diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 4cb6ed338..d7444348b 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -158,7 +158,7 @@ msgid "Transferring an Odoo Online database" msgstr "" #: ../../content/administration/hosting.rst:49 -msgid "Odoo Online's :ref:`intermediary versions ` cannot be hosted on-premise as that type of hosting does not support those versions. Therefore, if the database to transfer is running an intermediary version, it must be upgraded first to the next :ref:`major version `, waiting for its release if necessary." +msgid "Odoo Online's :ref:`intermediary versions ` are not supported by Odoo.sh or on-premise. Therefore, if the database to transfer is running an intermediary version, it must be upgraded first to the next :ref:`major version `, waiting for its release if necessary." msgstr "" #: ../../content/administration/hosting.rst:55 @@ -240,6 +240,110 @@ msgstr "" msgid "Download a :ref:`backup of your Odoo.sh production database `." msgstr "" +#: ../../content/administration/mobile.rst:3 +msgid "Odoo mobile apps" +msgstr "" + +#: ../../content/administration/mobile.rst:5 +msgid "Two kind of Odoo mobile app exist: the progressive web app (PWA) and store apps. Using the PWA is recommended." +msgstr "" + +#: ../../content/administration/mobile.rst:9 +msgid "Progressive web app (PWA)" +msgstr "" + +#: ../../content/administration/mobile.rst:11 +msgid "PWAs are web-based applications designed to function across different devices and platforms, leveraging web browsers to deliver user experiences similar to native apps." +msgstr "" + +#: ../../content/administration/mobile.rst:14 +msgid "The Odoo PWA features include:" +msgstr "" + +#: ../../content/administration/mobile.rst:16 +msgid "Quick access by adding the PWA to a device's home screen" +msgstr "" + +#: ../../content/administration/mobile.rst:17 +msgid "Seamless and borderless navigation experience" +msgstr "" + +#: ../../content/administration/mobile.rst:18 +msgid "Push notifications" +msgstr "" + +#: ../../content/administration/mobile.rst:19 +msgid "SSO authentication" +msgstr "" + +#: ../../content/administration/mobile.rst:21 +msgid "To install the Odoo PWA, launch a browser supporting PWAs, and sign in to an Odoo database. The instructions to install a PWA depend on the platform and browser used." +msgstr "" + +#: ../../content/administration/mobile.rst:26 +msgid "Android" +msgstr "" + +#: ../../content/administration/mobile.rst:28 +msgid "**Chrome**: open Chrome's menu (:guilabel:`⋮`), select :guilabel:`Install app`, and tap :guilabel:`Install`." +msgstr "" + +#: ../../content/administration/mobile.rst:31 +msgid "**Firefox**: open Firefox's menu (:guilabel:`⋮`), select :guilabel:`Install`, and either touch and hold the Odoo icon or tap :guilabel:`Add automatically`." +msgstr "" + +#: ../../content/administration/mobile.rst:34 +msgid "The PWA can also be installed with **Samsung Internet**, **Edge**, and **Opera**." +msgstr "" + +#: ../../content/administration/mobile.rst:36 +msgid "iOS" +msgstr "" + +#: ../../content/administration/mobile.rst:38 +msgid "**Safari**: open the **Share** menu by tapping the square with an arrow pointing upwards icon, select :guilabel:`Add to Home Screen`, edit the PWA details if desired, and tap :guilabel:`Add`." +msgstr "" + +#: ../../content/administration/mobile.rst:42 +msgid "On iOS 16.4 and above, the PWA can also be installed with **Chrome**, **Firefox**, and **Edge**." +msgstr "" + +#: ../../content/administration/mobile.rst:45 +msgid "Desktop" +msgstr "" + +#: ../../content/administration/mobile.rst:47 +msgid "**Chrome** and **Edge**: click the installation icon at the right of the address bar and click :guilabel:`Install`." +msgstr "" + +#: ../../content/administration/mobile.rst:51 +msgid "`Google Chrome Help: Use progressive web apps `_" +msgstr "" + +#: ../../content/administration/mobile.rst:53 +msgid "`MDN Web Docs: Installing and uninstalling web apps `_" +msgstr "" + +#: ../../content/administration/mobile.rst:55 +msgid "`Microsoft Support: Install, manage, or uninstall apps in Microsoft Edge `_" +msgstr "" + +#: ../../content/administration/mobile.rst:58 +msgid "Store apps" +msgstr "" + +#: ../../content/administration/mobile.rst:60 +msgid "The Odoo mobile apps are available for download on the `Google Play Store `_ and `Apple App Store `_." +msgstr "" + +#: ../../content/administration/mobile.rst:65 +msgid "The iOS app cannot be updated and will be deprecated at some point in the future." +msgstr "" + +#: ../../content/administration/mobile.rst:67 +msgid "While the store apps support multi-accounts, they are not compatible with SS0 authentication." +msgstr "" + #: ../../content/administration/neutralized_database.rst:3 msgid "Neutralized database" msgstr "" @@ -398,8 +502,8 @@ msgstr "" #: ../../content/administration/odoo_online.rst:3 #: ../../content/administration/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:90 -#: ../../content/administration/upgrade.rst:307 +#: ../../content/administration/upgrade.rst:81 +#: ../../content/administration/upgrade.rst:299 msgid "Odoo Online" msgstr "" @@ -499,64 +603,68 @@ msgstr "" msgid "Duplicated databases expire automatically after 15 days." msgstr "" -#: ../../content/administration/odoo_online.rst:67 -msgid "Rename" +#: ../../content/administration/odoo_online.rst:63 +msgid "A maximum of five duplicates can be made per database. Under extraordinary circumstances, contact `support `_ to raise the limit." msgstr "" #: ../../content/administration/odoo_online.rst:69 +msgid "Rename" +msgstr "" + +#: ../../content/administration/odoo_online.rst:71 msgid "Rename the database and its URL." msgstr "" -#: ../../content/administration/odoo_online.rst:74 +#: ../../content/administration/odoo_online.rst:76 msgid "Download" msgstr "" -#: ../../content/administration/odoo_online.rst:76 +#: ../../content/administration/odoo_online.rst:78 msgid "Download a ZIP file containing a backup of the database." msgstr "" -#: ../../content/administration/odoo_online.rst:79 +#: ../../content/administration/odoo_online.rst:81 msgid "Databases are backed up daily as per the `Odoo Cloud Hosting SLA `_." msgstr "" -#: ../../content/administration/odoo_online.rst:85 +#: ../../content/administration/odoo_online.rst:87 msgid "Domain names" msgstr "" -#: ../../content/administration/odoo_online.rst:87 +#: ../../content/administration/odoo_online.rst:89 msgid "Use a custom :doc:`domain name ` to access the database via another URL." msgstr "" -#: ../../content/administration/odoo_online.rst:91 +#: ../../content/administration/odoo_online.rst:93 msgid "You can :ref:`register a domain name for free `." msgstr "" -#: ../../content/administration/odoo_online.rst:96 +#: ../../content/administration/odoo_online.rst:98 msgid "Tags" msgstr "" -#: ../../content/administration/odoo_online.rst:98 +#: ../../content/administration/odoo_online.rst:100 msgid "Add tags to easily identify and sort your databases." msgstr "" -#: ../../content/administration/odoo_online.rst:101 +#: ../../content/administration/odoo_online.rst:103 msgid "You can search for tags in the search bar." msgstr "" -#: ../../content/administration/odoo_online.rst:106 +#: ../../content/administration/odoo_online.rst:108 #: ../../content/administration/odoo_sh/getting_started/branches.rst:550 msgid "Delete" msgstr "" -#: ../../content/administration/odoo_online.rst:108 +#: ../../content/administration/odoo_online.rst:110 msgid "Delete a database instantly." msgstr "" -#: ../../content/administration/odoo_online.rst:111 +#: ../../content/administration/odoo_online.rst:113 msgid "Deleting a database means that all data is permanently lost. The deletion is instant and applies to all users. It is recommended to create a backup of the database before deleting it." msgstr "" -#: ../../content/administration/odoo_online.rst:114 +#: ../../content/administration/odoo_online.rst:116 msgid "Carefully read the warning message and only proceed if the implications of deleting a database are fully understood." msgstr "" @@ -564,31 +672,31 @@ msgstr "" msgid "The warning message displayed before deleting a database" msgstr "" -#: ../../content/administration/odoo_online.rst:121 +#: ../../content/administration/odoo_online.rst:123 msgid "Only an administrator can delete a database." msgstr "" -#: ../../content/administration/odoo_online.rst:122 +#: ../../content/administration/odoo_online.rst:124 msgid "The database name is immediately made available to anyone." msgstr "" -#: ../../content/administration/odoo_online.rst:123 +#: ../../content/administration/odoo_online.rst:125 msgid "Deleting a database if it has expired or is linked to a subscription is impossible. In that case, contact `Odoo Support `_." msgstr "" -#: ../../content/administration/odoo_online.rst:129 +#: ../../content/administration/odoo_online.rst:131 msgid "Contact us" msgstr "" -#: ../../content/administration/odoo_online.rst:131 +#: ../../content/administration/odoo_online.rst:133 msgid "Access the `Odoo.com support page `_ with the database's details already pre-filled." msgstr "" -#: ../../content/administration/odoo_online.rst:137 +#: ../../content/administration/odoo_online.rst:139 msgid "Invite / remove users" msgstr "" -#: ../../content/administration/odoo_online.rst:139 +#: ../../content/administration/odoo_online.rst:141 msgid "To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple users, click :guilabel:`Add more users`." msgstr "" @@ -596,22 +704,22 @@ msgstr "" msgid "Inviting a user on a database" msgstr "" -#: ../../content/administration/odoo_online.rst:145 +#: ../../content/administration/odoo_online.rst:147 msgid "To remove users, select them and click :guilabel:`Remove`." msgstr "" -#: ../../content/administration/odoo_online.rst:148 +#: ../../content/administration/odoo_online.rst:150 msgid ":doc:`/applications/general/users`" msgstr "" -#: ../../content/administration/odoo_online.rst:149 +#: ../../content/administration/odoo_online.rst:151 msgid ":doc:`odoo_accounts`" msgstr "" #: ../../content/administration/odoo_sh.rst:5 #: ../../content/administration/supported_versions.rst:30 -#: ../../content/administration/upgrade.rst:120 -#: ../../content/administration/upgrade.rst:318 +#: ../../content/administration/upgrade.rst:111 +#: ../../content/administration/upgrade.rst:310 msgid "Odoo.sh" msgstr "" @@ -2720,15 +2828,16 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:127 #: ../../content/administration/supported_versions.rst:35 #: ../../content/administration/supported_versions.rst:41 -#: ../../content/administration/supported_versions.rst:42 -#: ../../content/administration/supported_versions.rst:43 #: ../../content/administration/supported_versions.rst:47 -#: ../../content/administration/supported_versions.rst:71 -#: ../../content/administration/supported_versions.rst:72 -#: ../../content/administration/supported_versions.rst:73 -#: ../../content/administration/supported_versions.rst:89 -#: ../../content/administration/supported_versions.rst:90 -#: ../../content/administration/supported_versions.rst:91 +#: ../../content/administration/supported_versions.rst:48 +#: ../../content/administration/supported_versions.rst:49 +#: ../../content/administration/supported_versions.rst:53 +#: ../../content/administration/supported_versions.rst:77 +#: ../../content/administration/supported_versions.rst:78 +#: ../../content/administration/supported_versions.rst:79 +#: ../../content/administration/supported_versions.rst:95 +#: ../../content/administration/supported_versions.rst:96 +#: ../../content/administration/supported_versions.rst:97 msgid "|green|" msgstr "" @@ -2912,8 +3021,8 @@ 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:145 -#: ../../content/administration/upgrade.rst:341 +#: ../../content/administration/upgrade.rst:136 +#: ../../content/administration/upgrade.rst:333 msgid "On-premise" msgstr "" @@ -4634,194 +4743,204 @@ msgid "End of support" msgstr "" #: ../../content/administration/supported_versions.rst:34 -msgid "Odoo saas~17.1" +msgid "Odoo saas~17.2" msgstr "" #: ../../content/administration/supported_versions.rst:36 #: ../../content/administration/supported_versions.rst:37 -#: ../../content/administration/supported_versions.rst:48 -#: ../../content/administration/supported_versions.rst:49 +#: ../../content/administration/supported_versions.rst:42 +#: ../../content/administration/supported_versions.rst:43 #: ../../content/administration/supported_versions.rst:54 #: ../../content/administration/supported_versions.rst:55 #: ../../content/administration/supported_versions.rst:60 #: ../../content/administration/supported_versions.rst:61 #: ../../content/administration/supported_versions.rst:66 #: ../../content/administration/supported_versions.rst:67 -#: ../../content/administration/supported_versions.rst:78 -#: ../../content/administration/supported_versions.rst:79 +#: ../../content/administration/supported_versions.rst:72 +#: ../../content/administration/supported_versions.rst:73 #: ../../content/administration/supported_versions.rst:84 #: ../../content/administration/supported_versions.rst:85 +#: ../../content/administration/supported_versions.rst:90 +#: ../../content/administration/supported_versions.rst:91 msgid "N/A" msgstr "" #: ../../content/administration/supported_versions.rst:38 -msgid "January 2024" +msgid "April 2024" msgstr "" #: ../../content/administration/supported_versions.rst:40 -msgid "**Odoo 17.0**" +msgid "Odoo saas~17.1" msgstr "" #: ../../content/administration/supported_versions.rst:44 -#: ../../content/administration/supported_versions.rst:99 -msgid "November 2023" -msgstr "" - -#: ../../content/administration/supported_versions.rst:45 -msgid "October 2026 (planned)" +msgid "January 2024" msgstr "" #: ../../content/administration/supported_versions.rst:46 -msgid "Odoo saas~16.4" +msgid "**Odoo 17.0**" msgstr "" #: ../../content/administration/supported_versions.rst:50 -msgid "August 2023" +#: ../../content/administration/supported_versions.rst:105 +msgid "November 2023" +msgstr "" + +#: ../../content/administration/supported_versions.rst:51 +msgid "October 2026 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:52 +msgid "Odoo saas~16.4" +msgstr "" + +#: ../../content/administration/supported_versions.rst:56 +msgid "August 2023" +msgstr "" + +#: ../../content/administration/supported_versions.rst:58 msgid "Odoo saas~16.3" msgstr "" -#: ../../content/administration/supported_versions.rst:53 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:65 -#: ../../content/administration/supported_versions.rst:77 +#: ../../content/administration/supported_versions.rst:71 #: ../../content/administration/supported_versions.rst:83 -#: ../../content/administration/supported_versions.rst:95 -#: ../../content/administration/supported_versions.rst:96 -#: ../../content/administration/supported_versions.rst:97 +#: ../../content/administration/supported_versions.rst:89 #: ../../content/administration/supported_versions.rst:101 #: ../../content/administration/supported_versions.rst:102 #: ../../content/administration/supported_versions.rst:103 #: ../../content/administration/supported_versions.rst:107 #: ../../content/administration/supported_versions.rst:108 #: ../../content/administration/supported_versions.rst:109 +#: ../../content/administration/supported_versions.rst:113 +#: ../../content/administration/supported_versions.rst:114 +#: ../../content/administration/supported_versions.rst:115 msgid "|red|" msgstr "" -#: ../../content/administration/supported_versions.rst:56 +#: ../../content/administration/supported_versions.rst:62 msgid "June 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:58 +#: ../../content/administration/supported_versions.rst:64 msgid "Odoo saas~16.2" msgstr "" -#: ../../content/administration/supported_versions.rst:62 +#: ../../content/administration/supported_versions.rst:68 msgid "March 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:64 +#: ../../content/administration/supported_versions.rst:70 msgid "Odoo saas~16.1" msgstr "" -#: ../../content/administration/supported_versions.rst:68 +#: ../../content/administration/supported_versions.rst:74 msgid "February 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:70 +#: ../../content/administration/supported_versions.rst:76 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:74 -#: ../../content/administration/supported_versions.rst:105 +#: ../../content/administration/supported_versions.rst:80 +#: ../../content/administration/supported_versions.rst:111 msgid "October 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:75 +#: ../../content/administration/supported_versions.rst:81 msgid "November 2025 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:76 +#: ../../content/administration/supported_versions.rst:82 msgid "Odoo saas~15.2" msgstr "" -#: ../../content/administration/supported_versions.rst:80 +#: ../../content/administration/supported_versions.rst:86 msgid "March 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:81 +#: ../../content/administration/supported_versions.rst:87 msgid "January 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:82 +#: ../../content/administration/supported_versions.rst:88 msgid "Odoo saas~15.1" msgstr "" -#: ../../content/administration/supported_versions.rst:86 +#: ../../content/administration/supported_versions.rst:92 msgid "February 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:87 +#: ../../content/administration/supported_versions.rst:93 msgid "July 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:88 +#: ../../content/administration/supported_versions.rst:94 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:92 +#: ../../content/administration/supported_versions.rst:98 msgid "October 2021" msgstr "" -#: ../../content/administration/supported_versions.rst:93 +#: ../../content/administration/supported_versions.rst:99 msgid "November 2024 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:94 +#: ../../content/administration/supported_versions.rst:100 msgid "**Odoo 14.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:98 +#: ../../content/administration/supported_versions.rst:104 msgid "October 2020" msgstr "" -#: ../../content/administration/supported_versions.rst:100 +#: ../../content/administration/supported_versions.rst:106 msgid "**Odoo 13.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:104 +#: ../../content/administration/supported_versions.rst:110 msgid "October 2019" msgstr "" -#: ../../content/administration/supported_versions.rst:106 +#: ../../content/administration/supported_versions.rst:112 msgid "Older versions" msgstr "" -#: ../../content/administration/supported_versions.rst:110 +#: ../../content/administration/supported_versions.rst:116 msgid "Before 2019" msgstr "" -#: ../../content/administration/supported_versions.rst:111 +#: ../../content/administration/supported_versions.rst:117 msgid "Before 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:113 +#: ../../content/administration/supported_versions.rst:119 msgid "Legend" msgstr "" -#: ../../content/administration/supported_versions.rst:115 +#: ../../content/administration/supported_versions.rst:121 msgid "|green| Supported version" msgstr "" -#: ../../content/administration/supported_versions.rst:117 +#: ../../content/administration/supported_versions.rst:123 msgid "|red| End-of-support" msgstr "" -#: ../../content/administration/supported_versions.rst:119 +#: ../../content/administration/supported_versions.rst:125 msgid "N/A Never released for this platform" msgstr "" -#: ../../content/administration/supported_versions.rst:122 +#: ../../content/administration/supported_versions.rst:128 msgid "Even though we don't support older versions, you can always `upgrade from any version `_." msgstr "" -#: ../../content/administration/upgrade.rst:7 +#: ../../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." msgstr "" -#: ../../content/administration/upgrade.rst:15 +#: ../../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." msgstr "" @@ -4829,91 +4948,91 @@ msgstr "" msgid "The upgrade message prompt on the top right of the database" msgstr "" -#: ../../content/administration/upgrade.rst:22 +#: ../../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:27 +#: ../../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:30 +#: ../../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:33 +#: ../../content/administration/upgrade.rst:31 msgid "An upgrade does not cover:" msgstr "" -#: ../../content/administration/upgrade.rst:35 +#: ../../content/administration/upgrade.rst:33 msgid "Downgrading to a previous version of Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:36 +#: ../../content/administration/upgrade.rst:34 msgid ":doc:`Switching editions ` (e.g., from Community to Enterprise)" msgstr "" -#: ../../content/administration/upgrade.rst:38 +#: ../../content/administration/upgrade.rst:36 msgid ":ref:`Changing hosting type ` (e.g., from on-premise to Odoo Online)" msgstr "" -#: ../../content/administration/upgrade.rst:39 +#: ../../content/administration/upgrade.rst:37 msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:42 +#: ../../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:50 +#: ../../content/administration/upgrade.rst:47 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:52 +#: ../../content/administration/upgrade.rst:49 msgid "Request an upgraded test database (see :ref:`obtaining an upgraded test database `)." msgstr "" -#: ../../content/administration/upgrade.rst:55 +#: ../../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:58 +#: ../../content/administration/upgrade.rst:53 msgid "Thoroughly test the upgraded database (see :ref:`testing the new version of the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:61 -msgid "Report any issue encountered during the testing to Odoo via the `support page `__." +#: ../../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) `_." msgstr "" -#: ../../content/administration/upgrade.rst:64 +#: ../../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." msgstr "" -#: ../../content/administration/upgrade.rst:67 +#: ../../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 `)." msgstr "" -#: ../../content/administration/upgrade.rst:70 -msgid "Report any issue encountered during the upgrade to Odoo via the `support page `__." +#: ../../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) `_." msgstr "" -#: ../../content/administration/upgrade.rst:76 +#: ../../content/administration/upgrade.rst:67 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../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 `_." msgstr "" -#: ../../content/administration/upgrade.rst:84 +#: ../../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." msgstr "" -#: ../../content/administration/upgrade.rst:92 +#: ../../content/administration/upgrade.rst:83 msgid "Odoo Online databases can be manually upgraded via the `database manager `_." msgstr "" -#: ../../content/administration/upgrade.rst:95 +#: ../../content/administration/upgrade.rst:86 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 "" @@ -4921,19 +5040,19 @@ msgstr "" msgid "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:102 +#: ../../content/administration/upgrade.rst:93 msgid "Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:95 msgid "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:105 +#: ../../content/administration/upgrade.rst:96 msgid "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:97 msgid "The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for your first upgrade request" msgstr "" @@ -4941,7 +5060,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:112 +#: ../../content/administration/upgrade.rst:103 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 "" @@ -4949,7 +5068,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:122 +#: ../../content/administration/upgrade.rst:113 msgid "Odoo.sh is integrated with the upgrade platform to simplify the upgrade process." msgstr "" @@ -4957,275 +5076,275 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:127 +#: ../../content/administration/upgrade.rst:118 msgid "The **latest production daily automatic backup** is then sent to the `upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:130 +#: ../../content/administration/upgrade.rst:121 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:138 +#: ../../content/administration/upgrade.rst:129 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:143 +#: ../../content/administration/upgrade.rst:134 msgid "Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information." msgstr "" -#: ../../content/administration/upgrade.rst:147 +#: ../../content/administration/upgrade.rst:138 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:154 +#: ../../content/administration/upgrade.rst:145 msgid "The following command can be used to display the general help and the main commands:" msgstr "" -#: ../../content/administration/upgrade.rst:160 +#: ../../content/administration/upgrade.rst:151 msgid "An upgraded test database can also be requested via the `Upgrade page `_." msgstr "" -#: ../../content/administration/upgrade.rst:164 +#: ../../content/administration/upgrade.rst:155 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:169 +#: ../../content/administration/upgrade.rst:160 msgid "For security reasons, only the person who submitted the upgrade request can download it." msgstr "" -#: ../../content/administration/upgrade.rst:170 +#: ../../content/administration/upgrade.rst:161 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:172 +#: ../../content/administration/upgrade.rst:163 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:175 +#: ../../content/administration/upgrade.rst:166 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:168 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:178 +#: ../../content/administration/upgrade.rst:169 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:185 +#: ../../content/administration/upgrade.rst:176 msgid "You can request multiple test databases if you wish to test an upgrade more than once." msgstr "" -#: ../../content/administration/upgrade.rst:190 +#: ../../content/administration/upgrade.rst:181 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:198 +#: ../../content/administration/upgrade.rst:189 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../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." msgstr "" -#: ../../content/administration/upgrade.rst:205 +#: ../../content/administration/upgrade.rst:196 msgid "Test databases are neutralized, and some features are disabled to prevent them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/upgrade.rst:199 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:209 +#: ../../content/administration/upgrade.rst:200 msgid "Outgoing mail servers are disabled by archiving the existing ones and adding a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:201 msgid "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:202 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:214 +#: ../../content/administration/upgrade.rst:205 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:217 +#: ../../content/administration/upgrade.rst:208 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:210 msgid "Are there views that are deactivated in your test database but active in your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:212 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:222 +#: ../../content/administration/upgrade.rst:213 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:214 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:215 msgid "Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:217 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:227 +#: ../../content/administration/upgrade.rst:218 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:219 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:220 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:233 +#: ../../content/administration/upgrade.rst:224 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:236 +#: ../../content/administration/upgrade.rst:227 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:237 +#: ../../content/administration/upgrade.rst:228 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:229 msgid "Checking if the route to receive this product is the same in your production database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:231 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:241 +#: ../../content/administration/upgrade.rst:232 msgid "Opening your customer database (Contacts app), selecting a customer (or company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:234 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:244 +#: ../../content/administration/upgrade.rst:235 msgid "Checking if the route to ship this product is the same as in your production database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:237 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:247 +#: ../../content/administration/upgrade.rst:238 msgid "Crediting the invoice (issuing a credit note) and checking if it behaves as in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:240 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:250 +#: ../../content/administration/upgrade.rst:241 msgid "Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:242 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:254 +#: ../../content/administration/upgrade.rst:245 msgid "This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:256 -msgid "If you face an issue while testing your upgraded test database, you can request the assistance of Odoo via the `support page `__ by selecting the option related to testing the 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: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." msgstr "" -#: ../../content/administration/upgrade.rst:261 +#: ../../content/administration/upgrade.rst:252 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:267 +#: ../../content/administration/upgrade.rst:258 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:260 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:270 +#: ../../content/administration/upgrade.rst:261 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:272 +#: ../../content/administration/upgrade.rst:263 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:273 +#: ../../content/administration/upgrade.rst:264 msgid "Automated actions" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:265 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:280 +#: ../../content/administration/upgrade.rst:271 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:282 -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. It can be planned in coordination with Odoo's upgrade support analysts, reachable via the `support page `__." +#: ../../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. It can be planned in coordination with Odoo's upgrade support analysts by `submitting a ticket for an issue related to my future upgrade (I am testing an upgrade) `_." msgstr "" -#: ../../content/administration/upgrade.rst:287 +#: ../../content/administration/upgrade.rst:279 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:290 +#: ../../content/administration/upgrade.rst:282 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:296 +#: ../../content/administration/upgrade.rst:288 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:290 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:299 +#: ../../content/administration/upgrade.rst:291 msgid "Business interruptions (e.g., no longer having the possibility to validate an action)" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:292 msgid "Poor customer experience (e.g., an eCommerce website that does not work correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:294 msgid "The process of upgrading a production database is similar to upgrading a test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:301 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:314 +#: ../../content/administration/upgrade.rst:306 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:320 +#: ../../content/administration/upgrade.rst:312 msgid "The process is similar to :ref:`obtaining an upgraded test database ` on the :guilabel:`Production` branch." msgstr "" @@ -5233,98 +5352,98 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:326 +#: ../../content/administration/upgrade.rst:318 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:332 +#: ../../content/administration/upgrade.rst:324 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:336 +#: ../../content/administration/upgrade.rst:328 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:343 +#: ../../content/administration/upgrade.rst:335 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:350 +#: ../../content/administration/upgrade.rst:342 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." msgstr "" -#: ../../content/administration/upgrade.rst:357 +#: ../../content/administration/upgrade.rst:349 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:361 -msgid "In case of an issue with your production database, you can request the assistance of Odoo via the `support page `__ by selecting the option related to the upgrade in production." +#: ../../content/administration/upgrade.rst:353 +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:369 +#: ../../content/administration/upgrade.rst:360 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:371 +#: ../../content/administration/upgrade.rst:362 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:374 +#: ../../content/administration/upgrade.rst:365 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:379 +#: ../../content/administration/upgrade.rst:370 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:381 +#: ../../content/administration/upgrade.rst:372 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:384 +#: ../../content/administration/upgrade.rst:375 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:385 +#: ../../content/administration/upgrade.rst:376 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:387 +#: ../../content/administration/upgrade.rst:378 msgid "the upgrade of all **developments and customizations covered by a maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:381 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:394 +#: ../../content/administration/upgrade.rst:385 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:396 +#: ../../content/administration/upgrade.rst:387 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:398 +#: ../../content/administration/upgrade.rst:389 msgid "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:390 msgid "the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:400 +#: ../../content/administration/upgrade.rst:391 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:403 +#: ../../content/administration/upgrade.rst:394 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:397 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:407 +#: ../../content/administration/upgrade.rst:398 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/sources/contributing.pot b/locale/sources/contributing.pot index 0fe81457d..91dfdc9fe 100644 --- a/locale/sources/contributing.pot +++ b/locale/sources/contributing.