` section of the form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:193 +#: ../../content/applications/hr/fleet/new_vehicle.rst:195 msgid "After entering all of the information, click either :guilabel:`Save & Close` to add the one new contact, or :guilabel:`Save & New` to add the current address record and create another address record." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:197 +#: ../../content/applications/hr/fleet/new_vehicle.rst:199 #: ../../content/applications/hr/fleet/service.rst:212 msgid "As contacts are added to this tab, each contact appears in a separate box, with an icon indicating what type of contact is listed." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:201 +#: ../../content/applications/hr/fleet/new_vehicle.rst:203 msgid "An :guilabel:`Invoice Address` displays a :guilabel:`💲 (dollar sign)` icon inside that specific address box, whereas a :guilabel:`Delivery Address` displays a :guilabel:`🚚 (truck)` icon inside." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:210 +#: ../../content/applications/hr/fleet/new_vehicle.rst:212 #: ../../content/applications/hr/fleet/service.rst:224 msgid "Sales & Purchase tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:212 +#: ../../content/applications/hr/fleet/new_vehicle.rst:214 msgid "Enter the following sales and purchasing information, in the :guilabel:`Sales & Purchase` tab of the :guilabel:`Create Driver` or :guilabel:`Create Future Driver` pop-up form for the various sections below." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:216 +#: ../../content/applications/hr/fleet/new_vehicle.rst:218 msgid "Depending on the other installed applications, additional fields and sections may appear. The following are all default fields for the *Fleet* application **only**." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:220 +#: ../../content/applications/hr/fleet/new_vehicle.rst:222 msgid "Sales section" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:222 +#: ../../content/applications/hr/fleet/new_vehicle.rst:224 msgid ":guilabel:`Salesperson`: using the drop-down menu, select the user who is the main point of contact for sales with this driver's company." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:225 +#: ../../content/applications/hr/fleet/new_vehicle.rst:227 #: ../../content/applications/hr/fleet/service.rst:236 msgid "This person **must** be an internal user of the company, meaning they can log into the database as a user." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:229 +#: ../../content/applications/hr/fleet/new_vehicle.rst:231 #: ../../content/applications/hr/fleet/service.rst:240 msgid "Misc" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:231 +#: ../../content/applications/hr/fleet/new_vehicle.rst:233 msgid ":guilabel:`Company ID`: if the company has an ID number, **other than** its *tax ID*, enter it in this field." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:233 +#: ../../content/applications/hr/fleet/new_vehicle.rst:235 msgid ":guilabel:`Reference`: enter any text to give more information regarding the contact person. This is an internal note to provide any additional information." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:237 +#: ../../content/applications/hr/fleet/new_vehicle.rst:239 msgid "A company has several people with the same name, John Smith. The :guilabel:`Reference` field could state `John Smith at X205 - purchaser` to provide additional details." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:241 +#: ../../content/applications/hr/fleet/new_vehicle.rst:243 #: ../../content/applications/hr/fleet/service.rst:252 msgid "Internal Notes tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:243 +#: ../../content/applications/hr/fleet/new_vehicle.rst:245 msgid "Add any notes that pertain to the driver, or any other necessary information, in this tab." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:246 +#: ../../content/applications/hr/fleet/new_vehicle.rst:248 msgid "Vehicle section" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:248 +#: ../../content/applications/hr/fleet/new_vehicle.rst:250 msgid "This section of the vehicle form relates to the physical details of the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:250 +#: ../../content/applications/hr/fleet/new_vehicle.rst:252 msgid "If a preexisting vehicle in the database was selected for the :guilabel:`Model` field in the top portion of the form, some fields may auto-populate, and additional fields may also appear." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:253 +#: ../../content/applications/hr/fleet/new_vehicle.rst:255 msgid "Fill in the following fields on the form:" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:255 +#: ../../content/applications/hr/fleet/new_vehicle.rst:257 msgid ":guilabel:`Category`: using the drop-down menu, select the vehicle category from the available options. To create a new category, type in the new category name, then click :guilabel:`Create \"category\"`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:258 +#: ../../content/applications/hr/fleet/new_vehicle.rst:260 msgid ":guilabel:`Order Date`: using the drop-down calendar, select the date the vehicle was ordered." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:259 +#: ../../content/applications/hr/fleet/new_vehicle.rst:261 msgid ":guilabel:`Registration Date`: using the drop-down calendar, select the date the vehicle was registered." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:261 +#: ../../content/applications/hr/fleet/new_vehicle.rst:263 msgid ":guilabel:`Cancellation Date`: using the drop-down calendar, select the date the vehicle lease expires, or when the vehicle is no longer available." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:263 +#: ../../content/applications/hr/fleet/new_vehicle.rst:265 msgid ":guilabel:`Chassis Number`: enter the chassis number in the field. This is known in some countries as the :abbr:`VIN (Vehicle Identification Number)` number." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:265 +#: ../../content/applications/hr/fleet/new_vehicle.rst:267 msgid ":guilabel:`Last Odometer`: enter the last known odometer reading in the number field. Using the drop-down menu next to the number field, select whether the odometer reading is in kilometers :guilabel:`(km)` or miles :guilabel:`(mi)`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:268 +#: ../../content/applications/hr/fleet/new_vehicle.rst:270 msgid ":guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu, or type in a new fleet manager, and click either :guilabel:`Create` or :guilabel:`Create and Edit`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:270 +#: ../../content/applications/hr/fleet/new_vehicle.rst:272 msgid ":guilabel:`Location`: type in the specific location where the vehicle is typically located in this field. The entry should clearly explain where the vehicle can be found, such as `Main Garage` or `Building 2 Parking Lot`." msgstr "" @@ -3644,67 +3799,67 @@ msgstr "" msgid "The new vehicle form, showing the vehicle tax section." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:279 +#: ../../content/applications/hr/fleet/new_vehicle.rst:281 msgid "Tax Info tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:281 +#: ../../content/applications/hr/fleet/new_vehicle.rst:283 msgid "Depending on the localization setting for the database, and what additional applications are installed, other fields may be present on the form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:284 +#: ../../content/applications/hr/fleet/new_vehicle.rst:286 msgid "The sections below are default and appear for all vehicles, regardless of other installed applications or localization settings." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:288 +#: ../../content/applications/hr/fleet/new_vehicle.rst:290 msgid "Fiscality" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:290 +#: ../../content/applications/hr/fleet/new_vehicle.rst:292 msgid ":guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:295 +#: ../../content/applications/hr/fleet/new_vehicle.rst:297 msgid "Contract" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:297 +#: ../../content/applications/hr/fleet/new_vehicle.rst:299 msgid ":guilabel:`First Contract Date`: select the start date for the vehicle's first contract using the drop-down calendar. Typically this is the day the vehicle is purchased or leased." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:299 +#: ../../content/applications/hr/fleet/new_vehicle.rst:301 msgid ":guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's Suggested Retail Price) for the vehicle at the time of purchase or lease." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:301 +#: ../../content/applications/hr/fleet/new_vehicle.rst:303 msgid ":guilabel:`Purchase Value`: enter the purchase price or the value of the lease for the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:302 +#: ../../content/applications/hr/fleet/new_vehicle.rst:304 msgid ":guilabel:`Residual Value`: enter the current value of the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:305 +#: ../../content/applications/hr/fleet/new_vehicle.rst:307 msgid "The values listed above affect the accounting department. It is recommended to check with the accounting department for more information and/or assistance with these values." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:313 +#: ../../content/applications/hr/fleet/new_vehicle.rst:315 msgid "Model tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:315 +#: ../../content/applications/hr/fleet/new_vehicle.rst:317 msgid "If the model for the new vehicle is already configured in the database, the :guilabel:`Model` tab will be populated with the corresponding information. If the model is not already in the database and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model `." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:320 +#: ../../content/applications/hr/fleet/new_vehicle.rst:322 msgid "Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color of the vehicle, or if a trailer hitch is installed, are examples of common information that may need updating." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:329 +#: ../../content/applications/hr/fleet/new_vehicle.rst:331 msgid "Note tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:331 +#: ../../content/applications/hr/fleet/new_vehicle.rst:333 msgid "Enter any notes for the vehicle in this section." msgstr "" @@ -6449,7 +6604,7 @@ msgid "Salary structure details for Regular Pay, listing all the specific Salary msgstr "" #: ../../content/applications/hr/payroll.rst:556 -#: ../../content/applications/hr/time_off.rst:256 +#: ../../content/applications/hr/time_off.rst:273 msgid "Rules" msgstr "" @@ -7382,11 +7537,6 @@ msgstr "" msgid "The salary attachment form with everything filled in for Ronnie Hart's child support." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:343 -#: ../../content/applications/hr/time_off.rst:263 -msgid "Fill out the following fields on the form:" -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:345 msgid ":guilabel:`Employee`: using the drop-down menu, select the employee the salary attachment applies to." msgstr "" @@ -9121,6 +9271,14 @@ msgstr "" msgid ":doc:`recruitment/recruitment_analysis`" msgstr "" +#: ../../content/applications/hr/recruitment.rst:384 +msgid ":doc:`recruitment/time_in_stage`" +msgstr "" + +#: ../../content/applications/hr/recruitment.rst:385 +msgid ":doc:`recruitment/team_performance`" +msgstr "" + #: ../../content/applications/hr/recruitment/add-new-applicants.rst:3 msgid "Add new applicants" msgstr "" @@ -9362,11 +9520,11 @@ msgstr "" msgid "Once the job position has been created, it appears as a card in the Kanban view on the main *Recruitment* app dashboard." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:43 +#: ../../content/applications/hr/recruitment/new_job.rst:45 msgid "Edit a new job position" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:45 +#: ../../content/applications/hr/recruitment/new_job.rst:47 msgid "After the job position is created, it's time to enter the details for the position. Click on the :guilabel:`⋮ (three dots)` icon in the upper-right corner of the relevant card to reveal several options, and then click :guilabel:`Configuration` to edit the details." msgstr "" @@ -9374,87 +9532,87 @@ msgstr "" msgid "Edit the job position card." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:53 +#: ../../content/applications/hr/recruitment/new_job.rst:55 msgid "All the basic information about the job position is listed under the :guilabel:`Recruitment` tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:55 +#: ../../content/applications/hr/recruitment/new_job.rst:57 msgid "None of the fields are required, but it is important to configure and populate the :guilabel:`Department`, :guilabel:`Location`, :guilabel:`Employment Type`, and :guilabel:`Job Summary` fields, as they are all visible to prospective applicants on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:59 +#: ../../content/applications/hr/recruitment/new_job.rst:61 msgid "The fields can be filled out as follows:" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:61 +#: ../../content/applications/hr/recruitment/new_job.rst:63 msgid ":guilabel:`Department`: select the relevant department for the job position. This is visible on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:63 +#: ../../content/applications/hr/recruitment/new_job.rst:65 msgid ":guilabel:`Job Location`: select the physical address for the job. If the job position is remote, leave this field blank. This is visible on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:65 +#: ../../content/applications/hr/recruitment/new_job.rst:67 msgid ":guilabel:`Email Alias`: enter an email address to which applicants can send a resumé. Once emailed, Odoo automatically creates an application for them." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:67 +#: ../../content/applications/hr/recruitment/new_job.rst:69 msgid ":guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, :guilabel:`Full-Time`, and :guilabel:`Part-Time`. This is visible on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:71 +#: ../../content/applications/hr/recruitment/new_job.rst:73 msgid ":guilabel:`Company`: select the company the job is for. This field only appears if using a multi-company database." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:73 +#: ../../content/applications/hr/recruitment/new_job.rst:75 msgid ":guilabel:`Target`: enter the number of employees to be hired for this position." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:74 +#: ../../content/applications/hr/recruitment/new_job.rst:76 msgid ":guilabel:`Is Published`: activate this option to publish the job online." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:75 +#: ../../content/applications/hr/recruitment/new_job.rst:77 msgid ":guilabel:`Website`: select the website the job is published on." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:76 +#: ../../content/applications/hr/recruitment/new_job.rst:78 msgid ":guilabel:`Recruiter`: select the person responsible for recruiting this role." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:77 +#: ../../content/applications/hr/recruitment/new_job.rst:79 msgid ":guilabel:`Interviewers`: select who should perform the interviews. Multiple people can be selected." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:79 +#: ../../content/applications/hr/recruitment/new_job.rst:81 msgid ":guilabel:`Interview Form`: select an :ref:`Interview form ` that applicants fill out prior to their interview." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:81 +#: ../../content/applications/hr/recruitment/new_job.rst:83 msgid ":guilabel:`Contract Template`: select a contract template to be used when offering the job to a candidate." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:83 +#: ../../content/applications/hr/recruitment/new_job.rst:85 msgid ":guilabel:`Process Details` section: this section contains information that is displayed online for the job position. This informs the applicants of the timeline and steps for the recruitment process, so they know when to expect a reply." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:87 +#: ../../content/applications/hr/recruitment/new_job.rst:89 msgid ":guilabel:`Time to Answer`: enter the number of days before the applicant is contacted." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:88 +#: ../../content/applications/hr/recruitment/new_job.rst:90 msgid ":guilabel:`Process`: enter the various stages the candidate goes through during the recruitment process." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:90 +#: ../../content/applications/hr/recruitment/new_job.rst:92 msgid ":guilabel:`Days to get an Offer`: enter the number of days before the applicant should expect an offer after the recruitment process has ended." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:94 +#: ../../content/applications/hr/recruitment/new_job.rst:96 msgid "The :guilabel:`Process Details` section is a text field. All answers are typed in rather than selected from a drop-down menu. The text is displayed on the website exactly as it appears in this tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:98 +#: ../../content/applications/hr/recruitment/new_job.rst:100 msgid "Finally, enter the job description in the :guilabel:`Job Summary` tab." msgstr "" @@ -9462,19 +9620,19 @@ msgstr "" msgid "Enter job information details in the recruitment tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:107 +#: ../../content/applications/hr/recruitment/new_job.rst:109 msgid "Create interview form" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:109 +#: ../../content/applications/hr/recruitment/new_job.rst:111 msgid "An *Interview Form* is used to determine if a candidate is a good fit for a job position. Interview forms can be as specific or general as desired, and can take the form of a certification, an exam, or a general questionnaire. Interview forms are determined by the recruitment team." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:113 +#: ../../content/applications/hr/recruitment/new_job.rst:115 msgid "Before creating an interview form, ensure the proper settings are enabled. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and under the :guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is enabled." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:118 +#: ../../content/applications/hr/recruitment/new_job.rst:120 msgid "Since there are no pre-configured forms in Odoo, all interview forms must be created. To create an interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed, several options populate beneath the entry: :guilabel:`Create (interview form name)`, :guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...` and a :guilabel:`Create Interview Form` modal appears." msgstr "" @@ -9482,11 +9640,11 @@ msgstr "" msgid "The blank interview form modal." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:130 +#: ../../content/applications/hr/recruitment/new_job.rst:132 msgid "The option :guilabel:`Search More...` only appears if there are any interview forms already created. If no interview forms exist, the only options available are :guilabel:`Create (interview form name)`, and :guilabel:`Create and edit...`." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:134 +#: ../../content/applications/hr/recruitment/new_job.rst:136 msgid "Proceed to fill out the modal interview form as a typical survey. For specific directions on how to create a survey, refer to the :doc:`survey essentials <../../marketing/surveys/create>` document, which provides step-by-step instructions on how to create and configure a survey." msgstr "" @@ -9924,6 +10082,7 @@ msgid "The default Recruitment Analysis report." msgstr "" #: ../../content/applications/hr/recruitment/recruitment_analysis.rst:30 +#: ../../content/applications/hr/recruitment/team_performance.rst:31 msgid "Pivot table view" msgstr "" @@ -9940,6 +10099,7 @@ msgid "In this example, there are 17 total applicants. Out of that, three have b msgstr "" #: ../../content/applications/hr/recruitment/recruitment_analysis.rst:-1 +#: ../../content/applications/hr/recruitment/team_performance.rst:-1 msgid "The detailed pivot table view." msgstr "" @@ -10549,6 +10709,7 @@ msgid "Determining where applicants come from can provide information about whic msgstr "" #: ../../content/applications/hr/recruitment/source_analysis.rst:14 +#: ../../content/applications/hr/recruitment/team_performance.rst:12 msgid "Open report" msgstr "" @@ -10632,6 +10793,186 @@ msgstr "" msgid "For example, if no applicants applied with the medium *Google Adwords*, that medium does **not** appear beneath the *Search engine* source row." msgstr "" +#: ../../content/applications/hr/recruitment/team_performance.rst:3 +msgid "Team performance reporting" +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:5 +msgid "The *Team Performance* report in the **Recruitment** app shows how many applicants each recruiter is managing." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:8 +msgid "This information is determined by the individuals populating the :ref:`Recruiter ` field on each applicant form." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:14 +msgid "To access the *Team Performance* report, navigate to :menuselection:`Recruitment app --> Reporting --> Team Performance`." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:17 +msgid "The number of :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused` applicants for each recruiter is displayed in the :icon:`fa-area-chart` :guilabel:`(Graph)` view." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:20 +msgid "The information shown is for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant` default filter, as displayed in the search bar." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:23 +msgid "Hover the cursor over any column to view a popover window, displaying the specific details for that column." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:-1 +msgid "The default bar chart of the team performance report." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:33 +msgid "For a more detailed view of the information in the :guilabel:`Team Performance` report, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the information in a pivot table." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:37 +msgid "In this view, the job positions are displayed in the rows, while the columns display the total number of applicants. The applicants are further organized by :guilabel:`# Applicant` (in process), :guilabel:`# Hired`, and :guilabel:`# Refused`." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:41 +msgid "The displayed information can be modified, if desired." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:43 +msgid "In this example, there are 19 total applicants. Out of those 19, eight have been hired, and three refused." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:46 +msgid "From the data presented, the :guilabel:`Experienced Developer` job position is the most successful. This job position has the highest number of total applicants, as well as the most hires. In addition, the :guilabel:`Experienced Developer` has the least amount of refused applicants." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:50 +msgid "This pivot table also shows that the :guilabel:`Chief Executive Officer` position is the hardest to fill, as it has the fewest total applicants." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:58 +msgid "Use case: recruiter performance over time" +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:60 +msgid "One way to modify this report is to show how recruiters are performing over time. To show this information, begin with the :guilabel:`Team Performance` report in the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:64 +msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom Group` :icon:`oi-caret-down` at the bottom of the :icon:`oi-group` :guilabel:`Group By` column, then click :guilabel:`Recruiter`. Click away from the drop-down menu to close it. Now, each row on the table represents a recruiter." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:-1 +msgid "The pivot table now displaying the recruiters in the rows." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:73 +msgid "To compare the team's performance over different time periods, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar. Click :guilabel:`Start Date` :icon:`fa-caret-down` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:77 +msgid "In this example, the desired data is the comparison between the team's performance in the third quarter (June - August) and the second quarter (April - July). To do so, click :guilabel:`Q3`. Once clicked, the current year is also ticked. In this example, it is :guilabel:`2024`." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:81 +msgid "After making this selection, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click :guilabel:`Start Date: Previous Period` to compare the third quarter with the second quarter, for the various recruiters." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:-1 +msgid "A comparison table of recruiter totals of Q2 and Q3." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:89 +msgid "From this report, several things can be extrapolated: the total number of applicants increased, the number of hired applicants remained the same, while the number of refused applicants decreased." +msgstr "" + +#: ../../content/applications/hr/recruitment/team_performance.rst:92 +msgid "Additionally, :guilabel:`Jane Jobs` had the highest increase in number of applicants during the third quarter, but her number of hired applicants went down :guilabel:`67%`. The recruiter with the best overall numbers was :guilabel:`Rose Recruiter`, who had both their active applicants and hired applicants, increase in the third quarter, while their refused applicants went down." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:3 +msgid "Time in stage analysis" +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:5 +msgid "The *Time In Stage Analysis* report provides information on how long applicants stay in each stage of the recruitment process. This is important, as every job position has specific :ref:`process details ` that state the length of time applicants should expect to wait between specific stages." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:10 +msgid "Knowing how long applicants remain in each stage can help highlight possible bottlenecks. Analyzing this data allows the recruitment team to assess each stage, identify any issues, and pivot their strategies to move applicants through each stage, within the expected time interval." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:15 +msgid "Time in stage analysis report" +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:17 +msgid "To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Time in Stage Analysis`. By default, the report displays data from all job positions, with the stages populating the x-axis, and the number of days populating the y-axis, in a :icon:`fa-line-chart` :guilabel:`(Line Chart)`." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:22 +msgid "The default filter is :guilabel:`Last 365 Days Applicant`, showing information for the last 365 days." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:25 +msgid "Hover over a stage in the line chart to reveal a popover window listing all the job positions within it, and the average number of days each job position sits in each stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:28 +msgid "For a more visually digestible view of the information in the :guilabel:`Time In Stage Analysis` report, click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This displays all the information in a bar chart." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:32 +msgid "In this view, it is easier to visualize the differences between the job positions, regarding how long applicants stay in each stage. From this view, recruiters can more easily determine which job positions have delays or bottlenecks at certain stages." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:-1 +msgid "The bar chart view of the Time In Stage Analysis report." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:41 +msgid "Use case: comparing times by month" +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:43 +msgid "With the :guilabel:`Time In Stage Analysis` report, it is possible to see if there are certain months where applicants take longer to be moved through the pipeline. To view this data, switch to the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:47 +msgid "This presents the data in a detailed pivot table, with the rows representing the different job positions, and the columns representing the stages. The average :guilabel:`Days in Stage` populates the various boxes." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:52 +msgid "If a field is empty, it indicates no applicant has been in that stage. Instead, all applicants moved from a previous stage without being placed in the stage with an empty field." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:-1 +msgid "The pivot table view of the Time In Stage Analysis report." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:59 +msgid "Click :icon:`fa-minus-square-o` :guilabel:`Total` above the job position rows to collapse the information. Next, click :icon:`fa-plus-square` :guilabel:`Total` again, revealing a drop-down menu. Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the list, revealing further grouping options. Click :guilabel:`Start Date` from the expanded list." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:64 +msgid "After doing so, the data presented is grouped with the various months from the previous 365 days for the rows, leaving the :guilabel:`Days In Stage` as the columns." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:-1 +msgid "The pivot table showing the months averages for times in stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:71 +msgid "In this example, :guilabel:`July 2024` had the longest time that applicants spent in each stage, on average. In addition, the :guilabel:`Contract Proposal` stage had the longest wait time in July, with an average of :guilabel:`31.62` days in that stage." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:75 +msgid "While this report does not display the reasons applicants stayed in the various stages for these lengths of time, it can be helpful to know when delays occur." +msgstr "" + +#: ../../content/applications/hr/recruitment/time_in_stage.rst:79 +msgid ":doc:`Essentials reporting documentation <../../essentials/reporting>`" +msgstr "" + #: ../../content/applications/hr/referrals.rst:5 msgid "Referrals" msgstr "" @@ -10645,7 +10986,7 @@ msgid "The only configurations needed for the *Referrals* application *after* it msgstr "" #: ../../content/applications/hr/referrals.rst:18 -msgid "Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator` access rights for the *Recruitment* application have access to the *Referrals* application. Only users with :guilabel:`Administrator` access rights for the *Recruitment* application have access to the :ref:`reporting ` and configurations menus. For more information on users and access rights, refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`." +msgid "Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator` access rights for the *Recruitment* application have access to the *Referrals* application. Only users with :guilabel:`Administrator` access rights for the *Recruitment* application have access to the :doc:`reporting ` and configurations menus. For more information on users and access rights, refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`." msgstr "" #: ../../content/applications/hr/referrals.rst:28 @@ -10863,42 +11204,26 @@ msgstr "" msgid "Once a user has reached the highest configured level, they will continue to accrue points that can be redeemed for rewards, but they are no longer able to level up. The ring around their photo remains solid cyan." msgstr "" -#: ../../content/applications/hr/referrals.rst:263 -msgid "Only users with :guilabel:`Administrator` rights for the *Recruitment* application have access to the Reporting feature in *Referrals*. To access the reports, click :menuselection:`Referrals application --> Reporting`. The main view is the Reporting Dashboard view, which contains three sections." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:268 -msgid "In the top portion of the window, the report displays a bar chart of how many referred candidates are hired, and how many are still in the hiring pipeline. The candidates are further divided by channel, showing specifically where the referral came from, such as a direct referral, Facebook, etc. If a channel does not appear on the report, that indicates there are no referrals from that particular channel." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:274 -msgid "The middle third provides all the specific data that has been tracked. This includes how many total points have been earned across all referrals, how many applicants were referred, hired, or refused, how many applicants the current logged-in user referred, how many total points were earned, and how many points were given for refused applicants." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:279 -msgid "The bottom third displays a pivot table. This table can be inserted into a new or existing spreadsheet. To do so, click the :guilabel:`Insert in Spreadsheet` button right above the chart. A pop-up appears, asking which spreadsheet to insert the pivot chart into. Select the desired spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Click :guilabel:`Confirm` and the selected spreadsheet loads, with the new table in it." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:286 -msgid "The spreadsheet is stored in the *Documents* application. This application needs to be installed to use the :guilabel:`Insert in Spreadsheet` option." -msgstr "" - -#: ../../content/applications/hr/referrals.rst:290 +#: ../../content/applications/hr/referrals.rst:259 msgid ":doc:`referrals/share_jobs`" msgstr "" -#: ../../content/applications/hr/referrals.rst:291 +#: ../../content/applications/hr/referrals.rst:260 msgid ":doc:`referrals/points`" msgstr "" -#: ../../content/applications/hr/referrals.rst:292 +#: ../../content/applications/hr/referrals.rst:261 msgid ":doc:`referrals/rewards`" msgstr "" -#: ../../content/applications/hr/referrals.rst:293 +#: ../../content/applications/hr/referrals.rst:262 msgid ":doc:`referrals/alerts`" msgstr "" +#: ../../content/applications/hr/referrals.rst:263 +msgid ":doc:`referrals/reporting`" +msgstr "" + #: ../../content/applications/hr/referrals/alerts.rst:5 msgid "In the *Referrals* application, it is possible to post a message, also referred to as an *alert*, at the top of the dashboard to share important information with users." msgstr "" @@ -11075,6 +11400,102 @@ msgstr "" msgid "The default total points earned for a referral that is hired is 85 points. Modifications of the points earned for each stage are made in the *Recruitment* application. Refer to the :ref:`Recruitment ` documentation to modify the points for each stage." msgstr "" +#: ../../content/applications/hr/referrals/reporting.rst:5 +msgid "The reporting function in the **Referrals** app helps recruiters and managers learn where applicants are applying from, when referred by a current employee. Additionally, the reporting feature shows the number of applicants hired, refused, and still in the recruitment pipeline, for each medium." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:10 +msgid "Only users with *Administrator* rights for the **Recruitment** app have access to the reporting feature in the **Referrals** app." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:14 +msgid "Employees referral analysis report" +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:16 +msgid "To access the *Employees Referral Analysis* report, navigate to :menuselection:`Referrals app --> Reporting`. This loads the :guilabel:`Employees Referral Analysis` report, in a default :icon:`fa-bar-chart` :guilabel:`Bar Chart`." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:20 +msgid "The graph is presented in a :icon:`fa-database` :guilabel:`Stacked` view, with the number of referrals on the y-axis, and the source, referred to as the :guilabel:`Medium`, of the applicant (e.g.: *Facebook*, *LinkedIn*, *Email*, etc.) on the x-axis. If a medium does **not** appear on the report, that indicates there are no referrals from that particular medium." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:25 +msgid "Referral amounts for all stages are displayed, including :guilabel:`Not Hired` (refused), :guilabel:`In Progress`, and :guilabel:`Hired`. The default filter is set to the current month." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:28 +msgid "Hover over any bar to view a popover containing specific data for that particular bar." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:30 +msgid "In this view, it is easy to see which :guilabel:`Medium` is the most successful." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:33 +msgid "In this example, both :guilabel:`Email` and :guilabel:`LinkedIn` are the mediums with the most referrals, but :guilabel:`Email` has the most referrals that were hired." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:0 +msgid "The default report in the Referrals app." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:41 +msgid "Use case: hired referrals" +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:43 +msgid "One way to use the reporting feature is to assess which employees are referring the highest quality applicants. This is done by examining how many of their referrals go on to become employees." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:46 +msgid "In this example, data is examined to determined which employee has the highest number of hired referrals for the current year." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:49 +msgid "To view this information, first click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the upper-right corner. Next, remove the current filter in the search bar." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:52 +msgid "Click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down menu. Click :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing a drop-down menu of available time periods, and click the current year (in this example, :guilabel:`2024`)." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:57 +msgid "Next, click :guilabel:`Measures` :icon:`fa-caret-down`, then deselect :guilabel:`Earned Points` and :guilabel:`Employee Referral Refused` to hide those metrics. Click anywhere on the screen to close the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:61 +msgid "The information displayed shows how many total applicants each employee referred, and how many of those applicants were hired, for the current year." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:64 +msgid "In this example, it can be determined that :guilabel:`Bob Wilson` is the most successful referrer, with three hired referrals, and nine total referred applicants. Additionally, :guilabel:`Mitchell Admin` has the lowest performance in terms of referrals, as he has only one applicant, and no hires." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:68 +msgid "This information can be helpful to the recruitment team, so they can determine the most active referrers in the company, and who is the most successful in terms of hires." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:-1 +msgid "The customized report showing which employees have the most referrals and hires." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:76 +msgid "The pivot table can be inserted into a new or existing :doc:`spreadsheet <../../productivity/spreadsheet/insert>`, if desired." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:79 +msgid "To do so, click the :guilabel:`Insert in Spreadsheet` button right above the chart. A pop-up window appears, asking which spreadsheet to insert the pivot chart into. Select the desired spreadsheet or dashboard from the presented options. Alternatively, select :guilabel:`Blank Spreadsheet` to create a new one." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:84 +msgid "Click :guilabel:`Confirm`, and the selected spreadsheet loads, with the new table in it." +msgstr "" + +#: ../../content/applications/hr/referrals/reporting.rst:86 +msgid "The spreadsheet is stored in the *Documents* application. This application **must** be installed to use the :guilabel:`Insert in Spreadsheet` option." +msgstr "" + #: ../../content/applications/hr/referrals/rewards.rst:3 msgid "Rewards" msgstr "" @@ -11647,11 +12068,31 @@ msgstr "" msgid ":guilabel:`Based on worked time`: Enable this option if time off accrual is determined by the employee's worked hours. Days **not** considered as worked time do **not** contribute to the accrual plan in Odoo." msgstr "" -#: ../../content/applications/hr/time_off.rst:240 +#: ../../content/applications/hr/time_off.rst:242 +msgid "An employee is granted time off from an accrual plan configured to accrue one day of vacation for every five days worked. The accrual plan is based on the employee's worked time (the :guilabel:`Based on worked time` checkbox is ticked)." +msgstr "" + +#: ../../content/applications/hr/time_off.rst:246 +msgid "The employee works standard 40-hour weeks. According to the accrual plan, they should earn four vacation days per month." +msgstr "" + +#: ../../content/applications/hr/time_off.rst:249 +msgid "The employee takes five days off. The :ref:`time off type ` the employee has taken has the :guilabel:`Kind of Time Off` configured as an :guilabel:`Absence`." +msgstr "" + +#: ../../content/applications/hr/time_off.rst:252 +msgid "Since the accrual plan only grants time off based on the worked time, the employee does **not** accrue a vacation day for the five days of time off that is considered an absence." +msgstr "" + +#: ../../content/applications/hr/time_off.rst:255 +msgid "At the end of the month, the employee accrues only three days, instead of four." +msgstr "" + +#: ../../content/applications/hr/time_off.rst:257 msgid ":guilabel:`Milestone Transition`: This field is **only** visible after a minimum of two :ref:`rules ` have been configured on the accrual plan. This selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, decide whether the employee changes milestones :guilabel:`Immediately` or :guilabel:`After this accrual's period` (after the current pay period)." msgstr "" -#: ../../content/applications/hr/time_off.rst:245 +#: ../../content/applications/hr/time_off.rst:262 msgid ":guilabel:`Company`: This field **only** appears in a multi-company database. Using the drop-down menu, select the company the accrual plan applies to. If left blank, the accrual plan can be used for all companies." msgstr "" @@ -11659,91 +12100,91 @@ msgstr "" msgid "An accrual plan form with all the entries filled out." msgstr "" -#: ../../content/applications/hr/time_off.rst:258 +#: ../../content/applications/hr/time_off.rst:275 msgid "Rules must be created in order for employees to accrue time off from the accrual plan." msgstr "" -#: ../../content/applications/hr/time_off.rst:260 +#: ../../content/applications/hr/time_off.rst:277 msgid "To create a new rule, click the :guilabel:`New Milestone` button in the gray :guilabel:`Rules` section, and a :guilabel:`Create Milestone` modal form appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:265 +#: ../../content/applications/hr/time_off.rst:282 msgid ":guilabel:`Employee accrue`: Select the parameters for earned time off in this section." msgstr "" -#: ../../content/applications/hr/time_off.rst:267 +#: ../../content/applications/hr/time_off.rst:284 msgid "First, select either :guilabel:`Days` or :guilabel:`Hours` for the increment of accrued time using the drop-down menu." msgstr "" -#: ../../content/applications/hr/time_off.rst:270 +#: ../../content/applications/hr/time_off.rst:287 msgid "Next, enter the numerical amount of the selected parameter that is accrued. The numerical format is `X.XXXX`, so that partial days or hours can also be configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:273 +#: ../../content/applications/hr/time_off.rst:290 msgid "Last, select how often the time is accrued using the drop-down menu. The default options are :guilabel:`Hourly`, :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Twice a month`, :guilabel:`Monthly`, :guilabel:`Twice a year`, and :guilabel:`Yearly`." msgstr "" -#: ../../content/applications/hr/time_off.rst:277 +#: ../../content/applications/hr/time_off.rst:294 msgid "Depending on which option is selected, additional fields may appear. For example, if :guilabel:`Twice a month` is selected, two additional fields appear, to specify the two days of each month the milestone occurs." msgstr "" -#: ../../content/applications/hr/time_off.rst:280 +#: ../../content/applications/hr/time_off.rst:297 msgid ":guilabel:`Cap accrued time`: If there is a maximum amount of days the employee can accrue with this plan, enable this option." msgstr "" -#: ../../content/applications/hr/time_off.rst:283 +#: ../../content/applications/hr/time_off.rst:300 msgid "When enabled, two additional fields appear beneath it. Select the type of time period from the drop-down menu, either :guilabel:`Days` or :guilabel:`Hours`." msgstr "" -#: ../../content/applications/hr/time_off.rst:286 +#: ../../content/applications/hr/time_off.rst:303 msgid "Then, enter a numerical value in the field to specify the maximum amount of time that can be accrued." msgstr "" -#: ../../content/applications/hr/time_off.rst:288 +#: ../../content/applications/hr/time_off.rst:305 msgid ":guilabel:`Milestone reached`: Enter the number and value of the time period that must pass before the employee starts to accumulate time off. The first value is numerical; enter a number in the first field." msgstr "" -#: ../../content/applications/hr/time_off.rst:292 +#: ../../content/applications/hr/time_off.rst:309 msgid "Then, select the type of time period using the drop-down menu in the second field. The options are: :guilabel:`Days`, :guilabel:`Months`, or :guilabel:`Years`." msgstr "" -#: ../../content/applications/hr/time_off.rst:294 +#: ../../content/applications/hr/time_off.rst:311 msgid ":guilabel:`Carry over`: select how any unused time off is handled. The options are either:" msgstr "" -#: ../../content/applications/hr/time_off.rst:296 +#: ../../content/applications/hr/time_off.rst:313 msgid ":guilabel:`None. Accrued time reset to 0`: Any unused time off is gone." msgstr "" -#: ../../content/applications/hr/time_off.rst:297 +#: ../../content/applications/hr/time_off.rst:314 msgid ":guilabel:`All accrued time carried over`: All unused time off is rolled over to the next calendar year." msgstr "" -#: ../../content/applications/hr/time_off.rst:299 +#: ../../content/applications/hr/time_off.rst:316 msgid ":guilabel:`Carry over with a maximum`: Unused time off is rolled over to the next calendar year, but there is a cap. An :guilabel:`Up to` field appears if this is selected. Enter the maximum number of :guilabel:`Days` that can roll over to the following year. Any time off beyond this parameter is lost." msgstr "" -#: ../../content/applications/hr/time_off.rst:305 +#: ../../content/applications/hr/time_off.rst:322 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, that rule *overrides* the :guilabel:`Carry-Over Time` set on the accrual plan." msgstr "" -#: ../../content/applications/hr/time_off.rst:308 +#: ../../content/applications/hr/time_off.rst:325 msgid "If a company creates an accrual plan, granting employees time off :guilabel:`At the start of the accrual period` (i.e., the beginning of the year), and sets the :guilabel:`Carry-Over Time` on the *accrual plan* to :guilabel:`At the start of the year`, it allows unused vacation time to rollover to the following year." msgstr "" -#: ../../content/applications/hr/time_off.rst:313 +#: ../../content/applications/hr/time_off.rst:330 msgid "Then, the company adds rules to the accrual plan, allocating five days of vacation, annually, on the first of the year (one week of vacation allocated on January 1st)." msgstr "" -#: ../../content/applications/hr/time_off.rst:316 +#: ../../content/applications/hr/time_off.rst:333 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrual time reset to 0` on the :guilabel:`Create Milestone` pop-up for, any unused vacation time *does not* carry over, even though on the :guilabel:`Accrual Plan` form, the :guilabel:`Carry-Over Time` is set to :guilabel:`At the start of the year`." msgstr "" -#: ../../content/applications/hr/time_off.rst:321 +#: ../../content/applications/hr/time_off.rst:338 msgid "The carry over set on the *rule* takes precedence over the carry over set on the *accrual plan form*." msgstr "" -#: ../../content/applications/hr/time_off.rst:324 +#: ../../content/applications/hr/time_off.rst:341 msgid "Once the form is completed, click :guilabel:`Save & Close` to save the :guilabel:`Create Milestone` form, and close the modal, or click :guilabel:`Save & New` to save the form and create another milestone. Add as many milestones as desired." msgstr "" @@ -11751,84 +12192,84 @@ msgstr "" msgid "A milestone form with all the entries filled out." msgstr "" -#: ../../content/applications/hr/time_off.rst:335 +#: ../../content/applications/hr/time_off.rst:352 msgid "Public holidays" msgstr "" -#: ../../content/applications/hr/time_off.rst:337 +#: ../../content/applications/hr/time_off.rst:354 msgid "To observe public or national holidays, and provide extra days off as holidays to employees, configure the observed *public holidays* in Odoo." msgstr "" -#: ../../content/applications/hr/time_off.rst:340 +#: ../../content/applications/hr/time_off.rst:357 msgid "It is important to configure these days in Odoo, so employees are aware of the days they have off, and do not request time off on days that are already set as a public holiday (non-working days)." msgstr "" -#: ../../content/applications/hr/time_off.rst:343 +#: ../../content/applications/hr/time_off.rst:360 msgid "Additionally, all public holidays configured in the **Time Off** app are also reflected in any app that uses working schedules, such as **Calendar**, **Planning**, **Manufacturing**, and more." msgstr "" -#: ../../content/applications/hr/time_off.rst:346 +#: ../../content/applications/hr/time_off.rst:363 msgid "Due to Odoo's integration with other apps that use working schedules, it is considered best practice to ensure *all* public holidays are configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:350 +#: ../../content/applications/hr/time_off.rst:367 msgid "Create public holiday" msgstr "" -#: ../../content/applications/hr/time_off.rst:352 +#: ../../content/applications/hr/time_off.rst:369 msgid "To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public Holidays`." msgstr "" -#: ../../content/applications/hr/time_off.rst:355 +#: ../../content/applications/hr/time_off.rst:372 msgid "All currently configured public holidays appear in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:357 +#: ../../content/applications/hr/time_off.rst:374 msgid "Click the :guilabel:`New` button, and a new line appears at the bottom of the list." msgstr "" -#: ../../content/applications/hr/time_off.rst:359 -#: ../../content/applications/hr/time_off.rst:422 +#: ../../content/applications/hr/time_off.rst:376 +#: ../../content/applications/hr/time_off.rst:439 msgid "Enter the following information on that new line:" msgstr "" -#: ../../content/applications/hr/time_off.rst:361 +#: ../../content/applications/hr/time_off.rst:378 msgid ":guilabel:`Name`: Enter the name of the holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:362 +#: ../../content/applications/hr/time_off.rst:379 msgid ":guilabel:`Company`: If in a multi-company database, the current company populates this field by default. It is **not** possible to edit this field." msgstr "" -#: ../../content/applications/hr/time_off.rst:366 +#: ../../content/applications/hr/time_off.rst:383 msgid "The :guilabel:`Company` field is hidden, by default. To view this field, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon in the top-right corner of the list, to the far-right of the column titles, and activate the :guilabel:`Company` selection from the drop-down menu that appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:371 +#: ../../content/applications/hr/time_off.rst:388 msgid ":guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday starts, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date. The start time is set according to the start time for the company (according to the :ref:`working schedules `). If the user's computer is set to a different time zone, the start time is adjusted according, compared to the company's time zone." msgstr "" -#: ../../content/applications/hr/time_off.rst:376 +#: ../../content/applications/hr/time_off.rst:393 msgid ":guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date, and the time is set to the end time for the company (according to the :ref:`working schedules `). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone." msgstr "" -#: ../../content/applications/hr/time_off.rst:383 +#: ../../content/applications/hr/time_off.rst:400 msgid "A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day and one hour lunch break." msgstr "" -#: ../../content/applications/hr/time_off.rst:386 +#: ../../content/applications/hr/time_off.rst:403 msgid "For a user in New York, with a computer time zone set to Eastern Standard Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time zone difference." msgstr "" -#: ../../content/applications/hr/time_off.rst:390 +#: ../../content/applications/hr/time_off.rst:407 msgid "Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM." msgstr "" -#: ../../content/applications/hr/time_off.rst:393 +#: ../../content/applications/hr/time_off.rst:410 msgid ":guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set of working hours, select the working hours from the drop-down menu. If left blank, the holiday applies to all employees." msgstr "" -#: ../../content/applications/hr/time_off.rst:396 +#: ../../content/applications/hr/time_off.rst:413 msgid ":guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :ref:`work entries ` for the holiday appear. Select the work entry type from the drop-down menu." msgstr "" @@ -11836,59 +12277,59 @@ msgstr "" msgid "The list of public holidays in the configuration menu." msgstr "" -#: ../../content/applications/hr/time_off.rst:405 +#: ../../content/applications/hr/time_off.rst:422 msgid "Mandatory days" msgstr "" -#: ../../content/applications/hr/time_off.rst:407 +#: ../../content/applications/hr/time_off.rst:424 msgid "Some companies have special days where specific departments, or the entire staff, is required to be present, and time off is not allowed on those specific days." msgstr "" -#: ../../content/applications/hr/time_off.rst:410 +#: ../../content/applications/hr/time_off.rst:427 msgid "These types of days are called *mandatory days* in Odoo. These can be configured to be company-wide, or department specific. When configured, employees in the specified department or company are unable to submit time off requests for these mandatory days." msgstr "" -#: ../../content/applications/hr/time_off.rst:415 +#: ../../content/applications/hr/time_off.rst:432 msgid "Create mandatory days" msgstr "" -#: ../../content/applications/hr/time_off.rst:417 +#: ../../content/applications/hr/time_off.rst:434 msgid "No mandatory days are configured in Odoo by default. To create a mandatory day, navigate to :menuselection:`Time Off app --> Configuration --> Mandatory Days`." msgstr "" -#: ../../content/applications/hr/time_off.rst:420 +#: ../../content/applications/hr/time_off.rst:437 msgid "Click the :guilabel:`New` button in the top-left corner, and a blank line appears in the list." msgstr "" -#: ../../content/applications/hr/time_off.rst:424 +#: ../../content/applications/hr/time_off.rst:441 msgid ":guilabel:`Name`: Enter the name of the mandatory day." msgstr "" -#: ../../content/applications/hr/time_off.rst:425 +#: ../../content/applications/hr/time_off.rst:442 msgid ":guilabel:`Company`: If in a multi-company database, this field is visible, and the current company populates this field, by default. Using the drop-down menu, select the company the mandatory day is for." msgstr "" -#: ../../content/applications/hr/time_off.rst:428 +#: ../../content/applications/hr/time_off.rst:445 msgid ":guilabel:`Departments`: This column is hidden by default. First, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon in the top-right corner, next to :guilabel:`Color`, and then tick the checkbox next to :guilabel:`Departments` to reveal that column." msgstr "" -#: ../../content/applications/hr/time_off.rst:433 +#: ../../content/applications/hr/time_off.rst:450 msgid "Next, select the desired departments from the drop-down menu. Multiple departments can be selected, and there is no limit to the amount of departments that can be added." msgstr "" -#: ../../content/applications/hr/time_off.rst:436 +#: ../../content/applications/hr/time_off.rst:453 msgid "If this field is left blank, the mandatory day applies to the entire company." msgstr "" -#: ../../content/applications/hr/time_off.rst:437 +#: ../../content/applications/hr/time_off.rst:454 msgid ":guilabel:`Start Date`: Using the calendar picker, select the date the mandatory day starts." msgstr "" -#: ../../content/applications/hr/time_off.rst:438 +#: ../../content/applications/hr/time_off.rst:455 msgid ":guilabel:`End Date`: Using the calendar picker, select the date the mandatory day ends. If creating a single mandatory day, the end date should be the same as the start date." msgstr "" -#: ../../content/applications/hr/time_off.rst:440 +#: ../../content/applications/hr/time_off.rst:457 msgid ":guilabel:`Color`: If desired, select a color from the available presented options. If no color is desired, select the `No color` option, represented by a white box with a red line diagonally across it. The selected color appears on the main **Time Off** app dashboard, in both the calendar and in the legend." msgstr "" @@ -11896,47 +12337,47 @@ msgstr "" msgid "The Mandatory Days section with three configured days." msgstr "" -#: ../../content/applications/hr/time_off.rst:452 +#: ../../content/applications/hr/time_off.rst:469 msgid "To view a color-coded schedule of the user's time off, and/or of the team managed by them, navigate to :menuselection:`Time Off app --> Overview`. This presents a calendar with the default filter of `My Team`, in a month view." msgstr "" -#: ../../content/applications/hr/time_off.rst:456 +#: ../../content/applications/hr/time_off.rst:473 msgid "To change the time period displayed, click on the :guilabel:`Month` button to reveal a drop-down menu. Then, select either :guilabel:`Day`, :guilabel:`Week`, or :guilabel:`Year` to present the calendar in that corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:460 +#: ../../content/applications/hr/time_off.rst:477 msgid "To navigate forward or backward in time, in the selected increment (:guilabel:`Month`, :guilabel:`Week`, etc.), click the :guilabel:`← (left arrow)` or :guilabel:`→ (right arrow)` to move either forward or backward in that specified amount of time." msgstr "" -#: ../../content/applications/hr/time_off.rst:464 +#: ../../content/applications/hr/time_off.rst:481 msgid "For example, if :guilabel:`Month` is selected, the arrows adjust the view by one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:466 +#: ../../content/applications/hr/time_off.rst:483 msgid "To return to a view containing the current day, click the :guilabel:`Today` button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:468 +#: ../../content/applications/hr/time_off.rst:485 msgid "Team members are listed alphabetically on individual lines, and their requested time off, regardless of the status (*validated* or *to approve*), is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:471 +#: ../../content/applications/hr/time_off.rst:488 msgid "Each employee is color-coded. The employee's color is selected at random, and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:474 +#: ../../content/applications/hr/time_off.rst:491 msgid "The status of the time off is represented by the color detail of the request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:477 +#: ../../content/applications/hr/time_off.rst:494 msgid "The number of days or hours requested is written on the request (if there is enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:479 +#: ../../content/applications/hr/time_off.rst:496 msgid "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph shows how many people are projected to be out on any given day. The number on each individual bar represents the number of employees out for those highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:483 +#: ../../content/applications/hr/time_off.rst:500 msgid "Click on a time off entry to view the details for the specific time off entry. The total number of hours or days are listed, along with the start and end time of the time off. To view the details of the time off request in a modal, click the :guilabel:`View` button." msgstr "" @@ -11944,35 +12385,35 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:496 +#: ../../content/applications/hr/time_off.rst:513 msgid "The reporting feature allows users to view time off for their team, either by employee or type of time off. This allows users to see which employees are taking time off, how much time off they are taking, and what time off types are being used." msgstr "" -#: ../../content/applications/hr/time_off.rst:500 +#: ../../content/applications/hr/time_off.rst:517 msgid "Any report can be added to a spreadsheet, when in either the :icon:`fa-area-chart` :guilabel:`(Graph)` or :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, through the *Insert in Spreadsheet* button that appears in the top-left of the report." msgstr "" -#: ../../content/applications/hr/time_off.rst:505 +#: ../../content/applications/hr/time_off.rst:522 msgid "If the **Documents** app is installed, an option to add the report to a spreadsheet appears. If not, the report can be added to a *Dashboard*." msgstr "" -#: ../../content/applications/hr/time_off.rst:509 +#: ../../content/applications/hr/time_off.rst:526 msgid "By employee" msgstr "" -#: ../../content/applications/hr/time_off.rst:511 +#: ../../content/applications/hr/time_off.rst:528 msgid "To view a report of employee time off requests, navigate to :menuselection:`Time Off app --> Reporting --> by Employee`." msgstr "" -#: ../../content/applications/hr/time_off.rst:514 +#: ../../content/applications/hr/time_off.rst:531 msgid "The default report presents the current year's data in a list view, displaying all the employees in alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere on the line." msgstr "" -#: ../../content/applications/hr/time_off.rst:518 +#: ../../content/applications/hr/time_off.rst:535 msgid "The view expands, and has the time off requests organized by time off type. Click anywhere on a time off type line to expand it, and view all the individual time off requests that fall under that type." msgstr "" -#: ../../content/applications/hr/time_off.rst:521 +#: ../../content/applications/hr/time_off.rst:538 msgid "The information shown in the list includes: the :guilabel:`Employee` name, :guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and :guilabel:`Description`." msgstr "" @@ -11980,23 +12421,23 @@ msgstr "" msgid "Report of time off, shown by each employee in a list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:529 +#: ../../content/applications/hr/time_off.rst:546 msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that specific way. The various options are a :icon:`oi-view-list` :guilabel:`(List)`, or default view, :icon:`fa-area-chart` :guilabel:`(Graph)`, :icon:`oi-view-pivot` :guilabel:`(Pivot)` table, or :icon:`fa-calendar` :guilabel:`(Calendar)` view." msgstr "" -#: ../../content/applications/hr/time_off.rst:534 +#: ../../content/applications/hr/time_off.rst:551 msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the :doc:`reporting <../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:539 +#: ../../content/applications/hr/time_off.rst:556 msgid "By type" msgstr "" -#: ../../content/applications/hr/time_off.rst:541 +#: ../../content/applications/hr/time_off.rst:558 msgid "To view a list of all time off, organized by time off type, navigate to :menuselection:`Time Off app --> Reporting --> by Type`. This shows all time off requests in a default bar chart." msgstr "" -#: ../../content/applications/hr/time_off.rst:544 +#: ../../content/applications/hr/time_off.rst:561 msgid "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific time off type." msgstr "" @@ -12005,35 +12446,35 @@ msgid "The various time off types, and how many days requested, in a bar chart. "highlighted in a red box." msgstr "" -#: ../../content/applications/hr/time_off.rst:551 +#: ../../content/applications/hr/time_off.rst:568 msgid "Click on a bar to go to a detailed list view of all the time off requests for that time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:553 +#: ../../content/applications/hr/time_off.rst:570 msgid "Each request is listed, with the following information displayed: the :guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and the :guilabel:`Description`." msgstr "" -#: ../../content/applications/hr/time_off.rst:557 +#: ../../content/applications/hr/time_off.rst:574 msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a :icon:`fa-area-chart` :guilabel:`(Graph)` (the default view), :icon:`oi-view-list` :guilabel:`(List)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` table." msgstr "" -#: ../../content/applications/hr/time_off.rst:562 +#: ../../content/applications/hr/time_off.rst:579 msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the :doc:`reporting <../essentials/reporting>` documentation." msgstr "" -#: ../../content/applications/hr/time_off.rst:567 +#: ../../content/applications/hr/time_off.rst:584 msgid ":doc:`time_off/allocations`" msgstr "" -#: ../../content/applications/hr/time_off.rst:568 +#: ../../content/applications/hr/time_off.rst:585 msgid ":doc:`time_off/request_time_off`" msgstr "" -#: ../../content/applications/hr/time_off.rst:569 +#: ../../content/applications/hr/time_off.rst:586 msgid ":doc:`time_off/my_time`" msgstr "" -#: ../../content/applications/hr/time_off.rst:570 +#: ../../content/applications/hr/time_off.rst:587 msgid ":doc:`time_off/management`" msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 9f53c0cb7..04f353a73 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -247,6 +247,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:20 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:44 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:16 @@ -269,12 +271,10 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:60 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:15 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:8 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:44 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 @@ -287,7 +287,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:19 @@ -2340,7 +2340,7 @@ msgid "Configure product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:3 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:188 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:99 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:159 msgid "Packages" @@ -2885,32 +2885,32 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:74 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:75 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:83 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:91 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:102 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:103 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:104 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:106 msgid "Yes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:76 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:83 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:92 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:93 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:97 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:101 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:105 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:111 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:112 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:113 msgid "No" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:77 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:117 msgid "On-hand quantity" msgstr "" @@ -2923,160 +2923,160 @@ msgid ":ref:`Yes* `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:81 -msgid ":doc:`Inventory valuation <../../warehouses_storage/inventory_valuation/using_inventory_valuation>`" +msgid ":doc:`Inventory valuation <../inventory_valuation/using_inventory_valuation>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:86 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:138 msgid "Create transfer" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:86 msgid ":ref:`Yes* `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:87 msgid ":ref:`Yes* `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:88 msgid ":ref:`No* `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:89 msgid ":doc:`Lot/serial number tracking <../product_tracking>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:94 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:81 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:54 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:77 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:81 msgid "Create purchase order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:95 msgid ":ref:`Yes* `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:97 msgid "Can be manufactured or subcontracted" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:98 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:99 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:100 msgid ":ref:`Yes* `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:101 msgid "Can be in a kit" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:105 msgid "Placed in package" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:107 msgid ":ref:`Yes* `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:109 msgid "Appears on Inventory report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:110 msgid ":ref:`Yes `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:119 msgid "A storable product's on-hand and forecasted quantities, based on incoming and outgoing orders, are reflected on the product form, accessed by going to :menuselection:`Inventory app --> Products --> Products`, and selecting the desired product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:127 msgid "Show \"On Hand\" and \"Forecast\" smart buttons." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:127 msgid "Current and forecasted quantities are displayed in the **On Hand** and **Forecasted** smart buttons on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:132 msgid "On the other hand, consumable products are regarded as always available, and they **cannot** be managed using reordering rules or lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:140 msgid "*Transfers* are any warehouse operation, such as receipts, internal or batch transfers, or deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:143 msgid "When creating a transfer for storable products in the *Inventory* app, transfers modify the on-hand quantity at each location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:146 msgid "For example, transferring five units from the internal location `WH/Stock` to `WH/Packing Zone` decreases the recorded quantity at `WH/Stock` and increases it at `WH/Packing Zone`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:151 msgid "For consumable products, transfers can be created, but exact quantities at each storage location are not tracked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:156 msgid "Service products cannot be included in transfers, but these products can be `linked to projects and tasks for deadline tracking `_." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:164 msgid "Both storable and consumable products can be included in a request for quotation in the *Purchase* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:167 msgid "However, when receiving consumable products, their on-hand quantity does not change upon validating the receipt (e.g. `WH/IN`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:173 msgid "Manufacture or subcontract" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:175 msgid "Storable and consumable products can be manufactured, subcontracted, or included in a bill of materials (BoM)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:182 msgid "Show \"Bill of Materials\" and \"Used In\" smart buttons." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:182 msgid "When the **Bill of Materials** and **Used In** smart buttons are visible on the product form, this indicates the product can be manufactured or used as a component of a |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:190 msgid "Both storable and consumable products can be placed in :doc:`packages `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:192 msgid "However, for consumable products, the quantity is not tracked, and the product is not listed in the package's :guilabel:`Contents`, accessed by going to :menuselection:`Inventory app --> Products --> Packages`, and selecting the desired package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:200 msgid "Show Packages page, containing the package contents list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:200 msgid "A consumable product was placed in the package, but the **Content** section does not list it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:202 msgid "If the *Move Entire Package* feature is enabled, moving a package updates the location of the contained storable products. However, the location of consumable products are not updated." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:209 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:208 msgid "Inventory report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:210 msgid "**Only** storable products appear on the following reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:212 msgid "The *stock report* is a comprehensive list of all on-hand, unreserved, incoming, and outgoing storable products. The report is only available to users with :doc:`administrator access <../../../../general/users/access_rights>`, and is found by navigating to :menuselection:`Inventory app --> Reporting --> Stock`." msgstr "" @@ -3084,11 +3084,11 @@ msgstr "" msgid "Show stock reporting list found in Inventory > Reporting > Stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:222 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:221 msgid "The *location report* is a breakdown of each location (internal, external, or virtual) and the on-hand and reserved quantity of each storable product. The report is only available with the *Storage Location* feature activated (:menuselection:`Inventory app --> Configuration --> Settings`), and to users with :doc:`administrator access <../../../../general/users/access_rights>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:226 msgid "Navigate to the location report by going to :menuselection:`Inventory app --> Reporting --> Locations`." msgstr "" @@ -3270,6 +3270,984 @@ msgstr "" msgid "For example, if the product's |UOM| on the |SO| was changed to `Box of 6`, but its inventory unit of measure is `Units`, the |SO| shows the quantity in boxes of six, and the delivery shows the quantity in units." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation.rst:5 +msgid "Inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:3 +msgid "Landed costs" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:12 +msgid "When shipping products to customers, the landed cost is the total price of a product or shipment, including all expenses associated with shipping the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:15 +msgid "In Odoo, the *Landed Costs* feature is used to take additional costs into account when calculating the valuation of a product. This includes the cost of shipment, insurance, customs duties, taxes, and other fees." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:22 +msgid "To add landed costs to products, the *Landed Costs* feature must first be enabled. To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll to the :guilabel:`Valuation` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:26 +msgid "Tick the checkbox next to the :guilabel:`Landed Costs` option, and click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:29 +msgid "Once the page refreshes, a new :guilabel:`Default Journal` field appears below the :guilabel:`Landed Costs` feature in the :guilabel:`Valuation` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:32 +msgid "Click the :guilabel:`Default Journal` drop-down menu to reveal a list of accounting journals. Select a journal for which all accounting entries related to landed costs should be recorded." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 +msgid "Landed Costs feature and resulting Default Journal field in the Inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:40 +msgid "Create landed cost product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:42 +msgid "For charges that are consistently added as landed costs, a landed cost product can be created in Odoo. This way, a landed cost product can be quickly added to a vendor bill as an invoice line, instead of having to be manually entered every time a new vendor bill is created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:46 +msgid "To do this, create a new product by going to :menuselection:`Inventory app --> Products --> Products`, and clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:49 +msgid "Assign a name to the landed cost product in the :guilabel:`Product Name` field (i.e. `International Shipping`). In the :guilabel:`Product Type` field, click the drop-down menu, and select :guilabel:`Service` as the :guilabel:`Product Type`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:54 +msgid "Landed cost products **must** have their :guilabel:`Product Type` set to :guilabel:`Service`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:56 +msgid "Click the :guilabel:`Purchase` tab, and tick the checkbox next to :guilabel:`Is a Landed Cost` in the :guilabel:`Vendor Bills` section. Once ticked, a new :guilabel:`Default Split Method` field appears below it, prompting a selection. Clicking that drop-down menu reveals the following options:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:60 +msgid ":guilabel:`Equal`: splits the cost equally across each product included in the receipt, regardless of the quantity of each." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:62 +msgid ":guilabel:`By Quantity`: splits the cost across each unit of all products in the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:63 +msgid ":guilabel:`By Current Cost`: splits the cost according to the cost of each product unit, so a product with a higher cost receives a greater share of the landed cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:65 +msgid ":guilabel:`By Weight`: splits the cost, according to the weight of the products in the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:66 +msgid ":guilabel:`By Volume`: splits the cost, according to the volume of the products in the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 +msgid "Is a Landed Cost checkbox and Default Split Method on service type product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:72 +msgid "When creating new vendor bills, this product can be added as an invoice line as a landed cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:75 +msgid "To apply a landed cost on a vendor bill, the products included in the original |PO| **must** belong to a *Product Category* with its *Force Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either |AVCO| or |FIFO|, and the valuation method can be :doc:`manual ` or :doc:`automatic `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:83 +msgid "Navigate to :menuselection:`Purchase app --> New` to create a new request for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order products from. Then, click :guilabel:`Add a product`, under the :guilabel:`Products` tab, to add products to the |RfQ|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:87 +msgid "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, click :guilabel:`Receive Products` once the products have been received, followed by :guilabel:`Validate`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:91 +msgid "Create vendor bill" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:93 +msgid "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be created from the |PO| in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:96 +msgid "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for which a vendor bill should be created. Then, click :guilabel:`Create Bill`. This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:100 +msgid "In the :guilabel:`Bill Date` field, click the line to open a calendar popover menu, and select the date on which this draft bill should be billed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:103 +msgid "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`, and click the drop-down menu in the :guilabel:`Product` column to select the previously-created landed cost product. Click the :icon:`fa-cloud-upload` :guilabel:`(cloud with arrow)` icon to manually save and update the draft bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 +msgid "Landed Costs column checkboxes for product and landed cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:112 +msgid "In the :guilabel:`Landed Costs` column, the product ordered from the vendor does **not** have its checkbox ticked, while the landed cost product's checkbox **is** ticked. This differentiates landed costs from all other costs displayed on the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:116 +msgid "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` button appears." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 +msgid "Create Landed Costs button on vendor bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:123 +msgid "Add landed cost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:125 +msgid "Once a landed cost is added to the vendor bill, click :guilabel:`Create Landed Costs` at the top of the vendor bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:128 +msgid "Doing so automatically creates a landed cost record, with a set landed cost pre-filled in the product line in the :guilabel:`Additional Costs` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:131 +msgid "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-down menu, and select which transfer the landed cost belongs to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 +msgid "Landed cost form with selected receipt transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:139 +msgid "In addition to creating landed costs directly from a vendor bill, landed cost records can *also* be created by navigating to :menuselection:`Inventory app --> Operations --> Landed Costs`, and clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:143 +msgid "After setting the picking from the :guilabel:`Transfers` drop-down menu, click :guilabel:`Compute` (at the bottom of the form, under the :guilabel:`Total:` cost)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:146 +msgid "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the landed costs. The :guilabel:`Original Value` column lists the original price of the |PO|, the :guilabel:`Additional Landed Cost` column displays the landed cost, and the :guilabel:`New Value` displays the sum of the two, for the total cost of the |PO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:151 +msgid "Once ready, click :guilabel:`Validate` to post the landed cost entry to the accounting journal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:153 +msgid "This causes a :guilabel:`Valuation` smart button to appear at the top of the form. Click the :guilabel:`Valuation` smart button to open a :guilabel:`Stock Valuation` page, with the product's updated valuation listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:158 +msgid "For a :guilabel:`Valuation` smart button to appear upon validation, the product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:161 +msgid "To view the valuation of *every* product, including landed costs, navigate to :menuselection:`Inventory app --> Reporting --> Valuation`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:165 +msgid "Each journal entry created for a landed cost on a vendor bill can be viewed in the *Accounting* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:168 +msgid "To locate these journal entries, navigate to :menuselection:`Accounting app --> Accounting --> Journal Entries`, and locate the correct entry, by number (i.e. `PBNK1/2024/XXXXX`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:171 +msgid "Click into the journal entry to view the :guilabel:`Journal Items`, and other information about the entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:0 +msgid "Journal Entry form for landed cost created from vendor bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:3 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:15 +msgid "Automatic inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:7 +msgid "All of a company's stock on-hand contributes to the valuation of its inventory. That value should be reflected in the company's accounting records to accurately show the value of the company and all of its assets." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:11 +msgid "By default, Odoo uses a periodic inventory valuation (also known as manual inventory valuation). This method implies that the accounting team manually posts journal entries, based on the physical inventory of the company, and warehouse employees take the time to count the stock. In Odoo, each product category reflects this, with the :guilabel:`Costing Method` set to :guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not visible by default) set to :guilabel:`Manual`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:-1 +msgid "The Costing Method field is located on the Product Categories form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:21 +msgid "Alternatively, perpetual (automatic) inventory valuation creates real-time *journal entries* in the *Accounting* app whenever stock enters or leaves the company's warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:24 +msgid "This document is focused on the proper setup of automatic inventory valuation, which is an integrated valuation method that ensures journal entries in the *Accounting* app match stock valuation updates in the *Inventory* app. For an introduction of inventory valuation in Odoo, refer to the :doc:`using_inventory_valuation` documentation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:30 +msgid "Switching from manual to automatic inventory valuation may cause discrepancies between stock valuation and accounting journals." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:33 +msgid "One `successful strategy `_ for switching to automated valuation:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:35 +msgid "Clear existing stock (possibly with an :doc:`inventory adjustment <../../warehouses_storage/inventory_management/count_products>`)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:37 +msgid "Change the inventory valuation method to *Automatic*" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:38 +msgid "Return the existing stock, with the original monetary value (using an inventory adjustment)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:40 +msgid "Once the existing stock is recovered, the Odoo *Accounting* app automatically generates the journal entries to corresponding stock valuation records." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:46 +msgid "To properly set up automatic inventory valuation, follow these steps in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:48 +msgid ":ref:`Install Accounting app and enable specific settings `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:50 +msgid ":ref:`Set Automatic inventory valuation on product categories `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:52 +msgid ":ref:`Set costing method `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:57 +msgid "Accounting setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:59 +msgid "To use automatic inventory valuation, install the *Accounting* app. Next, go to :menuselection:`Accounting app --> Configuration --> Settings`, and in the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic Accounting` checkbox. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:65 +msgid "Enabling :guilabel:`Automatic Accounting` shows the previously invisible *Inventory Valuation* field on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:-1 +msgid "Automatic Accounting feature in Stock Valuation section of Settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:72 +msgid "Refer to the :ref:`Expense ` and :ref:`Stock input/output ` sections of documentation for details on configuring the accounting journals shown." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:79 +msgid "Product category setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:81 +msgid "After :ref:`enabling inventory valuation `, the next step is to set the product category to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:84 +msgid "Go to :menuselection:`Inventory app --> Configuration --> Product Categories`, and select the desired product category. In the :guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory Valuation` field to :guilabel:`Automated`. Repeat this step for every product category intending to use automatic inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:90 +msgid "After enabling automatic accounting, each new stock move layer (SVL), that is created during inventory valuation updates, generates a journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:-1 +msgid "Inventory Valuation field on the product category, with its various stock accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:100 +msgid "Costing method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:102 +msgid "After :ref:`enabling inventory valuation `, the *costing method* for calculating and recording inventory costs is defined on the product category in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:106 +msgid "Go to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category. In the :guilabel:`Inventory Valuation` section, select the appropriate :guilabel:`Costing Method`:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:113 +msgid "Standard Price" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:115 +msgid "The default costing method in Odoo. The cost of the product is manually defined on the product form, and this cost is used to compute the valuation. Even if the purchase price on a purchase order differs, the valuation is the cost defined on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:235 +msgid "Operation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:236 +msgid "Unit Cost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:237 +msgid "Qty On Hand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:238 +msgid "Incoming Value" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:239 +msgid "Inventory Value" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:246 +msgid "$10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:171 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:242 +msgid "0" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:241 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:244 +msgid "$0" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:245 +msgid "Receive 8 products for $10/unit" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:247 +msgid "8" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:248 +msgid "8 * $10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:178 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:249 +msgid "$80" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:250 +msgid "Receive 4 products for $16/unit" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:252 +msgid "12" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:141 +msgid "4 * $10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:142 +msgid "$120" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:255 +msgid "Deliver 10 products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:146 +msgid "-10 * $10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:147 +msgid "$20" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:148 +msgid "Receive 2 products for $9/unit" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:263 +msgid "4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:151 +msgid "2 * $10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:152 +msgid "$40" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:154 +msgid "Average Cost (AVCO)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:156 +msgid "Calculates the valuation of a product based on the average cost of that product, divided by the total number of available stock on-hand. With this costing method, inventory valuation is *dynamic*, and constantly adjusts based on the purchase price of products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:251 +msgid "$12" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:253 +msgid "4 * $16" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:254 +msgid "$144" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:187 +msgid "-10 * $12" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:188 +msgid "$24" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:261 +msgid "Receive 2 products for $6/unit" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:190 +msgid "$9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:264 +msgid "2 * $6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:193 +msgid "$36" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:195 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:267 +msgid "How are unit cost and inventory value calculated at each step?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:269 +msgid "When receiving four products for $16 each:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:199 +msgid "Inventory value is calculated by adding the previous inventory value with the incoming value: :math:`$80 + (4 * $16) = $144`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:273 +msgid "Unit cost is calculated by dividing the inventory value by the quantity on-hand: :math:`$144 / 12 = $12`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:204 +msgid "When delivering ten products, the average unit cost is used to calculate the inventory value, regardless of the purchase price of the product. Therefore, inventory value is :math:`$144 + (-10 * $12) = $24`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:208 +msgid "Receive two products for $6 each:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:210 +msgid "Inventory value: :math:`$24 + (2 * $6) = $36`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:211 +msgid "Unit cost: :math:`$36 / 4 = $9`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:214 +msgid "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing Method`, changing the numerical value in the *Cost* field for products in the respective product category creates a new record in the *Inventory Valuation* report to adjust the value of the product. The *Cost* amount is then automatically updated, based on the average purchase price of both the inventory on-hand and the costs accumulated from validated purchase orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:221 +msgid "First In First Out (FIFO)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:223 +msgid "Tracks the costs of incoming and outgoing items in real-time, and uses the real price of the products to change the valuation. The oldest purchase price is used as the cost for the next good sold, until an entire lot of that product is sold. When the next inventory lot moves up in the queue, an updated product cost is used based on the valuation of that specific lot." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:228 +msgid "This method is arguably the most accurate inventory valuation method for a variety of reasons, but it is highly sensitive to input data and human error." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:256 +msgid "$16" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "-8 * $10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "-2 * $16" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:260 +msgid "$32" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:262 +msgid "$11" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:265 +msgid "$44" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:271 +msgid "Inventory value is calculated by adding the previous inventory value to the incoming value: :math:`$80 + (4 * $16) = $144`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:276 +msgid "When delivering ten products, eight units were purchased for $10, and two units were purchased for $16." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:279 +msgid "First, the incoming value is calculated by multiplying the on-hand quantity by the purchased price: :math:`(-8 * $10) + (-2 * $16) = -112`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:281 +msgid "The inventory value is calculated by subtracting the incoming value from the previous inventory value: :math:`$144 - $112 = $32`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:283 +msgid "Unit cost is calculated by dividing the inventory value by the remaining quantity: :math:`$32 / 2 = $16`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:286 +msgid "When receiving two products for $6, inventory value is :math:`$32 + $12 = $44`. Unit cost is :math:`$44 / 4 = $11`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:290 +msgid "Changing the costing method greatly impacts inventory valuation. It is highly recommended to consult an accountant first before making any adjustments here." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:294 +msgid ":doc:`using_inventory_valuation`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:296 +msgid "When the :guilabel:`Costing Method` is changed, products already in stock that were using the :guilabel:`Standard` costing method **do not** change value; rather, the existing units keep their value, and any product moves from then on affect the average cost, and the cost of the product will change. If the value in the :guilabel:`Cost` field on a product form is changed manually, Odoo generates a corresponding record in the *Inventory Valuation* report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:303 +msgid "It is possible to use different valuation settings for different product categories." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:308 +msgid "Types of accounting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:310 +msgid "With automated inventory valuation set up, the generated journal entries depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:314 +msgid "Verify the accounting mode by activating the :ref:`developer-mode`, and navigating to :menuselection:`Accounting app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:317 +msgid "Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, to see if the feature is enabled. If it is **not** enabled, *Continental* accounting mode is in use." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Anglo-Saxon accounting mode feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:324 +msgid "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported when products are sold or delivered. This means the cost of a good is only recorded as an expense when a customer is invoiced for a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:328 +msgid "So, for **manual** valuation method, set the *Expense Account* to *Stock Valuation* for the current asset type; for **automatic** valuation method, set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g. *Cost of Production*, *Cost of Goods Sold*, etc.)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:332 +msgid "In *Continental* accounting, the cost of a good is reported as soon as a product is received into stock. Because of this, the *Expense Account* can be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is more commonly set to an *Expenses* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:336 +msgid "Refer to the :ref:`Expense ` and :ref:`Stock input/output ` sections for details on configuring each account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:343 +msgid "Expense account" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:345 +msgid "To configure the *expense account*, which is used in both manual and automatic inventory valuation, go to the :guilabel:`Account Properties` section of the intended product category (:menuselection:`Inventory app --> Configuration --> Product Categories`). Then, choose an existing account from the :guilabel:`Expense Account` drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:350 +msgid "To ensure the chosen account is the correct :guilabel:`Type,` click the |right arrow| icon to the right of the account. Then, set the account type based on the information below." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:355 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:423 +msgid "Anglo-Saxon" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:359 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:386 +msgid "Automated" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:361 +msgid "In Anglo-Saxon accounting for automated inventory valuation, set the :guilabel:`Expense Account` to the `Expenses` account. Then, click the |right arrow| icon to the right of the account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:365 +msgid "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of Revenue` from the :guilabel:`Type` drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show **Expense Account** field, and external link icon." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:372 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:391 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:233 +msgid "Manual" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:374 +msgid "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock Valuation` from the field's drop-down menu. Verify the account's type by clicking the |right arrow| icon, and then ensure the :guilabel:`Type` is :guilabel:`Current Assets`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the **Expense Account** field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:382 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:441 +msgid "Continental" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:388 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:393 +msgid "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or :guilabel:`Cost of Revenue` account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:399 +msgid "Stock input/output (automated only)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:401 +msgid "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output Account`, go to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:405 +msgid "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. Doing so makes the :guilabel:`Account Stock Properties` section appear. These accounts are defined as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:408 +msgid ":guilabel:`Stock Valuation Account`: when automated inventory valuation is enabled on a product, this account will hold the current value of the products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:410 +msgid ":guilabel:`Stock Journal`: accounting journal where entries are automatically posted when a product's inventory valuation changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:412 +msgid ":guilabel:`Stock Input Account`: counterpart journal items for all incoming stock moves will be posted in this account, unless there is a specific valuation account set on the source location. This is the default value for all products in a given category, and can also be set directly on each product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:416 +msgid ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing stock moves will be posted in this account, unless there is a specific valuation account set on the destination location. This is the default value for all products in a given category, and can also be set directly on each product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:425 +msgid "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and :guilabel:`Stock Output Account` are set to *different* :guilabel:`Current Assets` accounts. This way, delivering products and invoicing the customer balance the *Stock Output* account, while receiving products and billing vendors balance the *Stock Input* account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:430 +msgid "To modify the account type, go to the click the |right arrow| icon to the right of the stock input/output account. In the pop-up window, choose :guilabel:`Current Assets` from the :guilabel:`Type` drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Display account setup page, highlighting the **Type** field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:438 +msgid "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current Asset* account type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:443 +msgid "In Continental accounting, the :guilabel:`Stock Input Account` and :guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current Assets` account. That way, one account can be balanced when items are bought and sold." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:448 +msgid "The stock input and output accounts are both set to `Stock Interim (Received)`, a :guilabel:`Current Assets` account type. They can also be set to the `Stock Interim (Delivered)`, as long as the input and output accounts are assigned to the **same** account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 +msgid "Show the Stock Input and Output accounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:458 +msgid "Inventory valuation reporting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:460 +msgid "To start, go to :menuselection:`Accounting app --> Reporting --> Balance Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-down menu, and look for the nested :guilabel:`Stock Valuation`, :guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim (Delivered)` lines." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:466 +msgid "At the top of the dashboard, click the :guilabel:`As of [date]` button to display accounting records up to a specified date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:470 +msgid ":ref:`Stock accounts and what they do `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:471 +msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:-1 +msgid "See the full inventory valuation breakdown in Odoo Accounting app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:477 +msgid "Access more specific information by clicking the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon to the right of the desired journal. Select :guilabel:`General Ledger` to see a list of all of the journal entries, where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can be clicked to reveal the :guilabel:`View Journal Entry` option to open the individualized journal entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:483 +msgid "Additionally, annotations to the :guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, filling in the text box, and clicking :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:-1 +msgid "Show Stock Valuation journals in a list." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:3 +msgid "Using inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:7 +msgid "*Inventory valuation* is a quintessential accounting procedure that calculates the value of on-hand stock. Once determined, the inventory valuation amount is then incorporated into a company's overall value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:11 +msgid "In Odoo, this process can be conducted manually— by warehouse employees physically counting the products— or automatically through the database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:17 +msgid "To use Odoo to automatically generate a trail of inventory valuation entries, first navigate to the :menuselection:`Product Categories` list by going to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category. On the form, set the :guilabel:`Inventory Valuation` as :guilabel:`Automated` and the :guilabel:`Costing Method` to any of the three options." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:24 +msgid ":doc:`Set up inventory valuation `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:26 +msgid "In order to understand how moving products in and out of stock affects the company's overall value, consider the following product and stock moves scenario below." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:30 +msgid "Receive a product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:32 +msgid "To track the value of incoming products, such as a simple *table*, configure the product category on the the product itself. To get there, navigate to :menuselection:`Inventory app --> Products --> Products` and click the desired product. On the product form, click the :guilabel:`➡️ (right arrow)` icon beside the :guilabel:`Product Category` field, which opens an internal link to edit the product category. Next, set the :guilabel:`Costing Method` as :guilabel:`First In First Out (FIFO)` and :guilabel:`Inventory Valuation` as :guilabel:`Automated`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:40 +msgid "Alternatively access the :guilabel:`Product Categories` dashboard by navigating to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:44 +msgid "Next, assume 10 tables are purchased at a price of $10.00, each. The :abbr:`PO (Purchase Order)` for those tables will show the subtotal of the purchase as $100, plus any additional costs or taxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:-1 +msgid "Purchase order with 10 tables products valued at $10.00 each." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:51 +msgid "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, the :guilabel:`Valuation` smart button is enabled. Clicking on this button displays a report showing how the inventory valuation for the table was affected by this purchase." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:56 +msgid ":ref:`Developer mode ` **must** be turned on to see the :guilabel:`Valuation` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:60 +msgid "The :doc:`consignment <../../shipping_receiving/daily_operations/owned_stock>` feature allows ownership to items in stock. Thus, products owned by other companies are not accounted for in the host company's inventory valuation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:-1 +msgid "See Valuation smart button on a receipt, with Developer mode enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:68 +msgid "For a comprehensive dashboard that includes the inventory valuation of all product shipments, inventory adjustments, and warehouse operations, refer to the :ref:`stock valuation report `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:73 +msgid "Deliver a product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:75 +msgid "In the same logic, when a table is shipped to a customer and leaves the warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart button on the :abbr:`DO (Delivery Order)`, likewise, displays the stock valuation record as it does on a :abbr:`PO (Purchase Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:-1 +msgid "Decreased stock valuation after a product is shipped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:86 +msgid "Inventory valuation report" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:88 +msgid "To view the current value of all products in the warehouse, first turn on :ref:`Developer mode ` and navigate to :menuselection:`Inventory app --> Reporting --> Valuation`. The :guilabel:`Stock Valuation` dashboard displays detailed records of products with the :guilabel:`Date`, :guilabel:`Quantity`, :guilabel:`Unit Value`, and :guilabel:`Total Value` of the inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:95 +msgid ":ref:`Developer mode ` **must** be enabled to see the :guilabel:`Valuation` option under :guilabel:`Reporting`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:-1 +msgid "Inventory valuation report showing multiple products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:102 +msgid "The :guilabel:`Valuation At Date` button, located in the top-left corner of the :guilabel:`Stock Valuation` page, reveals a pop-up window. In this pop-up, the inventory valuation of products available during a prior specified date can be seen and selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:107 +msgid "View a detailed record of a product's inventory value, stock move, and on-hand stock by selecting the teal :guilabel:`➡️ (right arrow)` button to the right of the :guilabel:`Reference` column value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:112 +msgid "Update product unit price" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:114 +msgid "For any company: lead times, supply chain failures, and other risk factors can contribute to invisible costs. Although Odoo attempts to accurately represent the stock value, *manual valuation* serves as an additional tool to update the unit price of products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:119 +msgid "Manual valuation is intended for products that can be purchased and received for a cost greater than 0, or have product categories set with :guilabel:`Costing Method` set as either :guilabel:`Average Cost (AVCO)` or :guilabel:`First In First Out (FIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:-1 +msgid "Add manual valuation of stock value to a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:127 +msgid "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard by first navigating to :menuselection:`Inventory app --> Reporting --> Valuation`. Next, to enable the *product revaluation* feature, select :menuselection:`Group by --> Product` to organize all the records by product. Click on the gray :guilabel:`▶️ (drop-down triangle)` icon to reveal stock valuation line items below, as well as a teal :guilabel:`➕ (plus)` button on the right." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:133 +msgid "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product Revaluation` form. Here, the inventory valuation for a product can be recalculated, by increasing or decreasing the unit price of each product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:138 +msgid "The :guilabel:`▶️ (drop-down triangle)` and :guilabel:`➕ (plus)` buttons are only visible after grouping entries by product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:-1 +msgid "Product revaluation form adding a value of $1.00 with the reason being inflation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:146 +msgid "Inventory valuation journal entries" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:148 +msgid "In Odoo, automatic inventory valuation records are also recorded in the :menuselection:`Accounting app --> Accounting --> Journal Entries` dashboard. On this comprehensive list of accounting entries, inventory valuation records are identified by checking values in the :guilabel:`Journal` column, or looking for the :guilabel:`Reference` column value which matches the warehouse operation reference (e.g. `WH/IN/00014` for receipts)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:154 +msgid "Clicking on an inventory valuation journal entry opens a *double-entry accounting* record. These records are generated by Odoo to track the change of value in inventory valuation as products are moved in and out of the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:159 +msgid "To view the inventory valuation of 10 *tables*, costing $10.00 each, upon reception from the vendor, go to the :menuselection:`Journal Entries` page found in :menuselection:`Accounting app --> Accounting --> Journal Entries`. Here, click the journal line where the :guilabel:`Reference` column value matches the reference on the receipt, `WH/IN/00014`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:0 +msgid "Stock valuation page depicting the products within a shipment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:168 +msgid "`Stock interim` is a holding account for money intended to pay vendors for the product. The `stock valuation` account stores the value of all on-hand stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:0 +msgid "Accounting entry for the inventory valuation of 10 tables." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:176 +msgid "`Odoo Tutorial: Inventory Valuation `_" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:6 msgid "Product tracking" msgstr "" @@ -7777,14 +8755,6 @@ msgstr "" msgid "5" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:95 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:75 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:145 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:186 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:257 -msgid "2" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:96 msgid "1" msgstr "" @@ -8632,57 +9602,59 @@ msgid ":guilabel:`Website`: configure shipping methods for an e-commerce page. S msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:64 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:128 -msgid ":guilabel:`Company`: if the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." +msgid ":guilabel:`Company`: If the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:66 +msgid ":guilabel:`Routes`: select the applicable route(s) to define different delivery methods, such as standard or express shipping, based on varying lead times. For more information, jump to the :ref:`Set routes on shipping method ` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:72 msgid ":guilabel:`Delivery Product` (*Required field*): the product listed on the :ref:`sales order line ` as the delivery charge." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:74 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:51 msgid ":guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:77 msgid "For examples on how to configure specific shipping methods, refer to the sections below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:82 msgid "Fixed price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:84 msgid "To configure a shipping price that is the same for all orders, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`. Then, click :guilabel:`New`, and on the shipping method form, set the :guilabel:`Provider` to the :guilabel:`Fixed Price` option. Selecting this option makes the :guilabel:`Fixed Price` field become available, which is where the fixed rate shipping amount is defined." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:90 msgid "To enable free shipping if the amount of the order exceeds a specified amount, check the box :guilabel:`Free if order amount is above` and fill in the amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:94 msgid "To set up `$20` flat-rate shipping that becomes free if the customer spends over `$100`, fill in the following fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:97 msgid ":guilabel:`Shipping Method`: `Flat-rate shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:98 msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:99 msgid ":guilabel:`Fixed Price`: `$20.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:100 msgid ":guilabel:`Free if order amount is above`: `$100.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:101 msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" msgstr "" @@ -8690,27 +9662,27 @@ msgstr "" msgid "Example of filling out a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:110 msgid "Based on rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:112 msgid "To calculate the price of shipping based on pricing rules, set the :guilabel:`Provider` field to the :guilabel:`Based on Rules` option. Optionally, adjust :guilabel:`Margin on Rate` and :guilabel:`Additional margin` to include additional shipping costs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:117 msgid "Create pricing rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:119 msgid "Navigate to the :guilabel:`Pricing` tab and click :guilabel:`Add a line`. Doing so opens the :guilabel:`Create Pricing Rules` window, where the :guilabel:`Condition` related to the product weight, volume, price, or quantity is compared to a defined amount to calculate the :guilabel:`Delivery Cost`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:124 msgid "Once finished, click either :guilabel:`Save & New` to add another rule, or :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:127 msgid "To charge customers $20 in shipping for orders with five or fewer products, set the :guilabel:`Condition` to `Quantity <= 5.00`, and the :guilabel:`Delivery Cost` to `$20`." msgstr "" @@ -8718,37 +9690,37 @@ msgstr "" msgid "Display window to add a pricing rule. Set a condition and delivery cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:134 msgid "To restrict shipping to specific destinations on the eCommerce website, in the shipping method form, navigate to the :guilabel:`Destination Availability` tab and define the :guilabel:`Countries`, :guilabel:`States`, and :guilabel:`Zip Prefixes`. Leave these fields empty if all locations apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:139 msgid "Calculate delivery cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:141 msgid "Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisfies the :guilabel:`Condition`, plus any extra charges from the :guilabel:`Margin on rate` and :guilabel:`Additional margin`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:142 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:145 msgid "Total = Rule's~Delivery~Cost + (Margin~on~rate \\times Rule's~Delivery~Cost) + Additional~margin\n" "\n" "" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:149 msgid "With the two following rules set up:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:151 msgid "If the order contains five or fewer products, shipping is $20" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:152 msgid "If the order contains more than five products, shipping is $50." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:154 msgid ":guilabel:`Margin on Rate` is `10%` and :guilabel:`Additional margin` is `$9.00`." msgstr "" @@ -8756,51 +9728,111 @@ msgstr "" msgid "Show example of \"Based on rules\" shipping method with margins configured." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:160 msgid "When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:166 msgid "Pickup in store" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:168 msgid "To configure in-store pickup, select :guilabel:`Pickup in store` in the :guilabel:`Provider` field and specify the pickup location in :guilabel:`Warehouse`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:171 msgid "To invoice the customer for the shipping cost to the pickup location, choose the :guilabel:`Get Rate and Create Shipment` option in the :guilabel:`Integration Level` field. Then, pick either the :guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the :guilabel:`Invoicing Policy` field to decide whether the added shipping charge on the sales order is the precise cost from the shipping carrier." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:178 msgid ":doc:`Invoice cost of shipping `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:180 -msgid "Add shipping" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:183 +msgid "Route on shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:182 -msgid "Shipping methods can be added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales app --> Orders --> Orders`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:186 -msgid "On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:185 +msgid "Optionally, set different warehouse delivery processes for a shipping method by configuring different :doc:`routes ` for it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:189 -msgid "The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the :guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and then click :guilabel:`Add` to add the shipping method." +msgid "Configuring multiple routes per shipping method is helpful for adjusting warehouse delivery processes based on:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:194 -msgid "The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined on the product form." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:192 +msgid "speed (e.g., use :doc:`one-step delivery ` for express shipping, or :doc:`two-step ` for standard shipping)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:195 +msgid "international shipping (e.g. use :doc:`three-step delivery ` to prepare documents for customs)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:197 +msgid "in-store pickup or home delivery: ship from the central warehouse, or pick from the store's stock, depending on customer selection." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:200 +msgid "To set up routes, go to :menuselection:`Inventory app --> Configuration --> Routes`. Click :guilabel:`New`, or select the desired route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:203 +msgid "On the route form, in the :guilabel:`Applicable On` section, tick the :guilabel:`Shipping Methods` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:210 +msgid "Routes form with the Shipping Methods checkbox selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:210 +msgid "Routes form with the Shipping Methods checkbox ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:212 +msgid "Then, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`, and select the desired shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:215 +msgid "On the shipping method form, in the :guilabel:`Routes` field, select the available fulfillment routes from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:219 +msgid "If the desired route is not selectable, check that the *Shipping Methods* option is enabled in the route's *Applicable On* section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:226 +msgid "Show set routes on shipping method form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:226 +msgid "By default, most shipping methods are created with two routes available for standard or express delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:232 +msgid "Add shipping" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:234 +msgid "Shipping methods can be added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales app --> Orders --> Orders`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:238 +msgid "On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:241 +msgid "The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the :guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and then click :guilabel:`Add` to add the shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:246 +msgid "The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:249 msgid "The shipping cost is added to the *sales order line* as the :guilabel:`Delivery Product` detailed on the shipping method form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:253 msgid "`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order `S00088`." msgstr "" @@ -8808,12 +9840,12 @@ msgstr "" msgid "Show delivery order on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:209 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:264 msgid "Delivery order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:263 msgid "The shipping method added to the sales order is linked to the shipping carrier details on the delivery order. To add or change the delivery method on the delivery itself, go to the :guilabel:`Additional Info` tab and modify the :guilabel:`Carrier` field." msgstr "" @@ -9036,39 +10068,197 @@ msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:3 -msgid "How to get DHL credentials for integration with Odoo?" +msgid "DHL integration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:5 -msgid "In order to use the Odoo DHL API, you will need:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:7 -msgid "A DHL.com SiteID" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:9 -msgid "A DHL Password" +msgid "DHL is one of the shipping carriers for which a *shipping connector* is available in Odoo's **Inventory** app. By enabling the shipping connector in the app's settings, and configuring at least one *shipping method*, the process of :doc:`calculating shipping rates <../setup_configuration>` and :doc:`generating shipping labels ` is greatly simplified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:11 -msgid "A DHL Account Number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:15 -msgid "Getting SiteID and password for countries other than United States (UK and Rest of the world)" +msgid "While a variety of shipping connectors are available for different carriers, this documentation details the configuration settings specific to integrating DHL. For instructions on configuring the integration settings common to all shippers, see the documentation on :doc:`third-party shippers `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:17 -msgid "You should contact DHL account manager and request integration for XML Express API. The presales should provide you live credentials." +msgid "Enable DHL shipping connector" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:20 -msgid "Getting SiteID and Password for United States" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:19 +msgid "Before creating a DHL shipping method, it is necessary to enable the carrier's shipping connector. To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:22 -msgid "You need to write to xmlrequests@dhl.com along with your full Account details like account number, region, address, etc. to get API Access." +msgid "Scroll down to the :guilabel:`Shipping Connectors` section, and tick the checkbox next to :guilabel:`DHL Express Connector`. Finally, click :guilabel:`Save` to apply the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:25 +msgid "Once the connector has been enabled, a :icon:`oi-arrow-right` :guilabel:`DHL Shipping Methods` link appears below. Click the link to open a page showing all shipping methods configured for DHL." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:29 +msgid "Configure DHL shipping method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:31 +msgid "After enabling the shipping connector for DHL, shipping methods can be configured for the carrier. Once configured, a shipping method can be added as a line item to sales orders (SOs), which allows for automatic computation of shipping rates, and generation of shipping labels." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:35 +msgid "To create a new DHL shipping method, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Shipping Connectors` section, select the :guilabel:`DHL Shipping Methods` link below the :guilabel:`DHL Express Connector` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:40 +msgid "It is also possible to see existing shipping methods for every carrier, by navigating to :menuselection:`Inventory app --> Configuration --> Shipping Methods`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:43 +msgid "Click :guilabel:`New` to open a blank shipping method form. If a shipping method has already been created, it can be selected from this screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:-1 +msgid "The form for a DHL shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:60 +msgid "General information" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:53 +msgid "Begin configuring the shipping method by entering its title in the :guilabel:`Shipping Method` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:56 +msgid "In the :guilabel:`Provider` drop-down menu, select the :guilabel:`DHL` option. After doing so, a new :guilabel:`DHL Configuration` tab appears at the bottom of the form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:59 +msgid "All other fields in this section are identical on the shipping method forms for each shipping carrier. See the documentation on :doc:`third-party shippers ` for instructions on how to properly configure them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:64 +msgid "DHL Configuration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:66 +msgid "The :guilabel:`DHL Configuration` tab on the shipping method form is used to connect the user's DHL account to Odoo, and configure the shipping method's details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:70 +msgid "DHL SiteID, password, and account number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:72 +msgid "A DHL SiteID, password, and account number are used to link a DHL account with third-party services, like Odoo's **Inventory** app. The SiteID and password are different credentials than the ones used to log in to a DHL account." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:76 +msgid "To obtain a DHL SiteID, password, and account number, it is necessary to register on the `DHL API Developer Portal `_, by filling out the following information:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:80 +msgid ":guilabel:`First name`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:81 +msgid ":guilabel:`Last name`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:82 +msgid ":guilabel:`Email address`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:83 +msgid ":guilabel:`Username`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:84 +msgid ":guilabel:`Company Name`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:85 +msgid ":guilabel:`Country`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:87 +msgid "After filling out all of the fields, tick the :guilabel:`I have read and accept the terms of use and the privacy policy` checkbox, and click :guilabel:`Send` to register." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:90 +msgid "After registering, a confirmation email is sent to verify the application. Click the link inside the email to activate the developer portal account, and set a password." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:93 +msgid "This email also includes the account number for the developer portal account. Enter the number in the :guilabel:`DHL Account Number` field on the shipping method form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:96 +msgid "Once the developer portal account has been confirmed, log in to the portal using the username and password. Click on the user avatar in the top-right corner of the screen to open the user dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:99 +msgid "On the dashboard, click on the :guilabel:`Apps` tab, and select an app. In the :guilabel:`Credentials` section, click the :guilabel:`Show key` button below the :guilabel:`API Key` and :guilabel:`API Secret` fields." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:103 +msgid "Return to the shipping method form in the Odoo database. Enter the *DHL API Key* in the :guilabel:`DHL SiteID` field, and the *API Secret* in the :guilabel:`DHL Password` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:123 +msgid "Shipping details" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:109 +msgid "The rest of the fields in the :guilabel:`DHL Configuration` tab are used to configure the shipping method itself:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:112 +msgid ":guilabel:`Region`: the region in which the shipping method is used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:113 +msgid ":guilabel:`DHL Product`: the shipping service purchased from DHL (e.g. Express Worldwide)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:114 +msgid ":guilabel:`DHL Package Type`: the type of DHL package used for delivery (e.g. DHL Box)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:115 +msgid ":guilabel:`Package Weight Unit`: the unit of measure used to display package weight." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:116 +msgid ":guilabel:`Package Dimension Unit`: the unit of measure used to display package size." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:117 +msgid ":guilabel:`Label Format`: the file format used to generate shipping labels." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:118 +msgid ":guilabel:`Label Template`: the paper size used to print shipping labels." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:121 +msgid "Before selecting service options for a shipping method, make sure those services are actually available for the DHL account. Available services depend on the contract negotiated with DHL." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:125 +msgid "Options" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:127 +msgid "Additional settings are available in the :guilabel:`Options` section at the bottom of the :guilabel:`DHL Configuration` tab:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:130 +msgid ":guilabel:`Generate Return Label`: Enable this option to automatically generate a return label after validating a delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:132 +msgid ":guilabel:`Dutiable Material`: Enable this option if the shipping method is liable to customs or other duties." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:3 @@ -9131,10 +10321,6 @@ msgstr "" msgid "Before the shipping method can be used to create actual shipments, the test credentials must be replaced with credentials from a valid FedEx account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:60 -msgid "General information" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:62 msgid "At the very top of a shipping method form are fields used to configure the way the method operates in Odoo. In the :guilabel:`Provider` field, select :guilabel:`FedEx` from the drop-down menu, if it is not already selected." msgstr "" @@ -9203,10 +10389,6 @@ msgstr "" msgid "Once the password and account number are determined, enter them in the :guilabel:`Password` and :guilabel:`Account Number` fields on the :guilabel:`Fedex Configuration` tab of the shipping method form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:123 -msgid "Shipping details" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:125 msgid "The main section of the :guilabel:`Fedex Configuration` tab includes a number of additional fields used provide information about the shipping method:" msgstr "" @@ -9337,6 +10519,11 @@ msgstr "" msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:132 +msgid ":guilabel:`Company`: if the shipping method should apply to a specific company, select it from the drop-down menu. Leave the field blank to apply the method to all companies." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:49 msgid ":guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line ` as the delivery charge." msgstr "" @@ -10159,7 +11346,7 @@ msgid "Odoo integration of Sendcloud works on free Sendcloud plans *only* if a b msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:37 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:184 msgid "Warehouse configuration" msgstr "" @@ -10887,7 +12074,7 @@ msgid "Region availability" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:31 -msgid "FedEx" +msgid ":doc:`FedEx `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:32 @@ -10897,7 +12084,7 @@ msgid "All" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:33 -msgid ":doc:`DHL `" +msgid ":doc:`DHL Express* `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:35 @@ -10917,11 +12104,11 @@ msgid ":doc:`Sendcloud `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:40 -msgid ":ref:`EU* `" +msgid ":ref:`EU** `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:41 -msgid "Bpost" +msgid ":doc:`Bpost `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:42 @@ -10944,47 +12131,59 @@ msgstr "" msgid "India" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:52 -msgid "\\* Sendcloud currently supports shipping **from** Austria, Belgium, France, Germany, Italy, the Netherlands, Spain, and the United Kingdom, and **to** any European country." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:47 +msgid ":doc:`Starshipit `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:58 -msgid "To ensure proper setup of a third-party shipping carrier with Odoo, follow these steps:" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:48 +msgid "Australasia" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:60 -msgid ":ref:`Install the shipping connector `." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:54 +msgid "\\* Other services from DHL are **not** supported." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:61 -msgid ":ref:`Set up delivery method `." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:56 +msgid "** Sendcloud currently supports shipping **from** Austria, Belgium, France, Germany, Italy, the Netherlands, Spain, and the United Kingdom, and **to** any European country." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:62 -msgid ":ref:`Activate production environment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:63 -msgid ":ref:`Configure warehouse `." +msgid "To ensure proper setup of a third-party shipping carrier with Odoo, follow these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:64 +msgid ":ref:`Install the shipping connector `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:65 +msgid ":ref:`Set up delivery method `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:66 +msgid ":ref:`Activate production environment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:67 +msgid ":ref:`Configure warehouse `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:68 msgid ":ref:`Specify weight of products `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:73 msgid "Install shipping connector" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:75 msgid "To install shipping connectors, go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:77 msgid "Under the :guilabel:`Shipping Connectors` section, tick the third-party shipping carrier's checkbox to install it. Multiple third-party shipping connectors can be selected at once. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:82 msgid ":doc:`Delivery methods <../setup_configuration>` can also be integrated with operations in the *Sales*, *eCommerce*, and *Website* apps. To install, refer to the :ref:`install apps and modules ` documentation." msgstr "" @@ -10992,107 +12191,107 @@ msgstr "" msgid "Options of available shipping connectors in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:93 msgid "Delivery method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:95 msgid "To configure the API credentials, and activate the shipping carrier, begin by going to :menuselection:`Inventory app --> Configuration --> Shipping Methods`, and select the desired delivery method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:100 msgid "The list often includes **two** delivery methods from the same :guilabel:`Provider`: one for international shipping and one for domestic shipping." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:103 msgid "Additional delivery methods can be created for specific purposes, such as :doc:`packaging <../../product_management/configure/packaging>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:107 msgid ":doc:`Configure delivery methods <../setup_configuration>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:110 msgid "Ensure the delivery method is published when it should be available on the *Website* app. To publish a delivery method on the website, click the desired delivery method, then click the :guilabel:`Unpublished` smart button. Doing so changes that smart button to read: :guilabel:`Published`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:115 msgid "The :guilabel:`Shipping Method` page contains details about the provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:117 msgid ":guilabel:`Shipping Method` (*Required field*): the name of the delivery method (e.g. `FedEx US`, `FedEx EU`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:119 msgid ":guilabel:`Website`: configure shipping methods for an *eCommerce* page that is connected to a specific website in the database. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:122 msgid ":guilabel:`Provider` (*Required field*): choose the third-party delivery service, like FedEx. Upon choosing a provider, the :guilabel:`Integration Level`, :guilabel:`Invoicing Policy` and :guilabel:`Insurance Percentage` fields become available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:125 msgid ":guilabel:`Integration Level`: choose :guilabel:`Get Rate` to simply get an :ref:`estimated shipment cost ` on an |SO| or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:129 msgid "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate shipping labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:134 msgid ":guilabel:`Delivery Product` (*Required field*): the delivery charge name that is added to the |SO| or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:136 msgid ":guilabel:`Invoicing Policy`: select and calculate an :guilabel:`Estimated cost` of shipping directly from the shipping carrier. If the :guilabel:`Real cost` of shipping is wanted instead, refer to :doc:`Invoice real shipping costs ` document." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:139 msgid ":guilabel:`Margin on Rate`: specify an additional percentage amount added to the base shipping rate to cover extra costs, such as handling fees, packaging materials, exchange rates, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:141 msgid ":guilabel:`Free if order amount is above`: enables free shipping for orders surpassing a specified amount entered in the corresponding :guilabel:`Amount` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:143 msgid ":guilabel:`Insurance Percentage`: specify a percentage amount of the shipping costs reimbursed to the senders if the package is lost or stolen in transit." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:150 msgid "Screenshot of a FedEx shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:150 msgid "**Shipping Method** configuration page for `FedEx US`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:152 msgid "In the :guilabel:`Configuration` tab, fill out the API credential fields (e.g. API key, password, account number, etc.). Depending on the third-party shipping carrier chosen in the :guilabel:`Provider` field, the :guilabel:`Configuration` tab will contain different required fields. For more details about configuring specific carriers' credentials, refer to the following documents:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:159 msgid ":doc:`DHL credentials `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:160 msgid ":doc:`Sendcloud credentials `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:161 msgid ":doc:`UPS credentials `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:166 msgid "Production environment" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:168 msgid "With the delivery method details configured, click the :guilabel:`Test Environment` smart button to set it to :guilabel:`Production Environment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:172 msgid "Setting the delivery method to :guilabel:`Production` creates **real** shipping labels, and users are at risk of being charged through their carrier account (e.g. UPS, FedEx, etc.) **before** users charge customers for shipping. Verify all configurations are correct before launching the delivery method to :guilabel:`Production`." msgstr "" @@ -11100,11 +12299,11 @@ msgstr "" msgid "Show the \"Test Environment\" smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:186 msgid "Ensure the warehouse's :guilabel:`Address` (including ZIP code) and :guilabel:`Phone` number are entered accurately. To do that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`, and select the desired warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:190 msgid "On the warehouse configuration page, open the warehouse contact page by clicking the :guilabel:`Company` field." msgstr "" @@ -11112,7 +12311,7 @@ msgstr "" msgid "Highlight the \"Company\" field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:197 msgid "Verify that the :guilabel:`Address` and :guilabel:`Phone` number are correct, as they are required for the shipping connector to work properly." msgstr "" @@ -11120,15 +12319,15 @@ msgstr "" msgid "Show company address and phone number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:207 msgid "Product weight" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:209 msgid "For the carrier integration to work properly, specify the weight of products by going to :menuselection:`Inventory app --> Products --> Products`, and selecting the desired product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:212 msgid "Then, switch to the :guilabel:`Inventory` tab, and define the :guilabel:`Weight` of the product in the :guilabel:`Logistics` section." msgstr "" @@ -11136,23 +12335,23 @@ msgstr "" msgid "Display the \"Weight\" field in the Inventory tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:220 msgid "Apply third-party shipping carrier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:222 msgid "Shipping carriers can be applied on a :abbr:`SO (Sales Order)`, invoice, or delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:220 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:224 msgid "After configuring the third-party carrier's :ref:`delivery method ` in Odoo, create or navigate to a quotation by going to :menuselection:`Sales app --> Orders --> Quotations`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:231 msgid "Sales order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:233 msgid "To assign a third-party shipping carrier, and get an estimated cost of shipping, begin by going to :menuselection:`Sales app --> Orders --> Quotations`. Create or select an existing quotation, and add the cost of shipping through a third-party carrier to a quotation, by clicking the :guilabel:`Add Shipping` button in the bottom-right corner of the :guilabel:`Order Lines` tab." msgstr "" @@ -11160,35 +12359,35 @@ msgstr "" msgid "Show the \"Add shipping\" button at the bottom of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:242 msgid "In the resulting :guilabel:`Add a shipping method` pop-up window, select the intended carrier from the :guilabel:`Shipping Method` drop-down menu. The :guilabel:`Cost` field is automatically filled based on:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:246 msgid "the amount specified in the :guilabel:`Total Order Weight` field (if it is not provided, the sum of :ref:`product weights ` in the order is used)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:244 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:248 msgid "the distance between the warehouse's :ref:`source address ` and the customer's address." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:253 msgid "After selecting a third-party provider in the :guilabel:`Shipping Method` field, click :guilabel:`Get Rate` in the :guilabel:`Add a shipping method` pop-up window to get the estimated cost through the shipping connector. Then, click the :guilabel:`Add` button to add the delivery charge to the |SO| or invoice." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:255 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:259 msgid ":doc:`Charge customers for shipping after product delivery `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:266 msgid "For users making shipments without installing the *Sales* app, assign the shipping carrier to the delivery order, by first going to the :menuselection:`Inventory` app. Then, from the :guilabel:`Inventory Overview` dashboard, select the :guilabel:`Delivery Orders` operation type, and choose the desired delivery order that is not already marked as :guilabel:`Done` or :guilabel:`Cancelled`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:268 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:272 msgid "In the :guilabel:`Additional info` tab, set the :guilabel:`Carrier` field to the desired third-party shipping carrier. When the delivery method is set to :ref:`production mode `, a :guilabel:`Tracking Reference` is provided." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:278 msgid ":doc:`Generate shipping labels `" msgstr "" @@ -11196,39 +12395,39 @@ msgstr "" msgid "Show the delivery order's \"Additional info\" tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:283 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:287 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:285 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:289 msgid "Since shipping connectors can sometimes be complex to set up, here are some checks to try when things are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:292 msgid "Ensure the :ref:`warehouse information ` (e.g., address and phone number) in Odoo is correct **and** matches the records saved in the shipping provider's website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:291 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:295 msgid "Verify that the :ref:`package type ` and parameters are valid for the shipping carrier. To check, ensure the shipment can be directly created on the shipping carrier's website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:294 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:298 msgid "When encountering a price mismatch between Odoo's estimated cost and the provider's charge, first ensure the delivery method is set to :ref:`production environment `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:298 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:302 msgid "Then, create the shipment in both the carrier's website and Odoo, and verify the prices are the same across Odoo, the shipping provider, and in the *debug logs*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:306 msgid "When checking for a price mismatch in the debug logs, if the request says the package weighs six kilograms, but the response from FedEx says the package weights seven kilograms, it concludes that the issue is on FedEx's side." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:307 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:311 msgid "Debug log" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:313 msgid "Track shipping data inconsistencies by activating debug logging. To do that, go to the delivery method's configuration page (:menuselection:`Inventory app --> Configuration --> Shipping Method`), and select the desired shipping method. Click the :guilabel:`No Debugging` smart button to activate :guilabel:`Debug Requests`." msgstr "" @@ -11236,11 +12435,11 @@ msgstr "" msgid "Show the \"No Debug\" smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:322 msgid "With :guilabel:`Debug Requests` activated, each time the shipping connector is used to estimate the cost of shipping, records are saved in the :guilabel:`Logging` report. To access the report, turn on :ref:`developer mode `, and go to :menuselection:`Settings app --> Technical --> Database Structure section --> Logging`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:324 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:328 msgid "Logs are created for a shipping method each time the :ref:`Get Rate ` button is clicked on :abbr:`SOs (Sales Orders)` and invoices, **and** when a customer adds the shipping carrier to their order through the *Website* app." msgstr "" @@ -11248,7 +12447,7 @@ msgstr "" msgid "Show how to find the \"Logging\" option from the \"Technical\" menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:333 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:337 msgid "Click the *HTTP request* line item to open a detailed page, and verify the correct information is sent from Odoo to the shipping carrier. In the *HTTP response*, verify that the same information is received." msgstr "" @@ -11817,7 +13016,7 @@ msgid "View locations should **not** contain products, but it is possible to mov msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:66 -msgid ":guilabel:`Internal Location`: storage locations within the warehouse. Items stored in these locations are accounted for in :doc:`inventory valuation `." +msgid ":guilabel:`Internal Location`: storage locations within the warehouse. Items stored in these locations are accounted for in :doc:`inventory valuation <../product_management/inventory_valuation/using_inventory_valuation>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:70 @@ -12676,976 +13875,6 @@ msgstr "" msgid "Example warehouse form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst:5 -msgid "Inventory valuation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:3 -msgid "Landed costs" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:12 -msgid "When shipping products to customers, the landed cost is the total price of a product or shipment, including all expenses associated with shipping the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:15 -msgid "In Odoo, the *Landed Costs* feature is used to take additional costs into account when calculating the valuation of a product. This includes the cost of shipment, insurance, customs duties, taxes, and other fees." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:22 -msgid "To add landed costs to products, the *Landed Costs* feature must first be enabled. To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll to the :guilabel:`Valuation` section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:26 -msgid "Tick the checkbox next to the :guilabel:`Landed Costs` option, and click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:29 -msgid "Once the page refreshes, a new :guilabel:`Default Journal` field appears below the :guilabel:`Landed Costs` feature in the :guilabel:`Valuation` section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:32 -msgid "Click the :guilabel:`Default Journal` drop-down menu to reveal a list of accounting journals. Select a journal for which all accounting entries related to landed costs should be recorded." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Landed Costs feature and resulting Default Journal field in the Inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:40 -msgid "Create landed cost product" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:42 -msgid "For charges that are consistently added as landed costs, a landed cost product can be created in Odoo. This way, a landed cost product can be quickly added to a vendor bill as an invoice line, instead of having to be manually entered every time a new vendor bill is created." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:46 -msgid "To do this, create a new product by going to :menuselection:`Inventory app --> Products --> Products`, and clicking :guilabel:`New`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:49 -msgid "Assign a name to the landed cost product in the :guilabel:`Product Name` field (i.e. `International Shipping`). In the :guilabel:`Product Type` field, click the drop-down menu, and select :guilabel:`Service` as the :guilabel:`Product Type`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:54 -msgid "Landed cost products **must** have their :guilabel:`Product Type` set to :guilabel:`Service`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:56 -msgid "Click the :guilabel:`Purchase` tab, and tick the checkbox next to :guilabel:`Is a Landed Cost` in the :guilabel:`Vendor Bills` section. Once ticked, a new :guilabel:`Default Split Method` field appears below it, prompting a selection. Clicking that drop-down menu reveals the following options:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:60 -msgid ":guilabel:`Equal`: splits the cost equally across each product included in the receipt, regardless of the quantity of each." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:62 -msgid ":guilabel:`By Quantity`: splits the cost across each unit of all products in the receipt." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:63 -msgid ":guilabel:`By Current Cost`: splits the cost according to the cost of each product unit, so a product with a higher cost receives a greater share of the landed cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:65 -msgid ":guilabel:`By Weight`: splits the cost, according to the weight of the products in the receipt." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:66 -msgid ":guilabel:`By Volume`: splits the cost, according to the volume of the products in the receipt." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Is a Landed Cost checkbox and Default Split Method on service type product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:72 -msgid "When creating new vendor bills, this product can be added as an invoice line as a landed cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:75 -msgid "To apply a landed cost on a vendor bill, the products included in the original |PO| **must** belong to a *Product Category* with its *Force Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either |AVCO| or |FIFO|, and the valuation method can be :doc:`manual ` or :doc:`automatic `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:83 -msgid "Navigate to :menuselection:`Purchase app --> New` to create a new request for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order products from. Then, click :guilabel:`Add a product`, under the :guilabel:`Products` tab, to add products to the |RfQ|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:87 -msgid "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, click :guilabel:`Receive Products` once the products have been received, followed by :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:91 -msgid "Create vendor bill" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:93 -msgid "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be created from the |PO| in Odoo." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:96 -msgid "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for which a vendor bill should be created. Then, click :guilabel:`Create Bill`. This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:100 -msgid "In the :guilabel:`Bill Date` field, click the line to open a calendar popover menu, and select the date on which this draft bill should be billed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:103 -msgid "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`, and click the drop-down menu in the :guilabel:`Product` column to select the previously-created landed cost product. Click the :icon:`fa-cloud-upload` :guilabel:`(cloud with arrow)` icon to manually save and update the draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Landed Costs column checkboxes for product and landed cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:112 -msgid "In the :guilabel:`Landed Costs` column, the product ordered from the vendor does **not** have its checkbox ticked, while the landed cost product's checkbox **is** ticked. This differentiates landed costs from all other costs displayed on the bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:116 -msgid "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` button appears." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Create Landed Costs button on vendor bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:123 -msgid "Add landed cost" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:125 -msgid "Once a landed cost is added to the vendor bill, click :guilabel:`Create Landed Costs` at the top of the vendor bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:128 -msgid "Doing so automatically creates a landed cost record, with a set landed cost pre-filled in the product line in the :guilabel:`Additional Costs` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:131 -msgid "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-down menu, and select which transfer the landed cost belongs to." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Landed cost form with selected receipt transfer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:139 -msgid "In addition to creating landed costs directly from a vendor bill, landed cost records can *also* be created by navigating to :menuselection:`Inventory app --> Operations --> Landed Costs`, and clicking :guilabel:`New`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:143 -msgid "After setting the picking from the :guilabel:`Transfers` drop-down menu, click :guilabel:`Compute` (at the bottom of the form, under the :guilabel:`Total:` cost)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:146 -msgid "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the landed costs. The :guilabel:`Original Value` column lists the original price of the |PO|, the :guilabel:`Additional Landed Cost` column displays the landed cost, and the :guilabel:`New Value` displays the sum of the two, for the total cost of the |PO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:151 -msgid "Once ready, click :guilabel:`Validate` to post the landed cost entry to the accounting journal." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:153 -msgid "This causes a :guilabel:`Valuation` smart button to appear at the top of the form. Click the :guilabel:`Valuation` smart button to open a :guilabel:`Stock Valuation` page, with the product's updated valuation listed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:158 -msgid "For a :guilabel:`Valuation` smart button to appear upon validation, the product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:161 -msgid "To view the valuation of *every* product, including landed costs, navigate to :menuselection:`Inventory app --> Reporting --> Valuation`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:165 -msgid "Each journal entry created for a landed cost on a vendor bill can be viewed in the *Accounting* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:168 -msgid "To locate these journal entries, navigate to :menuselection:`Accounting app --> Accounting --> Journal Entries`, and locate the correct entry, by number (i.e. `PBNK1/2024/XXXXX`)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:171 -msgid "Click into the journal entry to view the :guilabel:`Journal Items`, and other information about the entry." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:0 -msgid "Journal Entry form for landed cost created from vendor bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:3 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:15 -msgid "Automatic inventory valuation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:7 -msgid "All of a company's stock on-hand contributes to the valuation of its inventory. That value should be reflected in the company's accounting records to accurately show the value of the company and all of its assets." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:11 -msgid "By default, Odoo uses a periodic inventory valuation (also known as manual inventory valuation). This method implies that the accounting team manually posts journal entries, based on the physical inventory of the company, and warehouse employees take the time to count the stock. In Odoo, each product category reflects this, with the :guilabel:`Costing Method` set to :guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not visible by default) set to :guilabel:`Manual`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:-1 -msgid "The Costing Method field is located on the Product Categories form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:21 -msgid "Alternatively, perpetual (automatic) inventory valuation creates real-time *journal entries* in the *Accounting* app whenever stock enters or leaves the company's warehouse." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:24 -msgid "This document is focused on the proper setup of automatic inventory valuation, which is an integrated valuation method that ensures journal entries in the *Accounting* app match stock valuation updates in the *Inventory* app. For an introduction of inventory valuation in Odoo, refer to the :doc:`using_inventory_valuation` documentation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:30 -msgid "Switching from manual to automatic inventory valuation may cause discrepancies between stock valuation and accounting journals." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:33 -msgid "One `successful strategy `_ for switching to automated valuation:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:35 -msgid "Clear existing stock (possibly with an :doc:`inventory adjustment <../inventory_management/count_products>`)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:37 -msgid "Change the inventory valuation method to *Automatic*" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:38 -msgid "Return the existing stock, with the original monetary value (using an inventory adjustment)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:40 -msgid "Once the existing stock is recovered, the Odoo *Accounting* app automatically generates the journal entries to corresponding stock valuation records." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:46 -msgid "To properly set up automatic inventory valuation, follow these steps in Odoo:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:48 -msgid ":ref:`Install Accounting app and enable specific settings `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:50 -msgid ":ref:`Set Automatic inventory valuation on product categories `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:52 -msgid ":ref:`Set costing method `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:57 -msgid "Accounting setup" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:59 -msgid "To use automatic inventory valuation, install the *Accounting* app. Next, go to :menuselection:`Accounting app --> Configuration --> Settings`, and in the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic Accounting` checkbox. Then, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:65 -msgid "Enabling :guilabel:`Automatic Accounting` shows the previously invisible *Inventory Valuation* field on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:-1 -msgid "Automatic Accounting feature in Stock Valuation section of Settings page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:72 -msgid "Refer to the :ref:`Expense ` and :ref:`Stock input/output ` sections of documentation for details on configuring the accounting journals shown." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:79 -msgid "Product category setup" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:81 -msgid "After :ref:`enabling inventory valuation `, the next step is to set the product category to use automatic inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:84 -msgid "Go to :menuselection:`Inventory app --> Configuration --> Product Categories`, and select the desired product category. In the :guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory Valuation` field to :guilabel:`Automated`. Repeat this step for every product category intending to use automatic inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:90 -msgid "After enabling automatic accounting, each new stock move layer (SVL), that is created during inventory valuation updates, generates a journal entry." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:-1 -msgid "Inventory Valuation field on the product category, with its various stock accounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:100 -msgid "Costing method" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:102 -msgid "After :ref:`enabling inventory valuation `, the *costing method* for calculating and recording inventory costs is defined on the product category in Odoo." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:106 -msgid "Go to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category. In the :guilabel:`Inventory Valuation` section, select the appropriate :guilabel:`Costing Method`:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:113 -msgid "Standard Price" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:115 -msgid "The default costing method in Odoo. The cost of the product is manually defined on the product form, and this cost is used to compute the valuation. Even if the purchase price on a purchase order differs, the valuation is the cost defined on the product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:123 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:164 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:235 -msgid "Operation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:124 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:165 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:236 -msgid "Unit Cost" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:125 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:166 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:237 -msgid "Qty On Hand" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:126 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:167 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:238 -msgid "Incoming Value" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:127 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:168 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:239 -msgid "Inventory Value" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:129 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:134 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:139 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:144 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:149 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:175 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:246 -msgid "$10" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:130 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:171 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:242 -msgid "0" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:132 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:170 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:241 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:244 -msgid "$0" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:133 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:174 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:245 -msgid "Receive 8 products for $10/unit" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:135 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:176 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:247 -msgid "8" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:177 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:248 -msgid "8 * $10" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:137 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:178 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:249 -msgid "$80" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:138 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:179 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:250 -msgid "Receive 4 products for $16/unit" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:140 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:181 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:252 -msgid "12" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:141 -msgid "4 * $10" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:142 -msgid "$120" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:143 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:184 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:255 -msgid "Deliver 10 products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:146 -msgid "-10 * $10" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:147 -msgid "$20" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:148 -msgid "Receive 2 products for $9/unit" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:150 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:191 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:263 -msgid "4" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:151 -msgid "2 * $10" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:152 -msgid "$40" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:154 -msgid "Average Cost (AVCO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:156 -msgid "Calculates the valuation of a product based on the average cost of that product, divided by the total number of available stock on-hand. With this costing method, inventory valuation is *dynamic*, and constantly adjusts based on the purchase price of products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:185 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:251 -msgid "$12" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:182 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:253 -msgid "4 * $16" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:183 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:254 -msgid "$144" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:187 -msgid "-10 * $12" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:188 -msgid "$24" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:189 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:261 -msgid "Receive 2 products for $6/unit" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:190 -msgid "$9" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:192 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:264 -msgid "2 * $6" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:193 -msgid "$36" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:195 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:267 -msgid "How are unit cost and inventory value calculated at each step?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:197 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:269 -msgid "When receiving four products for $16 each:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:199 -msgid "Inventory value is calculated by adding the previous inventory value with the incoming value: :math:`$80 + (4 * $16) = $144`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:201 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:273 -msgid "Unit cost is calculated by dividing the inventory value by the quantity on-hand: :math:`$144 / 12 = $12`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:204 -msgid "When delivering ten products, the average unit cost is used to calculate the inventory value, regardless of the purchase price of the product. Therefore, inventory value is :math:`$144 + (-10 * $12) = $24`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:208 -msgid "Receive two products for $6 each:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:210 -msgid "Inventory value: :math:`$24 + (2 * $6) = $36`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:211 -msgid "Unit cost: :math:`$36 / 4 = $9`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:214 -msgid "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing Method`, changing the numerical value in the *Cost* field for products in the respective product category creates a new record in the *Inventory Valuation* report to adjust the value of the product. The *Cost* amount is then automatically updated, based on the average purchase price of both the inventory on-hand and the costs accumulated from validated purchase orders." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:221 -msgid "First In First Out (FIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:223 -msgid "Tracks the costs of incoming and outgoing items in real-time, and uses the real price of the products to change the valuation. The oldest purchase price is used as the cost for the next good sold, until an entire lot of that product is sold. When the next inventory lot moves up in the queue, an updated product cost is used based on the valuation of that specific lot." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:228 -msgid "This method is arguably the most accurate inventory valuation method for a variety of reasons, but it is highly sensitive to input data and human error." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:256 -msgid "$16" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "-8 * $10" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "-2 * $16" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:260 -msgid "$32" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:262 -msgid "$11" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:265 -msgid "$44" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:271 -msgid "Inventory value is calculated by adding the previous inventory value to the incoming value: :math:`$80 + (4 * $16) = $144`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:276 -msgid "When delivering ten products, eight units were purchased for $10, and two units were purchased for $16." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:279 -msgid "First, the incoming value is calculated by multiplying the on-hand quantity by the purchased price: :math:`(-8 * $10) + (-2 * $16) = -112`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:281 -msgid "The inventory value is calculated by subtracting the incoming value from the previous inventory value: :math:`$144 - $112 = $32`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:283 -msgid "Unit cost is calculated by dividing the inventory value by the remaining quantity: :math:`$32 / 2 = $16`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:286 -msgid "When receiving two products for $6, inventory value is :math:`$32 + $12 = $44`. Unit cost is :math:`$44 / 4 = $11`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:290 -msgid "Changing the costing method greatly impacts inventory valuation. It is highly recommended to consult an accountant first before making any adjustments here." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:294 -msgid ":doc:`using_inventory_valuation`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:296 -msgid "When the :guilabel:`Costing Method` is changed, products already in stock that were using the :guilabel:`Standard` costing method **do not** change value; rather, the existing units keep their value, and any product moves from then on affect the average cost, and the cost of the product will change. If the value in the :guilabel:`Cost` field on a product form is changed manually, Odoo generates a corresponding record in the *Inventory Valuation* report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:303 -msgid "It is possible to use different valuation settings for different product categories." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:308 -msgid "Types of accounting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:310 -msgid "With automated inventory valuation set up, the generated journal entries depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:314 -msgid "Verify the accounting mode by activating the :ref:`developer-mode`, and navigating to :menuselection:`Accounting app --> Configuration --> Settings`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:317 -msgid "Then, in the :guilabel:`Search...` bar, look for `Anglo-Saxon Accounting`, to see if the feature is enabled. If it is **not** enabled, *Continental* accounting mode is in use." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Anglo-Saxon accounting mode feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:324 -msgid "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported when products are sold or delivered. This means the cost of a good is only recorded as an expense when a customer is invoiced for a product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:328 -msgid "So, for **manual** valuation method, set the *Expense Account* to *Stock Valuation* for the current asset type; for **automatic** valuation method, set the *Expense Account* to an *Expenses* or a *Cost of Revenue* type (e.g. *Cost of Production*, *Cost of Goods Sold*, etc.)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:332 -msgid "In *Continental* accounting, the cost of a good is reported as soon as a product is received into stock. Because of this, the *Expense Account* can be set to **either** *Expenses* or a *Cost of Revenue* type, however, it is more commonly set to an *Expenses* account." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:336 -msgid "Refer to the :ref:`Expense ` and :ref:`Stock input/output ` sections for details on configuring each account type." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:343 -msgid "Expense account" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:345 -msgid "To configure the *expense account*, which is used in both manual and automatic inventory valuation, go to the :guilabel:`Account Properties` section of the intended product category (:menuselection:`Inventory app --> Configuration --> Product Categories`). Then, choose an existing account from the :guilabel:`Expense Account` drop-down menu." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:350 -msgid "To ensure the chosen account is the correct :guilabel:`Type,` click the |right arrow| icon to the right of the account. Then, set the account type based on the information below." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:355 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:423 -msgid "Anglo-Saxon" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:359 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:386 -msgid "Automated" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:361 -msgid "In Anglo-Saxon accounting for automated inventory valuation, set the :guilabel:`Expense Account` to the `Expenses` account. Then, click the |right arrow| icon to the right of the account." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:365 -msgid "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of Revenue` from the :guilabel:`Type` drop-down menu." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show **Expense Account** field, and external link icon." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:372 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:391 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:233 -msgid "Manual" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:374 -msgid "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock Valuation` from the field's drop-down menu. Verify the account's type by clicking the |right arrow| icon, and then ensure the :guilabel:`Type` is :guilabel:`Current Assets`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the **Expense Account** field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:382 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:441 -msgid "Continental" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:388 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:393 -msgid "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or :guilabel:`Cost of Revenue` account type." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:399 -msgid "Stock input/output (automated only)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:401 -msgid "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output Account`, go to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:405 -msgid "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. Doing so makes the :guilabel:`Account Stock Properties` section appear. These accounts are defined as follows:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:408 -msgid ":guilabel:`Stock Valuation Account`: when automated inventory valuation is enabled on a product, this account will hold the current value of the products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:410 -msgid ":guilabel:`Stock Journal`: accounting journal where entries are automatically posted when a product's inventory valuation changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:412 -msgid ":guilabel:`Stock Input Account`: counterpart journal items for all incoming stock moves will be posted in this account, unless there is a specific valuation account set on the source location. This is the default value for all products in a given category, and can also be set directly on each product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:416 -msgid ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing stock moves will be posted in this account, unless there is a specific valuation account set on the destination location. This is the default value for all products in a given category, and can also be set directly on each product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:425 -msgid "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and :guilabel:`Stock Output Account` are set to *different* :guilabel:`Current Assets` accounts. This way, delivering products and invoicing the customer balance the *Stock Output* account, while receiving products and billing vendors balance the *Stock Input* account." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:430 -msgid "To modify the account type, go to the click the |right arrow| icon to the right of the stock input/output account. In the pop-up window, choose :guilabel:`Current Assets` from the :guilabel:`Type` drop-down menu." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Display account setup page, highlighting the **Type** field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:438 -msgid "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current Asset* account type." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:443 -msgid "In Continental accounting, the :guilabel:`Stock Input Account` and :guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current Assets` account. That way, one account can be balanced when items are bought and sold." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:448 -msgid "The stock input and output accounts are both set to `Stock Interim (Received)`, a :guilabel:`Current Assets` account type. They can also be set to the `Stock Interim (Delivered)`, as long as the input and output accounts are assigned to the **same** account." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:0 -msgid "Show the Stock Input and Output accounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:458 -msgid "Inventory valuation reporting" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:460 -msgid "To start, go to :menuselection:`Accounting app --> Reporting --> Balance Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-down menu, and look for the nested :guilabel:`Stock Valuation`, :guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim (Delivered)` lines." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:466 -msgid "At the top of the dashboard, click the :guilabel:`As of [date]` button to display accounting records up to a specified date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:470 -msgid ":ref:`Stock accounts and what they do `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:471 -msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:-1 -msgid "See the full inventory valuation breakdown in Odoo Accounting app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:477 -msgid "Access more specific information by clicking the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon to the right of the desired journal. Select :guilabel:`General Ledger` to see a list of all of the journal entries, where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can be clicked to reveal the :guilabel:`View Journal Entry` option to open the individualized journal entry." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:483 -msgid "Additionally, annotations to the :guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, filling in the text box, and clicking :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:-1 -msgid "Show Stock Valuation journals in a list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:3 -msgid "Using inventory valuation" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:7 -msgid "*Inventory valuation* is a quintessential accounting procedure that calculates the value of on-hand stock. Once determined, the inventory valuation amount is then incorporated into a company's overall value." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:11 -msgid "In Odoo, this process can be conducted manually— by warehouse employees physically counting the products— or automatically through the database." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:17 -msgid "To use Odoo to automatically generate a trail of inventory valuation entries, first navigate to the :menuselection:`Product Categories` list by going to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category. On the form, set the :guilabel:`Inventory Valuation` as :guilabel:`Automated` and the :guilabel:`Costing Method` to any of the three options." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:24 -msgid ":doc:`Set up inventory valuation `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:26 -msgid "In order to understand how moving products in and out of stock affects the company's overall value, consider the following product and stock moves scenario below." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:30 -msgid "Receive a product" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:32 -msgid "To track the value of incoming products, such as a simple *table*, configure the product category on the the product itself. To get there, navigate to :menuselection:`Inventory app --> Products --> Products` and click the desired product. On the product form, click the :guilabel:`➡️ (right arrow)` icon beside the :guilabel:`Product Category` field, which opens an internal link to edit the product category. Next, set the :guilabel:`Costing Method` as :guilabel:`First In First Out (FIFO)` and :guilabel:`Inventory Valuation` as :guilabel:`Automated`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:40 -msgid "Alternatively access the :guilabel:`Product Categories` dashboard by navigating to :menuselection:`Inventory app --> Configuration --> Product Categories` and select the desired product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:44 -msgid "Next, assume 10 tables are purchased at a price of $10.00, each. The :abbr:`PO (Purchase Order)` for those tables will show the subtotal of the purchase as $100, plus any additional costs or taxes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:-1 -msgid "Purchase order with 10 tables products valued at $10.00 each." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:51 -msgid "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, the :guilabel:`Valuation` smart button is enabled. Clicking on this button displays a report showing how the inventory valuation for the table was affected by this purchase." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:56 -msgid ":ref:`Developer mode ` **must** be turned on to see the :guilabel:`Valuation` smart button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:60 -msgid "The :doc:`consignment <../../shipping_receiving/daily_operations/owned_stock>` feature allows ownership to items in stock. Thus, products owned by other companies are not accounted for in the host company's inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:-1 -msgid "See Valuation smart button on a receipt, with Developer mode enabled." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:68 -msgid "For a comprehensive dashboard that includes the inventory valuation of all product shipments, inventory adjustments, and warehouse operations, refer to the :ref:`stock valuation report `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:73 -msgid "Deliver a product" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:75 -msgid "In the same logic, when a table is shipped to a customer and leaves the warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart button on the :abbr:`DO (Delivery Order)`, likewise, displays the stock valuation record as it does on a :abbr:`PO (Purchase Order)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:-1 -msgid "Decreased stock valuation after a product is shipped." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:86 -msgid "Inventory valuation report" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:88 -msgid "To view the current value of all products in the warehouse, first turn on :ref:`Developer mode ` and navigate to :menuselection:`Inventory app --> Reporting --> Valuation`. The :guilabel:`Stock Valuation` dashboard displays detailed records of products with the :guilabel:`Date`, :guilabel:`Quantity`, :guilabel:`Unit Value`, and :guilabel:`Total Value` of the inventory." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:95 -msgid ":ref:`Developer mode ` **must** be enabled to see the :guilabel:`Valuation` option under :guilabel:`Reporting`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:-1 -msgid "Inventory valuation report showing multiple products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:102 -msgid "The :guilabel:`Valuation At Date` button, located in the top-left corner of the :guilabel:`Stock Valuation` page, reveals a pop-up window. In this pop-up, the inventory valuation of products available during a prior specified date can be seen and selected." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:107 -msgid "View a detailed record of a product's inventory value, stock move, and on-hand stock by selecting the teal :guilabel:`➡️ (right arrow)` button to the right of the :guilabel:`Reference` column value." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:112 -msgid "Update product unit price" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:114 -msgid "For any company: lead times, supply chain failures, and other risk factors can contribute to invisible costs. Although Odoo attempts to accurately represent the stock value, *manual valuation* serves as an additional tool to update the unit price of products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:119 -msgid "Manual valuation is intended for products that can be purchased and received for a cost greater than 0, or have product categories set with :guilabel:`Costing Method` set as either :guilabel:`Average Cost (AVCO)` or :guilabel:`First In First Out (FIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:-1 -msgid "Add manual valuation of stock value to a product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:127 -msgid "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard by first navigating to :menuselection:`Inventory app --> Reporting --> Valuation`. Next, to enable the *product revaluation* feature, select :menuselection:`Group by --> Product` to organize all the records by product. Click on the gray :guilabel:`▶️ (drop-down triangle)` icon to reveal stock valuation line items below, as well as a teal :guilabel:`➕ (plus)` button on the right." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:133 -msgid "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product Revaluation` form. Here, the inventory valuation for a product can be recalculated, by increasing or decreasing the unit price of each product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:138 -msgid "The :guilabel:`▶️ (drop-down triangle)` and :guilabel:`➕ (plus)` buttons are only visible after grouping entries by product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:-1 -msgid "Product revaluation form adding a value of $1.00 with the reason being inflation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:146 -msgid "Inventory valuation journal entries" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:148 -msgid "In Odoo, automatic inventory valuation records are also recorded in the :menuselection:`Accounting app --> Accounting --> Journal Entries` dashboard. On this comprehensive list of accounting entries, inventory valuation records are identified by checking values in the :guilabel:`Journal` column, or looking for the :guilabel:`Reference` column value which matches the warehouse operation reference (e.g. `WH/IN/00014` for receipts)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:154 -msgid "Clicking on an inventory valuation journal entry opens a *double-entry accounting* record. These records are generated by Odoo to track the change of value in inventory valuation as products are moved in and out of the warehouse." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:159 -msgid "To view the inventory valuation of 10 *tables*, costing $10.00 each, upon reception from the vendor, go to the :menuselection:`Journal Entries` page found in :menuselection:`Accounting app --> Accounting --> Journal Entries`. Here, click the journal line where the :guilabel:`Reference` column value matches the reference on the receipt, `WH/IN/00014`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:0 -msgid "Stock valuation page depicting the products within a shipment." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:168 -msgid "`Stock interim` is a holding account for money intended to pay vendors for the product. The `stock valuation` account stores the value of all on-hand stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:0 -msgid "Accounting entry for the inventory valuation of 10 tables." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:176 -msgid "`Odoo Tutorial: Inventory Valuation `_" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:13 msgid "In Odoo, there are two strategies for automatically replenishing inventory: *reordering rules* and the *make to order (MTO)* route. Although these strategies differ slightly, they both have similar consequences: triggering the automatic creation of a |PO| or |MO|. The choice of which strategy to use depends on the business's manufacturing and delivery processes." msgstr "" @@ -14311,124 +14540,144 @@ msgstr "" msgid "Replenish on order (MTO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:9 -msgid "*Replenish on order*, also known as *MTO* (make to order), is a replenishment strategy that creates a draft order for a product every time a sales order is created for it. For products that are purchased from a vendor, a request for quotation (RFQ) is created, while a sales order for a product manufactured in-house triggers the creation of a manufacturing order. The creation of a |RFQ| or manufacturing order occurs every time a sales order is created, regardless of the current stock level of the product being ordered." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:13 +msgid "*Replenish on order*, also known as *MTO* (make to order), is a replenishment strategy that creates a draft order for a product every time it is required to fulfill a sales order (SO), or when it is needed as a component in a manufacturing order (MO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:17 -msgid "Unarchive the Replenish on Order (MTO) route" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:19 -msgid "By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| is a somewhat niche workflow that is only used by certain companies. However, it is easy to unarchive the route in just a few simple steps." +msgid "For products that are purchased from a vendor, a request for quotation (RFQ) is created to replenish the product, while an |MO| is created for products that are manufactured. The creation of an |RFQ| or |MO| occurs every time an |SO| or |MO| that requires the product is confirmed, regardless of the current stock level of the product being ordered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:23 -msgid "To do so, begin by navigating to :menuselection:`Inventory --> Configuration --> Routes`. On the :guilabel:`Routes` page, click the :guilabel:`Filters` button and select the :guilabel:`Archived` option. This shows all routes that are currently archived." +msgid "In order to use the |MTO| route, the :guilabel:`Multi-Step Routes` feature must be enabled. To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and tick the checkbox next to :guilabel:`Multi-Step Routes`, under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:27 +msgid "Finally, click :guilabel:`Save` to save the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:30 +msgid "Unarchive MTO route" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:32 +msgid "By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| is a somewhat niche workflow that is only used by certain companies. However, it is easy to unarchive the route in just a few simple steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:36 +msgid "To do so, begin by navigating to :menuselection:`Inventory app --> Configuration --> Routes`. On the :guilabel:`Routes` page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon on the right side of the search bar, and click the :guilabel:`Archived` filter to enable it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:-1 msgid "The archived filter on the Routes page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:31 -msgid "Enable the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click the :guilabel:`Action` button to reveal a drop-down menu. From the drop-down menu, select :guilabel:`Unarchive`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:44 +msgid "After enabling the :guilabel:`Archived` filter, the :guilabel:`Routes` page shows all routes which are currently archived. Tick the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu. From the drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:-1 msgid "The unarchive action on the Routes page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:38 -msgid "Finally, remove the :guilabel:`Archived` filter from the :guilabel:`Search...` bar. The :guilabel:`Routes` page will now show all available routes, including :guilabel:`Replenish on Order (MTO)`, which is now selectable on the inventory tab of each product page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:-1 -msgid "The MTO route appears on the Routes page after unarchiving it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:47 -msgid "Configure a product to use the MTO route" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:49 -msgid "With the |MTO| route unarchived, products can now be properly configured to use replenish on order. To do so, begin by going to :menuselection:`Inventory --> Products --> Products`, then select an existing product, or click :guilabel:`Create` to configure a new one." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:53 -msgid "On the product page, select the :guilabel:`Inventory` tab and enable the :guilabel:`Replenish on Order (MTO)` route in the :guilabel:`Routes` section, along with one other route." +msgid "Finally, remove the :guilabel:`Archived` filter from the search bar. The :guilabel:`Routes` page now shows all unarchived routes, including :guilabel:`Replenish on Order (MTO)`, which is selectable on the *Inventory* tab of each product page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:57 -msgid "The :guilabel:`Replenish on Order (MTO)` route **does not** work unless another route is selected as well. This is because Odoo needs to know how to replenish the product when an order is placed for it (buy it, manufacture it, etc.)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:58 +msgid "Configure product for MTO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:60 +msgid "With the |MTO| route unarchived, products can now be properly configured to use replenish on order. To do so, begin by going to :menuselection:`Inventory app --> Products --> Products`, then select an existing product, or click :guilabel:`New` to configure a new one." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:64 +msgid "On the product page, select the :guilabel:`Inventory` tab and enable the :guilabel:`Replenish on Order (MTO)` route in the :guilabel:`Routes` section, along with the :guilabel:`Buy` or :guilabel:`Manufacture` route." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:69 +msgid "The :guilabel:`Replenish on Order (MTO)` route **does not** work unless another route is selected as well. This is because Odoo needs to know how to replenish the product when an order is placed for it (buy or manufacture it)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:-1 msgid "Select the MTO route and a second route on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:65 -msgid "If the product is purchased from a vendor to fulfill sales orders, enable the :guilabel:`Can be Purchased` checkbox under the product name. Doing so makes the :guilabel:`Purchase` tab appear alongside the other settings tabs below." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:69 -msgid "Select the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the :guilabel:`Price` they sell the product for." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:-1 -msgid "Enable \"Can be Purchased\" and specify a vendor." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:76 -msgid "If the product is manufactured, make sure that it has a bill of materials (BOM) configured for it. To do so, click the :guilabel:`Bill of Materials` smart button at the top of the screen, then click :guilabel:`Create` on the :guilabel:`Bill of Materials` page to configure a new |BOM| for the product." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:77 +msgid "If the product is purchased from a vendor to fulfill |SOs|, enable the :guilabel:`Can be Purchased` checkbox under the product name. Doing so makes the :guilabel:`Purchase` tab appear alongside the other tabs below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:81 -msgid "On the blank |BOM| form, add the components used to manufacture the product on the :guilabel:`Components` tab, along with the operations required for the manufacturing workflow on the :guilabel:`Operations` tab." +msgid "Click the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the :guilabel:`Price` they sell the product for." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:85 -msgid "Finally, click :guilabel:`Save` to save the |BOM|." +msgid "Specifying a vendor is essential for this workflow, because Odoo cannot generate an |RFQ| without knowing who the product is purchased from." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:88 -msgid "Fulfill a sales order using the MTO route" +msgid "If the product is manufactured, make sure it has a bill of materials (BOM) configured for it. To do so, click the :guilabel:`Bill of Materials` smart button at the top of the screen, then click :guilabel:`New` on the :guilabel:`Bill of Materials` page to configure a new |BOM| for the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:90 -msgid "After configuring a product to use the |MTO| route, a replenishment order is created for it every time a sales order including the product is confirmed. The type of order created depends on the second route selected in addition to |MTO|." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:93 +msgid "For a full overview of |BOM| creation, see the documentation on :doc:`bills of materials <../../../manufacturing/basic_setup/bill_configuration>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:94 -msgid "For example, if *Buy* was the second route selected, then a purchase order is created upon confirmation of a sales order." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:97 +msgid "Replenish using MTO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:98 -msgid "When the |MTO| route is enabled for a product, a replenishment order is always created upon confirmation of a sales order. This is the case even if there is enough stock of the product on-hand to fulfill the sales order, without buying or manufacturing additional units of it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:99 +msgid "After configuring a product to use the |MTO| route, a replenishment order is created for it every time an |SO| or |MO| including the product is confirmed. The type of order created depends on the second route selected in addition to |MTO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:102 -msgid "While the |MTO| route can be used in unison with a variety of other routes, the *Buy* route is used as the example for this workflow. Begin by navigating to the :menuselection:`Sales` app, then click :guilabel:`Create`, which opens a blank quotation form." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:103 +msgid "For example, if *Buy* was the second route selected, then a |PO| is created upon confirmation of an |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:106 -msgid "On the blank quotation form, add a :guilabel:`Customer`, then click :guilabel:`Add a product` under the :guilabel:`Order Lines` tab, and enter a product that has been configured to use the *MTO* and *Buy* routes. Click :guilabel:`Confirm` and the quotation is turned into a sales order." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:107 +msgid "When the |MTO| route is enabled for a product, a replenishment order is always created upon confirmation of an |SO| or |MO|. This is the case, even if there is enough stock of the product on-hand to fulfill the |SO|, without buying or manufacturing additional units of it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:110 -msgid "A :guilabel:`Purchase` smart button now appears in the top-right corner of the sales order. Clicking it opens the |RFQ| associated with the sales order." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:111 +msgid "While the |MTO| route can be used in unison with the *Buy* or *Manufacture* routes, the *Buy* route is used as the example for this workflow. Begin by navigating to the :menuselection:`Sales` app, then click :guilabel:`New`, which opens a blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:113 -msgid "Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a purchase order. A green :guilabel:`Receive Products` button now appears at the top of the purchase order. Once the products are received, click :guilabel:`Receive Products` to register them into inventory." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:115 +msgid "On the blank quotation form, add a :guilabel:`Customer`. Then, click :guilabel:`Add a product` under the :guilabel:`Order Lines` tab, and enter a product configured to use the *MTO* and *Buy* routes. Click :guilabel:`Confirm`, and the quotation is turned into an |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:117 -msgid "Return to the sales order by clicking the :guilabel:`SO` breadcrumb, or by navigating to :menuselection:`Sales --> Orders --> Orders`, and selecting the sales order." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:119 +msgid "A :guilabel:`Purchase` smart button now appears at the top of the page. Clicking it opens the |RFQ| associated with the |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:120 -msgid "Finally, click the :guilabel:`Delivery` smart button in the top-right of the order to be taken to the delivery order. Once the products have been shipped to the customer, click :guilabel:`Validate` to confirm the delivery." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:122 +msgid "Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a |PO|. A purple :guilabel:`Receive Products` button now appears above the |PO|. Once the products are received, click :guilabel:`Receive Products` to open the receipt order, and click :guilabel:`Validate` to enter the products into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:127 +msgid "Return to the |SO| by clicking the :guilabel:`SO` breadcrumb, or by navigating to :menuselection:`Sales app --> Orders --> Orders`, and selecting the|SO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:130 +msgid "Finally, click the :guilabel:`Delivery` smart button at the top of the order to open the delivery order. Once the products have been shipped to the customer, click :guilabel:`Validate` to confirm the delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:135 +msgid "For information on workflows that include the |MTO| route, see the following documentation:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:137 +msgid ":doc:`resupply_warehouses`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:138 +msgid ":doc:`../../../manufacturing/subcontracting/subcontracting_basic`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:139 +msgid ":doc:`../../../manufacturing/advanced_configuration/sub_assemblies`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:3 @@ -15196,7 +15445,7 @@ msgid ":guilabel:`Unit`: the unit of measure of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:40 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:52 msgid "Click the buttons to the right of each row item to access additional information:" msgstr "" @@ -15405,7 +15654,7 @@ msgid ":guilabel:`Status`: indicates the move status, which can be :guilabel:`Do msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:66 msgid "Search options" msgstr "" @@ -15414,12 +15663,12 @@ msgid "Use the following search options to customize the :guilabel:`Moves Histor msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:49 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:70 msgid "Filters" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:72 msgid "The :guilabel:`Filters` section allows users to search among pre-made and custom filters to find specific stock records." msgstr "" @@ -15460,7 +15709,7 @@ msgid ":guilabel:`Last 3 Months`: show records from the last three months." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:68 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:113 msgid "Group By" msgstr "" @@ -15497,7 +15746,7 @@ msgid ":guilabel:`Batch Transfer`: group records by :doc:`batch <../../shipping_ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:87 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:125 msgid "Favorites" msgstr "" @@ -15510,12 +15759,12 @@ msgid "Optionally, tick the :guilabel:`Default filter` checkbox to make this cur msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:96 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:134 msgid "Lastly, click the :guilabel:`Save` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:99 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:137 msgid ":doc:`../../../../essentials/search`" msgstr "" @@ -15568,50 +15817,50 @@ msgid ":ref:`Compute average cost inventory valuation per unit `" +msgid ":doc:`Inventory valuation methods <../../product_management/inventory_valuation/inventory_valuation_config>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:42 msgid ":guilabel:`On Hand`: current quantity of products. Click the :icon:`fa-pencil` :guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity <../inventory_management/count_products>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:45 msgid ":guilabel:`Free to Use`: on-hand quantity that are **not** reserved for delivery or manufacturing orders, and are available to sell or use." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:47 msgid ":guilabel:`Incoming`: items expected to arrive at the warehouse. Number of products is based on quantities in confirmed purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:49 msgid ":guilabel:`Outgoing`: items expected to leave the warehouse or be consumed in manufacturing orders. Number of products is based on quantities in confirmed sales or manufacturing orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:54 msgid ":guilabel:`History`: access the stock move history of the product, displaying information about the quantity and description of why the product was moved from one location to another." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:56 msgid ":guilabel:`Replenishment`: access the :doc:`reordering rules <../replenishment/reordering_rules>` page for the product to create or manage methods of procuring the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:59 msgid ":guilabel:`Locations`: break down of on-hand quantity at multiple storage locations. Only available when the product is stored in multiple locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:61 msgid ":guilabel:`Forecast`: access the forecasted report to view on-hand, incoming, and outgoing quantities. Report also contains links to confirmed purchase, sales, or manufacturing orders. Only available when there are confirmed sales, purchase, or manufacturing orders for the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:75 msgid ":guilabel:`Published`: display products published on the website. Only available with the *Website* app installed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:77 msgid ":guilabel:`Available in POS`: display products available through the *Point of Sale* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:78 msgid ":guilabel:`Available in Self`: display products available in self order through the *Point of Sale* app. Appears in the search because the :guilabel:`Available in Self Order` checkbox was ticked in the :guilabel:`Point of Sale` section of a product form's :guilabel:`Sales` tab. The option is only available when the :guilabel:`Available in POS` checkbox is ticked." msgstr "" @@ -15619,63 +15868,63 @@ msgstr "" msgid "In the Sales tab of a product form, showing *Available in Self Order* setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:87 msgid ":guilabel:`Not available in Self`: display products available in *PoS*, but not available in self order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:91 msgid "`Configure PoS products `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:93 msgid ":guilabel:`Can be Sold`: display products that can be sold to customers. Appears in the search because the :guilabel:`Can be Sold` checkbox is ticked on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:95 msgid ":guilabel:`Can be Purchased`: display products that can be bought from vendors. Appears in the search because the :guilabel:`Can be Purchased` checkbox is ticked on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:97 msgid ":guilabel:`Can be Recurring`: show subscription products, indicated by ticking the :guilabel:`Recurring` checkbox on the product form. Only available with the *Subscription* app activated." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:100 msgid ":guilabel:`Can be Rented`: show products that can be loaned to customers for a certain time. Appears in the search because the :guilabel:`Can be Rented` checkbox was ticked on the product form. Only available with the *Rental* app installed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:103 msgid ":guilabel:`Can be Subcontracted`: display products that can be produced by a :doc:`third-party manufacturer <../../../manufacturing/subcontracting/subcontracting_basic>`. Available only with the *Manufacturing* app installed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:107 msgid ":guilabel:`Can be Expensed`: show items that can be expensed. Only available with the *Expenses* app installed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:111 msgid ":doc:`../../product_management/configure/type`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:115 msgid "The :guilabel:`Group By` section allows users to add pre-made and custom groupings to the search results." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:118 msgid ":guilabel:`Product Type`: group items by :doc:`product type <../../product_management/configure/type>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:120 msgid ":guilabel:`Product Category`: group items by product category. To configure these, go to :menuselection:`Inventory app --> Configuration --> Products: Product Categories`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:122 msgid ":guilabel:`POS Product Category`: group items by :doc:`point of sale product categories <../../../../sales/point_of_sale/configuration>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:127 msgid "To save the current applied filters and groupbys, so the same information can be easily accessed after closing this page, click :guilabel:`Save current search`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:130 msgid "Optionally, tick the :guilabel:`Default filter` checkbox to make this current view the default filter when opening the stock report. Or tick the :guilabel:`Shared` checkbox to make the search option available to other users." msgstr "" @@ -19085,6 +19334,70 @@ msgstr "" msgid "The operator panel of the Shop Floor module, showing three employees signed in." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:210 +msgid "MO/WO prioritization" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:212 +msgid "The **Shop Floor** module uses the *scheduled date* entered on |MOs| to prioritize the |MOs| and work orders that appear on the module's dashboard and work center pages. |MOs| and work orders scheduled sooner are more highly prioritized, and appear before orders which are scheduled further out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:217 +msgid "To specify the scheduled date on an |MO|, begin by navigating to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, and click :guilabel:`New` to create a new |MO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:220 +msgid "Click on the :guilabel:`Scheduled Date` field to open a calendar popover window. By default, the :guilabel:`Scheduled Date` field, and its corresponding pop-up window, show the current date and time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:224 +msgid "Use the calendar to select the date on which processing should begin for the |MO|. In the two fields at the bottom of the popover window, enter the hour and minute at which processing should begin, using the 24-hour clock format." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:228 +msgid "Finally, click :guilabel:`Apply` at the bottom of the popover window to set the date and time for the :guilabel:`Scheduled Date` field. Then, click the :guilabel:`Confirm` button at the top of the |MO| to confirm it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:232 +msgid "Once the |MO| is confirmed, it appears in the **Shop Floor** module, as long is it has the :guilabel:`Ready` status, which means all components are available." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:235 +msgid "On the Odoo dashboard, click on the :menuselection:`Shop Floor` module to open it. The :guilabel:`All MO #` page of the dashboard displays *Ready* |MOs|, organized in order of their scheduled dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:239 +msgid "At the top of the module, select a work center to see the work orders assigned to it. The page for each work center organizes work orders, based on the scheduled dates of their corresponding |MOs|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:243 +msgid "Three |MOs| are confirmed for a *Bookcase* product:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:245 +msgid "WH/MO/00411 has a :guilabel:`Scheduled Date` of August 16th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:246 +msgid "WH/MO/00412 has a :guilabel:`Scheduled Date` of August 20th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:247 +msgid "WH/MO/00413 has a :guilabel:`Scheduled Date` of August 18th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:249 +msgid "On the :guilabel:`All MO #` page of the **Shop Floor** module, the cards for each |MO| appear in this order: WH/MO/00411, WH/MO/00413, WH/MO/00412." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:-1 +msgid "MOs in the Shop Floor module, ordered by their scheduled date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:256 +msgid "Each |MO| requires one work order, carried out at :guilabel:`Assembly Station 1`. Clicking on the :guilabel:`Assembly Station 1` button at the top of the screen opens the page for the work center, which displays one card for each work order, appearing in the same order as their corresponding |MOs|." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:3 msgid "Shop Floor time tracking" msgstr "" @@ -21449,119 +21762,115 @@ msgid "If the *Manufacture* route is selected, an |MO| is generated to replenish msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:3 -msgid "Make work centers unavailable using Time Off" +msgid "Work center time off" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:7 msgid "In Odoo, *work centers* are used to carry out manufacturing operations at specific locations. However, if a work center cannot be used for some reason, work orders begin to pile up at the work center until it is operational again." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:9 -msgid "As a result, it is necessary to make the work center unavailable in Odoo so that the platform routes new work orders to alternative work centers that are operational. Using Odoo *Time Off*, it is possible to designate a work center as being unavailable for a set period of time. Doing so ensures that manufacturing operations can continue until the impacted work center is available again." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:11 +msgid "As a result, it is necessary to make the work center unavailable in Odoo so new work orders are routed to alternative work centers that are operational. Using Odoo's **Time Off** app, it is possible to designate a work center as being unavailable for a set period of time. Doing so ensures manufacturing operations can continue until the impacted work center is available again." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:17 -msgid "Before a work center can be designated as unavailable, the Odoo platform must be properly configured. First, it is necessary to enable :ref:`developer mode `. This allows the :guilabel:`Time Off` smart button to appear on each work center's :guilabel:`Working Hours` pop-up window." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:19 +msgid "Before a work center can be designated as unavailable, the Odoo platform must be properly configured. First, it is necessary to enable :ref:`developer mode `. This allows the *Time Off* smart button to appear on each work center's *Working Hours* page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:22 -msgid "Enable developer mode by going to :menuselection:`Settings`, scrolling to the bottom of the page, and clicking :guilabel:`Activate the developer mode` under the :guilabel:`Developer Tools` heading." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:23 +msgid "Next, install the **Time Off** app. This is the app used for managing time off for all resources within Odoo, including employees and work centers." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 -msgid "The \"Activate the developer mode\" button." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:26 +msgid "To do so, navigate to the :menuselection:`Apps` app, then search `Time Off` in the search bar. The card for the :guilabel:`Time Off` app should be the only one that appears on the page. Click the :guilabel:`Install` button on the card to install the app." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:29 -msgid "Next, install the *Time Off* app. This is the app used for assigning time off to all resources within Odoo, including employees and work centers. Navigate to :menuselection:`Apps`, then type `Time Off` in the :guilabel:`Search...` bar. The card for the :guilabel:`Time Off` module should be the only one that appears on the page. Click the green :guilabel:`Install` button on the card to install the app." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:30 +msgid "The last step is to properly configure work centers. For this workflow, it is necessary to have at least two work centers: one that is made unavailable, and a second that receives the work orders that the other cannot accept. If no second work center is configured, Odoo cannot route work orders away from the unavailable work center, and they pile up in its queue." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 -msgid "The Time Off module installation card." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:35 +msgid "To create a work center, navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers --> New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:39 -msgid "The last step is to properly configure work centers. For this workflow, it is necessary to have at least two work centers: one that is made unavailable and a second that receives the work orders that the other cannot accept. If no second work center is configured, Odoo cannot route work orders away from the unavailable work center and they will pile up in its queue." +msgid "For a full guide to work center creation, refer to the documentation on :doc:`work centers <../advanced_configuration/using_work_centers>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:44 -msgid "To create a work center, navigate to :menuselection:`Manufacturing --> Configuration --> Work Centers --> Create`." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:42 +msgid "Make sure both work centers have the same equipment listed under the :guilabel:`Equipment` tab. This ensures operations carried out at one work center can also be performed at the other." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:47 -msgid "Make sure that both work centers have the same equipment listed under the :guilabel:`Equipment` tab. This ensures that operations carried out at one work center can also be performed at the other." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 -msgid "The equipment tab on a work center form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:54 -msgid "For the work center that will be made unavailable, select the second work center on the :guilabel:`Alternative Workcenters` drop-down menu. Now, Odoo knows to send work orders to the second work center when the first is unavailable for any reason." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:45 +msgid "On the work center that is made unavailable, select the second work center from the :guilabel:`Alternative Workcenters` drop-down menu. Now, Odoo knows to send work orders to the second work center when the first is unavailable for any reason." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 msgid "A work center form configured with an alternative work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:54 msgid "Add time off for a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:65 -msgid "With configuration completed, time off can now be assigned to the work center that will be made unavailable. Begin by navigating to :menuselection:`Manufacturing --> Configuration --> Work Centers` and selecting the affected work center. Click :guilabel:`Edit`, and then the :guilabel:`↗ (external link)` button next to the :guilabel:`Working Hours` drop-down menu." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:56 +msgid "With configuration completed, time off can now be assigned to a work center. Begin by navigating to :menuselection:`Manufacturing app --> Configuration --> Work Centers`, and selecting the affected work center. Click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` button on the right side of the :guilabel:`Working Hours` drop-down menu, to open the working hours page for the work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 msgid "The Working Hours \"External link\" button on the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:74 -msgid "A pop-up appears, titled :guilabel:`Open: Working Hours`. The standard working hours for the work center are listed here, along with various other details about it. Since developer mode was enabled, there is a :guilabel:`Time Off` button in the top right of the pop-up. Click it to be taken to the :guilabel:`Resource Time Off` page." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:65 +msgid "The working hours page displays the standard working hours for the work center. With developer mode activated, a :icon:`fa-plane` :guilabel:`Time Off` smart button appears at the top of the page. Click it to open the :guilabel:`Resource Time Off` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 -msgid "The Time Off button on the Working Hours pop-up." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:83 -msgid "On this page, click :guilabel:`Create` to configure a new time-off entry. On the time-off form, note the :guilabel:`Reason` for the work center closure (broken, maintenance, etc.), select the affected work center as the :guilabel:`Resource`, and choose a :guilabel:`Start Date` and :guilabel:`End Date` to specify the period during which the work center will be unavailable. Click :guilabel:`Save` and the time off for the work center is logged in Odoo." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:69 +msgid "On this page, click :guilabel:`New` to configure a new time-off entry. On the time-off form, note the :guilabel:`Reason` for the work center closure (e.g. broken equipment, maintenance, etc.), select the affected work center as the :guilabel:`Resource`, and choose a :guilabel:`Start Date` and :guilabel:`End Date` to specify the period during which the work center is unavailable." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 msgid "The \"Resource Time Off\" form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:94 -msgid "Route orders to an alternative work center" +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:79 +msgid "Alternative work center planning" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:96 -msgid "Once a work center is within its specified time-off period, work orders sent to it can be automatically routed to an alternative work center using the :guilabel:`Plan` button." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:81 +msgid "Once a work center is within its specified time-off period, work orders sent to it can be automatically routed to an alternative work center using the *Plan* button." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:99 -msgid "Begin by creating a new manufacturing order by selecting :menuselection:`Operations --> Manufacturing Orders --> Create`. On the manufacturing order form, specify a :guilabel:`Product` that uses the unavailable work center for one of its operations. Click :guilabel:`Confirm` to confirm the work order." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:84 +msgid "Begin by creating a new manufacturing order (MO), by navigating to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders --> New`. On the |MO| form, specify a :guilabel:`Product` that uses the unavailable work center for one of its operations. Click :guilabel:`Confirm` to confirm the |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:104 -msgid "On the confirmed work order, select the :guilabel:`Work Orders` tab. By default, the unavailable work center is specified in the :guilabel:`Work Center` column. There is also a green :guilabel:`Plan` button on the top left of the page." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:89 +msgid "On the confirmed |MO|, select the :guilabel:`Work Orders` tab. By default, the unavailable work center is specified in the :guilabel:`Work Center` column. There is also a :guilabel:`Plan` button at the top left of the page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 -msgid "The Plan button on a manufacturing order." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:93 +msgid "Click :guilabel:`Plan`, and the work center listed in the :guilabel:`Work Center` column of the :guilabel:`Work Orders` tab is automatically changed to the alternative work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:112 -msgid "Click :guilabel:`Plan` and the work center listed under the :guilabel:`Work Orders` tab is automatically changed to the alternative work center." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:100 +msgid "Before clicking \"Plan\", the work order is scheduled at \"Main Assembly Line\"." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:-1 -msgid "The selected work center updates automatically after clicking the Plan button." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:100 +msgid "Before clicking :guilabel:`Plan`, the work order is scheduled at :guilabel:`Main Assembly Line`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:119 -msgid "Once the time-off period for the unavailable work center ends, Odoo recognizes that the work center is available again. At this point, clicking the :guilabel:`Plan` button does not route work orders to an alternative work center unless the first one is at capacity." +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:106 +msgid "After clicking \"Plan\", the work order is rescheduled at \"Alternative Assembly Line\"." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:106 +msgid "After clicking :guilabel:`Plan`, the work order is rescheduled at :guilabel:`Alternative Assembly Line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:109 +msgid "Once the time-off period for the unavailable work center ends, Odoo recognizes the work center is available again. At this point, clicking the :guilabel:`Plan` button does not route work orders to an alternative work center unless the first one is at capacity." msgstr "" #: ../../content/applications/inventory_and_mrp/plm.rst:8 @@ -23124,11 +23433,11 @@ msgid ":doc:`calls_for_tenders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:3 -msgid "Alternative RfQs" +msgid "Call for tenders" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:12 -msgid "Sometimes, companies might want to request offers from multiple vendors at the same time, by inviting those vendors to submit offers for similar goods or services all at once. This helps companies to select the cheapest, fastest vendors, depending on their specific business needs." +msgid "Sometimes, companies might want to invite vendors to submit offers for similar goods or services all at once. This helps companies select the cheapest, fastest vendors for their specific business needs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:16 @@ -23147,75 +23456,27 @@ msgstr "" msgid "Then, click :guilabel:`Save` to apply the change." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:35 -msgid "Doing so enables the ability to create alternative |RfQs|, as well as *blanket orders*." -msgstr "" - #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:42 -msgid "To save time creating alternative |RfQs|, custom vendors, prices, and delivery lead times can be set in the :guilabel:`Purchase` tab of a product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:45 -msgid "To do that, navigate to :menuselection:`Purchase app --> Products --> Products`, and select a product to edit. On the product form, click the :guilabel:`Purchase` tab, and click :guilabel:`Add a line`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:49 -msgid "From the drop-down menu, choose a vendor to set under the :guilabel:`Vendor` column, then set a :guilabel:`Price` and :guilabel:`Delivery Lead Time`, if necessary. Clicking the :guilabel:`(optional columns drop-down toggle)` icon, at the top right of the header row, provides additional column options to add to the line item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:57 msgid "Create an |RfQ|" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:59 -msgid "To create a new |RfQ|, navigate to the :menuselection:`Purchase` app, and click :guilabel:`New`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:44 +msgid "To create a new |RfQ|, follow the instructions in the :doc:`rfq` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:61 -msgid "On the blank |RfQ| form, add a vendor from the drop-down menu, next to the :guilabel:`Vendor` field. Then, click :guilabel:`Add a product`, in the :guilabel:`Products` tab, to select a product from the drop-down menu in the :guilabel:`Product` column." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:47 +msgid "`Odoo Tutorial: Purchase Basics and Your First Request for Quotation `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:65 -msgid "Then, set the desired quantity to purchase in the :guilabel:`Quantity` column, and change the purchase price in the :guilabel:`Unit Price` column, if necessary." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:68 -msgid "Clicking the :guilabel:`(optional columns drop-down toggle)` icon, at the top right of the header row, provides additional column options to add to the line item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:71 -msgid "Repeat these steps to add as many column options in the :guilabel:`Products` tab as desired, including the :guilabel:`UoM` (Units of Measure) to purchase the products in, and the :guilabel:`Expected Arrival` date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:75 -msgid "Once ready, click :guilabel:`Send by Email`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:77 -msgid "This opens a :guilabel:`Compose Email` pop-up window, wherein the message to the vendor can be customized, and attachments can be added, if needed. Once ready, click :guilabel:`Send`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:80 -msgid "This sends an email to the vendor listed on the |RfQ| form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:-1 -msgid "Compose and send quotation email pop-up." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:87 -msgid "Sending emails to each vendor can be useful when creating alternative |RfQs|, because vendors can confirm if their past prices still hold today, which helps companies choose the best offers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:93 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:53 msgid "Create alternative |RfQs|" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:95 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:55 msgid "Once a |PO| is created and sent to a vendor, alternative |RfQs| can be created for additional vendors to compare prices, delivery times, and other factors, to help make a decision for the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:98 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:58 msgid "To create alternative |RfQs| from the original, click the :guilabel:`Alternatives` tab. Then, click :guilabel:`Create Alternative`. When clicked, a :guilabel:`Create alternative` pop-up window appears." msgstr "" @@ -23223,51 +23484,47 @@ msgstr "" msgid "Calls for tenders pop-up to create alternative quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:106 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:66 msgid "From this window, select an alternative vendor from the drop-down menu next to the :guilabel:`Vendor` field, to whom the alternative quotation is assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:109 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:69 msgid "Next to this, there is a :guilabel:`Copy Products` checkbox that is selected by default. When selected, the product quantities of the original |RfQ| are copied over to the alternative. For this first alternative quotation, leave the checkbox checked. Once finished, click :guilabel:`Create Alternative`. This opens a new |RfQ| form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:114 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:74 msgid "Since the :guilabel:`Create Alternative` checkbox was left checked, the new form is already pre-populated with the same products, quantities, and other details as the previous, original |RfQ|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:118 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:78 msgid "When the :guilabel:`Copy Products` checkbox is selected while creating an alternative quotation, additional products do **not** need to be added, unless desired." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:121 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:81 msgid "However, if a chosen vendor is listed in the :guilabel:`Vendor` column under a specific product form included in the order, the values set on the product form carry over to the |RfQ|, and **must** be changed manually, if necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:125 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:85 msgid "Once ready, create a second alternative quotation by clicking the :guilabel:`Alternatives` tab, followed by :guilabel:`Create Alternative`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:129 -msgid "An option to :guilabel:`Compare Product Lines` also appears. Clicking this navigates to the :guilabel:`Compare Order Lines` page, where alternative |RfQs| can be compared, side-by-side. For more information on this, refer to the :ref:`Compare Product Lines ` section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:134 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:88 msgid "This opens the :guilabel:`Create alternative` pop-up window. Once again, choose a different vendor from the drop-down menu next to :guilabel:`Vendor`. For this particular |RfQ|, however, *uncheck* the :guilabel:`Copy Products` checkbox. Doing so removes all products on the new alternative |RfQ|, leaving it blank. The specific products which should be ordered from this particular vendor can be added in as needed." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:140 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:94 msgid "Once ready, click :guilabel:`Create Alternative`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:143 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:97 msgid "If an alternative quotation should be removed from the :guilabel:`Alternatives` tab, they can be individually removed by clicking on the :guilabel:`X (remove)` icon at the end of their row." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:146 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:100 msgid "This creates a third, new |RfQ|. But, since the product quantities of the original |RfQ| were **not** copied over, the product lines are empty, and new products can be added as needed by clicking :guilabel:`Add a product`, and selecting the desired products from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:150 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:104 msgid "Once the desired number of specific products are added, click :guilabel:`Send by Email`." msgstr "" @@ -23275,35 +23532,35 @@ msgstr "" msgid "Blank alternative quotation with alternatives in breadcrumbs." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:156 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:110 msgid "This opens a :guilabel:`Compose Email` pop-up window, wherein the message to the vendor can be customized, and attachments can be added, if necessary. Once ready, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:159 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:113 msgid "From this newest form, click the :guilabel:`Alternatives` tab. Under this tab, all three |RfQs| can be seen in the :guilabel:`Reference` column. Additionally, the vendors are listed under the :guilabel:`Vendor` column, and the order :guilabel:`Total` (and :guilabel:`Status`) of the orders are in the rows, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:164 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:118 msgid "The date in the :guilabel:`Expected Arrival` column is calculated for each vendor, based on any pre-configured lead times in the vendor and product forms." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:170 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:124 msgid "Link new |RfQ| to existing quotations" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:172 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:126 msgid "Even if a quotation is not created directly from the :guilabel:`Alternatives` tab of another |RfQ|, it can still be linked to existing |RfQs|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:175 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:129 msgid "To do that, begin by creating a new |RfQ|. Navigate to :menuselection:`Purchase app --> New`. Fill out the |RfQ|, according to the :ref:`previous instructions `." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:178 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:132 msgid "Then, once ready, click the :guilabel:`Alternatives` tab. Since this new |RfQ| was created separately, there are no other orders linked yet." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:181 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:135 msgid "However, to link this |RfQ| with existing alternatives, click :guilabel:`Link to Existing RfQ` on the first line in the :guilabel:`Vendor` column." msgstr "" @@ -23311,31 +23568,31 @@ msgstr "" msgid "Pop-up to link new quotation to existing RFQs." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:188 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:142 msgid "This opens an :guilabel:`Add: Alternative POs` pop-up window. Select the desired previously-created |RfQs|, and click :guilabel:`Select`. All of these orders are now copied to this |RfQ|, and can be found under the :guilabel:`Alternatives` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:193 -msgid "If a large number of |POs| are being processed, and the previous |POs| can't be located, click the :guilabel:`⬇️ (down arrow)` icon to the right of the search bar, at the top of the pop-up window." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:147 +msgid "If a large number of |POs| are being processed, and the previous |POs| can't be located, click the :icon:`fa-chevron-down` :guilabel:`(chevron)` icon to the right of the search bar, at the top of the pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:197 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:151 msgid "Then, under the :guilabel:`Group By` section, click :guilabel:`Vendor`. Vendors are displayed in their own nested drop-down lists, and each vendor's list can be expanded to view open |POs| for that vendor." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:204 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:158 msgid "Compare product lines" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:206 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:160 msgid "Alternative |RfQs| can be compared side-by-side, in order to determine which vendors offer the best deals on the products included in the orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:209 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:163 msgid "To compare alternative |RfQs|, navigate to the :menuselection:`Purchase` app, and select one of the previously-created |RfQs|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:212 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:166 msgid "Then, click the :guilabel:`Alternatives` tab to see all linked |RfQs|. Next, under the :guilabel:`Create Alternative` option, click :guilabel:`Compare Product Lines`. This navigates to the :guilabel:`Compare Order Lines` page." msgstr "" @@ -23343,47 +23600,43 @@ msgstr "" msgid "Compare Product Lines page for alternative RFQs." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:220 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:174 msgid "The :guilabel:`Compare Order Lines` page, by default, groups by :guilabel:`Product`. Each product included in any of the |RfQs| is displayed in its own nested drop-down list, and features all of the |PO| numbers in the :guilabel:`Reference` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:224 -msgid "Additional columns on this page include the :guilabel:`Vendor` from which products were ordered, :guilabel:`OTD`, the :guilabel:`Reference` number, the :guilabel:`Status` of the quotation (e.g., :guilabel:`RFQ`, :guilabel:`RFQ Sent`, etc.), the product :guilabel:`Description`, the :guilabel:`Expected Arrival` date, the :guilabel:`Quantity` of products ordered from each vendor, the :guilabel:`Unit of Measure` used for each product (if any), the :guilabel:`Unit Price` per product, the :guilabel:`Total` price of the order, and the :guilabel:`Currency` applied to the order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:233 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:179 msgid "To remove product lines from the :guilabel:`Compare Order Lines` page, click :guilabel:`Clear` at the far-right end of that product line's row." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:236 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:182 msgid "Doing so removes this specific product as a selectable option from the page, and changes the :guilabel:`Total` price of that product on the page to `0`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:239 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:185 msgid "Additionally, on the |RfQ| form, in which that product was included, its ordered quantity is also changed to `0`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:242 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:188 msgid "Once the best offers have been identified, individual products can be selected by clicking the :guilabel:`Choose` button at the end of each corresponding row." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:245 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:191 msgid "Once all desired products have been chosen, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to navigate back to an overview of all |RfQs|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:251 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:197 msgid "Cancel (or keep) alternatives" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:253 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:199 msgid "Once the desired products have been chosen from the :guilabel:`Compare Order Lines` page, the remaining |RfQs|, from which no products were chosen, can be canceled." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:256 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:202 msgid "The cost in the :guilabel:`Total` column for each product that wasn't chosen is automatically set to `0`, indicated at the far-right of each corresponding row." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:259 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:205 msgid "Although they haven't been canceled yet, this indicates that each of those orders can be canceled without having an effect on the other live orders, once those orders have been confirmed." msgstr "" @@ -23391,67 +23644,55 @@ msgstr "" msgid "Canceled quotations in the Purchase app overview." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:266 -msgid "To confirm an |RfQ| for which products were selected, click into one, and click :guilabel:`Confirm Order`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:212 +msgid "To confirm an |RfQ| for which products were selected, click into an |RfQ|, and click :guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:269 -msgid "This causes a pop-up window reading :guilabel:`What about the alternative Requests for Quotations?` to appear. From the pop-up window, two options are presented: :guilabel:`Cancel Alternatives` and :guilabel:`Keep Alternatives`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:215 +msgid "This causes a :guilabel:`What about the alternative Requests for Quotations?` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:273 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:218 +msgid "To view a detailed form of one of the |RfQs| listed, click the line item for that quotation. This opens an :guilabel:`Open: Alternative POs` pop-up window, from which all details of that particular |RfQ| can be viewed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:222 +msgid "Once ready, click :guilabel:`Close` to close the pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:224 +msgid "In the :guilabel:`What about the alternative Requests for Quotations?` pop-up window, two options are presented: :guilabel:`Cancel Alternatives` and :guilabel:`Keep Alternatives`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:227 msgid "If this |PO| should **not** be confirmed, click :guilabel:`Discard`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:275 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:229 msgid "Selecting :guilabel:`Cancel Alternatives` automatically cancels the alternative |RfQs|. Selecting :guilabel:`Keep Alternatives` keeps the alternative |RfQs| open, so they can still be accessed, if any additional product quantities need to be ordered later." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:279 -msgid "Once all products are ordered, :guilabel:`Cancel Alternatives` can be selected from whichever |PO| is open at that time." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:233 +msgid "Once all products are ordered, select :guilabel:`Cancel Alternatives` from whichever |PO| is open at that time." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:-1 msgid "Keep or cancel pop-up for alternative RFQs." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:286 -msgid "To view a detailed form of one of the |RfQs| listed, click the line item for that quotation. This opens an :guilabel:`Open: Alternative POs` pop-up window, from which all details of that particular |RfQ| can be viewed." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:240 +msgid "Finally, using the breadcrumbs at the top of the page, click :guilabel:`Requests for Quotation` to navigate back to an overview of all |RfQs|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:290 -msgid "Once ready, click :guilabel:`Close` to close the pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:292 -msgid "If all alternative |RfQs| should stay open, from the :guilabel:`What about the alternative Requests for Quotations?` pop-up window, click :guilabel:`Keep Alternatives`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:295 -msgid "Then, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to navigate back to an overview of all |RfQs|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:298 -msgid "Click into the remaining |RfQs| that contain products that need to be ordered, and click :guilabel:`Confirm Order`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:301 -msgid "This opens the :guilabel:`What about the alternative Requests for Quotations?` pop-up window. If desired, and the remaining alternative |RfQs| are no longer needed, click :guilabel:`Cancel Alternatives` to cancel all other alternative |RfQs| linked with this order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:305 -msgid "Finally, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to navigate back to an overview of all |RfQs|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:308 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:243 msgid "The canceled orders can be seen, greyed out and listed with a :guilabel:`Cancelled` status, under the :guilabel:`Status` column at the far-right of their respective rows." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:311 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:246 msgid "Now that all product quantities have been ordered, the purchase process can be completed, and the products can be received into the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:315 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:250 msgid ":doc:`blanket_orders`" msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index 42f08ae24..a3ab5458f 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -11535,12 +11535,12 @@ msgid "In the :guilabel:`GSM number` field, enter an alternative number at which msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:102 -#: ../../content/applications/productivity/voip/onsip.rst:148 +#: ../../content/applications/productivity/voip/onsip.rst:142 msgid "A country code is a locator code that allows access to the desired country's phone system. The country code is dialed first, prior to the target number. Each country in the world has its own specific country code." msgstr "" #: ../../content/applications/productivity/voip/axivox/manage_users.rst:106 -#: ../../content/applications/productivity/voip/onsip.rst:159 +#: ../../content/applications/productivity/voip/onsip.rst:153 msgid "For a list of comprehensive country codes, visit: `https://countrycode.org `_." msgstr "" @@ -12565,40 +12565,31 @@ msgstr "" msgid ":guilabel:`VoIP Secret` = OnSIP :guilabel:`SIP Password`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:94 -msgid ":guilabel:`External Device Number` = OnSIP :guilabel:`Ext.` (extension without the `x`)" -msgstr "" - -#: ../../content/applications/productivity/voip/onsip.rst:-1 -msgid "OnSIP user credentials with username, auth username, SIP password, and extension\n" -"highlighted." -msgstr "" - -#: ../../content/applications/productivity/voip/onsip.rst:102 +#: ../../content/applications/productivity/voip/onsip.rst:96 msgid "The OnSIP extension can be found in the *User* banner line above the tabs." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:104 +#: ../../content/applications/productivity/voip/onsip.rst:98 msgid "When these steps are complete, navigate away from the user form in Odoo to save the configurations." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:106 +#: ../../content/applications/productivity/voip/onsip.rst:100 msgid "Once saved, Odoo users can make phone calls by clicking the :guilabel:`☎️ (phone)` icon in the top-right corner of Odoo." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:110 +#: ../../content/applications/productivity/voip/onsip.rst:104 msgid "Additional setup and troubleshooting steps can be found on `OnSIP's knowledge base `_." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:114 +#: ../../content/applications/productivity/voip/onsip.rst:108 msgid "Incoming calls" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:116 +#: ../../content/applications/productivity/voip/onsip.rst:110 msgid "The Odoo database also receives incoming calls that produce pop-up windows in Odoo. When those call pop-up windows appear, click the green :guilabel:`📞 (phone)` icon to answer the call." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:119 +#: ../../content/applications/productivity/voip/onsip.rst:113 msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon." msgstr "" @@ -12606,20 +12597,20 @@ msgstr "" msgid "Incoming call shown in the Odoo VoIP widget." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:127 +#: ../../content/applications/productivity/voip/onsip.rst:121 msgid ":doc:`voip_widget`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:130 +#: ../../content/applications/productivity/voip/onsip.rst:124 #: ../../content/applications/productivity/voip/voip_widget.rst:32 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:133 +#: ../../content/applications/productivity/voip/onsip.rst:127 msgid "Missing parameters" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:135 +#: ../../content/applications/productivity/voip/onsip.rst:129 msgid "If a *Missing Parameters* message appears in the Odoo widget, make sure to refresh the Odoo browser window (or tab), and try again." msgstr "" @@ -12627,15 +12618,15 @@ msgstr "" msgid "Missing parameter message in the Odoo VoIP widget." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:143 +#: ../../content/applications/productivity/voip/onsip.rst:137 msgid "Incorrect number" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:145 +#: ../../content/applications/productivity/voip/onsip.rst:139 msgid "If an *Incorrect Number* message appears in the Odoo widget, make sure to use the international format for the number. This means leading with the international country code." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:152 +#: ../../content/applications/productivity/voip/onsip.rst:146 msgid "For example, `16505555555` (where `1` is the international prefix for the United States)." msgstr "" @@ -12643,23 +12634,23 @@ msgstr "" msgid "Incorrect number message populated in the Odoo VoIP widget." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:163 +#: ../../content/applications/productivity/voip/onsip.rst:157 msgid "OnSIP on mobile phone" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:165 +#: ../../content/applications/productivity/voip/onsip.rst:159 msgid "In order to make and receive phone calls when the user is not in front of Odoo on their computer, a softphone app on a mobile phone can be used in parallel with Odoo *VoIP*." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:168 +#: ../../content/applications/productivity/voip/onsip.rst:162 msgid "This is useful for convenient, on-the-go calls, and to make sure incoming calls are heard. Any SIP softphone will work." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:172 +#: ../../content/applications/productivity/voip/onsip.rst:166 msgid ":doc:`devices_integrations`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:173 +#: ../../content/applications/productivity/voip/onsip.rst:167 msgid "`OnSIP App Download `_" msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index f4ff9629e..cc577cbfd 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-08-21 11:43+0000\n" +"POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -53,11 +53,13 @@ msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 +#: ../../content/applications/sales/point_of_sale/configuration.rst:52 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 @@ -83,6 +85,7 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:9 +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:21 #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17 msgid "Configuration" msgstr "" @@ -908,7 +911,7 @@ msgid "It's best practice to try and use pre-configured :guilabel:`Lost Reason` msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201 -msgid "To set up new values for this field, navigate to :menuselection:`CRM --> Configuration --> Lost Reasons`, and click both :guilabel:`New`and :guilabel:`Save` for each new entry added to the list." +msgid "To set up new values for this field, navigate to :menuselection:`CRM --> Configuration --> Lost Reasons`, and click both :guilabel:`New` and :guilabel:`Save` for each new entry added to the list." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205 @@ -1805,7 +1808,7 @@ msgid "The expected revenue report benefits from utilizing multiple views. The d msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140 -#: ../../content/applications/sales/subscriptions/reports.rst:97 +#: ../../content/applications/sales/subscriptions/reports.rst:92 msgid "Graph view" msgstr "" @@ -1838,7 +1841,7 @@ msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164 -#: ../../content/applications/sales/subscriptions/reports.rst:158 +#: ../../content/applications/sales/subscriptions/reports.rst:131 msgid "List view" msgstr "" @@ -1871,7 +1874,7 @@ msgid "Select any additional metrics from the drop-down menu to add them to the msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189 -#: ../../content/applications/sales/subscriptions/reports.rst:135 +#: ../../content/applications/sales/subscriptions/reports.rst:143 msgid "Pivot view" msgstr "" @@ -5196,7 +5199,7 @@ msgid ":ref:`Open a POS session ` and select the combo produc msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 -msgid "Access POS settings" +msgid "Access the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 @@ -5247,6 +5250,66 @@ msgstr "" msgid "Making a product available in your POS." msgstr "" +#: ../../content/applications/sales/point_of_sale/configuration.rst:49 +msgid "PoS product categories" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:54 +msgid "POS product categories allow users to categorize products and get a more structured and clean POS interface." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:57 +msgid "To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:61 +msgid "To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A parent category groups one or more child categories." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:0 +msgid "The PoS product categories grouped by parent categories" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:69 +msgid "Assign PoS product categories" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:71 +msgid "Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to the :guilabel:`Sales` tab and fill in the :guilabel:`Category` field under the :guilabel:`Point of Sale` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:-1 +msgid "Sales tab of a product form to add a PoS product category" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:79 +msgid "Adapt the POS interface" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:82 +msgid "Start category" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:84 +msgid "You can select one product category to display when :ref:`opening a POS session `. To configure it, go to your :ref:`POS settings ` and select a PoS category from the dropdown menu of the :guilabel:`Start Category` field within the :guilabel:`PoS Interface` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:-1 +msgid "Setting to set up the start category feature" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:93 +msgid "Restrict categories" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:95 +msgid "You can also limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS settings ` and choose the specific categories to display in the :guilabel:`Restrict Categories` field within the :guilabel:`PoS Interface` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration.rst:-1 +msgid "Setting to set up the restrict category feature" +msgstr "" + #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 msgid "ePOS printers" msgstr "" @@ -5885,26 +5948,30 @@ msgid ":doc:`Mercado Pago configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 -msgid ":doc:`SIX configuration `" +msgid ":doc:`Razorpay configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 -msgid ":doc:`Stripe configuration `" +msgid ":doc:`SIX configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 -msgid ":doc:`Vantiv configuration `" +msgid ":doc:`Stripe configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29 -msgid ":doc:`Viva Wallet configuration `" +msgid ":doc:`Vantiv configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 +msgid ":doc:`Viva Wallet configuration `" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:31 msgid ":doc:`Worldline configuration `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:33 msgid "Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to the POS <../payment_methods>`." msgstr "" @@ -6002,6 +6069,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 @@ -6020,6 +6088,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:89 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:41 @@ -6033,12 +6102,14 @@ msgid "When processing a payment, select :guilabel:`Adyen` as the payment method msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.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_methods/terminals/adyen.rst:0 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:0 msgid "This option is only available after receiving an error message informing you that the connection failed." @@ -6229,6 +6300,7 @@ msgid ":doc:`Activate the POS Mercado Pago module <../../../../general/apps_modu msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34 msgid ":doc:`Create the related payment method <../../payment_methods>` by going to :menuselection:`Point of Sale --> Configuration --> Payment Methods`." msgstr "" @@ -6288,6 +6360,87 @@ msgstr "" msgid "Any action made on the terminal should trigger a notification on the POS interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 +msgid "Razorpay" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5 +msgid "Connecting a Razorpay payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9 +msgid ":doc:`Use Razorpay as apayment provider. <../../../../finance/payment_providers/razorpay>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17 +msgid "Locate your Razorpay credentials" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19 +msgid "`Create a Razorpay account `_ and set it up on their website." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22 +msgid "You need the following credentials to set up the payment method in Odoo:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24 +msgid "`API key `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25 +msgid "Razorpay username" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26 +msgid "Razorpay device serial number, which can be found underneath the device or on `Razorpay's dashboard `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32 +msgid ":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` to enable the payment terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37 +msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38 +msgid "Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39 +msgid "Enter your username in the :guilabel:`Razorpay Username` field and your device's serial number in the :guilabel:`Razorpay Device Serial No` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41 +msgid "Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API key `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43 +msgid "Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:-1 +msgid "Razorpay connection form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49 +msgid "You can enable the :guilabel:`Razorpay Test Mode` field while testing or keep it unchecked for production." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52 +msgid "Once the payment method is created, you can enable it for your POS. To do so, go to the :ref:`POS' settings ` and add the payment method under the :guilabel:`Payment` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:58 +msgid "When processing a payment, select the Razorpay 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_methods/terminals/razorpay.rst:70 +msgid "The terminal must have at least a 10% battery level to use it." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "" @@ -6471,11 +6624,11 @@ msgid "Swipe right on your payment terminal, click :guilabel:`Settings`, enter t msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80 -msgid "The device must be connected to a secured WI-FI network." +msgid "The user's device and the terminal must share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 -msgid "Your Odoo database and payment terminal must share the same network." +msgid "In case of a Wi-Fi connection, the network must be secured." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82 @@ -7688,7 +7841,7 @@ msgid ":doc:`organize your floors and tables to reflect your interior `;" +msgid ":ref:`take orders `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 @@ -7719,6 +7872,22 @@ msgstr "" msgid "restaurant and bar-specific features" msgstr "" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:36 +msgid "Take orders" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:38 +msgid "Click a table to access the POS interface and start taking your customer's order. The system automatically associates the orders and the table, allowing you to add more items later and generate a bill specifically for that table's orders." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:42 +msgid "Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:45 +msgid "As soon as you click a table, the number of guests is automatically set to one. If you mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the customer ` to another table." +msgstr "" + #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "" @@ -7864,30 +8033,14 @@ msgid "Removing a table or a floor cannot be undone." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 -msgid "Take orders" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 -msgid "Click a table to access the POS interface and start taking your customer's order. The system automatically associates the orders and the table, allowing you to add more items later and generate a bill specifically for that table's orders." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 -msgid "Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:91 -msgid "As soon as you click a table, the number of guests is automatically set to one. If you mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the customer ` to another table." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:98 msgid "Table transfer" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:100 +#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "To move customers from one table to another, select a table and click :guilabel:`→ Transfer` on the POS interface. This redirects you to the floor plan view, where you can choose the new table to which you want to transfer the customers." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:104 +#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 msgid "When you transfer customers, all of the orders they have placed and that are linked to the original table are also transferred." msgstr "" @@ -16206,8 +16359,8 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:85 -#: ../../content/applications/sales/subscriptions/reports.rst:406 +#: ../../content/applications/sales/subscriptions/renewals.rst:128 +#: ../../content/applications/sales/subscriptions/reports.rst:403 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186 #: ../../content/applications/sales/subscriptions/upselling.rst:107 msgid ":doc:`../subscriptions`" @@ -16215,8 +16368,8 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:86 -#: ../../content/applications/sales/subscriptions/reports.rst:407 +#: ../../content/applications/sales/subscriptions/renewals.rst:129 +#: ../../content/applications/sales/subscriptions/reports.rst:404 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187 #: ../../content/applications/sales/subscriptions/upselling.rst:108 msgid ":doc:`plans`" @@ -16224,8 +16377,8 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:87 -#: ../../content/applications/sales/subscriptions/reports.rst:408 +#: ../../content/applications/sales/subscriptions/renewals.rst:130 +#: ../../content/applications/sales/subscriptions/reports.rst:405 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188 #: ../../content/applications/sales/subscriptions/upselling.rst:109 msgid ":doc:`products`" @@ -16420,6 +16573,241 @@ msgstr "" msgid "Recurrence periods configured as product variants on the eCommerce product page." msgstr "" +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:3 +msgid "SEPA Direct Debit" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:7 +msgid "*SEPA*, or Single Euro Payments Area, is a payment-integration initiative of the European Union for simplifying bank transfers denominated in euros." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:10 +msgid "*SEPA Direct Debit (|sdd|)* is a payment provider that allows future payments to be collected from customers' bank accounts by signing a mandate. This allows recurring payments to be automatically gathered and processed using |sdd|." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:15 +msgid "To create :ref:`direct debit mandates `, the **Accounting** app **must** be installed." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:24 +msgid "Before using |sdd|, the database must be configured to allow the use of Euros on sales orders. To do so, a :doc:`pricelist <../../point_of_sale/pricing/pricelists>` must be created for Euros." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:27 +msgid "This can be done using the **Sales** or **Point of Sales** apps. From either app, navigate to :menuselection:`Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:30 +msgid "In the :guilabel:`Pricing` section, underneath the :guilabel:`Pricelists` feature, click :icon:`fa-arrow-right` :guilabel:`Pricelists`. Then, click the :guilabel:`New` button to open a new pricelist form. Add a name for the pricelist in the top field, then set the drop-down menu next to :guilabel:`Currency` to :guilabel:`EUR`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:35 +msgid "To use the wire transfer payment method, first ensure the |sdd| payment method is enabled. To do so, navigate to :menuselection:`Accounting app --> Configuration --> Settings`, scroll to the :guilabel:`Customer Payments` section, and tick the :guilabel:`SEPA Direct Deposit (SDD)` checkbox. Then, set a creditor identifier number in the field labeled, :guilabel:`Creditor Identifier`. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:42 +msgid "The company using |sdd| must have a creditor identifier to issue a SEPA Direct Debit payment request. If using :ref:`test mode `, use the test creditor identifier number: `DE98ZZZ09999999999`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:46 +msgid "Next, enable SEPA Direct Debit from the *Payment Providers* page in either the **Accounting**, **Website**, or **Sales** apps." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:49 +msgid "For example, navigate to :menuselection:`Accounting app --> Configuration --> Payment Providers`, then click the :guilabel:`SEPA Direct Debit` card." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:53 +msgid "The *SEPA Direct Debit* form can also be reached by navigating to :menuselection:`Website app --> Configuration --> Payment Providers`, or :menuselection:`Sales app --> Configuration --> Payment Providers`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:57 +msgid "Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable |sdd|. Use the drop-down menus next to the :guilabel:`Company` and :guilabel:`Website` fields to set where |sdd| can be used." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:60 +msgid "The options in the :guilabel:`Configuration` tab can be configured to customize how |sdd| is used. Optionally, tick the checkbox next to :guilabel:`Enable QR Codes` to enable the use of QR codes when paying by |sdd|, if desired." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:64 +msgid "Use the drop-down menu next to the :guilabel:`Communication` field to select the communication type used on sales orders. Choose :guilabel:`Based on Document Reference` to use the sales order (or invoice number), or :guilabel:`Based on Customer ID` to use the customer identifier. With either method selected, communication is given to the customer, once they choose the |sdd| payment method." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:69 +msgid "The configuration options listed under the :guilabel:`Availability` section are used to set payment restrictions, and are optional. Use the :guilabel:`Maximum Amount` field to set a maximum payment value, and the :guilabel:`Countries` field to restrict payment from any particular countries, if desired." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:75 +msgid "The :guilabel:`Currencies` field should be left with the default :guilabel:`EUR` tag to ensure |sdd| is only accessible when customers pay with Euros." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:78 +msgid "The :guilabel:`Payment Journal` field in the :guilabel:`Payment followup` section can be used to select the journal in which the successful transactions are posted." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:81 +msgid "In the :guilabel:`Messages` tab, the :guilabel:`Pending Message` field can be used to add a message that is displayed, if the order remains pending after the payment is processed. By default, this field contains the message: :guilabel:`Please make an unique payment transfer to confirm the SEPA mandate.`" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:-1 +msgid "The SEPA Direct Debit Payment Provider form." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:90 +msgid "Once all necessary configuration settings are complete, the :icon:`fa-eye-slash` :guilabel:`Unpublished` smart button, located at the top of the page automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the |sdd| payment option is now visible to customers. Only keep the payment method published if payments are ready to be received." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:96 +msgid "It is possible to keep the payment method enabled, but **not** visible to customers, until payments are ready to be received. To do this, set the smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting the :guilabel:`State` to :guilabel:`Enabled`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:101 +msgid "The |sdd| configuration menu can also be accessed by navigating to :menuselection:`Settings app --> Website`, and in the :guilabel:`Shop - Payment` section, click the :icon:`fa-arrow-right` :guilabel:`View other providers` button. Then, click the |sdd| card. Alternatively, navigate to :menuselection:`Website app --> Configuration --> Settings` to access the same button." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:109 +#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75 +msgid "Test mode" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:111 +msgid "The |sdd| payment method can be tested before it is accessed by customers. First, ensure the test creditor identifier is :ref:`configured ` before continuing." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:115 +#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91 +msgid "It is recommended to use the :guilabel:`Test Mode` setting on a duplicate (or test) database to avoid potential issues with invoice numbering." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:118 +msgid "Next, select the :guilabel:`Test Mode` option in the :guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, an orange :guilabel:`Test mode` banner appears in the upper-right corner of the form." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:123 +#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87 +msgid "By default, the payment provider remains :guilabel:`Unpublished` in :guilabel:`Test Mode`, so it is not visible to visitors." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:126 +msgid "Navigate to :menuselection:`Sales app --> Orders --> Quotations`, and click the :guilabel:`New` button to create a new sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:129 +msgid "Select a :guilabel:`Customer`. Select any pay period in the drop-down menu next to :guilabel:`Recurring Plan` and select the pricelist using EUR in the drop-down menu next to :guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:133 +msgid "Finally, select a subscription product in the :guilabel:`Order Lines` tab of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:135 +msgid "Next, confirm the sales order by clicking the :guilabel:`Confirm` button, then click the :guilabel:`Preview` button to open a preview of the customer invoice. Scroll down to the :guilabel:`Anticipate payment` section to find the SEPA Direct Debit payment method." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:140 +msgid "It can be confirmed that test mode is still enabled if the :icon:`fa-eye-slash` (unpublished) and :icon:`fa-exclamation-triangle` (test mode) icons are present next to SEPA Direct Debit." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:0 +msgid "The view of the SEPA Direct Debit payment method presented to customers at checkout." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:147 +msgid "Next, enter a test IBAN number, such as `GB33BUKB20201555555555`, and click :guilabel:`Pay`. Return to the sales order in the **Sales** app, and confirm the :guilabel:`In Progress` tag is present on the sales order form. At this point, the flow is complete." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:151 +msgid "To re-enable normal function after testing, navigate back to the *SEPA Direct Debit* form, and change the *State* setting to :guilabel:`Enabled`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:157 +msgid "Pay by SEPA Direct Debit" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:159 +msgid "Once |sdd| has been :ref:`configured ` and enabled, |sdd| appears as a payment method during checkout in **eCommerce**, and as a payment method on invoices in the **Sales** app. The option is presented to customers, and prompts them to enter their IBAN number." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:164 +msgid "Once a customer clicks *Pay*, the sales order is marked with a *In Progress* tag until the mandate has been closed." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:167 +msgid "Mandates automatically close after the end date is reached. If the *End date* field is not set, the mandate remains in an *Active* state until it is *Closed* or *Revoked*." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:170 +msgid "|sdd| payments can also be registered manually by navigating to the desired invoice and clicking the :guilabel:`Register Payment` button. Next, select :guilabel:`SEPA Direct Debit` as the :guilabel:`Payment Method` and click the :guilabel:`Create Payment` button. The invoice now displays a green :guilabel:`In Payment` banner." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:176 +msgid "To validate a successful |sdd| payment, navigate to :menuselection:`Accounting app --> Customers --> Payments`, and look for the entry in the list, along with a :guilabel:`Posted` tag in the :guilabel:`Status` column." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:181 +msgid "Submit payments" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:183 +msgid "All |sdd| payments can be processed at once by uploading an `.xml` file containing a batch of all posted |sdd| payments to an online banking interface. To generate this file, navigate to :menuselection:`Accounting app --> Customers --> Batch Payments`. A list of all posted |sdd| payments appears. Tick the checkbox next to every payment to be included in the batch, or tick the checkbox at the top of the list to select all entries at once." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:189 +msgid "Next, click :guilabel:`Create Batch`. A new batch payment form appears with the selected payments added to the list in the :guilabel:`Batch Content` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:-1 +msgid "The batch payment form containing the selected payments." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:196 +msgid "This form also contains optional fields to customize the batch payment:" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:198 +msgid ":guilabel:`Bank`: Select the bank the payment is sent to." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:199 +msgid ":guilabel:`Date`: Set the current date." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:200 +msgid ":guilabel:`Reference`: Set a custom reference number for the payment." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:201 +msgid ":guilabel:`Required collection date`: Set a date when the company expects to receive the payment of this batch." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:203 +msgid ":guilabel:`Batch Booking`: Request batch booking from the bank for the related bank statements." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:204 +msgid ":guilabel:`SDD Scheme`: The B2B scheme is an optional scheme, offered exclusively to business payers. Some banks/businesses might not accept B2B |sdd|." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:207 +msgid "Once the payment is configured, click :guilabel:`Validate` to generate the `.xml` file, which appears in the chatter. Finally, click the :icon:`fa-download` :guilabel:`(download)` icon next to the file in the chatter to download the file." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:211 +msgid "This file can now be uploaded to the desired online banking interface to process the payments." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:214 +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." +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:220 +msgid ":doc:`../../../finance/accounting/payments/batch_sdd`" +msgstr "" + +#: ../../content/applications/sales/subscriptions/payment_providers/sdd.rst:221 +msgid ":doc:`../../../finance/accounting/payments/online`" +msgstr "" + #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3 msgid "Wire transfer" msgstr "" @@ -16484,10 +16872,6 @@ msgstr "" msgid "The wire transfer card enabled and published." msgstr "" -#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75 -msgid "Test mode" -msgstr "" - #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77 msgid "The wire transfer payment method can be tested before it is accessed by customers by selecting the :guilabel:`Test Mode` option in the :guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, an orange :guilabel:`Test mode` banner appears in the upper-right corner of the form." msgstr "" @@ -16496,14 +16880,6 @@ msgstr "" msgid "Next, enter the credentials for a bank account with accessible transactions in the :guilabel:`Messages` tab. To re-enable normal function after testing, change the :guilabel:`State` setting to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87 -msgid "By default, the payment provider remains :guilabel:`Unpublished` in :guilabel:`Test Mode`, so it is not visible to visitors." -msgstr "" - -#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91 -msgid "It is recommended to use the :guilabel:`Test Mode` setting on a duplicate (or test) database to avoid potential issues with invoice numbering." -msgstr "" - #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97 msgid "Pay by wire transfer" msgstr "" @@ -16909,11 +17285,11 @@ msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 -msgid "The foundation of any subscription business model is recurring payments. That's when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service." +msgid "The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:9 -msgid "The renewal of a subscription is the process followed by customers when they willingly choose to continue their participation (and payment) for a subscription product or service." +msgid "Subscription renewal is the process customers follow when they willingly choose to continue participating in, and paying for, a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:12 @@ -16921,11 +17297,11 @@ msgid "Subscribers experience the renewal process at different intervals -- week msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:15 -msgid "Most companies that offer subscriptions prefer to automate the renewals process for customers, but, in some cases, manual subscription renewals are still used." +msgid "Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 -msgid "With the Odoo *Subscriptions* application, a company can manage all of their subscriptions in one place. Renewals can be processed automatically or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions." +msgid "With the Odoo **Subscriptions** application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically, or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:24 @@ -16933,30 +17309,38 @@ msgid "Subscription renewals" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:26 -msgid "In order to renew a subscription, a quotation with a subscription product **must** be confirmed, with a configured :guilabel:`Recurring Plan` selected, which turns it into a sales order." +msgid "In order to renew a subscription, a quotation with a subscription product **must** be confirmed, with a configured *Recurring Plan* selected." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:30 +#: ../../content/applications/sales/subscriptions/renewals.rst:29 +msgid "To open a subscription quotation, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`, and select the desired quotation from the list. Or, create a new one by clicking :guilabel:`New` to open a new quotation form." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:34 msgid "Only a singular product is required." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:31 -msgid "A subscription service is still a product (albeit a digital, recurring one)" +#: ../../content/applications/sales/subscriptions/renewals.rst:35 +msgid "A subscription service counts as a product, as it is considered a recurring product." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:33 -msgid "Then, that sales order needs to be confirmed, and payment from the customer for the initial subscription has to be invoiced and registered." +#: ../../content/applications/sales/subscriptions/renewals.rst:37 +msgid "Subscription quotations **must** be confirmed, and payment from the customer for the initial subscription **must** be invoiced and registered in order to successfully open a *Renewal Quotation*." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:36 -msgid "When those steps are complete, an :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons appear at the top of the sales order -- including a button titled, :guilabel:`Renew`." +#: ../../content/applications/sales/subscriptions/renewals.rst:42 +msgid "For more information on the above process of confirming quotations and invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations` - :doc:`../sales/send_quotations/get_paid_to_validate`" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:47 +msgid "Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons also appear at the top of the sales order, including a :guilabel:`Renew` button." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:-1 msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:44 +#: ../../content/applications/sales/subscriptions/renewals.rst:55 msgid "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" @@ -16965,15 +17349,15 @@ msgstr "" msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:51 -msgid "From here, a standard sales flow can occur in order to confirm the quotation. This typically begins by clicking :guilabel:`Send by Email`. This sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for." +#: ../../content/applications/sales/subscriptions/renewals.rst:62 +msgid "From here, a standard sales flow can occur to confirm the quotation. This typically begins by clicking :guilabel:`Send by Email`, which sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:56 -msgid "In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is the renewal of the subscription from the original sales order." +#: ../../content/applications/sales/subscriptions/renewals.rst:67 +msgid "In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is the renewal of the subscription from the original sales order." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:59 +#: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a :guilabel:`Sales History` smart button appears at the top of the page." msgstr "" @@ -16981,11 +17365,11 @@ msgstr "" msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:66 +#: ../../content/applications/sales/subscriptions/renewals.rst:77 msgid "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page, showcasing the different sales orders attached to this subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:74 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 msgid "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button also appears at the top of the sales order." msgstr "" @@ -16993,235 +17377,259 @@ msgstr "" msgid "MRR smart button in the Odoo Subscriptions application." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:92 msgid "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue related to this specific subscription." msgstr "" +#: ../../content/applications/sales/subscriptions/renewals.rst:96 +msgid "On rare occasions, automatic payment can fail, which results in a *Payment Failure* tag on the top-right of the sales order, if there is an error in the payment method." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:99 +msgid "This is done to prevent the system from charging the customer again the next time a scheduled action is run. Because the status of the payment is unknown, Odoo requests a manual operation to check if the payment has been made, before the payment can be used again." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:103 +msgid "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`. Click into the desired subscription, then check the *Chatter* to see if the payment was made." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:106 +msgid "If the payment was **not** made, first enter :doc:`debug mode <../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:110 +msgid "If the payment **was** made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once created, enter :doc:`debug mode <../../general/developer_mode>`, and navigate to the new sales order. Click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:0 +msgid "The \"contract in exception\" option selected with the \"payment failure\" tag shown." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:120 +msgid "The :guilabel:`contract in exception`` option selected with the :guilabel:`payment failure` tag shown." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:123 +msgid "In both cases, once the :guilabel:`Contract in exception` option is no longer selected, Odoo handles renewals automatically again. If the subscription remains in *payment failure*, it is skipped by Odoo until the sales order is closed." +msgstr "" + #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Subscription reports" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:5 -msgid "The Odoo *Subscriptions* application provides a series of reporting pages to help companies analyze how subscriptions are performing." -msgstr "" - #: ../../content/applications/sales/subscriptions/reports.rst:8 -msgid "On the *Subscriptions Analysis* reporting page, users can view specific data related to recurring subscriptions, quantity of subscriptions, how many subscriptions are in progress or paused, and so much more." +msgid "The Odoo **Subscriptions** app provides a series of reporting pages to help companies analyze how subscriptions are performing." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:12 +#: ../../content/applications/sales/subscriptions/reports.rst:11 +msgid "On the *Subscriptions Analysis* reporting page, users can view specific data related to recurring subscriptions, quantity of subscriptions, in-progress or paused subscriptions, and more." +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:14 msgid "The *Retention Analysis* reporting page provides an organized table of subscription retention percentages over any period of time." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:15 -msgid "The *MRR Breakdown* reporting page clearly divides MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) metrics for subscriptions into various graphs, lists, and charts." +#: ../../content/applications/sales/subscriptions/reports.rst:17 +msgid "The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics for subscriptions into various graphs, lists, and charts." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:18 -msgid "And the *MRR Analysis* reporting page offers a time-based collection of analytics showcasing how subscription MRR and ARR has changed over the course of any given period of time." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:22 -msgid "Reporting page elements" +#: ../../content/applications/sales/subscriptions/reports.rst:20 +msgid "And the *MRR Analysis* reporting page offers a time-based collection of analytics showcasing how subscription |MRR| and |ARR| have changed over the course of any given period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:24 -msgid "All subscription-based reporting pages can be accessed via the :guilabel:`Reporting` header menu in the *Subscriptions* application." +msgid "Reporting page elements" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:27 -msgid "The following describes elements found on each reporting page." +#: ../../content/applications/sales/subscriptions/reports.rst:26 +msgid "All subscriptions-based reporting pages can be accessed via the :guilabel:`Reporting` header menu in the **Subscriptions** app." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:30 -msgid "Filters and Group By" +#: ../../content/applications/sales/subscriptions/reports.rst:29 +msgid "The following sections describe elements found on each reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:32 -msgid "Filters are used to narrow down metrics to show specific analytics, whereas groupings (via the :guilabel:`Group By` option) are used to gather specific sections' data into groups for more organized analysis." +msgid "Filters and Group By" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:36 -msgid "This section refers to both filters and groupings, as a combination of the two can be saved in the :guilabel:`Favorites` section." +#: ../../content/applications/sales/subscriptions/reports.rst:34 +msgid "*Filters* are used to narrow down metrics to show specific analytics, whereas groupings (via the *Group By* option) are used to gather the data from specific sections into groups for more organized analysis." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:39 -msgid "To modify the results being shown on any reporting page, click the :guilabel:`▼ (downward facing arrow)` icon to the right of the search bar. Doing so reveals a drop-down menu of detailed filter and grouping options." +#: ../../content/applications/sales/subscriptions/reports.rst:38 +msgid "This section refers to both filters and groupings, as a combination of the two can be saved in the *Favorites* section." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:44 -msgid "Multiple filter options and grouping options can be selected at once." +#: ../../content/applications/sales/subscriptions/reports.rst:41 +msgid "To modify the results being shown on any reporting page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search bar. Doing so reveals a drop-down menu of detailed filter and grouping options." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:-1 -msgid "The reporting filter drop-down menu of options in the Odoo Subscriptions application." +#: ../../content/applications/sales/subscriptions/reports.rst:45 +msgid "If desired, a filter or grouping (or combination of filters and/or groupings) can be saved in the :guilabel:`Favorites` section of that drop-down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon beside :guilabel:`Save current search`, located beneath the :guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:50 -msgid "If desired, a filter or grouping (or combination of filters and/or groupings) can be saved in the :guilabel:`Favorites` section of that drop-down menu. To do that, click the :guilabel:`▼ (downward facing arrow)` icon beside :guilabel:`Save current search`, located beneath the :guilabel:`Favorites` section." +msgid "This reveals a field to assign a title to the favorite filter. Two options are also found beneath the title field: :guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:55 -msgid "That reveals a field to assign a title to the favorite filter. There are also two options beneath the title field, as well: :guilabel:`Default filter` and :guilabel:`Shared`." +#: ../../content/applications/sales/subscriptions/reports.rst:53 +msgid "Ticking the checkbox beside :guilabel:`Default filter` makes the newly-favorited filter the default option for that reporting page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:58 -msgid "Ticking the check box beside :guilabel:`Default filter` makes the newly-favorited filter the default option for that reporting page." +#: ../../content/applications/sales/subscriptions/reports.rst:56 +msgid "Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited filter available to other users in the database." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:61 -msgid "Ticking the box beside :guilabel:`Shared` makes the newly-favorited filter available to other users in the database." +#: ../../content/applications/sales/subscriptions/reports.rst:60 +msgid "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** required, and only *one* of these options can be selected at a time." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:65 -msgid "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** required. Only *one* of those options can be selected at a time." +#: ../../content/applications/sales/subscriptions/reports.rst:63 +msgid "To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` section of the drop-down filter menu." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:68 -msgid "To save that filter(s), click :guilabel:`Save` in the :guilabel:`Favorites` section of the drop-down filter menu." +#: ../../content/applications/sales/subscriptions/reports.rst:66 +msgid "When clicked, that saved filter appears beneath the :guilabel:`Favorites` column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold star)` icon appears beside the favorite filter's name in the search bar." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:71 -msgid "When clicked, that saved filter appears beneath the :guilabel:`Favorites` column of the drop-down filter menu, and a :guilabel:`⭐ (gold star)` icon appears beside the favorite filter's name in the search bar." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:76 msgid "Views" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:78 +#: ../../content/applications/sales/subscriptions/reports.rst:73 msgid "On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and :guilabel:`MRR Analysis` reporting pages, three different view options are located in the upper-right corner." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:82 +#: ../../content/applications/sales/subscriptions/reports.rst:77 msgid "There are *no* other view options available on the :guilabel:`Retention Analysis` reporting page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:84 +#: ../../content/applications/sales/subscriptions/reports.rst:79 msgid "The available view options, from left to right, are:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:86 +#: ../../content/applications/sales/subscriptions/reports.rst:81 msgid ":guilabel:`Graph`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:87 -msgid ":guilabel:`Pivot`" +#: ../../content/applications/sales/subscriptions/reports.rst:82 +msgid ":guilabel:`List`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:88 -msgid ":guilabel:`List`" +#: ../../content/applications/sales/subscriptions/reports.rst:83 +msgid ":guilabel:`Pivot`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The different view options available on the Subscriptions Analysis page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:94 +#: ../../content/applications/sales/subscriptions/reports.rst:89 msgid "Each view has its own series of related view-specific visual options." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:99 +#: ../../content/applications/sales/subscriptions/reports.rst:94 msgid "With the graph view selected, the following options appear between the search bar and visual representation of the data. These graph-specific options are located to the right of the :guilabel:`Measures` and :guilabel:`Insert in Spreadsheet` buttons." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 -msgid "The different graph view options in the Odoo Subscriptions application." +msgid "The different graph view options in the Odoo Subscriptions app." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:107 +#: ../../content/applications/sales/subscriptions/reports.rst:102 msgid "The first three options, from left to right, represent different graph-related views. The remaining options represent different ways to organize and visualize that specific graph-related data." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:110 +#: ../../content/applications/sales/subscriptions/reports.rst:105 msgid "From left to right, the specific graph-related view options are:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:112 -msgid ":guilabel:`Bar Chart`: showcases the data in a bar chart format." +#: ../../content/applications/sales/subscriptions/reports.rst:107 +msgid ":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar chart format." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:113 -msgid ":guilabel:`Line Chart`: showcases the data in a line chart format." +#: ../../content/applications/sales/subscriptions/reports.rst:108 +msgid ":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line chart format." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:114 -msgid ":guilabel:`Pie Chart`: showcases the data in a pie chart format." +#: ../../content/applications/sales/subscriptions/reports.rst:109 +msgid ":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie chart format." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:116 +#: ../../content/applications/sales/subscriptions/reports.rst:111 msgid "Each graph view option has its own series of specific visual options, which are represented by the available buttons that appear to the right of the selected graph-related view option." msgstr "" +#: ../../content/applications/sales/subscriptions/reports.rst:114 +msgid "When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, the following visual options are available:" +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:117 +#: ../../content/applications/sales/subscriptions/reports.rst:123 +msgid ":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked visual format." +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:118 +#: ../../content/applications/sales/subscriptions/reports.rst:125 +msgid ":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in descending order." +msgstr "" + #: ../../content/applications/sales/subscriptions/reports.rst:119 -msgid "When the :guilabel:`Bar Chart` graph view is selected, the following visual options are available:" +#: ../../content/applications/sales/subscriptions/reports.rst:126 +msgid ":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in ascending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/reports.rst:127 -msgid ":guilabel:`Stacked`: showcases the data in a stacked visual format." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/reports.rst:129 -msgid ":guilabel:`Descending`: showcases the data in descending order." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:123 -#: ../../content/applications/sales/subscriptions/reports.rst:130 -msgid ":guilabel:`Ascending`: showcases the data in ascending order." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:125 msgid "When the :guilabel:`Line Chart` graph view is selected, the following visual options are available:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:128 -msgid ":guilabel:`Cumulative`: showcases the data in accumulated, increasing format." +#: ../../content/applications/sales/subscriptions/reports.rst:124 +msgid ":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated, increasing format." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:132 +#: ../../content/applications/sales/subscriptions/reports.rst:128 msgid "When the :guilabel:`Pie Chart` graph view is selected, there are no additional visual options." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:137 +#: ../../content/applications/sales/subscriptions/reports.rst:133 +msgid "With the list view selected, the subscription metrics being analyzed are displayed in a simple list, which can be fully customized by using any of the available filters or groupings in the drop-down filter menu (accessible via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search bar)." +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:139 +msgid "With list view selected, the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button are *not* available." +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:145 msgid "With the pivot view selected, the subscription metrics are displayed in a data table, which can be fully customized." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:140 -msgid "The pivot data table can be customized using the options available in the :guilabel:`Measures` drop-down menu and/or the filter options available in the filter drop-down menu (accessible via the :guilabel:`▼ (downward facing arrow)` icon to the right of the search bar)." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:144 -msgid "There are three pivot-specific options available, located to the right of the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:-1 -msgid "The pivot-specific view options available in the Odoo Subscriptions application." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:151 -msgid "From left to right, those pivot-specific view options are:" +#: ../../content/applications/sales/subscriptions/reports.rst:148 +msgid "The pivot data table can be customized using the options available in the :guilabel:`Measures` drop-down menu, and/or the filter grouping options available in the filter drop-down menu (accessible via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:153 -msgid ":guilabel:`Flip axis`: the `x` and `y` axis of the pivot data table flip." +msgid "Three pivot-specific options are available, located to the right of the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:154 -msgid ":guilabel:`Expand all`: all the available rows and columns of the pivot data table expand fully." -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:155 -msgid ":guilabel:`Download xlsx`: the pivot data table is downloaded as an .xlsx file." +#: ../../content/applications/sales/subscriptions/reports.rst:-1 +msgid "The pivot-specific view options available in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:160 -msgid "With the list view selected, the subscription metrics being analyzed are displayed in a simple list, which can be fully customized by using any of the available filters in the drop-down filter menu (accessible via the :guilabel:`▼ (downward facing arrow)` icon to the right of the search bar)." +msgid "From left to right, those pivot-specific view options are:" +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:162 +msgid ":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot data table flip." +msgstr "" + +#: ../../content/applications/sales/subscriptions/reports.rst:163 +msgid ":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns of the pivot data table expand fully." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:165 -msgid "With list view selected, the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button are *not* available." +msgid ":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is downloaded as an :file:`.xlsx` file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:169 @@ -17229,15 +17637,15 @@ msgid "Measures" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:171 -msgid "Each reporting page has its own metric-specific :guilabel:`Measures` drop-down menu of data-related options to choose from, located in the upper-left corner, above the visual representation of metrics." +msgid "The graph and pivot reporting pages have their own metric-specific :guilabel:`Measures` drop-down menu of data-related options to choose from, located in the upper-left corner, above the visual representation of metrics." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 -msgid "The standard measures drop-down menu in the Odoo Subscriptions application." +msgid "The standard measures drop-down menu in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:179 -msgid "When clicked, a series of selectable measures become available, via a drop-down menu. When any of the options are selected from a :guilabel:`Measures` drop-down menu, the chosen metrics related to that specific measure appear on the reporting page." +msgid "When the :guilabel:`Measures` button is clicked, a series of selectable measures becomes available, via a drop-down menu. When any of the options are selected from the :guilabel:`Measures` drop-down menu, the chosen metrics related to that specific measure appear on the reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:184 @@ -17269,54 +17677,50 @@ msgid "Reporting pages" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:208 -msgid "In the Odoo *Subscriptions* application, there are four different reporting pages available." +msgid "In the Odoo **Subscriptions** app, there are four different reporting pages available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:210 -msgid "To access, analyze, and customize various reports related to subscriptions, navigate to :menuselection:`Subscriptions app`, and click the :guilabel:`Reporting` drop-down menu in the header." +msgid "To access, analyze, and customize various reports related to subscriptions, navigate to :menuselection:`Subscriptions app`, and click the :guilabel:`Reporting` drop-down menu in the header to reveal the following reporting pages:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:214 -msgid "Clicking :guilabel:`Reporting` in the header menu reveals a drop-down menu of the following reporting pages:" -msgstr "" - -#: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`Subscriptions`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:218 +#: ../../content/applications/sales/subscriptions/reports.rst:215 msgid ":guilabel:`Retention`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:219 +#: ../../content/applications/sales/subscriptions/reports.rst:216 msgid ":guilabel:`MRR Breakdown`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:220 +#: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`MRR Timeline`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:222 +#: ../../content/applications/sales/subscriptions/reports.rst:219 msgid "Clicking any of those options reveals a separate, fully-customizable reporting page focusing on that particular aspect of subscription data." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:225 +#: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "The following is a breakdown of those four specific reporting pages." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:228 +#: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "Subscriptions analysis" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:230 +#: ../../content/applications/sales/subscriptions/reports.rst:227 msgid "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:233 +#: ../../content/applications/sales/subscriptions/reports.rst:230 msgid "By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view, is selected on the :guilabel:`Subscriptions Analysis` reporting page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:236 +#: ../../content/applications/sales/subscriptions/reports.rst:233 msgid "The following filters are also present in the search bar: :guilabel:`In Progress or Paused` and :guilabel:`Recurring`." msgstr "" @@ -17324,70 +17728,70 @@ msgstr "" msgid "The default view of the Subscriptions Analysis reporting page in Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:243 -msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Subscriptions Analysis` page is clicked, a series of metric-related options become available." +#: ../../content/applications/sales/subscriptions/reports.rst:240 +msgid "When the :guilabel:`Measures` button on the :guilabel:`Subscriptions Analysis` page is clicked, a series of metric-related options becomes available as a drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The measures drop-down menu of the Subscriptions Analysis page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:250 +#: ../../content/applications/sales/subscriptions/reports.rst:247 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`Subscriptions Analysis` page are:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:253 +#: ../../content/applications/sales/subscriptions/reports.rst:250 msgid ":guilabel:`Monthly Recurring`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:254 +#: ../../content/applications/sales/subscriptions/reports.rst:251 msgid ":guilabel:`Quantity`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:255 +#: ../../content/applications/sales/subscriptions/reports.rst:252 msgid ":guilabel:`Recurring Revenue`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:256 +#: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Untaxed Total`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:257 +#: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Yearly Recurring`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:258 -#: ../../content/applications/sales/subscriptions/reports.rst:296 -#: ../../content/applications/sales/subscriptions/reports.rst:352 -#: ../../content/applications/sales/subscriptions/reports.rst:400 +#: ../../content/applications/sales/subscriptions/reports.rst:255 +#: ../../content/applications/sales/subscriptions/reports.rst:293 +#: ../../content/applications/sales/subscriptions/reports.rst:349 +#: ../../content/applications/sales/subscriptions/reports.rst:397 msgid ":guilabel:`Count`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:261 +#: ../../content/applications/sales/subscriptions/reports.rst:258 msgid "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:263 +#: ../../content/applications/sales/subscriptions/reports.rst:260 msgid "When any of those available measures are clicked, Odoo displays that selected data on the reporting page for further analysis." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:267 +#: ../../content/applications/sales/subscriptions/reports.rst:264 msgid "Retention analysis" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:269 +#: ../../content/applications/sales/subscriptions/reports.rst:266 msgid "To access the :guilabel:`Retention Analysis` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:272 -msgid "The :guilabel:`Retention Analysis` reporting page differs from the other *Subscriptions* app reporting pages, in that it does *not* provide any additional view options. The data on this page is only presented in a customizable data chart." +#: ../../content/applications/sales/subscriptions/reports.rst:269 +msgid "The :guilabel:`Retention Analysis` reporting page differs from the other **Subscriptions** app reporting pages, in that it does **not** provide any additional view options. The data on this page is only presented in a customizable data chart." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The default view of the Retention Analysis reporting page in Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:280 +#: ../../content/applications/sales/subscriptions/reports.rst:277 msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` reporting page is clicked, a series of metric-related options become available." msgstr "" @@ -17395,43 +17799,43 @@ msgstr "" msgid "The measures drop-down menu of the Retention Analysis page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:287 +#: ../../content/applications/sales/subscriptions/reports.rst:284 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` reporting page are:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:290 +#: ../../content/applications/sales/subscriptions/reports.rst:287 msgid ":guilabel:`Amount to invoice`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:291 +#: ../../content/applications/sales/subscriptions/reports.rst:288 msgid ":guilabel:`Margin`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:292 +#: ../../content/applications/sales/subscriptions/reports.rst:289 msgid ":guilabel:`Margin (%)`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:293 +#: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Prepayment percentage`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:294 +#: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Shipping Weight`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:295 +#: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Unpaid Amount`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:299 +#: ../../content/applications/sales/subscriptions/reports.rst:296 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:301 +#: ../../content/applications/sales/subscriptions/reports.rst:298 msgid "To the right of the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` page is an additional drop-down menu containing different time periods. The default time period is :guilabel:`Month`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:305 +#: ../../content/applications/sales/subscriptions/reports.rst:302 msgid "When clicked, a drop-down menu of various time period options become available." msgstr "" @@ -17439,48 +17843,48 @@ msgstr "" msgid "The time period drop-down menu of the Retention Analysis page." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:311 +#: ../../content/applications/sales/subscriptions/reports.rst:308 msgid "The time period options are:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:313 +#: ../../content/applications/sales/subscriptions/reports.rst:310 msgid ":guilabel:`Day`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:314 +#: ../../content/applications/sales/subscriptions/reports.rst:311 msgid ":guilabel:`Week`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:315 +#: ../../content/applications/sales/subscriptions/reports.rst:312 msgid ":guilabel:`Month`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:316 +#: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Year`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:318 +#: ../../content/applications/sales/subscriptions/reports.rst:315 msgid "When a time period option from this drop-down menu is selected, the :guilabel:`Retention Analysis` reporting page showcases data for the configured measures and filters within that time period." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:321 +#: ../../content/applications/sales/subscriptions/reports.rst:318 msgid "To the right of the time period drop-down menu, there is a download button, which allows the user to download the data presented on the :guilabel:`Retention Analysis` page as an Excel file." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:325 +#: ../../content/applications/sales/subscriptions/reports.rst:322 msgid "MRR breakdown" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:327 +#: ../../content/applications/sales/subscriptions/reports.rst:324 msgid "To access the :guilabel:`MRR Breakdown` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:330 -msgid "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting page is in graph view, with the :guilabel:`Bar Chart` option and the :guilabel:`Stacked` option selected." +#: ../../content/applications/sales/subscriptions/reports.rst:327 +msgid "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting page is in graph view, with the :guilabel:`Bar Chart` option and :guilabel:`Stacked` option selected." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:333 -msgid "There is also a default filter in the search bar for :guilabel:`Event Date: Month > Event Type`." +#: ../../content/applications/sales/subscriptions/reports.rst:330 +msgid "A default filter is also available in the search bar for :guilabel:`Event Date: Month > Event Type`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 @@ -17488,64 +17892,64 @@ msgstr "" msgid "The default appearance of the MRR Breakdown reporting page in Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:339 +#: ../../content/applications/sales/subscriptions/reports.rst:336 msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Breakdown` reporting page is clicked, a series of metric-related options become available." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:346 +#: ../../content/applications/sales/subscriptions/reports.rst:343 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Breakdown` reporting page are:" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:349 -#: ../../content/applications/sales/subscriptions/reports.rst:397 +#: ../../content/applications/sales/subscriptions/reports.rst:346 +#: ../../content/applications/sales/subscriptions/reports.rst:394 msgid ":guilabel:`Active Subscriptions Change`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:350 -#: ../../content/applications/sales/subscriptions/reports.rst:398 +#: ../../content/applications/sales/subscriptions/reports.rst:347 +#: ../../content/applications/sales/subscriptions/reports.rst:395 msgid ":guilabel:`ARR Change`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:351 -#: ../../content/applications/sales/subscriptions/reports.rst:399 +#: ../../content/applications/sales/subscriptions/reports.rst:348 +#: ../../content/applications/sales/subscriptions/reports.rst:396 msgid ":guilabel:`MRR Change`" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:355 -#: ../../content/applications/sales/subscriptions/reports.rst:403 +#: ../../content/applications/sales/subscriptions/reports.rst:352 +#: ../../content/applications/sales/subscriptions/reports.rst:400 msgid "The :guilabel:`MRR Change` measure option is selected by default." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:358 -msgid "To make a different measure option the default, first, select the desired measure from the :guilabel:`Measures` drop-down menu. Then, click the :guilabel:`(downward facing arrow)` icon in the search bar to open the mega menu of filters and groupings." +#: ../../content/applications/sales/subscriptions/reports.rst:355 +msgid "To make a different measure option the default, first, select the desired measure from the :guilabel:`Measures` drop-down menu. Then, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to open the mega menu of filters and groupings." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:362 -msgid "In the :guilabel:`Favorites` column, click the :guilabel:`(downward facing arrow)` icon beside :guilabel:`Save current search` to reveal a field, where a title can be entered, along with two checkboxes::guilabel:`Default filter` and :guilabel:`Shared`." +#: ../../content/applications/sales/subscriptions/reports.rst:359 +msgid "In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to reveal a field, where a title can be entered, along with two checkboxes::guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:366 -msgid "Tick the box for :guilabel:`Default filter`, and click :guilabel:`Save`." +#: ../../content/applications/sales/subscriptions/reports.rst:363 +msgid "Tick the checkbox for :guilabel:`Default filter`, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:368 +#: ../../content/applications/sales/subscriptions/reports.rst:365 msgid "That newly-chosen measure option is now the default option that appears when this reporting page is accessed." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:372 +#: ../../content/applications/sales/subscriptions/reports.rst:369 msgid "MRR analysis" msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:374 +#: ../../content/applications/sales/subscriptions/reports.rst:371 msgid "To access the :guilabel:`MRR Analysis` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> MRR Timeline`." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:377 +#: ../../content/applications/sales/subscriptions/reports.rst:374 msgid "By default, the data displayed on the :guilabel:`MRR Analysis` reporting page is in graph view, with the :guilabel:`Line Chart` option, :guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:381 -msgid "There is also a default filter in the search bar for :guilabel:`Event Date: Month`." +#: ../../content/applications/sales/subscriptions/reports.rst:378 +msgid "A default filter is also found in the search bar for :guilabel:`Event Date: Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 @@ -17553,11 +17957,11 @@ msgstr "" msgid "The default appearance of the MRR Analysis reporting page in Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:387 +#: ../../content/applications/sales/subscriptions/reports.rst:384 msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis` reporting page is clicked, a series of metric-related options become available." msgstr "" -#: ../../content/applications/sales/subscriptions/reports.rst:394 +#: ../../content/applications/sales/subscriptions/reports.rst:391 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis` reporting page are:" msgstr ""