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo saas-16.3\n" +"Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-08 07:55+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -69,7 +69,7 @@ msgid "Submit bug reports" msgstr "" #: ../../content/contributing.rst:33 -msgid "Help improve the stability of Odoo by reporting the bugs that you discover in :doc:`supported versions ` directly to Odoo support. Make sure to include as many details (version, environment, test scenario...) as possible. If you don't have the Odoo Enterprise license required for contacting the support, open a new issue on the GitHub repository of Odoo." +msgid "Help improve the stability of Odoo by reporting the bugs that you discover in :doc:`supported versions ` directly to Odoo support. Make sure to include as many details (version, environment, test scenario...) as possible. If you don't have the Odoo Enterprise license required for contacting the support, open a new issue on the GitHub repository of Odoo." msgstr "" #: ../../content/contributing.rst:38 @@ -153,21 +153,28 @@ msgstr "" msgid "It is mainly Odoo employees who develop new features for the codebase and write new content for the documentation. Be sure to discuss any idea for a new feature or page with the Odoo team so they can give you the green light before you begin working on it. Some features may already be in development on their side, and only approved features can be merged." msgstr "" +#: ../../content/contributing/check_mergeability_status.rst:1 +#: ../../content/contributing/check_mergeability_status.rst:1 +#: ../../content/contributing/check_mergeability_status.rst:1 +#: ../../content/contributing/check_mergeability_status.rst:1 #: ../../content/contributing/check_mergeability_status.rst:1 #: ../../content/contributing/check_mergeability_status.rst:1 msgid "At the bottom of the page, check the mergeability status and address any issues." msgstr "" +#: ../../content/contributing/configure_git_authorship.rst:1 #: ../../content/contributing/configure_git_authorship.rst:1 #: ../../content/contributing/configure_git_authorship.rst:1 msgid "Configure Git to identify yourself as the author of your future contributions. Enter the same email address you used to register on GitHub." msgstr "" +#: ../../content/contributing/configure_github_account.rst:1 #: ../../content/contributing/configure_github_account.rst:1 #: ../../content/contributing/configure_github_account.rst:1 msgid "`Generate a new SSH key and register it on your GitHub account `_." msgstr "" +#: ../../content/contributing/create_github_account.rst:1 #: ../../content/contributing/create_github_account.rst:1 #: ../../content/contributing/create_github_account.rst:1 msgid "First, you need to `create a GitHub account `_. Odoo uses GitHub to manage the source code of its products, and this is where you will make your changes and submit them for review." @@ -203,44 +210,50 @@ msgstr "" msgid "Go to `github.com/odoo/odoo `_ and click on the :guilabel:`Fork` button in the top right corner to create a fork (:dfn:`your own copy`) of the repository on your account. Do the same with `github.com/odoo/enterprise `_ if you have access to it. This creates a copy of the codebase to which you can make changes without affecting the main codebase. Skip this step if you work at Odoo." msgstr "" +#: ../../content/contributing/install_git.rst:1 #: ../../content/contributing/install_git.rst:1 #: ../../content/contributing/install_git.rst:1 msgid "`Install Git `_. It is a command-line (:dfn:`a text interface`) tool that allows tracking the history of changes made to a file and, more importantly, working on different versions of that file simultaneously. It means you do not need to worry about overwriting someone else’s pending work when making changes." msgstr "" +#: ../../content/contributing/install_git.rst:6 #: ../../content/contributing/install_git.rst:6 #: ../../content/contributing/install_git.rst:6 msgid "Verify that the installation directory of Git is included in your system's `PATH` variable." msgstr "" +#: ../../content/contributing/install_git.rst:10 +#: ../../content/contributing/install_git.rst:10 #: ../../content/contributing/documentation.rst:97 #: ../../content/contributing/documentation.rst:124 #: ../../content/contributing/documentation.rst:140 #: ../../content/contributing/install_git.rst:10 -#: ../../content/contributing/install_git.rst:10 msgid "Linux and macOS" msgstr "" +#: ../../content/contributing/install_git.rst:12 #: ../../content/contributing/install_git.rst:12 #: ../../content/contributing/install_git.rst:12 msgid "Follow the `guide to update the PATH variable on Linux and macOS `_ with the installation path of Git (by default :file:`/usr/bin/git`)." msgstr "" +#: ../../content/contributing/install_git.rst:16 +#: ../../content/contributing/install_git.rst:16 #: ../../content/contributing/documentation.rst:104 #: ../../content/contributing/documentation.rst:130 #: ../../content/contributing/documentation.rst:146 #: ../../content/contributing/install_git.rst:16 -#: ../../content/contributing/install_git.rst:16 msgid "Windows" msgstr "" +#: ../../content/contributing/install_git.rst:18 #: ../../content/contributing/install_git.rst:18 #: ../../content/contributing/install_git.rst:18 msgid "Follow the `guide to update the PATH variable on Windows `_ with the installation path of Git (by default :file:`C:\\\\Program Files\\\\Git`)." msgstr "" #: ../../content/contributing/development.rst:40 -msgid ":doc:`Install Odoo from the sources <../administration/install/source>`. Make sure to fetch the sources through Git with SSH." +msgid ":doc:`Install Odoo from the sources <../administration/on_premise/source>`. Make sure to fetch the sources through Git with SSH." msgstr "" #: ../../content/contributing/development.rst:42 @@ -286,16 +299,16 @@ msgid "Now that your environment is set up, you can start contributing to the co msgstr "" #: ../../content/contributing/development.rst:95 -msgid "Choose the version of Odoo to which you want to make changes. Keep in mind that contributions targeting an :doc:`unsupported version of Odoo ` are not accepted. This guide assumes that the changes target Odoo 16.3, which corresponds to branch `saas-16.3`." +msgid "Choose the version of Odoo to which you want to make changes. Keep in mind that contributions targeting an :doc:`unsupported version of Odoo ` are not accepted. This guide assumes that the changes target Odoo 16.4, which corresponds to branch `saas-16.4`." msgstr "" #: ../../content/contributing/development.rst:99 #: ../../content/contributing/documentation.rst:216 -msgid "Create a new branch starting from branch saas-16.3. Prefix the branch name with the base branch: `saas-16.3-...`. If you work at Odoo, suffix the branch name with your Odoo handle: `saas-16.3-...-xyz`." +msgid "Create a new branch starting from branch saas-16.4. Prefix the branch name with the base branch: `saas-16.4-...`. If you work at Odoo, suffix the branch name with your Odoo handle: `saas-16.4-...-xyz`." msgstr "" #: ../../content/contributing/development.rst:113 -msgid "`Sign the Odoo CLA `_ if not already done. Skip this step if you work at Odoo." +msgid "`Sign the Odoo CLA `_ if not already done. Skip this step if you work at Odoo." msgstr "" #: ../../content/contributing/development.rst:115 @@ -339,7 +352,7 @@ msgstr "" #: ../../content/contributing/development.rst:149 #: ../../content/contributing/documentation.rst:278 -msgid "Select **saas-16.3** for the base." +msgid "Select **saas-16.4** for the base." msgstr "" #: ../../content/contributing/development.rst:150 @@ -368,6 +381,10 @@ msgstr "" msgid "Complete the description and click on the :guilabel:`Create pull request` button again." msgstr "" +#: ../../content/contributing/handle_reviews.rst:1 +#: ../../content/contributing/handle_reviews.rst:1 +#: ../../content/contributing/handle_reviews.rst:1 +#: ../../content/contributing/handle_reviews.rst:1 #: ../../content/contributing/handle_reviews.rst:1 #: ../../content/contributing/handle_reviews.rst:1 msgid "As soon as your :abbr:`PR (Pull Request)` is ready for merging, a member of the Odoo team will be automatically assigned for review. If the reviewer has questions or remarks, they will post them as comments and you will be notified by email. Those comments must be resolved for the contribution to go forward." @@ -1597,6 +1614,9 @@ msgstr "" msgid "Review the summary that you wrote about your changes and click on the :guilabel:`Create pull request` button again." msgstr "" +#: ../../content/contributing/documentation/changes_approved.rst:1 +#: ../../content/contributing/documentation/changes_approved.rst:1 +#: ../../content/contributing/documentation/changes_approved.rst:1 #: ../../content/contributing/documentation/changes_approved.rst:1 #: ../../content/contributing/documentation/changes_approved.rst:1 msgid "Once your changes are approved, the reviewer merges them and they appear online the next day!" @@ -1611,7 +1631,7 @@ msgid "Now that your environment is set up, you can start contributing to the do msgstr "" #: ../../content/contributing/documentation.rst:211 -msgid "Choose the version of the documentation to which you want to make changes. Keep in mind that contributions targeting an :doc:`unsupported version of Odoo ` are not accepted. This guide assumes that the changes target the documentation of Odoo 16.3, which corresponds to branch `saas-16.3`." +msgid "Choose the version of the documentation to which you want to make changes. Keep in mind that contributions targeting an :doc:`unsupported version of Odoo ` are not accepted. This guide assumes that the changes target the documentation of Odoo 16.4, which corresponds to branch `saas-16.4`." msgstr "" #: ../../content/contributing/documentation.rst:233 @@ -1619,7 +1639,7 @@ msgid "Compress all PNG images that you added or modified." msgstr "" #: ../../content/contributing/documentation.rst:240 -msgid "Write a `redirect rule `_ for every RST file that your renamed." +msgid "Write a `redirect rule `_ for every RST file that your renamed." msgstr "" #: ../../content/contributing/documentation.rst:243 @@ -2882,11 +2902,11 @@ msgid "Absolute:" msgstr "" #: ../../content/contributing/documentation/rst_guidelines.rst:39 -msgid "``https://odoo.com/documentation/saas-16.3/applications/sales/sales/products_prices/prices.html``" +msgid "``https://odoo.com/documentation/saas-16.4/applications/sales/sales/products_prices/prices.html``" msgstr "" #: ../../content/contributing/documentation/rst_guidelines.rst:40 -msgid "``https://odoo.com/documentation/saas-16.3/applications/sales/sales/products_prices/products/variants.html``" +msgid "``https://odoo.com/documentation/saas-16.4/applications/sales/sales/products_prices/products/variants.html``" msgstr "" #: ../../content/contributing/documentation/rst_guidelines.rst:42 diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index 0c87558e3..05ca1ec9a 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -873,51 +873,243 @@ msgid "The two files produced are ready to be imported in Odoo without any modif msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:3 -msgid "In-App Purchase (IAP)" +msgid "In-app purchases (IAP)" msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:5 -msgid "In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you to send SMS Text Messages or to send Invoices by post directly from your database." +#: ../../content/applications/essentials/in_app_purchase.rst:7 +msgid "In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its own specific features and functionality. A full list of services is available on the `Odoo IAP Catalog `_." msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:11 -msgid "Buying Credits" +#: ../../content/applications/essentials/in_app_purchase.rst:-1 +msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:13 -msgid "Each IAP Service relies on prepaid credits to work and has its own pricing. To consult your current balance or to recharge your account, go to :menuselection:`Settings --> Odoo IAP --> View my Services`." +#: ../../content/applications/essentials/in_app_purchase.rst:16 +msgid "The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and resumes with optical character recognition (OCR) and artificial intelligence (AI)." msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:21 -msgid "If you are on Odoo Online and have the Enterprise version, you benefit from free credits to test our IAP features." +#: ../../content/applications/essentials/in_app_purchase.rst:20 +msgid "|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on the service in the app to activate it. However, each service requires its own prepaid credits, and when they run out, users **must** :ref:`buy more ` in order to keep using it." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:25 -msgid "IAP accounts" +msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:27 -msgid "Credits to use IAP services are stored on IAP accounts, which are specific to each service. By default, IAP accounts are common to all companies, but can be restricted to specific ones. Activate the :ref:`developer mode `, then go to :menuselection:`Technical Settings --> IAP Account`." +#: ../../content/applications/essentials/in_app_purchase.rst:32 +msgid "IAP services" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:34 +msgid "|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:36 -msgid "An IAP account can be disabled by appending `+disabled` to its token. Reverting this change will re-enable the account." +msgid "The following |IAP| services are offered by Odoo:" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:38 +msgid ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes with OCR and AI." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:40 -msgid "IAP Portal" +msgid ":guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:41 +msgid ":guilabel:`SMS`: sends SMS text messages to contacts directly from the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:42 -msgid "The IAP Portal is a platform regrouping your IAP Services. It is accessible from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, you can view your current balance, recharge your credits and set a reminder when your balance falls below a threshold." +msgid ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors into quality leads and opportunities." msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:50 -msgid "Get notified when credits are low" +#: ../../content/applications/essentials/in_app_purchase.rst:44 +msgid ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide." msgstr "" -#: ../../content/applications/essentials/in_app_purchase.rst:52 -msgid "To be notified when it’s time to recharge your credits, you can go to your IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and check the Receive threshold warning option. Then, you can provide a minimum amount of credits and email addresses. Now, every time that the limit is reached, an automatic reminder will be sent by email!" +#: ../../content/applications/essentials/in_app_purchase.rst:45 +msgid ":guilabel:`Signer identification with itsme®️`: ask document signatories in Odoo *Sign* to provide their identity using the *itsme®* identity platform, which is available in Belgium and the Netherlands." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:49 +msgid "For more information on every service currently available (offered from developers other than Odoo), visit the `Odoo IAP Catalog `_." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:53 +msgid "Use IAP services" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:55 +msgid "|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any settings. To use a service, simply interact with it wherever it appears in the database." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:59 +msgid "The following flow focuses on the *SMS* |IAP| service being used from a contact's record." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:61 +msgid "This can be done by clicking the :guilabel:`📱 SMS` icon within the database." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:-1 +msgid "The SMS icon on a typical contact information form located within an Odoo database." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:67 +msgid "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:69 +msgid "First, navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the contact form." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:73 +msgid "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up window appears." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:77 +msgid "Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what was sent in the *chatter* of the contact's form." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:81 +msgid "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically deducted from the existing credits. If there are not enough credits to send the message, Odoo prompts the user to purchase more." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:86 +msgid "For more information on how to use various |IAP| services, and for more in-depth instructions related to SMS functionality in Odoo, review the documentation below:" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:89 +msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:90 +msgid ":doc:`Enrich your contacts base with Partner Autocomplete <../sales/crm/optimize/partner_autocomplete>`" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:92 +msgid ":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:97 +msgid "IAP credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:99 +msgid "Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts the purchase of more credits when there are not enough credits left to continue using a service. Email alerts can also be set up for when :ref:`credits are low `." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:103 +msgid "Credits are purchased in *Packs* from the `Odoo IAP Catalog `_, and pricing is specific to each service." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:107 +msgid "The `SMS service `_ has four packs available, in denominations of:" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:110 +msgid ":guilabel:`Starter Pack`: 10 credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:111 +msgid ":guilabel:`Standard Pack`: 100 credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:112 +msgid ":guilabel:`Advanced Pack`: 500 credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:113 +msgid ":guilabel:`Expert Pack`: 1,000 credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:-1 +msgid "Four different packs of credits for the SMS IAP service." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:119 +msgid "The number of credits consumed depends on the length of the SMS and the country of destination." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:121 +msgid "For more information, refer to the :doc:`SMS Pricing and FAQ <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:127 +msgid "Buy credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:129 +msgid "If there are not enough credits to perform a task, the database automatically prompts the purchase of more credits." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:132 +msgid "Users can check the current balance of credits for each service, and manually purchase more credits, by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the :guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:136 +msgid "Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:141 +msgid "Manually buy credits" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:143 +msgid "To manually buy credits in Odoo, follow these steps:" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:145 +msgid "First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...` bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:-1 +msgid "The Settings app showing the Odoo IAP heading and View My Services button." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:154 +msgid "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open details about it; additional credits can be purchased from here." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:158 +msgid "On the following page, click the :guilabel:`Buy Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment details, and confirm the order." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:-1 +msgid "The SMS service page on IAP.Odoo.com with four packs of credits available for purchase." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:166 +msgid "Once the transaction is complete, the credits are available for use in the database." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:171 +msgid "Low-credit notification" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:173 +msgid "It is possible to be notified when credits are low, in order to avoid running out of credits, while using an |IAP| service. To do that, follow this process:" +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:176 +msgid "Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:180 +msgid "The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here, click on the desired |IAP| account to view that service's details." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:183 +msgid "On the details page, tick the :guilabel:`Receive threshold warning` checkbox. Doing so reveals two fields on the form: :guilabel:`Warning Threshold` and :guilabel:`Contact Email`." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:186 +msgid "In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo should use as the minimum threshold for this service. In the :guilabel:`Contact Email` field, enter the email address that receives the notification." +msgstr "" + +#: ../../content/applications/essentials/in_app_purchase.rst:190 +msgid "Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the balance of credits falls below the amount listed as the :guilabel:`Warning Threshold`." msgstr "" #: ../../content/applications/essentials/reporting.rst:3 diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 1836328ad..3c097a5b1 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -118,9 +118,9 @@ msgid "The **Partner Ledger** report displays the balance of your customers and msgstr "" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:78 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 #: ../../content/applications/finance/accounting/reporting.rst:5 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:78 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 msgid "Reporting" msgstr "" @@ -129,7 +129,7 @@ msgid "The following financial :doc:`reports ` are availab msgstr "" #: ../../content/applications/finance/accounting.rst:133 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:947 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:996 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -442,8 +442,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:373 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:25 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:603 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 @@ -1736,7 +1738,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:90 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:346 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:348 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "" @@ -2606,31 +2608,31 @@ msgid "Generate deferral entries on validation" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 -msgid "Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are visible in the :guilabel:`Invoice Lines` tab. In most cases, the :guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice Date`." +msgid "Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are visible in the :guilabel:`Invoice Lines` tab. In most cases, the :guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice Date`. Deferred revenue entries are posted from the invoice date and are displayed in the report accordingly." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:61 msgid "For each line of the invoice that should be deferred, specify the start and end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:64 msgid "If the :guilabel:`Generate Entries` field in the **Settings** is set to :guilabel:`On invoice/bill validation`, Odoo automatically generates the deferral entries when the invoice is validated. Click the :guilabel:`Deferred Entries` smart button to see them." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:68 msgid "One entry, dated on the same day as the invoice's accounting date, moves the invoice amounts from the income account to the deferred account. The other entries are deferral entries which, month after month, move the invoice amounts from the deferred account to the income account to recognize the revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:73 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 msgid "You can defer a January invoice of $1200 over 12 months by specifying a start date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800 is recognized as an income, whereas $400 remains on the deferred account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:80 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:81 msgid "The deferred revenue report computes an overview of the necessary deferral entries for each account. To access it, go to :menuselection:`Accounting --> Reporting --> Deferred Revenue`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:83 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:84 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:84 msgid "To view the journal items of each account, click on the account name and then :guilabel:`Journal Items`." msgstr "" @@ -2638,192 +2640,192 @@ msgstr "" msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:91 msgid "Only invoices whose accounting date is before the end of the period of the report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:98 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:98 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:99 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:99 msgid "If you have a lot of deferred revenues and wish to reduce the number of journal entries created, you can generate deferral entries manually. To do so, set the :guilabel:`Generate Entries` field in the **Settings** to :guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:103 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 msgid "At the end of each month, go to :menuselection:`Accounting --> Reporting --> Deferred Revenue` and click the :guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:106 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:107 msgid "One dated at the end of the month which aggregates, for each account, all the deferred amounts of that month. This means that a part of the deferred revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:109 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:109 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:110 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:110 msgid "The reversal of this created entry, dated on the following day (i.e., the first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:116 msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:133 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:135 msgid "In January" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:119 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:120 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:120 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:121 msgid "At the end of January, after clicking the :guilabel:`Generate Entries` button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 msgid "Entry 1 dated on the 31st January:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:158 msgid "Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both invoices)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:126 msgid "Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:126 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 msgid "Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 -msgid "Line 1: Expense account **1800**" -msgstr "" - #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 -msgid "Line 2: Deferred account **-150**" +msgid "Line 1: Expense account **1800**" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:133 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:135 msgid "Line 3: Expense account **-1650**" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:147 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:147 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:148 msgid "In February" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:136 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:137 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:137 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:138 msgid "At the end of February, after clicking the :guilabel:`Generate Entries` button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:139 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 msgid "Entry 1 dated on the 28th February:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:143 msgid "Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:143 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:145 msgid "Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:147 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:147 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:148 msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:149 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:151 msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:149 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:151 msgid "The same computation is done for each month until October." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:163 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:163 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:164 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:164 msgid "In November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:152 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:153 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:153 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:154 msgid "At the end of November, after clicking the :guilabel:`Generate Entries` button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:156 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "Entry 1 dated on the 30th November:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:158 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 msgid "Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:161 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:161 msgid "Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:163 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:163 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:164 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:164 msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:167 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:167 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:168 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:168 msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:167 msgid "There is no need to generate entries in December. Indeed, if we do the computation for December, we have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:176 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:176 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:173 msgid "invoice A and invoice B" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:173 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:173 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:174 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:174 msgid "two entries (one for the deferral and one for the reversal) for each month from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:176 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 msgid "Therefore, at the end of December, invoices A and B are fully recognized as income only once in spite of all the created entries thanks to the reversal mechanism." msgstr "" @@ -3893,7 +3895,7 @@ msgid "A square of **15mm by 15mm** on the bottom left corner has to stay clear. msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:39 -msgid "The postage area has to stay clear (click :download:`here ` to get more info about the area)." +msgid "The postage area has to stay clear (:download:`download the snailmail PDF template ` for more details)." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:41 @@ -3914,12 +3916,7 @@ msgid "To buy stamps, go to :menuselection:`Accounting --> Configuration --> Set msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:55 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:95 -msgid "If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to test the feature." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:57 -msgid "Click `here `_ to know about our *Privacy Policy*." +msgid "`Odoo's IAP Privacy Policy `_" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:3 @@ -4928,7 +4925,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:154 #: ../../content/applications/finance/fiscal_localizations/chile.rst:359 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:243 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 #: ../../content/applications/finance/fiscal_localizations/romania.rst:65 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 @@ -9938,6 +9935,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/chile.rst:698 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:612 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -10415,26 +10413,26 @@ msgid "Suppose a bill of $1200 must be deferred over 12 months. The :guilabel:`E msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 -msgid "Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are visible in the :guilabel:`Invoice Lines` tab. In most cases, the :guilabel:`Start Date` should be in the same month as the :guilabel:`Bill Date`." +msgid "Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are visible in the :guilabel:`Invoice Lines` tab. In most cases, the :guilabel:`Start Date` should be in the same month as the :guilabel:`Bill Date`. Deferred expense entries are posted from the bill date and are displayed in the report accordingly." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "For each line of the bill that should be deferred, specify the start and end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:64 msgid "If the :guilabel:`Generate Entries` field is set to :guilabel:`On invoice/bill validation`, Odoo automatically generates the deferral entries when the bill is validated. Click on the :guilabel:`Deferred Entries` smart button to see them." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:68 msgid "One entry, dated on the same day as the bill's accounting date, moves the bill amounts from the expense account to the deferred account. The other entries are deferral entries which will, month after month, move the bill amounts from the deferred account to the expense account to recognize the expense." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:73 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:74 msgid "You can defer a January bill of $1200 over 12 months by specifying a start date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800 is recognized as an expense, whereas $400 remains on the deferred account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:80 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:81 msgid "The deferred expense report computes an overview of the necessary deferral entries for each account. To access it, go to :menuselection:`Accounting --> Reporting --> Deferred Expense`." msgstr "" @@ -10442,57 +10440,57 @@ msgstr "" msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:90 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 msgid "Only bills whose accounting date is before the end of the period of the report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:103 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:104 msgid "At the end of each month, go to the Deferred Expenses report and click the :guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:106 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:107 msgid "One dated at the end of the month which aggregates, for each account, all the deferred amounts of that month. This means that at the end of that period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 msgid "There are two bills:" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:117 msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:117 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:127 msgid "Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 msgid "Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:167 msgid "There is no need to generate entries in December. Indeed, if we do the computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:173 msgid "bill A and bill B" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:176 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 msgid "Therefore, at the end of December, bills A and B are fully recognized as expense only once in spite of all the created entries thanks to the reversal mechanism." msgstr "" @@ -10592,6 +10590,10 @@ msgstr "" msgid "To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization` and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on :guilabel:`View My Services`." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:95 +msgid "If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to test the feature." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:99 msgid "`Our Privacy Policy `_" msgstr "" @@ -11745,7 +11747,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:50 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:62 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:70 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:72 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:52 msgid "Configure your company" @@ -11786,7 +11788,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:77 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:151 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:238 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:240 msgid "Configure master data" msgstr "" @@ -13259,7 +13261,7 @@ msgid "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing f msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:185 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" @@ -13305,7 +13307,7 @@ msgid "The Odoo POS system is certified for the major versions of databases host msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 -#: ../../content/applications/finance/payment_providers/stripe.rst:14 +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" @@ -13416,7 +13418,7 @@ msgid "An FDM, or **black box**, is a government-certified device that works tog msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 -msgid "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 `_ is supported by Odoo. `Contact the manufacturer (GCV BMC) `_ to order one." +msgid "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC04 `_ is supported by Odoo. `Contact the manufacturer (GCV BMC) `_ to order one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 @@ -13424,7 +13426,7 @@ msgid "Before setting up your database to work with an FDM, ensure you have the msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 -msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" +msgid "a **Boîtenoire.be** (certificate number BMC04) FDM;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 @@ -13598,8 +13600,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:70 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 #: ../../content/applications/finance/fiscal_localizations/chile.rst:230 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:273 msgid ":guilabel:`Name`" msgstr "" @@ -13625,16 +13627,16 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:77 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:239 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:82 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:275 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:84 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:277 msgid ":guilabel:`Phone`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:78 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:240 #: ../../content/applications/finance/fiscal_localizations/chile.rst:231 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:85 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:278 msgid ":guilabel:`Email`" msgstr "" @@ -13739,7 +13741,7 @@ msgid "The chart of accounts for Brazil is based on the SPED CoA, which gives a msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:165 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:250 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:252 msgid "You can add or delete accounts according to the company's needs." msgstr "" @@ -13773,7 +13775,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:200 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:253 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:255 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 @@ -13815,10 +13817,10 @@ msgid "Odoo automatically creates three products to be used for transportation c msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:225 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:265 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:267 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:656 -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:40 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:41 msgid "Contacts" msgstr "" @@ -13903,7 +13905,7 @@ msgid "Fiscal position configuration" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:276 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:338 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:340 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "" @@ -14383,12 +14385,12 @@ msgid "Configuring partner contacts is also required to send :abbr:`SII (Servici msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:232 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:82 msgid ":guilabel:`Identification Number`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:233 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 msgid ":guilabel:`Taxpayer Type`" msgstr "" @@ -14612,7 +14614,7 @@ msgid ":guilabel:`Documents type 33` electronic invoice must have at least one i msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:421 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:873 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:922 msgid "Validation and DTE status" msgstr "" @@ -15031,55 +15033,117 @@ msgid "If you claim a vendor bill, the status changes from :guilabel:`Draft` to msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:747 +msgid "Electronic purchase invoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 +msgid "The *electronic purchase invoice* is a feature included in the `l10n_cl_edi` module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 +msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), the electronic purchase invoices need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic purchase invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:757 +msgid "Electronic purchase invoices are useful when vendors are not obligated to expedite an electronic vendor bill for your purchase. Still, your obligations require a document to be sent to the :abbr:`SII (Servicio de Impuestos Internos)` as proof of purchase." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +msgid "To generate an electronic purchase invoice from a vendor bill, the bill must be created in a purchase journal with the *Use Documents* feature enabled. It is possible to modify an existing purchase journal or create a new one in the following process." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +msgid "To modify the existing purchase journal, or create a new purchase journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:772 +msgid ":guilabel:`Type`: select :guilabel:`Purchase` from the drop-down menu for vendor bill journals." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 +msgid ":guilabel:`Use Documents`: check this field so the journal can generate electronic documents (in this case the electronic purchase invoice)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +msgid "Generate an electronic purchase invoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +msgid "To generate this type of document, it is necessary to create a vendor bill in Odoo. To do so, navigate to :menuselection:`Accounting --> Vendors --> Bills`, and click the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:782 +msgid "When all of the electronic purchase invoice information is filled, select the option :guilabel:`(46) Electronic Purchase Invoice` in the :guilabel:`Document Type` field:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:785 +msgid "After the vendor bill is posted:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:789 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:863 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:933 +msgid "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:791 +msgid "Odoo automatically updates the *DTE Status* every night using a scheduled action. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, click the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:798 msgid "To install the :guilabel:`Delivery Guide` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - E-Invoicing Delivery Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:754 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:758 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:807 msgid "The *Delivery Guide* module includes the ability to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:811 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), delivery guides need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:817 msgid "Verify the following important information in the :guilabel:`Price for the Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:771 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 msgid ":guilabel:`From Sales Order`: delivery guide takes the product price from the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid ":guilabel:`From Product Template`: Odoo takes the price configured in the product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:824 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "Electronic delivery guides are used to move stock from one place to another and they can represent sales, sampling, consignment, internal transfers, and basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:784 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "A delivery guide should **not** be longer than one page or contain more than 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:835 msgid "When a sales order is created and confirmed, a delivery order is generated. After validating the delivery order, the option to create a delivery guide is activated." msgstr "" @@ -15087,11 +15151,11 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:794 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 msgid "When clicking on :guilabel:`Create Delivery Guide` for the first time, a warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:797 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "`No se encontró una secuencia para la guía de despacho. Por favor, establezca el primer número dentro del campo número para la guía de despacho`" msgstr "" @@ -15099,32 +15163,27 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:804 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:853 msgid "This warning message means the user needs to indicate the next sequence number Odoo has to take to generate the delivery guide (e.g. next available :abbr:`CAF (Folio Authorization Code)` number), and only happens the first time a delivery guide is created in Odoo. After the first document has been correctly generated, Odoo takes the next available number in the :abbr:`CAF (Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:859 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:861 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 -msgid "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/chile.rst:-1 msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:824 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:873 msgid "Once the delivery guide is sent, it may then be printed by clicking on the :guilabel:`Print Delivery Guide` button." msgstr "" @@ -15132,27 +15191,27 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:831 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:880 msgid "Delivery guide will have fiscal elements that indicate that the document is fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* remember to manually add the :guilabel:`pdf417gen` library mentioned in the :ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 msgid "To install the :guilabel:`Electronic Receipt` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:844 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:893 msgid ":guilabel:`Chile - Electronic Receipt` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`E-invoicing Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:848 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:897 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic receipts need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:903 msgid "Electronic receipts are useful when clients do not need an electronic invoice. By default, there is a partner in the database called :guilabel:`Anonymous Final Consumer` with a generic :abbr:`RUT (Rol Único Tributario)` `66666666-6` and taxpayer type of :guilabel:`Final Consumer`. This partner can be used for electronic receipts or a new record may be created for the same purpose." msgstr "" @@ -15160,7 +15219,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:863 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:912 msgid "Although electronic receipts should be used for final consumers with a generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific partners. After the partners and journals are created and configured, the electronic receipts are created in the standard way as electronic invoice, but the type of document :guilabel:`(39) Electronic Receipt` should be selected in the invoice form:" msgstr "" @@ -15168,15 +15227,15 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:924 msgid "When all of the electronic receipt information is filled, manually (or automatically) proceed to validate the receipt from the sales order. By default, :guilabel:`Electronic Invoice` is selected as the :guilabel:`Document Type`, however in order to validate the receipt correctly, make sure to edit the :guilabel:`Document Type` and change to :guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:880 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:929 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:931 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is created automatically and added to the :guilabel:`chatter`." msgstr "" @@ -15184,35 +15243,35 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:939 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every day at night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:894 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:943 msgid "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:898 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:947 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "To install the :guilabel:`Electronic Exports of Goods` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Electronic Exports of Goods for Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:905 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:954 msgid ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:908 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:957 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic exports of goods need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:963 msgid "Electronic invoices for the export of goods are tax documents that are used not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:919 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:968 msgid "Contact configurations" msgstr "" @@ -15220,11 +15279,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:926 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:975 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:977 msgid "When creating an electronic exports of goods invoice, these new fields in the :guilabel:`Other Info` tab are required to comply with Chilean regulations." msgstr "" @@ -15232,11 +15291,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:936 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:987 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid and a new section needed for customs." msgstr "" @@ -15244,15 +15303,15 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:950 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:952 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 msgid "This report presents the accounts in detail (with their respective balances), classifying them according to their origin and determining the level of profit or loss that the business had within the evaluated period of time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:956 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1005 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Balance Sheet` and selecting in the :guilabel:`Report` field the option :guilabel:`Chilean Fiscal Balance (8 Columns) (CL)`." msgstr "" @@ -15264,19 +15323,19 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1018 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:971 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1020 msgid "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales Books*. This report is integrated by Purchase Register (CR) and the Sales Register (RV). Its purpose is to support the transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:976 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1025 msgid "This record is supplied by the electronic tax documents (DTE's) that have been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:979 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Tax Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta F29 (CL)`." msgstr "" @@ -15284,7 +15343,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1035 msgid "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` and the :guilabel:`Proportional Factor for the fiscal year` from the :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" @@ -15292,7 +15351,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:994 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1043 msgid "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -15974,19 +16033,19 @@ msgstr "" msgid "When you install a database from scratch selecting `Ecuador` as the country, Odoo automatically installs the base module :guilabel:`Ecuadorian - Accounting`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:72 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:74 msgid "To configure your company information, go to the :guilabel:`Contacts` app and search the name given to your company or activate :ref:`developer mode ` and go to :menuselection:`Company --> Contact` and then edit the contact to configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:76 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 msgid "Check the :guilabel:`Company` option on top" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:79 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Address`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:85 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:87 msgid "Upload company logo and save" msgstr "" @@ -15994,63 +16053,63 @@ msgstr "" msgid "Populate company data for Ecuador in Odoo Contacts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:92 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:94 msgid "Electronic documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:94 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:96 msgid "To upload your information for electronic documents go to :menuselection:`Accounting --> Configuration --> Settings` and search for :command:`Ecuadorian Localization`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:99 msgid "Configure the next information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:99 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 msgid ":guilabel:`Company legal name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:100 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:102 msgid ":guilabel:`Use production servers`: check the checkbox if your company is going to do electronic documents in the production environment. If you want to use the testing environment for electronic documents then keep the checkbox unchecked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:103 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:105 msgid ":guilabel:`Regime`: select if your company is in General Regular or is qualified as RIMPE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:104 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:106 msgid ":guilabel:`Forced to keep accounting books`: check the checkbox if your company has this condition." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:106 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:108 msgid ":guilabel:`Default taxes for withholdings`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:107 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:109 msgid ":guilabel:`Issue withholds`: check the checkbox if your company is going to do electronic withholds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:109 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:111 msgid ":guilabel:`Withhold consumibles`: put the code of the withholding for when you buy goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:110 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:112 msgid ":guilabel:`Withhold services`: put the code of the withholding for when you buy services." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:111 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:113 msgid ":guilabel:`Withhold credit card`: put the code of the withholding for when you buy with credit card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:113 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:115 msgid ":guilabel:`Withhold agent number`: put the company withholding agent resolution number, if applicable for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:115 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:117 msgid ":guilabel:`Electronic Certificate File`: upload electronic certificate and password, then save it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:116 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:118 msgid ":guilabel:`Special tax contributor number`: if your company is qualified as a special taxpayer, fill out this field with it's corresponding tax contributor number." msgstr "" @@ -16058,19 +16117,19 @@ msgstr "" msgid "Electronic signature for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:124 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:126 msgid "When configuring the withholdings in the configuration menu, these suggested withholdings are only for domestic suppliers when no withholdings are setup on their *Taxpayer Type*. Moreover, the Credit Card withholding set up is always used when a Credit or Debit Card SRI Payment Metho is used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:130 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:132 msgid "VAT withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:132 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:134 msgid "This configuration only applies if you are qualified as a *Withholding Agent* by the SRI, otherwise skip this step. To configure your VAT withholding, go to :menuselection:`Accounting --> Accounting --> Configuration --> Ecuadorian SRI: Taxpayer Type SRI`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:136 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:138 msgid "You must configure the withholding percentage that applies for each type of taxpayer, specify the :guilabel:`Goods VAT Withholding` and the :guilabel:`Services VAT Withholding`." msgstr "" @@ -16078,71 +16137,71 @@ msgstr "" msgid "Taxpayer Type configuration for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:144 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:146 msgid "In the case that the :guilabel:`Taxpayer Type` is `RIMPE`, also configure the :guilabel:`Profit Withholding` percentage." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:148 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:150 msgid "Printer points" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:150 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:152 msgid "To configure your printer points, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:153 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:155 msgid "Printer points need to be configured for each type of electronic document that you need. For example: Customer Invoice, Credit Notes, and Debit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:156 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:158 msgid "For each printer point, you need to configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:158 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:160 msgid ":guilabel:`Journal Name`: in this format `[Emission Entity]-[Emission Point] [Document Type]`, for example: `001-001 Sales Documents`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:160 -msgid ":guilabel:`Type`: refers to the type of journal, select `Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:161 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:195 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:222 -msgid ":guilabel:`Use Documents?`: this checkbox is automatically checked, leave it checked." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:162 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:196 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:223 -msgid ":guilabel:`Emission Entity`: configure the establishment number." +msgid ":guilabel:`Type`: refers to the type of journal, select `Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:163 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:197 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:224 -msgid ":guilabel:`Emission Point`: configure the printer point." +msgid ":guilabel:`Use Documents?`: this checkbox is automatically checked, leave it checked." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:164 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:198 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:225 -msgid ":guilabel:`Emission address`: configure the address of the establishment." +msgid ":guilabel:`Emission Entity`: configure the establishment number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:165 -msgid ":guilabel:`Default income account`: configure the default income account." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:199 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:226 +msgid ":guilabel:`Emission Point`: configure the printer point." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:166 -msgid ":guilabel:`Dedicated Credit Note Sequence`: check the checkbox if *Credit Notes* are to be generated from this printer point - journal." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:200 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:227 +msgid ":guilabel:`Emission address`: configure the address of the establishment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:167 +msgid ":guilabel:`Default income account`: configure the default income account." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:168 +msgid ":guilabel:`Dedicated Credit Note Sequence`: check the checkbox if *Credit Notes* are to be generated from this printer point - journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:170 msgid ":guilabel:`Short Code`: This is the unique code for the sequence of accounting entries, enter a unique 5-digit code, for example: `VT001`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:171 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:173 msgid "Customer Invoice, Credit Notes and Debit Notes need to use the same journal as the :guilabel:`Emission Point`, and the :guilabel:`Entity Point` should be unique per journal." msgstr "" @@ -16150,37 +16209,37 @@ msgstr "" msgid "Configuring a printer point for Ecuador electronic document type of Customer Invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:179 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:181 msgid "In the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic Invoicing` checkbox to enable it for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:186 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:188 msgid "Withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:188 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:190 msgid "A Withholding Journal must be defined, go to go to :menuselection:`Accounting --> Configuration --> Accounting: Journals` where you need to configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:191 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:193 msgid ":guilabel:`Journal Name`: in this format `[Emission Entity]-[Emission Point] [Document Type]`, for example: `001-001 Withholding`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:193 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:220 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:195 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:222 msgid ":guilabel:`Type`: refers to the type of journal, select `Miscellaneous`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:194 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:196 msgid ":guilabel:`Withhold Type`: Configure Purchase Withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:199 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:201 msgid ":guilabel:`Default account`: configure the default income account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:200 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:226 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:202 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:228 msgid ":guilabel:`Short Code`: This is the unique code for the sequence of accounting entries, enter a unique 5-digit code, for example: `RT001`" msgstr "" @@ -16188,24 +16247,24 @@ msgstr "" msgid "Configuring withholding for Ecuador electronic document type of Withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:208 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:234 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:210 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:236 msgid "In the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic Invoicing` checkbox to enable the sending of electronic invoicing for the withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:212 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:214 msgid "Purchase Liquidations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:214 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:216 msgid "When using Purchase Liquidations, a specific journal must be created, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals` and configure the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:218 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:220 msgid ":guilabel:`Journal Name`: in this format `[Emission Entity]-[Emission Point] [Document Type]`, for example: `001-001 Withhold`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:221 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:223 msgid ":guilabel:`Purchase Liquidations`: check the checkbox to enable purchase liquidations." msgstr "" @@ -16213,19 +16272,19 @@ msgstr "" msgid "Configuring purchase liquidations for Ecuador electronic document type of Withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:243 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:245 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in Taxes, Default Account Payable, Default Account Receivable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:247 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:249 msgid "The chart of accounts for Ecuador is based on the most updated version of Superintendency of Companies, which is grouped in several categories and is compatible with NIIF accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:255 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:257 msgid "In addition to the basic information in your products, you must add the configuration of the withholding code (tax) that applies." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:258 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 msgid "Go to :menuselection:`Accounting --> Vendors: Products` under the tab \"Purchase\"" msgstr "" @@ -16233,23 +16292,23 @@ msgstr "" msgid "Product for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:267 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:269 msgid "Configure the next information when you create a contact:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:269 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid "Check the :guilabel:`Company` option on top if it is a contact with RUC, or check :guilabel:`Individual` if it is a contact with cedula or passport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:274 msgid ":guilabel:`Address`: :guilabel:`Street` is a required field to confirm the Electronic Invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:273 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:275 msgid ":guilabel:`Identification Number`: select an identification type `RUC`, `Cedula`, or `Passport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:274 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Taxpayer Type`: select the contact's SRI Taxpayer Type." msgstr "" @@ -16257,15 +16316,15 @@ msgstr "" msgid "Contacts for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:283 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:285 msgid "The :guilabel:`SRI Taxpayer Type` has inside the configuration of which VAT and Profit withholding will apply when you use this contact on Vendor Bill, and then create a withholding from there." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:288 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 msgid "Review your taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:292 msgid "As part of the localization module, taxes are automatically created with its configuration and related financial accounts." msgstr "" @@ -16273,35 +16332,35 @@ msgstr "" msgid "Taxes for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:297 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:299 msgid "The following options have been automatically configured:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:299 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:301 msgid ":guilabel:`Tax Support`: to be configured only in the IVA tax, this option is useful when you register purchase withholdings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:301 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:303 msgid ":guilabel:`Code ATS`: to be configured only for income tax withholding codes, it is important when you register the withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:303 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:305 msgid ":guilabel:`Tax Grids`: configure the codes of 104 form if it is a IVA tax and configure the codes of 103 form if it is a income tax withholding code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:305 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:307 msgid ":guilabel:`Tax Name`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:307 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:309 msgid "For IVA tax, format the name as: `IVA [percent] (104, [form code] [tax support code] [tax support short name])`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:309 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:311 msgid "For income tax withholding code, format the name as: `Code ATS [Percent of withhold] [withhold name]`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:312 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:314 msgid "Once the Ecuador module is installed, the most common taxes are automatically configured. If you need to create an additional one, you can do so, for which you must base yourself on the configuration of the existing taxes." msgstr "" @@ -16309,19 +16368,19 @@ msgstr "" msgid "Taxes with tax support for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:321 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:323 msgid "Review your Document Types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:323 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:325 msgid "Some accounting transactions like *Customer Invoices* and *Vendor Bills* are classified by document types. These are defined by the government fiscal authorities, in this case by the SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:326 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:328 msgid "Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the document type includes the country on which the document is applicable; also the data is created automatically when the localization module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:330 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:332 msgid "The information required for the document types is included by default so the user does not need to fill anything there." msgstr "" @@ -16329,41 +16388,41 @@ msgstr "" msgid "Document types for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:340 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:342 msgid "Once you have configured your database, you can register your documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:343 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:345 msgid "Sales documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:348 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:350 msgid ":guilabel:`Customer invoices` are electronic documents that, when validated, are sent to SRI. These documents can be created from your sales order or manually. They must contain the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:351 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:395 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:428 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:353 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:397 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 msgid ":guilabel:`Customer`: type the customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:352 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:354 msgid ":guilabel:`Journal`: select the option that matches the printer point for the customer invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:353 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:355 msgid ":guilabel:`Document Type`: type document type in this format `(01) Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:354 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:474 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:512 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:356 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:476 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:514 msgid ":guilabel:`Payment Method (SRI)`: select how the invoice is going to be paid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:355 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:475 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:513 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:357 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:477 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:515 msgid ":guilabel:`Products`: specify the product with the correct taxes." msgstr "" @@ -16371,48 +16430,48 @@ msgstr "" msgid "Customer invoice for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:362 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:364 msgid "Customer credit note" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:364 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:366 msgid "The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to SRI. It is necessary to have a validated (posted) invoice in order to register a credit note. On the invoice there is a button named :guilabel:`Credit note`, click on this button to be directed to the :guilabel:`Create credit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:370 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:372 msgid ":guilabel:`Credit Method`: select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:372 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:374 msgid ":guilabel:`Partial Refund`: use this option when you need to type the first number of documents and if it is a partial credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:374 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:376 msgid ":guilabel:`Full Refund`: use this option if the credit note is for the total invoice and you need the credit note to be auto-validated and reconciled with the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:376 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:378 msgid ":guilabel:`Full refund and new draft invoice`: use this option if the credit note is for the total invoice and you need the credit note to be auto-validated and reconciled with the invoice, and auto-create a new draft invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:380 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:382 msgid ":guilabel:`Reason`: type the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:381 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:383 msgid ":guilabel:`Rollback Date`: select the :guilabel:`specific` options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:382 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:384 msgid ":guilabel:`Reversal Date`: type the date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:383 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:416 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:385 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:418 msgid ":guilabel:`Use Specific Journal`: select the printer point for your credit note, or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:386 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:388 msgid "Once reviewed, you can click on the :guilabel:`Reverse` button." msgstr "" @@ -16420,21 +16479,21 @@ msgstr "" msgid "Add Customer Credit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:392 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:394 msgid "When the :guilabel:`Partial Refund` option is used, you can change the amount of the credit note and then validate it. Before validating the credit note, review the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:396 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:429 -msgid ":guilabel:`Journal`: select the printer point for the customer Credit Note." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:397 -msgid ":guilabel:`Document Type`: this is the document type `(04) Credit Note`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:398 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:431 +msgid ":guilabel:`Journal`: select the printer point for the customer Credit Note." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:399 +msgid ":guilabel:`Document Type`: this is the document type `(04) Credit Note`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:400 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:433 msgid ":guilabel:`Products`: It must specify the product with the correct taxes." msgstr "" @@ -16442,27 +16501,27 @@ msgstr "" msgid "Customer Credit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:405 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:407 msgid "Customer debit note" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:407 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:409 msgid "The :guilabel:`Customer debit note` is an electronic document that, when validated, is sent to SRI. It is necessary to have a validated (posted) invoice in order to register a debit note. On the invoice there is a button named :guilabel:`Debit Note`, click on this button to be directed to the :guilabel:`Create debit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:412 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:414 msgid ":guilabel:`Reason`: type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:413 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:415 msgid ":guilabel:`Debit note date`: select the :guilabel:`specific` options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:414 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:416 msgid ":guilabel:`Copy lines`: select this option if you need to register a debit note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:419 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:421 msgid "Once reviewed you can click on the :guilabel:`Create Debit Note` button." msgstr "" @@ -16470,11 +16529,11 @@ msgstr "" msgid "Add Customer Debit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:425 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:427 msgid "You can change the debit note amount, and then validate it. Before validating the debit note, review the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:432 msgid ":guilabel:`Document Type`: this is the document type `(05) Debit Note`." msgstr "" @@ -16482,27 +16541,27 @@ msgstr "" msgid "Customer Debit Note for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:438 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:440 msgid "Customer withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:440 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:442 msgid "The :guilabel:`Customer withholding` is a non-electronic document for your company, this document is issued by the client in order to apply a withholding to the sale." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:443 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:445 msgid "It is necessary to have a validated (posted) invoice in order to register a customer withholding. On the invoice there is a button named :guilabel:`Add Withhold`, click on this button to be directed to the :guilabel:`Customer withholding` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:447 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:449 msgid ":guilabel:`Document Number`: type the withholding number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:448 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:450 msgid ":guilabel:`Withhold Lines`: select the taxes that the customer is withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:450 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:452 msgid "Before validating the withholding, review that the amounts for each tax are the same as the original document." msgstr "" @@ -16510,41 +16569,41 @@ msgstr "" msgid "Customer withhold for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:458 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:460 msgid "Purchase Documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:461 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:463 #: ../../content/applications/finance/fiscal_localizations/romania.rst:130 msgid "Vendor bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:463 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:465 msgid "The :guilabel:`Vendor bill` is a non-electronic document for your company, this document is issued by your vendor when your company generates a purchase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:466 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:468 msgid "The bills can be created from the purchase order or manually, it must contain the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:469 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:506 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:471 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:508 msgid ":guilabel:`Vendor`: type the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:470 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:472 msgid ":guilabel:`Bill Date`: select the date of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:471 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:473 msgid ":guilabel:`Journal`: it is the journal for vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:472 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:474 msgid ":guilabel:`Document Type`: this is the document type `(01) Invoice`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:473 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:475 msgid ":guilabel:`Document number`: type the document number." msgstr "" @@ -16552,60 +16611,60 @@ msgstr "" msgid "Purchases for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:482 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:484 msgid "When creating the purchase withholding, verify that the bases (base amounts) are correct. If you need to edit the amount of the tax in the :guilabel:`Vendor bill`, click the :guilabel:`Edit` button. Otherwise, from the :guilabel:`Journal Items` tab click the :guilabel:`Edit` button and set the adjustment to go where you want." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:488 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:490 msgid "Purchase liquidation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:490 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:492 msgid "The :guilabel:`Purchase liquidation` is an electronic document that, when validated, is sent to SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:492 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:494 msgid "Companies issue this type of electronic document when they purchase, and the vendor does not issue an invoice due to one or more of the following cases:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:495 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:497 msgid "Services were provided by non-residents of Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:496 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:498 msgid "Services provided by foreign companies without residency or establishment in Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:497 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:499 msgid "Purchase of goods or services from natural persons not registered with a RUC, who due to their cultural level or hardiness are not able to issue sales receipts or customer invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:499 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:501 msgid "Reimbursement for the purchase of goods or services to employees in a dependency relationship (full-time employee)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:501 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:503 msgid "Services provided by members of collegiate bodies for the exercise of their function." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:503 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:505 msgid "These types of electronic documents can be created from the :guilabel:`Purchase Order` or manually from the :guilabel:`Vendor Bills` form view. It must contain the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:507 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:509 msgid ":guilabel:`Journal`: select the journal for the :guilabel:`Purchase Liquidation` with the correct printer point." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:509 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:511 msgid ":guilabel:`Document Type`: this is the document type `(03) Purchase Liquidation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:510 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:530 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:512 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:532 msgid ":guilabel:`Document number`: type the document number (sequence), you will only have to do this once, then the sequence will be automatically assigned for the next documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:515 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:517 msgid "Once you review the information you can validate the :guilabel:`Purchase Liquidation`." msgstr "" @@ -16613,23 +16672,23 @@ msgstr "" msgid "Purchase liquidation for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:522 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:524 msgid "Purchase withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:524 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:526 msgid "The :guilabel:`Purchase withholding` is an electronic document that, when validated, is sent to SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:526 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:528 msgid "It is necessary to have an invoice in a validated state in order to register a :guilabel:`Purchase withholding`. On the invoice, there is a button named :guilabel:`Add Withhold`, click on this button to be directed to the :guilabel:`Withholding` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:532 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:534 msgid ":guilabel:`Withhold lines`: The taxes appear automatically according to the configuration of products and vendors, you should review if the taxes and tax support are correct, and, if it is not correct, you can edit and select the correct taxes and tax support." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:536 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:538 msgid "Once you review the information you can validate the :guilabel:`Withholding`." msgstr "" @@ -16637,40 +16696,40 @@ msgstr "" msgid "Purchase withhold for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:543 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:545 msgid "You can't change the tax support for one that was not included in the configuration of the taxes used on the :guilabel:`Vendor Bill`. To do so, go to the tax applied on the :guilabel:`Vendor Bill` and change the :guilabel:`Tax Support` there." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:547 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:549 msgid "A withholding tax can be divided into two or more lines, this will depend on whether two or more withholdings percentages apply." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:551 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:553 msgid "The system suggests a VAT withholding of 30% with tax support 01, you can add your VAT withholding of 70% in a new line with the same tax support, the system will allow you as long as the total of the bases matches the total from the :guilabel:`Vendor Bill`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:556 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:558 msgid "Financial Reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:558 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:560 msgid "In Ecuador, there are fiscal reports that the company presents to SRI. In Odoo, we have two of the main financial reports used by companies. These are the reports 103 and 104." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:561 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:563 msgid "To get these reports go to the :guilabel:`Accounting` app and select :menuselection:`Reporting --> Statements Reports --> Tax Report` and then filter by `Tax Report 103` or `Tax Report 104`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:565 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:567 msgid "Report 103" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:567 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:569 msgid "This report contains information of income tax withholdings in a given period, this can be reported monthly or semi-annually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:570 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:583 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:572 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:585 msgid "You can see the information needed to report, which includes base and tax amounts, which also includes the tax code within the parenthesis in order to report it to the SRI." msgstr "" @@ -16678,11 +16737,11 @@ msgstr "" msgid "Report 103 form for Ecuador." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:578 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:580 msgid "Report 104" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:580 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:582 msgid "This report contains information on VAT tax and VAT withholding for a given period, this can be monthly or semi-annually." msgstr "" @@ -16690,6 +16749,62 @@ msgstr "" msgid "Report 104 form for Ecuador." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:593 +msgid "ATS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:595 +msgid ":ref:`Install ` the *ATS Report* (`l10n_ec_reports_ats`) module to enable downloading the ATS report in XML format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:599 +msgid "The Ecuadorian *ATS Report* module is dependent on the previous installation of the *Accounting* app and the *Ecuadorian EDI module*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:605 +msgid "To issue electronic documents, ensure your company is configured as explained in the :ref:`electronic invoice ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:608 +msgid "In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo (invoices, vendor bills, sales and purchases withholdings, credit notes, and debit notes) will be included." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:614 +msgid "When generating a vendor bill, it is necessary to register the authorization number from the invoice that the vendor generated for the purchase. To do so, go to :menuselection:`Accounting --> Vendors --> Bills` and select the bill. Then, enter the number from the vendor's invoice in the :guilabel:`Authorization Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:620 +msgid "Credit and debit notes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:622 +msgid "When generating a credit note or debit note manually or through importation, it is necessary to link this note to the sales invoice that is being modified by it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:626 +msgid "Remember to add all required information to the documents before downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the *SRI Payment Method* on documents, when needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:631 +msgid "XML generation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:633 +msgid "To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to :menuselection:`Accounting --> Reports --> Tax Report` and choose a time period for the desired :abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:637 +msgid "The downloaded XML file is ready to be uploaded to *DIMM Formularios*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:-1 +msgid "ATS report download for Ecuador in Odoo Accounting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:644 +msgid "When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless, the user can still download the XML file." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/egypt.rst:3 msgid "Egypt" msgstr "" @@ -22506,11 +22621,11 @@ msgid ":ref:`Install ` the :guilabel:`🇵🇭 Philippines` :re msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:14 -msgid "When creating a new database and `Philippines` is selected as a country, the fiscal localization module **Philippines - Accounting** is automatically installed." +msgid "When creating a new database and selecting the `Philippines` as a country, the fiscal localization module **Philippines - Accounting** is automatically installed." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:16 -msgid "If installing the module in an existing company, the **chart of accounts** and **taxes** will *not* be replaced if there are already posted journal entries." +msgid "If the module is installed in an existing company, the **chart of accounts** and **taxes** will *not* be replaced if there are already posted journal entries." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:18 @@ -22523,7 +22638,7 @@ msgid "Chart of accounts and taxes" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:23 -msgid "A minimum configuration default chart of accounts is installed, and the following types of taxes are installed and also linked to the relevant account:" +msgid "A minimum configuration default chart of accounts is installed, and the following types of taxes are installed and linked to the relevant account:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:26 @@ -22535,34 +22650,34 @@ msgid "VAT Exempt" msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:30 -msgid "For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab." +msgid "For the withholding taxes (:menuselection:`Configuration --> Taxes`), there is an additional :guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:-1 msgid "Philippines ATC code field set on taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:36 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:37 msgid "Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must be added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:43 msgid "When a company or an individual (not belonging to a company) contact is located in the Philippines, fill in the :guilabel:`Tax ID` field with their `Taxpayer Identification Number (TIN)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:45 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:46 msgid "For individuals not belonging to a company, identify them by using the following additional fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:47 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:48 msgid ":guilabel:`First Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:48 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:49 msgid ":guilabel:`Middle Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:49 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:50 msgid ":guilabel:`Last Name`" msgstr "" @@ -22570,19 +22685,19 @@ msgstr "" msgid "Individual type contact with First, Middle, and Last Name fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:55 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:56 msgid "For both :guilabel:`Company` and :guilabel:`Individual`, the TIN should follow the `NNN-NNN-NNN-NNNNN` format. The branch code should follow the last digits of the TIN, or else it can be left as `00000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:60 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:61 msgid "BIR 2307 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:62 -msgid "**BIR 2307** report data, also known as *Certificate of Creditable Tax Withheld at Source*, can be generated for purchase orders and vendor payments with the applicable withholding taxes." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:63 +msgid "**BIR 2307** report data, also known as `Certificate of Creditable Tax Withheld at Source `_, can be generated for purchase orders and vendor payments with the applicable withholding taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:65 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:67 msgid "To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click :menuselection:`Action --> Download BIR 2307 XLS`." msgstr "" @@ -22590,11 +22705,11 @@ msgstr "" msgid "Multiple vendor bills selected with action to \"Download BIR 2307 XLS\"." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:71 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:74 msgid "The same action can be performed on a vendor bill from the form view." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:73 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:76 msgid "A pop-up appears to review the selection, then click on :guilabel:`Generate`." msgstr "" @@ -22602,24 +22717,24 @@ msgstr "" msgid "Pop up menu to generate BIR 2307 XLS file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:78 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:81 msgid "This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable withholding tax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:81 -msgid "The same process above can also be done for a *single* vendor :doc:`payment <../accounting/payments>` if they were linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding taxes." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:84 +msgid "The process above can also be used for a *single* vendor :doc:`payment <../accounting/payments>` if it is linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 -msgid "If there is no withholding tax applied, then the XLS file will not generate records for those vendor bill lines." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:89 +msgid "If no withholding tax is applied, then the XLS file will not generate records for those vendor bill lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:88 -msgid "When grouping payments for multiple bills, Odoo splits the payments based on the contact. From a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS`, generates a report that only includes vendor bills related to that contact." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:91 +msgid "When grouping payments for multiple bills, Odoo splits the payments based on the contact. From a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS` generates a report that only includes vendor bills related to that contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:93 -msgid "Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF format." +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:96 +msgid "Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated :file:`Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF format." msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:3 @@ -23973,34 +24088,38 @@ msgid "Import your obligations HMRC, filter on the period you want to submit, an msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:100 -msgid "Periodic submission to HMRC for multi-company" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:102 -msgid "Only one company and one user can connect to HMRC simultaneously. If several UK-based companies are on the same database, the user who submits the HMRC report must follow these instructions before each submission:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:106 -msgid "Log into the company for which the submission has to be done." +msgid "You can use dummy credentials to demo the HMRC flow. To do so, activate the :ref:`developer mode ` and go to :menuselection:`General Settings --> Technical --> System Parameters`. From here, search for `l10n_uk_reports.hmrc_mode` and change the value line to `demo`. You can get such credentials from the `HMRC Developer Hub `_." msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:107 -msgid "Go to :guilabel:`General Settings`, and in the :guilabel:`Users` section, click :guilabel:`Manage Users`. Select the user who is connected to HMRC." +msgid "Periodic submission to HMRC for multi-company" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:109 -msgid "Go to the :guilabel:`UK HMRC Integration` tab and click :guilabel:`Reset Authentication Credentials` or :guilabel:`Remove Authentication Credentials` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:111 -msgid "You can now :ref:`register your company to HMRC ` and submit the tax report for this company." +msgid "Only one company and one user can connect to HMRC simultaneously. If several UK-based companies are on the same database, the user who submits the HMRC report must follow these instructions before each submission:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:113 -msgid "Repeat the steps for other companies' HMRC submissions." +msgid "Log into the company for which the submission has to be done." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:114 +msgid "Go to :guilabel:`General Settings`, and in the :guilabel:`Users` section, click :guilabel:`Manage Users`. Select the user who is connected to HMRC." msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:116 +msgid "Go to the :guilabel:`UK HMRC Integration` tab and click :guilabel:`Reset Authentication Credentials` or :guilabel:`Remove Authentication Credentials` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:118 +msgid "You can now :ref:`register your company to HMRC ` and submit the tax report for this company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:120 +msgid "Repeat the steps for other companies' HMRC submissions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:123 msgid "During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based companies." msgstr "" @@ -24227,12 +24346,12 @@ msgid "Select the provider and configure the :guilabel:`Credentials` tab." msgstr "" #: ../../content/applications/finance/payment_providers.rst:195 -#: ../../content/applications/finance/payment_providers/stripe.rst:35 +#: ../../content/applications/finance/payment_providers/stripe.rst:39 msgid "Set the :guilabel:`State` field to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/finance/payment_providers.rst:196 -#: ../../content/applications/finance/payment_providers/stripe.rst:34 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Select a :ref:`payment journal `." msgstr "" @@ -24544,7 +24663,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:136 #: ../../content/applications/finance/payment_providers/razorpay.rst:46 #: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:141 +#: ../../content/applications/finance/payment_providers/stripe.rst:145 msgid ":doc:`../payment_providers`" msgstr "" @@ -25715,198 +25834,206 @@ msgid "`Stripe `_ is a United States-based online payment s msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:9 +msgid "`List of countries supported by Stripe `_" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:10 +msgid "`List of payment methods supported by Stripe `_" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:13 msgid "Create your Stripe account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:11 +#: ../../content/applications/finance/payment_providers/stripe.rst:15 msgid "The method to acquire your credentials depends on your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:16 -#: ../../content/applications/finance/payment_providers/stripe.rst:26 +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:30 msgid ":ref:`Navigate to the payment provider Stripe ` and click :guilabel:`Connect Stripe`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:18 -#: ../../content/applications/finance/payment_providers/stripe.rst:28 +#: ../../content/applications/finance/payment_providers/stripe.rst:22 +#: ../../content/applications/finance/payment_providers/stripe.rst:32 msgid "Go through the setup process and confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:20 +#: ../../content/applications/finance/payment_providers/stripe.rst:24 msgid "At the end of the process, click :guilabel:`Agree and submit`. If all requested information has been submitted, you are then redirected to Odoo, and your payment provider is enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:36 +#: ../../content/applications/finance/payment_providers/stripe.rst:26 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid ":ref:`stripe/local-payment-methods`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:24 +#: ../../content/applications/finance/payment_providers/stripe.rst:28 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:30 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "At the end of the process, click :guilabel:`Agree and submit`; you are then redirected to the payment provider **Stripe** in Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:32 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:37 msgid ":ref:`Generate a webhook `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:39 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 msgid "To use an existing Stripe account, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You can then :ref:`Fill in your credentials `, :ref:`generate a webhook `, and enable the payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:47 msgid "You can also test Stripe using the :ref:`payment_providers/test-mode`. To do so, first, `log into your Stripe dashboard `_ and switch to the **Test mode**. Then, in Odoo, :ref:`activate the Developer mode `, :ref:`navigate to the payment provider Stripe `, :ref:`fill in your API credentials ` with the test keys, and set the :guilabel:`State` field to :guilabel:`Test Mode`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:53 +#: ../../content/applications/finance/payment_providers/stripe.rst:57 msgid "Fill in your credentials" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:55 +#: ../../content/applications/finance/payment_providers/stripe.rst:59 msgid "If your **API credentials** are required to connect with your Stripe account, proceed as follows:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:57 +#: ../../content/applications/finance/payment_providers/stripe.rst:61 msgid "Go to `the API keys page on Stripe `_, or log into your Stripe dashboard and go to :menuselection:`Developers --> API Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:59 +#: ../../content/applications/finance/payment_providers/stripe.rst:63 msgid "In the :guilabel:`Standard keys` section, copy the :guilabel:`Publishable key` and the :guilabel:`Secret key` and save them for later." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:61 -#: ../../content/applications/finance/payment_providers/stripe.rst:100 +#: ../../content/applications/finance/payment_providers/stripe.rst:65 +#: ../../content/applications/finance/payment_providers/stripe.rst:104 msgid "In Odoo, :ref:`navigate to the payment provider Stripe `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 +#: ../../content/applications/finance/payment_providers/stripe.rst:66 msgid "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Publishable Key` and :guilabel:`Secret Key` fields with the values you previously saved." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:68 +#: ../../content/applications/finance/payment_providers/stripe.rst:72 msgid "Generate a webhook" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:70 +#: ../../content/applications/finance/payment_providers/stripe.rst:74 msgid "If your **Webhook Signing Secret** is required to connect with your Stripe account, you can create a webhook automatically or manually." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:74 +#: ../../content/applications/finance/payment_providers/stripe.rst:78 msgid "Create the webhook automatically" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:76 +#: ../../content/applications/finance/payment_providers/stripe.rst:80 msgid "Make sure your :ref:`Publishable and Secret keys ` are filled in, then click :guilabel:`Generate your Webhook`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:79 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 msgid "Create the webhook manually" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:81 +#: ../../content/applications/finance/payment_providers/stripe.rst:85 msgid "Go to the `Webhooks page on Stripe `_, or log into your Stripe dashboard and go to :menuselection:`Developers --> Webhooks`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:83 +#: ../../content/applications/finance/payment_providers/stripe.rst:87 msgid "In the :guilabel:`Hosted endpoints` section, click :guilabel:`Add endpoint`. Then, in the :guilabel:`Endpoint URL` field, enter your Odoo database's URL, followed by `/payment/stripe/webhook`, e.g., `https://yourcompany.odoo.com/payment/stripe/webhook`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:86 +#: ../../content/applications/finance/payment_providers/stripe.rst:90 msgid "Click :guilabel:`Select events` at the bottom of the form, then select the following events:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:89 +#: ../../content/applications/finance/payment_providers/stripe.rst:93 msgid "in the :guilabel:`Charge` section: :guilabel:`charge.refunded` and :guilabel:`charge.refund.updated`;" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:91 +#: ../../content/applications/finance/payment_providers/stripe.rst:95 msgid "in the :guilabel:`Payment intent` section: :guilabel:`payment_intent.amount_capturable_updated`, :guilabel:`payment_intent.payment_failed`, :guilabel:`payment_intent.processing`, and :guilabel:`payment_intent.succeeded`;" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:95 +#: ../../content/applications/finance/payment_providers/stripe.rst:99 msgid "in the :guilabel:`Setup intent` section: :guilabel:`setup_intent.succeeded`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:97 +#: ../../content/applications/finance/payment_providers/stripe.rst:101 msgid "Click :guilabel:`Add events`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:98 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "Click :guilabel:`Add endpoint`, then click :guilabel:`Reveal` and save your :guilabel:`Signing secret` for later." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:102 +#: ../../content/applications/finance/payment_providers/stripe.rst:106 msgid "In the :guilabel:`Credentials` tab, fill the :guilabel:`Webhook Signing Secret` field with the value you previously saved." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:106 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid "You can select other events, but they are currently not processed by Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:111 +#: ../../content/applications/finance/payment_providers/stripe.rst:115 msgid "Enable local payment methods" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:113 +#: ../../content/applications/finance/payment_providers/stripe.rst:117 msgid "Local payment methods are payment methods that are only available for specific providers and for specific countries and currencies." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:116 +#: ../../content/applications/finance/payment_providers/stripe.rst:120 msgid "Odoo supports the following local payment methods for Stripe:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:118 +#: ../../content/applications/finance/payment_providers/stripe.rst:122 msgid "Bancontact" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:119 +#: ../../content/applications/finance/payment_providers/stripe.rst:123 msgid "EPS" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:120 +#: ../../content/applications/finance/payment_providers/stripe.rst:124 msgid "giropay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:121 +#: ../../content/applications/finance/payment_providers/stripe.rst:125 msgid "iDEAL" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:122 +#: ../../content/applications/finance/payment_providers/stripe.rst:126 msgid "Przelewy24 (P24)" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:124 +#: ../../content/applications/finance/payment_providers/stripe.rst:128 msgid "To adapt the list of enabled payment methods, go to the :guilabel:`Configuration` tab and edit the :guilabel:`Supported Payment Methods` field." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:128 +#: ../../content/applications/finance/payment_providers/stripe.rst:132 msgid "If a payment method record does not exist in the database and its related local payment method is listed above, it is automatically enabled with Stripe." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:130 +#: ../../content/applications/finance/payment_providers/stripe.rst:134 msgid "If a local payment method is not listed above, it is not supported and cannot be enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:133 +#: ../../content/applications/finance/payment_providers/stripe.rst:137 msgid "Enable Apple Pay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:135 +#: ../../content/applications/finance/payment_providers/stripe.rst:139 msgid "To allow customers to use the Apple Pay button to pay their eCommerce orders, go to the :guilabel:`Configuration` tab, enable :guilabel:`Allow Express Checkout`, and click :guilabel:`Enable Apple Pay`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:140 +#: ../../content/applications/finance/payment_providers/stripe.rst:144 msgid ":ref:`Express checkout and Google Pay `" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:142 +#: ../../content/applications/finance/payment_providers/stripe.rst:146 msgid ":doc:`Use Stripe as a payment terminal in Point of Sale <../../sales/point_of_sale/payment_methods/terminals/stripe>`" msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index a97d66e44..d541fdac2 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -294,15 +294,15 @@ msgid ":doc:`../finance/accounting/get_started/multi_currency`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:3 -msgid "Digest Emails" +msgid "Digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:5 -msgid "**Digest Emails** are periodic snapshots sent to your organization via email that include high-level information about how your business is performing." +msgid "*Digest Emails* are periodic snapshots sent via email to users in an organization that include high-level information about how the business is performing." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:8 -msgid "Navigate to Digest Emails by going to :menuselection:`Settings --> General Settings --> Statistics`, then activate the **Digest Emails** feature and click on save." +msgid "To start sending digest emails, begin by navigating to :menuselection:`Settings app --> Statistics section`, activate the :guilabel:`Digest Emails` feature, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:-1 @@ -310,242 +310,447 @@ msgid "Digest Emails section inside General Settings." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:15 -msgid "You can control a variety of settings for your Digest Emails, such as:" +msgid "A variety of settings can be configured for digest emails, such as:" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:17 -msgid "which KPIs are shared in the Digest" +msgid "Deciding which :abbr:`KPIs (key performance indicators)` are shared in the digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:18 -msgid "how often Digest Emails are sent" +msgid "Determining how often digest emails are sent" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:19 -msgid "who in your organization receives Digest Emails" +msgid "Choosing who in the organization receives digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:20 -msgid "creating custom Digest Email templates" +msgid "Creating custom digest email templates" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:21 -msgid "adding additional KPIs (Studio required)" +msgid "Adding additional :abbr:`KPIs (key performance indicators)` (*Studio* app required)" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:24 -msgid "By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* serves as the primary template, which includes all KPI measurements across your Odoo database and is sent daily to administrators." +msgid "By default, the :guilabel:`Digest Email` feature is enabled. :guilabel:`Your Odoo Periodic Digest` serves as the primary template, which includes all :abbr:`KPI (key performance indicator)` measurements across the Odoo database, and is sent daily to administrators." msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:31 -msgid "Customize *Your Odoo Periodic Digest*" +#: ../../content/applications/general/companies/digest_emails.rst:29 +msgid "When creating duplicates of databases that have sending capabilities (not testing-mode), the digest emails continue to send from the duplicate database, unless deactivated." msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:33 -msgid "To customize the default Digest Email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings --> General Settings --> Statistics --> Digest Email`, select *Your Odoo Periodic Digest* and click on the *external link* next to the dropdown selection." -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:37 -msgid "A popup window appears and presents a variety of editable settings, which include:" +#: ../../content/applications/general/companies/digest_emails.rst:32 +msgid "To deactivate the digest email, navigate to :menuselection:`Settings --> Statistics section`. Then, deactivate the :guilabel:`Digest Emails` feature, by un-ticking the checkbox, and clicking :guilabel:`Save`. See the section on :ref:`digest-emails/deactivate`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:39 -msgid "**Digest Title** - what you want your Digest Email to be called" -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:40 -msgid "**Periodicity** - control the regimen in how often Digest Emails are sent" +msgid "Customize default digest email" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:41 -msgid "**KPIs** - check/uncheck each calculated KPI that appears in Digest Emails" +msgid "To customize the default digest email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings app --> Statistics section --> Digest Email field`. Then, select :guilabel:`Your Odoo Periodic Digest`, and click on the :guilabel:`↗️ (External link)` icon, next to the drop-down menu selection." msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:42 -msgid "**Recipients** - add/remove users who receive your Digest Emails" +#: ../../content/applications/general/companies/digest_emails.rst:45 +msgid "A pop-up window appears, and presents a variety of editable settings, which include:" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:43 -msgid "**Custom** - add your own KPIs (Studio required)" +#: ../../content/applications/general/companies/digest_emails.rst:47 +#: ../../content/applications/general/companies/digest_emails.rst:179 +msgid ":guilabel:`Digest Name`: the name of the digest email." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:48 +#: ../../content/applications/general/companies/digest_emails.rst:180 +msgid ":guilabel:`Periodicity`: control how often digest emails are sent (:guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`, or :guilabel:`Quarterly`)." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:50 +#: ../../content/applications/general/companies/digest_emails.rst:182 +msgid ":guilabel:`Next Send Date`: the date on which the digest email will be sent again." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:51 +#: ../../content/applications/general/companies/digest_emails.rst:183 +msgid ":guilabel:`KPIs` tab: check/uncheck each calculated :abbr:`KPI (key performance indicator)` that appears in digest emails. A ticked box indicates an active :abbr:`KPI (key performance indicator)` in the digest email. See the section on :ref:`digest-emails/kpis`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:54 +#: ../../content/applications/general/companies/digest_emails.rst:186 +msgid ":guilabel:`Recipients` tab: add/remove users who receive the digest emails. See the section on :ref:`digest-emails/recipients`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:58 +msgid "The :abbr:`KPIs (key performance indicators)` can be customized using Odoo *Studio*. Additional costs to the database subscription are incurred should *Studio* need to be installed. See this section on :ref:`digest-emails/custom-kpi`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:-1 msgid "Customize default Digest Email settings and custom KPIs." msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:52 -msgid "Custom digest emails" +#: ../../content/applications/general/companies/digest_emails.rst:69 +msgid "Deactivate digest email" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:54 -msgid "To do so, click on **Configure Digest Emails** and then **Create**." -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:56 -msgid "From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and recipients fields as needed." -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:59 -msgid "After you click **Save**, your new custom Digest Email is available as a selection in the **General Settings** dropdown menu." -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:65 -msgid "Custom KPIs with Studio" -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:67 -msgid "For either *Your Odoo Periodic Digest* or your own custom Digest Email, you can add your own KPIs by using Odoo Studio." -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:70 -msgid "To begin, click the **Toggle Studio** icon or click the **Recipients** tab and then the ellipses :menuselection:`… icon --> Add Custom Field` to edit the template or add additional fields." -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:73 -msgid "In order to create additional fields, you must create two fields on the digest object:" +#: ../../content/applications/general/companies/digest_emails.rst:71 +msgid "To manually deactivate an individual digest email, first navigate to :menuselection:`Settings app --> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email from the list that should be deactivated." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:75 -msgid "create a boolean field called `kpi_myfield` and display it in the KPIs tab" -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:76 -msgid "create a computed field called `kpi_myfield_value` that computes your customized KPI" -msgstr "" - -#: ../../content/applications/general/companies/digest_emails.rst:77 -msgid "select your KPI(s) in the KPIs tab." +msgid "Next, click :guilabel:`DEACTIVATE FOR EVERYONE` to deactivate the digest email for everyone, or :guilabel:`UNSUBSCRIBE ME` to remove the logged in user from the mailing list. These buttons are located in the top menu, just above the :guilabel:`Digest Name`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:80 +msgid "Manually send digest email" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:82 +msgid "To manually send a digest email, first navigate to :menuselection:`Settings app --> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and click :guilabel:`SEND NOW`. This button is located in the top menu, just above the :guilabel:`Digest Name`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:90 +msgid "KPIs" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:92 +msgid "Pre-configured :abbr:`KPIs (key performance indicators)` can be added to the digest email from the :guilabel:`KPIs` tab of the digest email template form." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:95 +msgid "First, navigate to :menuselection:`Settings app --> Statistics section`, and click :guilabel:`Configure Digest Emails`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:98 +msgid "Then, select the desired digest email, and open the :guilabel:`KPIs` tab." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:100 +msgid "To add a :abbr:`KPI (key performance indicator)` to the digest email, tick the checkbox next to the desired :abbr:`KPI (key performance indicator)`. After all :abbr:`KPIs (key performance indicators)` are added (or deselected), click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:104 +msgid "The following :abbr:`KPIs (key performance indicators)` are available in the :guilabel:`KPIs` tab on a digest email template form out-of-box in Odoo:" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:-1 +msgid "KPIs listed in the out-of-box digest email." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:113 +msgid ":guilabel:`General`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:112 +msgid ":guilabel:`Connected Users`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:113 +msgid ":guilabel:`Messages`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:116 +msgid ":guilabel:`Project`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:116 +msgid ":guilabel:`Open Tasks`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:119 +msgid ":guilabel:`Recruitment`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:119 +msgid ":guilabel:`Employees`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:123 +msgid ":guilabel:`CRM`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:122 +msgid ":guilabel:`New Leads/Opportunities`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:123 +msgid ":guilabel:`Opportunities Won`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:127 +msgid ":guilabel:`Sales`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:126 +msgid ":guilabel:`All Sales`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:127 +msgid ":guilabel:`eCommerce Sales`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:130 +msgid ":guilabel:`Point of Sale`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:130 +msgid ":guilabel:`POS Sales`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:135 +msgid ":guilabel:`Live Chat`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:133 +msgid ":guilabel:`% of Happiness`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:134 +msgid ":guilabel:`Conversations handled`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:135 +msgid ":guilabel:`Time to answer (sec)`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:138 +msgid ":guilabel:`Helpdesk`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:138 +msgid ":guilabel:`Tickets Closed`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:142 +msgid ":guilabel:`Invoicing`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:141 +msgid ":guilabel:`Revenue`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:142 +msgid ":guilabel:`Banks and Cash Moves`" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:147 +msgid "Recipients" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:149 +msgid "Digest email recipients are added from the :guilabel:`Recipients` tab of the digest email template form." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:152 +msgid "To add a recipient, navigate to :menuselection:`Settings app --> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, select the desired digest email, and open the :guilabel:`Recipients` tab." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:156 +msgid "To add a recipient, click :guilabel:`Add a line`, and an :guilabel:`Add Recipients` pop-up window appears, with all available users to add as recipients." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:159 +msgid "From the pop-up window, tick the checkbox next to the :guilabel:`Name` of the user(s), and click the :guilabel:`Select` button." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:162 +msgid "To remove a user as a recipient, click the :guilabel:`❌ (remove)` icon to the far-right of the user listed in the :guilabel:`Recipients` tab." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:165 +msgid "Click :guilabel:`Save` to implement the changes." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:170 +msgid "Create digest emails" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:172 +msgid "To create a new digest email, navigate to :menuselection:`Settings app --> Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, click :guilabel:`Create` to create a new digest email." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:176 +msgid "A separate page, with a blank digest email template appears, and presents a variety of editable settings, including:" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:189 +msgid "From there, give the digest email a :guilabel:`Digest Name`, specify :guilabel:`Periodicity`, choose the desired :abbr:`KPIs (key performance indicators)`, and add :guilabel:`Recipients`, as needed." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:193 +msgid "After clicking :guilabel:`Save`, the new custom digest email is available as a selection in the :guilabel:`Digest Email` field, located in the :menuselection:`Settings app --> Statistics section`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:199 +msgid "Custom KPIs with Odoo Studio" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:201 +msgid "The :abbr:`KPIs (key performance indicators)` on a digest email template form, in the :guilabel:`KPIs` tab, can be customized using Odoo *Studio*." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:205 +msgid "Additional costs to the database subscription are incurred, should Odoo *Studio* need to be installed." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:208 +msgid "To begin, click the :guilabel:`🛠️ (tools)` icon in the top-right of the screen. This is the link to the Odoo *Studio* application." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:211 +msgid "In order to create additional fields, create two fields on the digest object:" +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:213 +msgid "Create a boolean field called `kpi_myfield`, and display it in the :guilabel:`KPIs` tab." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:214 +msgid "Create a computed field called `kpi_myfield_value` that computes the customized :abbr:`KPI (key performance indicator)`." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:216 +msgid "Select the :abbr:`KPIs (key performance indicators)` in the :guilabel:`KPIs` tab." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:219 +msgid "Here is the `source code `_ for the `digest.py` file, which guides the programmer in the coding of the computed field." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:224 +msgid "Users can also click the :guilabel:`Recipients` tab, and then the vertical three-dot :guilabel:`(kebab)` menu to edit this view. Either click :guilabel:`EDIT LIST VIEW` or :guilabel:`EDIT FORM VIEW` to modify this tab." +msgstr "" + +#: ../../content/applications/general/companies/digest_emails.rst:229 msgid "Computed values reference table" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:83 +#: ../../content/applications/general/companies/digest_emails.rst:232 msgid "LABEL" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:83 +#: ../../content/applications/general/companies/digest_emails.rst:232 msgid "VALUE" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:85 +#: ../../content/applications/general/companies/digest_emails.rst:234 msgid "Connected Users" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:85 +#: ../../content/applications/general/companies/digest_emails.rst:234 msgid "`kpi_res_users_connected_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:87 +#: ../../content/applications/general/companies/digest_emails.rst:236 msgid "Messages Sent" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:87 +#: ../../content/applications/general/companies/digest_emails.rst:236 msgid "`kpi_mail_message_total_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:89 +#: ../../content/applications/general/companies/digest_emails.rst:238 msgid "New Leads" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:89 +#: ../../content/applications/general/companies/digest_emails.rst:238 msgid "`kpi_crm_lead_created_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:91 +#: ../../content/applications/general/companies/digest_emails.rst:240 msgid "Opportunities Won" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:91 +#: ../../content/applications/general/companies/digest_emails.rst:240 msgid "`kpi_crm_opportunities_won_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:93 +#: ../../content/applications/general/companies/digest_emails.rst:242 msgid "Open Tasks" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:93 +#: ../../content/applications/general/companies/digest_emails.rst:242 msgid "`kpi_project_task_opened_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:95 +#: ../../content/applications/general/companies/digest_emails.rst:244 msgid "Tickets Closed" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:95 +#: ../../content/applications/general/companies/digest_emails.rst:244 msgid "`kpi_helpdesk_tickets_closed_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:97 +#: ../../content/applications/general/companies/digest_emails.rst:246 msgid "% of Happiness" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:97 +#: ../../content/applications/general/companies/digest_emails.rst:246 msgid "`kpi_livechat_rating_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:99 +#: ../../content/applications/general/companies/digest_emails.rst:248 msgid "Conversations handled" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:99 +#: ../../content/applications/general/companies/digest_emails.rst:248 msgid "`kpi_livechat_conversations_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:101 +#: ../../content/applications/general/companies/digest_emails.rst:250 msgid "Time to answer (sec)" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:101 +#: ../../content/applications/general/companies/digest_emails.rst:250 msgid "`kpi_livechat_response_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:103 +#: ../../content/applications/general/companies/digest_emails.rst:252 msgid "All Sales" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:103 +#: ../../content/applications/general/companies/digest_emails.rst:252 msgid "`kpi_all_sale_total_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:105 +#: ../../content/applications/general/companies/digest_emails.rst:254 msgid "eCommerce Sales" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:105 +#: ../../content/applications/general/companies/digest_emails.rst:254 msgid "`kpi_website_sale_total_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:107 +#: ../../content/applications/general/companies/digest_emails.rst:256 msgid "Revenue" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:107 +#: ../../content/applications/general/companies/digest_emails.rst:256 msgid "`kpi_account_total_revenue_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:109 +#: ../../content/applications/general/companies/digest_emails.rst:258 msgid "Bank & Cash Moves" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:109 +#: ../../content/applications/general/companies/digest_emails.rst:258 msgid "`kpi_account_bank_cash_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:111 +#: ../../content/applications/general/companies/digest_emails.rst:260 msgid "POS Sales" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:111 +#: ../../content/applications/general/companies/digest_emails.rst:260 msgid "`kpi_pos_total_value`" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:113 +#: ../../content/applications/general/companies/digest_emails.rst:262 msgid "New Employees" msgstr "" -#: ../../content/applications/general/companies/digest_emails.rst:113 +#: ../../content/applications/general/companies/digest_emails.rst:262 msgid "`kpi_hr_recruitment_new_colleagues_value`" msgstr "" @@ -1311,7 +1516,7 @@ msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:240 #: ../../content/applications/general/iot/config/pos.rst:21 -#: ../../content/applications/general/iot/config/troubleshooting.rst:456 +#: ../../content/applications/general/iot/config/troubleshooting.rst:604 msgid "Setup" msgstr "" @@ -3095,7 +3300,11 @@ msgstr "" msgid "More actions button in Outlook" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:38 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:39 +msgid "For locally installed versions of Microsoft Outlook, access the :guilabel:`Get Add-ins` menu item while in preview mode (**not** with a message open). First, click on the :guilabel:`... (ellipsis)` icon in the upper right of the previewed message, then scroll down, and click on :guilabel:`Get Add-ins`." +msgstr "" + +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:44 msgid "Following this step, select the :guilabel:`My add-ins` tab on the left-side." msgstr "" @@ -3103,7 +3312,7 @@ msgstr "" msgid "My add-ins in Outlook" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:44 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:50 msgid "Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" @@ -3111,7 +3320,7 @@ msgstr "" msgid "Custom add-ins in Outlook" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:51 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:57 msgid "For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next, read the warning and click on :guilabel:`Install`." msgstr "" @@ -3119,11 +3328,11 @@ msgstr "" msgid "Custom add-in installation warning in Outlook" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:61 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:67 msgid "Connect the database" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:63 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:69 msgid "Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox, click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for Outlook`." msgstr "" @@ -3131,7 +3340,7 @@ msgstr "" msgid "Odoo for Outlook add-in button" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:71 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:77 msgid "The right-side panel can now display **Company Insights**. At the bottom, click on :guilabel:`Login`." msgstr "" @@ -3139,27 +3348,27 @@ msgstr "" msgid "Logging in the Odoo database" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:79 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:85 msgid "Only a limited amount of **Company Insights** (*Lead Enrichment*) requests are available as a trial database. This feature requires :ref:`prepaid credits `." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:83 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:89 msgid "If, after a short while, the panel is still empty, it is possible that the browser cookie settings prevented it from loading. Note that these settings also change if the browser is in \"Incognito\" mode." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:87 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:93 msgid "To fix this issue, configure the browser to always allow cookies on Odoo's plugin page." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:89 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:95 msgid "For Google Chrome, change the browser cookie settings by following the guide at: `https://support.google.com/chrome/answer/95647 `_ and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:94 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:100 msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:96 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:102 msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" @@ -3167,7 +3376,7 @@ msgstr "" msgid "Entering the Odoo database URL" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:102 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:108 msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" @@ -3175,7 +3384,7 @@ msgstr "" msgid "New window pop-up warning" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:108 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:114 msgid "If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" @@ -3183,15 +3392,15 @@ msgstr "" msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:118 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:124 msgid "Add a shortcut to the plugin" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:120 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:126 msgid "By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save time, it's possible to add it next to the other default actions." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:123 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:129 msgid "In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook settings`." msgstr "" @@ -3199,7 +3408,7 @@ msgstr "" msgid "Viewing all Outlook settings" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:130 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:136 msgid "Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" @@ -3208,15 +3417,15 @@ msgstr "" msgid "Odoo for Outlook customized action" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:137 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:143 msgid "Following this step, open any email; the shortcut should be displayed." msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:144 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:150 msgid "Using the plugin" msgstr "" -#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:146 +#: ../../content/applications/general/integrations/mail_plugins/outlook.rst:152 msgid "Now that the plug-in is installed and operational, all that needs to be done to create a lead is to click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities` click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will populate." msgstr "" @@ -3804,7 +4013,7 @@ msgid "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus msgstr "" #: ../../content/applications/general/iot/config/pos.rst:43 -#: ../../content/applications/general/iot/config/troubleshooting.rst:412 +#: ../../content/applications/general/iot/config/troubleshooting.rst:560 msgid "Cash drawer" msgstr "" @@ -3813,7 +4022,7 @@ msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "" #: ../../content/applications/general/iot/config/pos.rst:45 -#: ../../content/applications/general/iot/config/troubleshooting.rst:360 +#: ../../content/applications/general/iot/config/troubleshooting.rst:508 msgid "Barcode scanner" msgstr "" @@ -3822,7 +4031,7 @@ msgid "In order for the barcode scanner to be compatible it must end barcodes wi msgstr "" #: ../../content/applications/general/iot/config/pos.rst:48 -#: ../../content/applications/general/iot/config/troubleshooting.rst:423 +#: ../../content/applications/general/iot/config/troubleshooting.rst:571 msgid "Scale" msgstr "" @@ -4316,42 +4525,194 @@ msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35 msgstr "" #: ../../content/applications/general/iot/config/troubleshooting.rst:347 -msgid "The Zebra printer does not print anything" +msgid "DYMO LabelWriter print issue" msgstr "" #: ../../content/applications/general/iot/config/troubleshooting.rst:349 -msgid "Zebra printers are quite sensitive to the format of the Zebra Programming Language (ZPL) code that is printed. If nothing comes out of the printer or blank labels are printed, try changing the format of the report that is sent to the printer by accessing :menuselection:`Settings --> Technical --> User Interface --> Views` in :ref:`developer mode ` and look for the corresponding template." +msgid "The DYMO LabelWriter has a known issue in printing with the :abbr:`IoT (Internet of Things)` box. The OpenPrinting CUPS server installs the printer using :guilabel:`Local RAW Printer` drivers. In order to print anything, the correct :guilabel:`Make and Model` needs to be set, so the correct driver is referenced when using the device." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:356 -msgid "Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming Language)` files `here `_." +#: ../../content/applications/general/iot/config/troubleshooting.rst:354 +msgid "Additionally, a new printer needs to be added to reduce a print delay that occurs after updating the driver." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:363 -msgid "The characters read by the barcode scanner do not match the barcode" +#: ../../content/applications/general/iot/config/troubleshooting.rst:358 +msgid "The DYMO LabelWriter 450 DUO printer is the recommended DYMO printer for use with Odoo and the :abbr:`IoT (Internet of Things)` box. It **must** already be connected to, and recognized on, the :abbr:`IoT (Internet of Things)` box." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:365 -msgid "By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner uses a different layout, go to the form view of the device (:menuselection:`IoT App --> Devices --> Barcode Device`) and select the correct format." +#: ../../content/applications/general/iot/config/troubleshooting.rst:362 +msgid "The DYMO LabelWriter 450 DUO printer contains two printers in one: a label printer and a tape printer. Choosing the correct model (either DYMO LabelWriter 450 DUO Label (en) or DYMO LabelWriter 450 DUO Tape (en)) is crucial when configuring the following processes." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:370 -msgid "Nothing happens when a barcode is scanned" +#: ../../content/applications/general/iot/config/troubleshooting.rst:366 +msgid "To keep things consistent, both of the following processes detail the configuration for the DYMO LabelWriter 450 DUO Label (en) model. Change the model when needed." msgstr "" #: ../../content/applications/general/iot/config/troubleshooting.rst:372 +msgid "DYMO LabelWriter not printing" +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:374 +msgid "In the case where the DYMO LabelWriter is not printing anything, a new driver needs to be installed." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:376 +msgid "First, open the OpenPrinting CUPS console by clicking :menuselection:`Printers server` at the bottom of the :abbr:`IoT (Internet of Things)` box homepage. Next, click on :menuselection:`Printers` in the top menu. Click into the printer in question, and select :guilabel:`Maintenance` in the first drop-down menu. Then, select :guilabel:`Modify Printer` in the second drop-down menu." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Modify the make and model of the DYMO LabelWriter. Maintenance and Modify drop-down menus\n" +"highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:386 +msgid "Next, select the specific network connection/printer that the modification should be made on. Click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Printer selection screen with Continue highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:393 +msgid "On the next page, click :guilabel:`Continue` to proceed to set the :guilabel:`Make` of the printer." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Printer modification screen with Continue highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:399 +msgid "Under :guilabel:`Make` select :guilabel:`DYMO` from the menu. Click on :guilabel:`Continue` to set the :guilabel:`Model`." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Setting the make page, with DYMO and continue highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:406 +msgid "On the following page, set the :guilabel:`Model` to :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer model is being used). Click on :guilabel:`Modify Printer` to complete setting the new driver, a confirmation page will appear." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Setting the printer model page with DYMO LabelWriter 450 DUO Label (en) highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:414 +msgid "After being redirected to a confirmation page, acknowledging a successful update, click on the :menuselection:`Printers` button in the top menu." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:417 +msgid "All the printers installed on the OpenPrinting CUPS server appear, including the newly updated: :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used). Click into the printer that was just updated." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:421 +msgid "To print a test label, click on the :guilabel:`Maintenance` drop-down menu to the left of the :guilabel:`Administration` drop-down menu, and select :guilabel:`Print Test Page`. The test label will print out with a ten-second delay if the driver update was successful." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Printing a test page from the administration drop-down menu in the OpenPrinting CUPs\n" +"server." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:430 +msgid "To reduce this delay a new printer will need to be added, follow the process below." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:433 +msgid "DYMO LabelWriter print delay" +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:435 +msgid "To resolve the delay issue after modifying the driver, the printer **must** be reinstalled. To reinstall the printer, open the OpenPrinting CUPS administration page by clicking :menuselection:`Printers server`, at the bottom of the :abbr:`IoT (Internet of Things)` box homepage. Then, click on :menuselection:`Administration` in the top menu, then click :guilabel:`Add a Printer`." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:442 +msgid "If the DYMO LabelWriter 450 DUO printer is not printing at all, or is not recognizable (has a RAW driver type), then update the drivers on the device. See :ref:`troubleshooting/dymo/update_drivers`." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Add a printer button highlighted on the Printer CUPS management page." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:450 +msgid "On the next screen, in the :guilabel:`Local Printers` section, select the :guilabel:`DYMO LabelWriter 450 DUO Label (DYMO LabelWriter 450 DUO Label)` (or whichever DYMO printer model is being used) pre-installed printer. Click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Add a printer screen on OpenPrinting CUPS with DYMO LabelWriter 450 DUO Label highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:458 +msgid "On the following screen, modify the :guilabel:`Name` to something recognizable, as the original printer will still be present. Click :guilabel:`Continue` to be taken to the next screen." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Rename printer page in the 'Add a Printer' flow, with the name field highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:465 +msgid "Next, choose the :guilabel:`Model`. Select :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer model is being used), and finally, click :guilabel:`Add Printer` to complete the installation." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Choose model screen on the OpenPrinting CUPS console with model and add a printer\n" +"highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:474 +msgid "After being redirected to a confirmation page, acknowledging a successful installation, click on the :menuselection:`Printers` button in the top menu." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:477 +msgid "All the printers installed on the OpenPrinting CUPS server appear, including the newly installed: :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used). Click into the printer that was just installed." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:-1 +msgid "Printer page with newly installed printer highlighted." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:485 +msgid "To print a test label, click on the :guilabel:`Maintenance` drop-down menu to the left of the :guilabel:`Administration` drop-down menu, and select :guilabel:`Print Test Page`. The test label should print out immediately (one-to-two seconds delay)." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:495 +msgid "The Zebra printer does not print anything" +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:497 +msgid "Zebra printers are quite sensitive to the format of the Zebra Programming Language (ZPL) code that is printed. If nothing comes out of the printer or blank labels are printed, try changing the format of the report that is sent to the printer by accessing :menuselection:`Settings --> Technical --> User Interface --> Views` in :ref:`developer mode ` and look for the corresponding template." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:504 +msgid "Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming Language)` files `here `_." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:511 +msgid "The characters read by the barcode scanner do not match the barcode" +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:513 +msgid "By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner uses a different layout, go to the form view of the device (:menuselection:`IoT App --> Devices --> Barcode Device`) and select the correct format." +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:518 +msgid "Nothing happens when a barcode is scanned" +msgstr "" + +#: ../../content/applications/general/iot/config/troubleshooting.rst:520 msgid "Make sure that the correct device is selected in the :menuselection:`Point of Sale` configuration and that the barcode is configured to send an `ENTER` character (keycode 28) at the end of every barcode. To do so, navigate to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> IoT Box section --> Edit`." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:378 +#: ../../content/applications/general/iot/config/troubleshooting.rst:526 msgid "The barcode scanner is detected as a keyboard" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:381 +#: ../../content/applications/general/iot/config/troubleshooting.rst:529 msgid "Some barcode scanners do not advertise themselves as barcode scanners but as a USB keyboard instead, and will not be recognized by the :abbr:`IoT (Internet of Things)` box." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:384 +#: ../../content/applications/general/iot/config/troubleshooting.rst:532 msgid "The device type can be manually changed by going to its form view (:menuselection:`IoT App --> Devices --> Barcode Device`) and activating the :guilabel:`Is scanner` option." msgstr "" @@ -4359,15 +4720,15 @@ msgstr "" msgid "Modifying the form view of the barcode scanner." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:392 +#: ../../content/applications/general/iot/config/troubleshooting.rst:540 msgid "Barcode scanner processes barcode characters individually" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:394 +#: ../../content/applications/general/iot/config/troubleshooting.rst:542 msgid "When accessing the mobile version of Odoo from a mobile device, or tablet, paired with a barcode scanner, via the :abbr:`IoT (Internet of Things)` box, the scanner may process each barcode character as an individual scan. In this case, the *Keyboard Layout* option **must** be filled out with the appropriate language of the barcode scanner on the *Barcode Scanner* form page." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:400 +#: ../../content/applications/general/iot/config/troubleshooting.rst:548 msgid "Access the barcode scanner form page by navigating to :menuselection:`IoT App --> Devices --> Barcode Scanner`." msgstr "" @@ -4375,43 +4736,43 @@ msgstr "" msgid "Barcode scanner form page, with keyboard layout option highlighted." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:407 +#: ../../content/applications/general/iot/config/troubleshooting.rst:555 msgid "The :guilabel:`Keyboard Layout` is language based, and the options available vary, depending on the device and the language of the database. For example: :guilabel:`English (UK)`, :guilabel:`English (US)`, etc." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:415 +#: ../../content/applications/general/iot/config/troubleshooting.rst:563 msgid "The cash drawer does not open" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:417 +#: ../../content/applications/general/iot/config/troubleshooting.rst:565 msgid "The cash drawer should be connected to the printer and the :guilabel:`Cash drawer` checkbox should be ticked in the :abbr:`PoS (Point of Sale)` configuration. To do so, navigate to :menuselection:`POS app --> 3-Dot Menu on the POS --> IoT Box section --> Edit --> Receipt Printer --> Cashdrawer checkbox`." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:425 +#: ../../content/applications/general/iot/config/troubleshooting.rst:573 msgid "Scales play a crucial role in the checkout process, especially for products sold by weight, rather than fixed pricing." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:429 +#: ../../content/applications/general/iot/config/troubleshooting.rst:577 msgid "Set up Ariva S scales" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:431 +#: ../../content/applications/general/iot/config/troubleshooting.rst:579 msgid "Odoo has determined that a specific setting in Ariva S series scales (manufactured by Mettler-Toledo, LLC.) needs modification, and a dedicated Mettler :abbr:`USB (Universal Serial Bus)`-to-proprietary RJ45 cable is required for the scale to function with Odoo's :abbr:`IoT (Internet of Things)` box." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:436 +#: ../../content/applications/general/iot/config/troubleshooting.rst:584 msgid "To correctly configure the scale for recognition by the :abbr:`IoT (Internet of Things)` box, follow this setup process for the Ariva S series scales." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:440 +#: ../../content/applications/general/iot/config/troubleshooting.rst:588 msgid "It is crucial to use the official Mettler :abbr:`USB (Universal Serial Bus)`-to-RJ45 cable during this process." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:444 +#: ../../content/applications/general/iot/config/troubleshooting.rst:592 msgid "Cable" msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:446 +#: ../../content/applications/general/iot/config/troubleshooting.rst:594 msgid "The Mettler part number is 72256236 - :abbr:`USB (Universal Serial Bus)`-to-:abbr:`POS (Point of Sale)` cable. Contact Mettler, or a partner, to purchase an authentic cable. Note that **no other** cable outside of this Mettler cable works for this configuration. Using a serial-only cable attached to a serial-to-:abbr:`USB (Universal Serial Bus)` adapter is **not** effective." msgstr "" @@ -4419,43 +4780,43 @@ msgstr "" msgid "Authentic Mettler USB to POS cable, part number 72256236." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:458 +#: ../../content/applications/general/iot/config/troubleshooting.rst:606 msgid "Refer to Mettler's Setup Guide for Ariva S series scales during the following configuration: `Ariva Checkout Scale User's Guide `_." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:461 +#: ../../content/applications/general/iot/config/troubleshooting.rst:609 msgid "To begin, go to page 17 in the above manual for *Setup*. This guide lists potential settings for the Ariva S series scales." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:464 +#: ../../content/applications/general/iot/config/troubleshooting.rst:612 msgid "Follow the instructions, along with the following process, to set the scale to setup mode. First, hold the **>T<** button for eight seconds, or until :guilabel:`CONF` appears." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:467 +#: ../../content/applications/general/iot/config/troubleshooting.rst:615 msgid "Next, press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to confirm." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:469 +#: ../../content/applications/general/iot/config/troubleshooting.rst:617 msgid "Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB Virtual COM ports). Press **>T<** to cycle through the options under group 3.1." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:472 +#: ../../content/applications/general/iot/config/troubleshooting.rst:620 msgid "Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the selection. Continue to press **>0<** until :guilabel:`GRP 4` appears." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:475 +#: ../../content/applications/general/iot/config/troubleshooting.rst:623 msgid "Now, press **>T<** until :guilabel:`EXIT` appears." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:478 +#: ../../content/applications/general/iot/config/troubleshooting.rst:626 msgid "Do **not** make any other changes unless otherwise needed." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:480 +#: ../../content/applications/general/iot/config/troubleshooting.rst:628 msgid "Once :guilabel:`EXIT` appears, press **>0<**. Following this, press **>0<** again to :guilabel:`SAVE`. Now the scale restarts." msgstr "" -#: ../../content/applications/general/iot/config/troubleshooting.rst:483 +#: ../../content/applications/general/iot/config/troubleshooting.rst:631 msgid "Finally, restart the :abbr:`IoT (Internet of Things)` box to recognize the changes made on the scale's configuration. After restarting, the scale appears as `Toledo 8217`, as opposed to the previous display, where it appeared as `Adam Equipment Serial`." msgstr "" @@ -4539,23 +4900,138 @@ msgstr "" msgid "An alternative software for flashing the micro SD card is `Raspberry Pi Imager `_." msgstr "" +#: ../../content/applications/general/iot/config/updating_iot.rst:77 +msgid "Windows IoT update" +msgstr "" + #: ../../content/applications/general/iot/config/updating_iot.rst:79 +msgid "Windows virtual :abbr:`IoT (Internet of Things)` box may occasionally need an update to work properly." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:82 +msgid "The following processes cover the :ref:`uninstallation ` and :ref:`re-installation ` of the Windows virtual :abbr:`IoT (Internet of Things)` box." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:89 +#: ../../content/applications/general/iot/config/windows_iot.rst:307 +msgid "Uninstalling Windows IoT" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:91 +msgid "Prior to upgrading the Windows virtual :abbr:`IoT (Internet of Things)` box, the previous version should be uninstalled first." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:95 +msgid "Before uninstalling a previous version of the Windows virtual :abbr:`IoT (Internet of Things)` box, ensure that there is a newer version of Windows virtual :abbr:`IoT (Internet of Things)` box available, compared to the version currently installed. To do so, navigate to the `Odoo Nightly builds `_ page." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:100 +msgid "On the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds (stable version) --> windows/` to view the date next to the :file:`odoo_(version).latest.exe` file; where *(version)* is equal to the version of Odoo (e.g. 16.0, 17.0). The latest version of the Windows virtual :abbr:`IoT (Internet of Things)` box can be downloaded by selecting this file, or it is always available at the `Odoo Download `_ page." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:106 +msgid "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows program manager." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:109 +msgid "On any version of Windows, search for `program` to open the :menuselection:`Programs --> Programs and Features` section of the :guilabel:`Control Panel`. Then, select :guilabel:`Uninstall or change a program`. Next, search for `Odoo`, and click the :guilabel:`... (three dot)` menu on the :guilabel:`Odoo.exe` program to uninstall." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:114 +msgid "Confirm the uninstallation, and follow the steps to uninstall through the Odoo uninstall wizard." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:119 +msgid "Download and re-install" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:121 +msgid "The latest version of the Windows virtual :abbr:`IoT (Internet of Things)` box can be downloaded from the `Odoo Nightly builds `_ page or it is always available at the `Odoo Download `_ page." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:125 +msgid "To download from the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds (stable version) --> windows/` to and select the :file:`odoo_(version).latest.exe` file; where *(version)* is equal to the version of Odoo (e.g. 16.0, 17.0)." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:129 +msgid "To download from the :guilabel:`Odoo Download` page, find the section for the version of Odoo (e.g. 16.0, 17.0), and select the :guilabel:`Download` button for :guilabel:`Windows`." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:132 +msgid "Next, install and setup the downloaded Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start the installation, and agree to the :abbr:`TOS (Terms of Service)`." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:135 +msgid "During the next step of the re-installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` drop-down menu." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:139 +#: ../../content/applications/general/iot/config/windows_iot.rst:50 +msgid "For reference, the following should be installed:" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:141 +msgid ":guilabel:`Odoo server`" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:142 +msgid ":guilabel:`Odoo IoT`" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:143 +msgid ":guilabel:`Nginx WebServer`" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:144 +msgid ":guilabel:`Ghostscript interpreter`" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:146 +msgid "Ensure there is enough space on the computer for the installation, then click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:149 +msgid "Set the destination and complete the installation" +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:151 +msgid "To complete the re-installation, select the :guilabel:`Destination Folder`, and click :guilabel:`Install`." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:155 +msgid "Choosing `C:\\\\odoo` as the install location allows for the *Nginx* server to start. Odoo's Windows virtual :abbr:`IoT (Internet of Things)` box software should **not** be installed inside any of the Windows user's directories. Doing so does **not** allow for *Nginx* to initialize." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:159 +#: ../../content/applications/general/iot/config/windows_iot.rst:74 +msgid "The installation may take a few minutes. When complete, click :guilabel:`Next` to continue." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:161 +msgid "Then, ensure that the :guilabel:`Start Odoo` box is checked, and click :guilabel:`Finish`. After installation, the Odoo server runs, and automatically opens `http://localhost:8069` on a web browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:166 +msgid "A :ref:`restart ` of the Windows IoT program may be necessary if the web browser does not display anything." +msgstr "" + +#: ../../content/applications/general/iot/config/updating_iot.rst:172 msgid "Update from the IoT box home page" msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:81 +#: ../../content/applications/general/iot/config/updating_iot.rst:174 msgid "In the background, the :abbr:`IoT (Internet of Things)` box uses a version of Odoo code to run and connect to the Odoo database. This code may need to be updated in order for the :abbr:`IoT (Internet of Things)` box to operate effectively. This operation should be completed on a routine basis, to ensure the :abbr:`IoT (Internet of Things)` system, and its processes, stay up-to-date." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:86 +#: ../../content/applications/general/iot/config/updating_iot.rst:179 msgid "Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to :menuselection:`IoT app --> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)` box. Then, click on :guilabel:`Update` (next to the version number)." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:90 +#: ../../content/applications/general/iot/config/updating_iot.rst:183 msgid "If a new version of the :abbr:`IoT (Internet of Things)` box image is available, an :guilabel:`Upgrade to _xx.xx_` button appears at the bottom of the page. Click this button to upgrade the unit, at which point the :abbr:`IoT (Internet of Things)` box flashes itself to the newer version. All of the previous configurations are then saved." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:96 +#: ../../content/applications/general/iot/config/updating_iot.rst:189 msgid "This process can take more than 30 minutes. Do **not** turn off, or unplug, the :abbr:`IoT (Internet of Things)` box, as it would leave it in an inconsistent state. This means the :abbr:`IoT (Internet of Things)` box needs to be :ref:`re-flashed ` with a new image." msgstr "" @@ -4563,23 +5039,23 @@ msgstr "" msgid "IoT box software upgrade in the IoT Box Home Page." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:106 +#: ../../content/applications/general/iot/config/updating_iot.rst:199 msgid "Handler (driver) update" msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:108 +#: ../../content/applications/general/iot/config/updating_iot.rst:201 msgid "There may be some instances where drivers or interfaces need to be updated for individual devices (e.g. scales, measurement tools, etc.). The IoT handler's (drivers and interfaces) code can be modified by syncing them with the configured server handler's code." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:112 +#: ../../content/applications/general/iot/config/updating_iot.rst:205 msgid "This can be helpful in instances where :abbr:`IoT (Internet of Things)` devices (e.g. scales, measurement tools, etc.) are not working properly with the :abbr:`IoT (Internet of Things)` box." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:115 +#: ../../content/applications/general/iot/config/updating_iot.rst:208 msgid "For both the Windows :abbr:`IoT (Internet of Things)` (Odoo 16 and higher) and physical :abbr:`IoT (Internet of Things)` box, this process can be performed manually from the :abbr:`IoT (Internet of Things)` box home page. Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to :menuselection:`IoT app --> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)` box." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:121 +#: ../../content/applications/general/iot/config/updating_iot.rst:214 msgid "Next, click :guilabel:`Handlers list`, and then select :guilabel:`Load Handlers` at the bottom of the page." msgstr "" @@ -4587,11 +5063,11 @@ msgstr "" msgid "Handlers list on an IoT box with the load handlers button highlighted." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:129 +#: ../../content/applications/general/iot/config/updating_iot.rst:222 msgid "Handler's code is fetched from the configured server, and it needs to be up-to-date to have the latest fixes and patches." msgstr "" -#: ../../content/applications/general/iot/config/updating_iot.rst:133 +#: ../../content/applications/general/iot/config/updating_iot.rst:226 msgid "A handler update is also performed automatically each time the :abbr:`IoT (Internet of Things)` box is restarted. The only exception to this process is if the *Automatic drivers update* is unchecked in the form view of the :abbr:`IoT (Internet of Things)` box on the Odoo server. This setting can be reached by going to :menuselection:`IoT App --> Select the IoT box --> Automatic drivers update`." msgstr "" @@ -4659,10 +5135,6 @@ msgstr "" msgid "During the next step of the installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` drop-down menu." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:50 -msgid "For reference, the following should be installed:" -msgstr "" - #: ../../content/applications/general/iot/config/windows_iot.rst:52 msgid "**Odoo server**" msgstr "" @@ -4699,10 +5171,6 @@ msgstr "" msgid "Odoo's Windows virtual IoT software should not be installed inside any of the Window's User's directories. Doing so will not allow for Nginx to initialize." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:74 -msgid "The installation may take a few minutes. When complete, click :guilabel:`Next` to continue." -msgstr "" - #: ../../content/applications/general/iot/config/windows_iot.rst:76 msgid "Ensure that the :guilabel:`Start Odoo` box is checked and click :guilabel:`Finish`. After installation, the Odoo server will run and automatically open `http://localhost:8069` on a web browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage." msgstr "" @@ -4832,7 +5300,7 @@ msgid "Configure new rule" msgstr "" #: ../../content/applications/general/iot/config/windows_iot.rst:182 -msgid "On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then, select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in `8069`. Finally click :guilabel:`Next` to continue to the next step." +msgid "On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then, select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in `8069, 443`. Finally, click :guilabel:`Next` to continue to the next step." msgstr "" #: ../../content/applications/general/iot/config/windows_iot.rst:187 @@ -4843,27 +5311,27 @@ msgstr "" msgid "Finally, assign a new, unique name to the rule. For example, this name can be `Odoo`. Optionally, add a brief description in the :guilabel:`Description` field. Click :guilabel:`Finish` to complete the :guilabel:`Rule Configuration` wizard. Now, the new rule is active and devices can connect to the Windows virtual :abbr:`IoT (Internet of Things)` box." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:200 +#: ../../content/applications/general/iot/config/windows_iot.rst:202 msgid "Worldline exception" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:202 -msgid "*Worldline* is a payment terminal that can be connected to Odoo's *PoS* (point of sale) system. It allows for a comprehensive and fluid payment experience for customers. Worldline is available in Benelux (coalition of Belgium, the Netherlands, and Luxembourg)." +#: ../../content/applications/general/iot/config/windows_iot.rst:204 +msgid "*Worldline* is a payment terminal that can be connected to Odoo's *PoS* (point of sale) system. It allows for a comprehensive and fluid payment experience for customers. Worldline is available in Belgium, the Netherlands, and Luxembourg." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:206 +#: ../../content/applications/general/iot/config/windows_iot.rst:208 msgid "When using the Windows IoT server to connect the Worldline payment terminal, it is necessary to create an exception in the Windows firewall so that a connection can be made between the Odoo database/:abbr:`IoT (Internet of Things)` box and Worldline." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:211 +#: ../../content/applications/general/iot/config/windows_iot.rst:213 msgid ":doc:`../../../sales/point_of_sale/payment_methods/terminals/worldline`" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:213 +#: ../../content/applications/general/iot/config/windows_iot.rst:215 msgid "To create the exception, first, open the *Windows Defender Firewall* app on the Windows machine. This can be accomplished by typing `windows defender` in the :guilabel:`Search` bar." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:216 +#: ../../content/applications/general/iot/config/windows_iot.rst:218 msgid "Next, click :guilabel:`Advanced settings` in the left menu." msgstr "" @@ -4871,7 +5339,7 @@ msgstr "" msgid "Advanced settings option highlighted in the left pane of the Windows Defender Firewall app." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:222 +#: ../../content/applications/general/iot/config/windows_iot.rst:224 msgid "In the left menu, choose :guilabel:`Inbound Rules`." msgstr "" @@ -4879,7 +5347,7 @@ msgstr "" msgid "Windows Defender left window pane with inbound rules menu item highlighted." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:228 +#: ../../content/applications/general/iot/config/windows_iot.rst:230 msgid "After selecting :guilabel:`Inbound Rules`, select :guilabel:`New Rule` in the far right menu." msgstr "" @@ -4887,7 +5355,7 @@ msgstr "" msgid "New rule dropdown shown with new rule option highlighted." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:234 +#: ../../content/applications/general/iot/config/windows_iot.rst:236 msgid "Then, for the :guilabel:`Rule Type`, select the radio button for :guilabel:`Port`. Click :guilabel:`Next` to continue to the rest of the configuration." msgstr "" @@ -4895,11 +5363,11 @@ msgstr "" msgid "Rule Type window open, with the radio button next to port highlighted." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:241 +#: ../../content/applications/general/iot/config/windows_iot.rst:243 msgid "On the :guilabel:`Protocols and Ports` page, choose the radio button for :guilabel:`TCP`, under :guilabel:`Does this rule apply to TCP or UDP?`." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:244 +#: ../../content/applications/general/iot/config/windows_iot.rst:246 msgid "Next, under :guilabel:`Does this rule apply to all local ports or specific ports?`, select the radio button for :guilabel:`Specific local ports`. Then, enter `9050`, and click :guilabel:`Next` to continue." msgstr "" @@ -4907,139 +5375,135 @@ msgstr "" msgid "Protocol/port configuration window with TCP, specific port (9050) and Next highlighted." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:252 +#: ../../content/applications/general/iot/config/windows_iot.rst:254 msgid "The next screen is the :guilabel:`Action` page. Under :guilabel:`What action should be taken when a connection matches the specified conditions?`, choose the radio button for :guilabel:`Allow the connection`. Then, click :guilabel:`Next` to continue." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:256 +#: ../../content/applications/general/iot/config/windows_iot.rst:258 msgid "A :guilabel:`Profile` page appears. Under :guilabel:`When does this rule apply?`, leave the three boxes checked for: :guilabel:`Domain`, :guilabel:`Private`, and :guilabel:`Public`. Click :guilabel:`Next` to continue to the naming convention page." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:260 +#: ../../content/applications/general/iot/config/windows_iot.rst:262 msgid "On the :guilabel:`Name` page, enter `Odoo Worldline`, under the :guilabel:`Name` field. Enter a :guilabel:`Description (optional)`. Finally, once ready, click :guilabel:`Finish`." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:263 +#: ../../content/applications/general/iot/config/windows_iot.rst:265 msgid "The final :guilabel:`Inbound rule` should appear as follows:" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:270 +#: ../../content/applications/general/iot/config/windows_iot.rst:272 msgid "Odoo Worldline" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:271 +#: ../../content/applications/general/iot/config/windows_iot.rst:273 msgid "Profile" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:272 +#: ../../content/applications/general/iot/config/windows_iot.rst:274 msgid "All" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:273 +#: ../../content/applications/general/iot/config/windows_iot.rst:275 msgid "Enabled" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:274 +#: ../../content/applications/general/iot/config/windows_iot.rst:276 msgid "Yes" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:275 +#: ../../content/applications/general/iot/config/windows_iot.rst:277 msgid "Action" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:276 +#: ../../content/applications/general/iot/config/windows_iot.rst:278 msgid "Allow" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:277 +#: ../../content/applications/general/iot/config/windows_iot.rst:279 msgid "Override" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:278 +#: ../../content/applications/general/iot/config/windows_iot.rst:280 msgid "No" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:279 +#: ../../content/applications/general/iot/config/windows_iot.rst:281 msgid "Program" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:280 #: ../../content/applications/general/iot/config/windows_iot.rst:282 #: ../../content/applications/general/iot/config/windows_iot.rst:284 -#: ../../content/applications/general/iot/config/windows_iot.rst:290 +#: ../../content/applications/general/iot/config/windows_iot.rst:286 #: ../../content/applications/general/iot/config/windows_iot.rst:292 #: ../../content/applications/general/iot/config/windows_iot.rst:294 #: ../../content/applications/general/iot/config/windows_iot.rst:296 #: ../../content/applications/general/iot/config/windows_iot.rst:298 -#: ../../content/applications/general/iot/config/windows_iot.rst:302 +#: ../../content/applications/general/iot/config/windows_iot.rst:300 +#: ../../content/applications/general/iot/config/windows_iot.rst:304 msgid "Any" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:281 +#: ../../content/applications/general/iot/config/windows_iot.rst:283 msgid "Local Address" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:283 +#: ../../content/applications/general/iot/config/windows_iot.rst:285 msgid "Remote Address" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:285 +#: ../../content/applications/general/iot/config/windows_iot.rst:287 msgid "Protocol" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:286 +#: ../../content/applications/general/iot/config/windows_iot.rst:288 msgid "TCP" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:287 +#: ../../content/applications/general/iot/config/windows_iot.rst:289 msgid "Local Port" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:288 +#: ../../content/applications/general/iot/config/windows_iot.rst:290 msgid "9050" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:289 +#: ../../content/applications/general/iot/config/windows_iot.rst:291 msgid "Remote Port" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:291 +#: ../../content/applications/general/iot/config/windows_iot.rst:293 msgid "Authorized Users" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:293 +#: ../../content/applications/general/iot/config/windows_iot.rst:295 msgid "Authorized Computers" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:295 +#: ../../content/applications/general/iot/config/windows_iot.rst:297 msgid "Authorized Local Principals" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:297 +#: ../../content/applications/general/iot/config/windows_iot.rst:299 msgid "Local User Owner" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:299 +#: ../../content/applications/general/iot/config/windows_iot.rst:301 msgid "PolicyAppld" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:300 +#: ../../content/applications/general/iot/config/windows_iot.rst:302 msgid "None" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:301 +#: ../../content/applications/general/iot/config/windows_iot.rst:303 msgid "Application Package" msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:305 -msgid "Uninstalling Windows IoT" -msgstr "" - -#: ../../content/applications/general/iot/config/windows_iot.rst:307 +#: ../../content/applications/general/iot/config/windows_iot.rst:309 msgid "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows program manager. Using any Windows version, search for `program`. Then, select :guilabel:`Add or Remove Programs` located in the control panel. Search for `Odoo` and click the :guilabel:`three dot menu` to uninstall." msgstr "" -#: ../../content/applications/general/iot/config/windows_iot.rst:312 +#: ../../content/applications/general/iot/config/windows_iot.rst:314 msgid "Confirm the un-installation and follow the steps to uninstall through the Odoo uninstall guide." msgstr "" @@ -5058,7 +5522,7 @@ msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:12 #: ../../content/applications/general/iot/devices/footswitch.rst:14 #: ../../content/applications/general/iot/devices/printer.rst:11 -#: ../../content/applications/general/iot/devices/scale.rst:10 +#: ../../content/applications/general/iot/devices/scale.rst:22 #: ../../content/applications/general/iot/devices/screen.rst:18 msgid "Connection" msgstr "" @@ -5397,15 +5861,31 @@ msgstr "" msgid "A scale can be connected to the :abbr:`IoT (Internet of Things)` box on an Odoo database in a few easy steps. After setup, the *Point of Sale* app can be used to weigh products, which is helpful if their prices are calculated based on weight." msgstr "" +#: ../../content/applications/general/iot/devices/scale.rst:10 +msgid "In EU member states, `certification is legally required `_ to use a scale as an integrated device." +msgstr "" + #: ../../content/applications/general/iot/devices/scale.rst:12 +msgid "Odoo is not certified in several countries, including France, Germany, and Switzerland. If you reside in one of these countries, you can still use a scale but without integration to your Odoo database." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:15 +msgid "Alternatively, you have the option to acquire a *non-integrated* certified scale that prints certified labels, which can then be scanned into your Odoo database." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:19 +msgid "`Directive 2014/31/EU of the European Parliament `_" +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:24 msgid "To link the scale to the :abbr:`IoT (Internet of Things)` box, connect it with a :abbr:`USB (Universal Serial Bus)` cable." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:16 +#: ../../content/applications/general/iot/devices/scale.rst:28 msgid "In some cases, a serial port to :abbr:`USB (Universal Serial Bus)` adapter may be needed." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:18 +#: ../../content/applications/general/iot/devices/scale.rst:30 msgid "If the scale is `compatible with Odoo IoT Box `_, there is no need to set up anything because it will be automatically detected as soon as it is connected." msgstr "" @@ -5413,7 +5893,7 @@ msgstr "" msgid "IOT box auto detection." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:25 +#: ../../content/applications/general/iot/devices/scale.rst:37 msgid "The :abbr:`IoT (Internet of Things)` box may need to be restarted and the scale's drivers may need to be downloaded to the box in some cases. To update the drivers, go to the :abbr:`IoT (Internet of Things)` box homepage and click on :guilabel:`Drivers List`. Then, click on :guilabel:`Load Drivers`." msgstr "" @@ -5421,19 +5901,19 @@ msgstr "" msgid "View of the IoT box settings and driver list." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:34 +#: ../../content/applications/general/iot/devices/scale.rst:46 msgid "If loading the drivers still doesn't allow for the scale to function, it may be that the scale is not compatible with the Odoo :abbr:`IoT (Internet of Things)` box. In this case, a different scale will need to be used." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:39 +#: ../../content/applications/general/iot/devices/scale.rst:51 msgid "Use a scale in a point of sale (POS) system" msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:41 +#: ../../content/applications/general/iot/devices/scale.rst:53 msgid "To use the scale in the *Point of Sale app*, go to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> Settings`, then enable the :abbr:`IoT (Internet of Things)` box feature. After this is complete, the scale device can be set." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:45 +#: ../../content/applications/general/iot/devices/scale.rst:57 msgid "Select the scale from the :guilabel:`Electronic Scale` drop-down menu. Then click :guilabel:`Save` to save the changes, if required." msgstr "" @@ -5441,7 +5921,7 @@ msgstr "" msgid "List of the external tools that can be used with PoS and the IoT box." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:52 +#: ../../content/applications/general/iot/devices/scale.rst:64 msgid "The scale is now available in all the :abbr:`PoS (Point of Sale)` sessions. Now, if a product has a price per weight set, clicking on it on the :guilabel:`PoS` screen opens the scale screen, where the cashier can weigh the product and add the correct price to the cart." msgstr "" @@ -5568,11 +6048,12 @@ msgid "Open the screen form view by accessing :menuselection:`IoT app --> Device msgstr "" #: ../../content/applications/general/users.rst:5 +#: ../../content/applications/general/users/access_rights.rst:32 msgid "Users" msgstr "" #: ../../content/applications/general/users.rst:7 -msgid "Odoo defines a **user** as someone who has access to a database to perform daily tasks. You can add as many users as you need and, in order to restrict the type of information each user can access, rules can be applied. Users and access rights can be added and changed at any point." +msgid "Odoo defines a *user* as someone who has access to a database. An administrator can add as many users as the company needs and, in order to restrict the type of information each user can access, rules can be applied to each user. Users and access rights can be added and changed at any point." msgstr "" #: ../../content/applications/general/users.rst:12 @@ -5583,151 +6064,247 @@ msgstr "" msgid ":doc:`users/access_rights`" msgstr "" -#: ../../content/applications/general/users.rst:18 -msgid "Add individual users" +#: ../../content/applications/general/users.rst:14 +msgid ":ref:`access-rights/superuser`" +msgstr "" + +#: ../../content/applications/general/users.rst:15 +msgid ":ref:`access-rights/groups`" msgstr "" #: ../../content/applications/general/users.rst:20 -msgid "Go to :menuselection:`Settings --> Manage Users` and click on *Create*." +msgid "Add individual users" +msgstr "" + +#: ../../content/applications/general/users.rst:22 +msgid "To add new users, navigate to :menuselection:`Settings app --> Users section --> Manage Users`, and click on :guilabel:`Create`." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "View of the settings page emphasizing the manage users field in Odoo" -msgstr "" - -#: ../../content/applications/general/users.rst:28 -msgid "Fill in the form with the needed information. Under the tab :doc:`Access Rights ` choose the group within each application the user can have access to." +msgid "View of the settings page emphasizing the manage users field in Odoo." msgstr "" #: ../../content/applications/general/users.rst:29 +msgid "Fill in the form with all the required information. Under the :doc:`Access Rights ` tab, choose the group within each application the user can have access to." +msgstr "" + +#: ../../content/applications/general/users.rst:32 msgid "The list of applications shown is based on the applications installed on the database." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "View of a user’s form emphasizing the access rights tab in Odoo" +msgid "View of a user's form emphasizing the access rights tab in Odoo." msgstr "" -#: ../../content/applications/general/users.rst:34 -msgid "When you are done editing the page and have *Saved* it, an invitation email is automatically sent to the user. The user must click on it to accept the invitation and create a login." +#: ../../content/applications/general/users.rst:38 +msgid "After filling out all the necessary fields on the page, click :guilabel:`Save`. An invitation email is automatically sent to the user, using the email in the :guilabel:`Email Address` field. The user must click on the link included in the email to accept the invitation, and to create a database login." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "View of a user’s form with a notification that the invitation email has been sent in Odoo" +msgid "View of a user's form with a notification that the invitation email has been sent in Odoo." msgstr "" -#: ../../content/applications/general/users.rst:41 -msgid "Remember that subscription prices follow the number of users. Refer to our `pricing page `_ for more information." +#: ../../content/applications/general/users.rst:48 +msgid "If the company is on a monthly subscription plan, the database automatically updates to reflect the added users. If the company is on a yearly or multi-year plan, an expiration banner appears in the database. An upsell quotation can be created by clicking the banner to update the subscription. Alternatively, `send a support ticket `_ to resolve the issue." msgstr "" -#: ../../content/applications/general/users.rst:45 -msgid "With the :ref:`developer mode ` activated, *User Types* can be selected." +#: ../../content/applications/general/users.rst:55 +msgid "User type" +msgstr "" + +#: ../../content/applications/general/users.rst:57 +msgid "With the :ref:`developer mode ` activated, :guilabel:`User Type` can be selected from the :guilabel:`Access Rights` tab of the user form, accessible via :menuselection:`Settings app --> Users section --> Manage Users`." +msgstr "" + +#: ../../content/applications/general/users.rst:61 +msgid "There are three types of users: :guilabel:`Internal User`, :guilabel:`Portal`, and :guilabel:`Public`." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "View of a user’s form in developer mode emphasizing the user type field in Odoo" -msgstr "" - -#: ../../content/applications/general/users.rst:51 -msgid "The *Portal* and *Public* options do not allow you to choose access rights. Members have specific ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo groups." -msgstr "" - -#: ../../content/applications/general/users.rst:58 -msgid "Deactivate users" -msgstr "" - -#: ../../content/applications/general/users.rst:60 -msgid "Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to deactivate, click on *Action*, and then on *Archive*." -msgstr "" - -#: ../../content/applications/general/users.rst:64 -msgid "**Never** deactivate the main user (*admin*)." +msgid "View of a user's form in developer mode emphasizing the user type field in Odoo." msgstr "" #: ../../content/applications/general/users.rst:69 -msgid "Passwords management" +msgid "Users are considered internal database users. Portal users are external users, who only have access to the database portal to view records. See the documentation on :doc:`users/portal`." +msgstr "" + +#: ../../content/applications/general/users.rst:72 +msgid "Public users are those visiting websites, via the website's frontend." msgstr "" #: ../../content/applications/general/users.rst:74 -msgid "Reset passwords" -msgstr "" - -#: ../../content/applications/general/users.rst:79 -msgid "Enable password resets from login page" +msgid "The :guilabel:`Portal` and :guilabel:`Public` user options do **not** allow the administrator to choose access rights. These users have specific access rights pre-set (such as, record rules and restricted menus), and usually do not belong to the usual Odoo groups." msgstr "" #: ../../content/applications/general/users.rst:81 -msgid "It is possible to enable password resets directly from the login page." +msgid "Deactivate users" msgstr "" #: ../../content/applications/general/users.rst:83 -msgid "To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*." +msgid "To deactivate (i.e. archive) a user, navigate to :menuselection:`Settings app --> Users section --> Manage Users`. Then, tick the checkbox to the left of the user(s) to be deactivated." +msgstr "" + +#: ../../content/applications/general/users.rst:86 +msgid "After selecting the appropriate user to be archived, click the :guilabel:`⚙️ Actions` icon, and select :guilabel:`Archive` from the resulting drop-down menu. Then, click :guilabel:`OK` from the :guilabel:`Confirmation` pop-up window that appears." +msgstr "" + +#: ../../content/applications/general/users.rst:91 +msgid "**Never** deactivate the main/administrator user (admin). Making changes to admin users can have a detrimental impact on the database. This includes *impotent admin*, which means that no user in the database can make changes to the access rights. For this reason, Odoo recommends contacting an Odoo Business Analyst, or our Support Team, before making changes." +msgstr "" + +#: ../../content/applications/general/users.rst:97 +msgid "Error: too many users" +msgstr "" + +#: ../../content/applications/general/users.rst:99 +msgid "If there are more users in an Odoo database than provisioned in the Odoo Enterprise subscription, the following message is displayed." +msgstr "" + +#: ../../content/applications/general/users.rst:-1 +msgid "Too many users on a database error message." +msgstr "" + +#: ../../content/applications/general/users.rst:106 +msgid "When the message appears, the database administrator has 30 days to act before the database expires. The countdown is updated every day." +msgstr "" + +#: ../../content/applications/general/users.rst:109 +msgid "To resolve the issue, either:" +msgstr "" + +#: ../../content/applications/general/users.rst:111 +msgid "Add more users to the subscription by clicking the :guilabel:`Upgrade your subscription` link displayed in the message to validate the upsell quotation, and pay for the extra users." +msgstr "" + +#: ../../content/applications/general/users.rst:113 +msgid ":ref:`Deactivate users `, and reject the upsell quotation." +msgstr "" + +#: ../../content/applications/general/users.rst:116 +msgid "If the company is on a monthly subscription plan, the database automatically updates to reflect the added users. If the company is on a yearly or multi-year plan, an expiration banner appears in the database. An upsell quotation can be created by clicking the banner to update the subscription. Alternatively, users can `send a support ticket `_ to resolve the issue." +msgstr "" + +#: ../../content/applications/general/users.rst:122 +msgid "Once the database has the correct number of users, the expiration message disappears automatically after a few days, when the next verification occurs." +msgstr "" + +#: ../../content/applications/general/users.rst:128 +msgid "Password management" +msgstr "" + +#: ../../content/applications/general/users.rst:130 +msgid "Password management is an important part of granting users autonomous access to the database at all times. Odoo offers a few different methods to reset a user's password." +msgstr "" + +#: ../../content/applications/general/users.rst:134 +msgid "Odoo has a setting to specify the length needed for a password. This setting can be accessed by navigating to :menuselection:`Settings app --> Permissions` section, and entering the desired password length in the :guilabel:`Minimum Password Length` field. By default the value is `8`." +msgstr "" + +#: ../../content/applications/general/users.rst:-1 +msgid "Minimum Password Length highlighted in the Permissions section of General Settings." +msgstr "" + +#: ../../content/applications/general/users.rst:145 +msgid "Reset password" +msgstr "" + +#: ../../content/applications/general/users.rst:147 +msgid "Sometimes, users might wish to reset their personal password for added security, so they are the only ones with access to the password. Odoo offers two different reset options: one initiated by the user to reset the password, and another where the administrator triggers a reset." +msgstr "" + +#: ../../content/applications/general/users.rst:154 +msgid "Enable password reset from login page" +msgstr "" + +#: ../../content/applications/general/users.rst:156 +msgid "It is possible to enable/disable password resets directly from the login page. This action is completed by the individual user, and this setting is enabled by default." +msgstr "" + +#: ../../content/applications/general/users.rst:159 +msgid "To change this setting, go to :menuselection:`Settings app --> Permissions` section, activate :guilabel:`Password Reset`, and then click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/users.rst:-1 msgid "Enabling Password Reset in Odoo Settings" msgstr "" -#: ../../content/applications/general/users.rst:91 -msgid "Send reset instructions to users" +#: ../../content/applications/general/users.rst:166 +msgid "On the login page, click :guilabel:`Reset Password` to initiate the password reset process, and have a reset-token sent to the email on file." msgstr "" -#: ../../content/applications/general/users.rst:93 -msgid "Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and click on *Send Password Reset Instructions* on its user form. An email is automatically sent to them." +#: ../../content/applications/general/users.rst:-1 +msgid "Login screen on Odoo.com with the password reset option highlighted." msgstr "" -#: ../../content/applications/general/users.rst:98 -msgid "The *Send Password Reset Instructions* button only appears if the Odoo invitation email has already been confirmed by the user." +#: ../../content/applications/general/users.rst:176 +msgid "Send reset instructions" msgstr "" -#: ../../content/applications/general/users.rst:101 +#: ../../content/applications/general/users.rst:178 +msgid "Go to :menuselection:`Settings app --> Users & Companies --> Users`, select the user from the list, and click on :guilabel:`Send Password Reset Instructions` on the user form. An email is automatically sent to them with password reset instructions." +msgstr "" + +#: ../../content/applications/general/users.rst:183 +msgid "The :guilabel:`Send Password Reset Instructions` button **only** appears if the Odoo invitation email has already been confirmed by the user. Otherwise, a :guilabel:`Re-send Invitation Email` button appears." +msgstr "" + +#: ../../content/applications/general/users.rst:187 msgid "This email contains all the instructions needed to reset the password, along with a link redirecting the user to an Odoo login page." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "Example of an email with a password reset link for an Odoo account" +msgid "Example of an email with a password reset link for an Odoo account." msgstr "" -#: ../../content/applications/general/users.rst:110 -msgid "Change users’ passwords" +#: ../../content/applications/general/users.rst:197 +msgid "Change user password" msgstr "" -#: ../../content/applications/general/users.rst:112 -msgid "Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its form. Click on the *Action* button and select *Change Password*." +#: ../../content/applications/general/users.rst:199 +msgid "Go to :menuselection:`Settings app --> Users & Companies --> Users`, and select a user to access its form. Click on the :guilabel:`⚙️ Actions` icon, and select :guilabel:`Change Password` from, the resulting drop-down menu. Enter a new password in the :guilabel:`New Password` column of the :guilabel:`Change Password` pop-up window that appears, and confirm the change by clicking :guilabel:`Change Password`." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "Change another user's password on Odoo" +msgid "Change a user's password on Odoo." msgstr "" -#: ../../content/applications/general/users.rst:118 -msgid "Enter a new password and confirm by clicking on *Change Password*." +#: ../../content/applications/general/users.rst:210 +msgid "This operation only modifies the password of the users locally, and does **not** affect their odoo.com account." msgstr "" -#: ../../content/applications/general/users.rst:121 -msgid "This operation only modifies the password of the users locally and does not affect their odoo.com account. If you want to change the odoo.com password, you can :ref:`send the password reset instructions `." +#: ../../content/applications/general/users.rst:213 +msgid "If the odoo.com password needs to be changed, use the :ref:`send the password reset instructions `. Odoo.com passwords grant access to the *My Databases* page, and other portal features." msgstr "" -#: ../../content/applications/general/users.rst:125 -msgid "Click on *Change Password* one more time. You are then redirected to an Odoo login page where you can reaccess your database using your new password." +#: ../../content/applications/general/users.rst:217 +msgid "After clicking :guilabel:`Change Password`, the page is redirected to an Odoo login page where the database can be re-accessed using the new password." msgstr "" -#: ../../content/applications/general/users.rst:131 +#: ../../content/applications/general/users.rst:223 msgid "Multi Companies" msgstr "" -#: ../../content/applications/general/users.rst:133 -msgid "The *Multi Companies* field allows you to set to which of the multiple companies database you hold the user can have access." +#: ../../content/applications/general/users.rst:225 +msgid "The :guilabel:`Multi Companies` field on a user form allows an administrator to provide access to multiple companies for existing users. To configure a multi-company environment for a user, navigate to the desired user by going to: :menuselection:`Settings app --> Users section --> Manage users`. Then, select the user to open their user form, and configure with multi-company access." msgstr "" -#: ../../content/applications/general/users.rst:137 -msgid "Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer to :doc:`this ` documentation." +#: ../../content/applications/general/users.rst:230 +msgid "Under :guilabel:`Multi Companies` in the :guilabel:`Access Rights` tab, set the fields labeled :guilabel:`Allowed Companies` and :guilabel:`Default Company`." +msgstr "" + +#: ../../content/applications/general/users.rst:233 +msgid "The :guilabel:`Allowed Companies` field can contain multiple companies. These are the companies the user can access and edit, according to the set access rights. The :guilabel:`Default Company` is the company the user defaults to, upon logging in each time. This field can contain only **one** company." +msgstr "" + +#: ../../content/applications/general/users.rst:239 +msgid "If multi-company access is not configured correctly, it could lead to inconsistent multi-company behaviors. Because of this, only experienced Odoo users should make access rights changes to users for databases with a multi-company configuration. For technical explanations, refer to the developer documentation on :doc:`../../../developer/howtos/company`." msgstr "" #: ../../content/applications/general/users.rst:-1 -msgid "View of a user’s form emphasizing the multi companies field in Odoo" +msgid "View of a user's form emphasizing the multi companies field in Odoo." msgstr "" -#: ../../content/applications/general/users.rst:146 +#: ../../content/applications/general/users.rst:249 msgid ":doc:`companies`" msgstr "" @@ -5832,87 +6409,235 @@ msgid "Don't lose your authenticator, if you do, you will need an *Odoo Administ msgstr "" #: ../../content/applications/general/users/access_rights.rst:3 -msgid "Access Rights" +msgid "Access rights" msgstr "" #: ../../content/applications/general/users/access_rights.rst:5 -msgid "Activate the :ref:`developer mode `, then go to :menuselection:`Settings --> Users & Companies --> Groups`." +msgid "*Access rights* are permissions that determine the content and applications users can access and edit. In Odoo, these permissions can be set for individual users or for groups of users. Limiting permissions to only those who need them ensures that users do not modify or delete anything they should not have access to." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:9 -msgid "Groups" +#: ../../content/applications/general/users/access_rights.rst:10 +msgid "**Only** an *administrator* can change access rights." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:14 -msgid "When choosing the groups the user can have access under :ref:`Access Rights `, details of the rules and inheritances of that group are not shown, so this is when the menu *Groups* comes along. *Groups* are created to define rules to models within an application." +#: ../../content/applications/general/users/access_rights.rst:13 +msgid "Making changes to access rights can have a detrimental impact on the database. This includes *impotent admin*, which means that no user in the database can make changes to the access rights. For this reason, Odoo recommends contacting an Odoo Business Analyst, or our Support Team, before making changes." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:16 -msgid "Under *Users*, have a list of the current ones. The ones with administrative rights are shown in black." -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:-1 -msgid "View of a group’s form emphasizing the tab users in Odoo" +#: ../../content/applications/general/users/access_rights.rst:19 +msgid "A user **must** have the specific *Administration* access rights set on their user profile, in order to make changes on another user's settings for access rights." msgstr "" #: ../../content/applications/general/users/access_rights.rst:22 -msgid "*Inherited* means that users added to this application group are automatically added to the following ones. In the example below, users who have access to the group *Administrator* of *Sales* also have access to *Website/Restricted Editor* and *Sales/User: All Documents*." +msgid "To access this setting, navigate to :menuselection:`Settings app --> Manage users --> select a user --> Access Rights tab --> Administration section --> Administration field`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:25 +msgid "Once at the setting, an already existing administrator **must** change the setting in the :guilabel:`Administration` field to :guilabel:`Access Rights`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:28 +msgid "Once complete, click :guilabel:`Save` to save the changes, and implement the user as an administrator." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:34 +msgid "The access rights for :ref:`individual users ` are set when the user is added to the database, but they can be adjusted at any point in the user's profile." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:37 +msgid "To make changes to a user's rights, click on the desired user to edit their profile." msgstr "" #: ../../content/applications/general/users/access_rights.rst:-1 -msgid "View of a group’s form emphasizing the tab inherited in Odoo" +msgid "Users menu in the Users & Companies section of the Settings app of Odoo." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:32 -msgid "Remember to always test the settings being changed in order to ensure that they are being applied to the needed and right users." -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:35 -msgid "The *Menus* tab is where you define which menus (models) the user can have access to." -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:-1 -msgid "View of a group’s form emphasizing the tab menus in Odoo" -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:42 -msgid "*Access Rights* rules are the first level of rights. The field is composed of the object name, which is the technical name given to a model. For each model, enable the following options as appropriate:" -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:45 -msgid "*Read*: the values of that object can be only seen by the user." +#: ../../content/applications/general/users/access_rights.rst:43 +msgid "On the user's profile page, in the :guilabel:`Access Rights` tab, scroll down to view the current permissions." msgstr "" #: ../../content/applications/general/users/access_rights.rst:46 -msgid "*Write*: the values of that object can be edited by the user." +msgid "For each app, use the drop-down menu to select what level of permission this user should have. The options vary for each section, yet the most common are: :guilabel:`Blank/None`, :guilabel:`User: Own Documents`, :guilabel:`User: All Documents`, or :guilabel:`Administrator`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:47 -msgid "*Create*: values for that object can be created by the user." -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:48 -msgid "*Delete*: the values of that object can be deleted by the user." +#: ../../content/applications/general/users/access_rights.rst:50 +msgid "The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab has the following options: :guilabel:`Settings` or :guilabel:`Access Rights`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:-1 -msgid "View of a group’s form emphasizing the tab access rights in Odoo" +msgid "The Sales apps drop-down menu to set the user's level of permissions." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:55 -msgid "As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite, or refine, the *Access Rights*." +#: ../../content/applications/general/users/access_rights.rst:60 +msgid "Create and modify groups" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:58 -msgid "A record rule is written using a *Domain*. Domains are conditions used to filter or searching data. Therefore, a domain expression is a list of conditions. For each rule, choose among the following options: *Read*, *Write*, *Create* and *Delete* values." +#: ../../content/applications/general/users/access_rights.rst:62 +msgid "*Groups* are app-specific sets of permissions that are used to manage common access rights for a large amount of users. Administrators can modify the existing groups in Odoo, or create new ones to define rules for models within an application." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:66 +msgid "To access groups, first activate Odoo's :ref:`developer mode `, then go to :menuselection:`Settings app --> Users & Companies --> Groups`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:-1 -msgid "View of a group’s form emphasizing the tab record rules in Odoo" +msgid "Groups menu in the Users & Companies section of the Settings app of Odoo." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:65 -msgid "Making changes in access rights can have a big impact on the database. For this reason, we recommend you to contact your Odoo Business Analyst or our Support Team, unless you have knowledge about Domains in Odoo." +#: ../../content/applications/general/users/access_rights.rst:73 +msgid "To create a new group from the :guilabel:`Groups` page, click :guilabel:`Create`. Then, from the blank group form, select an :guilabel:`Application`, and complete the group form (detailed below)." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:76 +msgid "To modify existing groups, click on an existing group from the list displayed on the :guilabel:`Groups` page, and edit the contents of the form." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:79 +msgid "Enter a :guilabel:`Name` for the group and tick the checkbox next to :guilabel:`Share Group`, if this group was created to set access rights for sharing data with some users." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:83 +msgid "Always test the settings being changed to ensure they are being applied to the correct users." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:85 +msgid "The group form contains multiple tabs for managing all elements of the group. In each tab, click :guilabel:`Add a line` to add a new row for users or rules, and click the :guilabel:`❌ (remove)` icon to remove a row." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:-1 +msgid "Tabs in the Groups form to modify the settings of the group." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:93 +msgid ":guilabel:`Users` tab: lists the current users in the group. Users listed in black have administrative rights. Users without administrative access appear in blue. Click :guilabel:`Add a line` to add users to this group." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:96 +msgid ":guilabel:`Inherited` tab: inherited means that users added to this group are automatically added to the groups listed on this tab. Click :guilabel:`Add a line` to add inherited groups." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:100 +msgid "For example, if the group *Sales/Administrator* lists the group *Website/Restricted Editor* in its :guilabel:`Inherited` tab, then any users added to the *Sales/Administrator* group automatically receive access to the *Website/Restricted Editor* group, as well." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:104 +msgid ":guilabel:`Menus` tab: defines which menus/models the group can have access to. Click :guilabel:`Add a line` to add a specific menu." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:106 +msgid ":guilabel:`Views` tab: lists which views in Odoo the group has access to. Click :guilabel:`Add a line` to add a view to the group." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:108 +msgid ":guilabel:`Access Rights` tab: lists the first level of rights (models) that this group has access rights to. Click :guilabel:`Add a line` to link access rights to this group. In this tab, the :guilabel:`Model` column represents the common name of the menu/model, and the :guilabel:`Name` column represents the technical name given to the model. For each model, enable the following options as appropriate:" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:114 +msgid ":guilabel:`Read`: users can see the object's existing values." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:115 +msgid ":guilabel:`Write`: users can edit the object's existing values." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:116 +msgid ":guilabel:`Create`: users can create new values for the object." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:117 +msgid ":guilabel:`Delete`: users can delete values for the object." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:120 +msgid "First try searching for the common name of the model in the drop-down menu of the :guilabel:`Model` column. The :guilabel:`Model` technical name can be found by expanding the model common name, which can be done by clicking the :guilabel:`(external link)` icon." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:124 +msgid "The model technical name can also be accessed in :ref:`developer mode `." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:126 +msgid "On a form, navigate to any field, and hover over the field name. A box of backend information reveals itself with the specific Odoo :guilabel:`Object` name in the backend. This is the technical name of the model that should be added." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:0 +msgid "Technical information shown on a field of a model, with object highlighted." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:134 +msgid ":guilabel:`Record Rules`: lists the second layer of editing and visibility rights. :guilabel:`Record Rules` overwrite, or refine, the group's access rights. Click :guilabel:`Add a line` to add a record rule to this group. For each rule, choose values for the following options:" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:138 +msgid ":guilabel:`Apply for Read`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:139 +msgid ":guilabel:`Apply for Write`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:140 +msgid ":guilabel:`Apply for Create`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:141 +msgid ":guilabel:`Apply for Delete`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:144 +msgid "Record rules are written using a *domain*, or conditions that filter data. A domain expression is a list of such conditions. For example:" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:147 +msgid "`[('mrp_production_ids', 'in', user.partner_id.commercial_partner_id.production_ids.ids)]`" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:149 +msgid "This record rule is to enable MRP consumption warnings for subcontractors." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:151 +msgid "Odoo has a library of preconfigured record rules for ease of use. Users without knowledge of domains (and domain expressions) should consult an Odoo Business Analyst, or the Odoo Support Team, before making changes." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:158 +msgid "Superuser mode" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:160 +msgid "*Superuser mode* allows the user to bypass record rules and access rights. To activate *Superuser mode*, first, activate :ref:`developer mode `. Then, navigate to the *debug* menu, represented by a :guilabel:`🪲 (bug)` icon, located in the top banner." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:164 +msgid "Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:167 +msgid "Only users with *Settings* access for the *Administration* section of the *Access Rights* (in their user profile) are allowed to log in to *Superuser mode*." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:171 +msgid "*Superuser mode* allows for circumvention of record rules and access rights, and therefore, should be exercised with extreme caution." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:174 +msgid "Upon exiting *Superuser mode*, users may be locked out of the database, due to changes that were made. This can cause *impotent admin*, or an administrator without the ability to change access rights/settings." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:178 +msgid "In this case contact Odoo Support here: `new help ticket `_. The support team is able to restore access using a support login." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:181 +msgid "To leave *Superuser mode*, log out of the account, by navigating to the upper-right corner, and clicking on the :guilabel:`OdooBot` username. Then, select the :guilabel:`Log out` option." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:185 +msgid "An alternative way to activate *Superuser mode* is to login as a superuser. To do that, navigate to the login screen, and enter the appropriate :guilabel:`Email` and :guilabel:`Password`." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:188 +msgid "Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as superuser`." msgstr "" #: ../../content/applications/general/users/azure.rst:3 diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index 4e75a7362..a0492b204 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -498,484 +498,484 @@ msgstr "" msgid "All uploaded documents associated with the employee appear in the documents smart-button." msgstr "" -#: ../../content/applications/hr/fleet.rst:7 +#: ../../content/applications/hr/fleet.rst:5 msgid "Fleet" msgstr "" -#: ../../content/applications/hr/fleet.rst:9 -msgid "Odoo *Fleet* organizes all the vehicles, contracts, and repairs of all the vehicles." +#: ../../content/applications/hr/fleet.rst:7 +msgid "This document outlines all of the configurations and settings for the *Fleet* application, including :ref:`settings `, :ref:`manufacturers `, :ref:`vehicle models `, and :ref:`model categories `." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:3 -msgid "Configuration menu" -msgstr "" - -#: ../../content/applications/hr/fleet/configuration.rst:5 -msgid "This document outlines all of the configurations and settings for the *Fleet* application, including :ref:`settings `, :ref:`manufacturers `, :ref:`vehicle models `, and :ref:`model categories `." -msgstr "" - -#: ../../content/applications/hr/fleet/configuration.rst:13 +#: ../../content/applications/hr/fleet.rst:14 #: ../../content/applications/hr/payroll.rst:18 msgid "Settings" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:15 -msgid "To access the settings menu, go to :menuselection:`Fleet application --> Configuration --> Settings`. There are two settings that need configuration, the vehicle contract end date alert delay, and a new vehicle request limit." +#: ../../content/applications/hr/fleet.rst:16 +msgid "To access the settings menu, go to :menuselection:`Fleet application --> Configuration --> Settings`. There are only two settings that need configuration, the vehicle contract end date alert delay, and a new vehicle request limit." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:-1 +#: ../../content/applications/hr/fleet.rst:-1 msgid "Settings available for the Fleet application." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:24 +#: ../../content/applications/hr/fleet.rst:25 msgid "End Date Contract Alert" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:26 +#: ../../content/applications/hr/fleet.rst:27 msgid "The :guilabel:`End Date Contract Alert` field defines an alert delay for the persons responsible for vehicle contracts. The responsible person(s) will receive an email informing them a vehicle contract is about to expire in the number of days defined in this field." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:31 +#: ../../content/applications/hr/fleet.rst:32 msgid "To determine who the responsible person is for a contract, open an individual contract. The person listed as :guilabel:`Responsible` under the :guilabel:`Contract Information` section of the contract is the person who will receive the alert." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:35 +#: ../../content/applications/hr/fleet.rst:36 msgid "To access all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all contracts appear in the list. Click on a :guilabel:`Contract` to view it." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:38 +#: ../../content/applications/hr/fleet.rst:39 msgid "An individual contract can also be found by navigating to :menuselection:`Fleet app --> Fleet --> Fleet` and clicking on an individual vehicle. On the vehicle form, click the :guilabel:`Contracts` smart button at the top of the page. The contract(s) associated with this vehicle only appears in the list. Click on an individual contract to open it. The :guilabel:`Responsible` person is listed on the contract." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:45 +#: ../../content/applications/hr/fleet.rst:46 msgid "New Vehicle Request" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:47 +#: ../../content/applications/hr/fleet.rst:48 msgid "The :guilabel:`New Vehicle Request` field sets a limit on how many new vehicles are requested based on fleet availability. An employee filling out the salary configurator form (after being offered a position), will *not* be able to request a new car if the number of existing cars is greater than the number specified in the :guilabel:`New Vehicle Request` field. Enter the specific number limit for existing available cars in this field." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:54 +#: ../../content/applications/hr/fleet.rst:55 msgid "If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles available, an employee would not be able to request a new vehicle. If there are only 10 cars available, then the employee would be able to request a new vehicle." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:61 +#: ../../content/applications/hr/fleet.rst:62 msgid "Manufacturers" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:63 +#: ../../content/applications/hr/fleet.rst:64 msgid "Odoo *Fleet* comes pre-configured with sixty-six commonly used car and bicycle manufacturers in the database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet app --> Configuration --> Manufacturers`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:67 -msgid "The manufacturers appear in a list view in alphabetical order. Each manufacturer's card lists how many specific models are configured for each particular manufacturer. Odoo comes with forty six pre-configured :ref:`models ` from four major auto manufacturers and one major bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle)." +#: ../../content/applications/hr/fleet.rst:68 +msgid "The manufacturers appear in a list view in alphabetical order. Each manufacturer's card lists how many specific models are configured for each particular manufacturer. Odoo comes with forty six pre-configured :ref:`models ` from four major auto manufacturers and one major bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle)." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:-1 +#: ../../content/applications/hr/fleet.rst:-1 msgid "Manufacturer card with the amount of models listed." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:77 +#: ../../content/applications/hr/fleet.rst:78 msgid "Add a manufacturer" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:79 +#: ../../content/applications/hr/fleet.rst:80 msgid "To add a new manufacturer to the database, click :guilabel:`Create`. A manufacturer form will load. Only two pieces of information are needed, the :guilabel:`Name` of the manufacturer, and the logo. Type the name of the manufacturer in the name field, and select an image to upload for the logo. When the information is entered, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:87 +#: ../../content/applications/hr/fleet.rst:88 msgid "Vehicle Models" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:89 -msgid "Many manufacturers have a variety of models that they produce. When adding a vehicle to the fleet, it is important to specify the vehicle model being added. Odoo comes with pre-configured car models from four major auto manufacturers, and one pre-configured bicycle model from one bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle). If a vehicle *other* than the pre-configured models from these manufacturers are part of a fleet, the model (and/or manufacturer) will need to be added to the database." +#: ../../content/applications/hr/fleet.rst:90 +msgid "Many manufacturers have a variety of models that they produce. When adding a vehicle to the fleet, it is important to specify the vehicle model being added. Odoo comes with pre-configured car models from four major auto manufacturers, and one pre-configured bicycle model from one bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle). If a vehicle *other* than the pre-configured models from these manufacturers are part of a fleet, the model (and/or manufacturer) needs to be added to the database." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:97 +#: ../../content/applications/hr/fleet.rst:98 msgid "Preconfigured Models" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:99 +#: ../../content/applications/hr/fleet.rst:100 msgid "The following models are pre-loaded in Odoo and do not need to be added to the database:" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:102 +#: ../../content/applications/hr/fleet.rst:103 msgid "AUDI" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:102 +#: ../../content/applications/hr/fleet.rst:103 msgid "BMW" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:102 +#: ../../content/applications/hr/fleet.rst:103 msgid "Eddy Merckx" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:102 +#: ../../content/applications/hr/fleet.rst:103 msgid "Mercedes" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:102 +#: ../../content/applications/hr/fleet.rst:103 msgid "Opel" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:104 +#: ../../content/applications/hr/fleet.rst:105 msgid "A1" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:104 +#: ../../content/applications/hr/fleet.rst:105 msgid "Serie 1" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:104 +#: ../../content/applications/hr/fleet.rst:105 msgid "SanRemo76" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:104 +#: ../../content/applications/hr/fleet.rst:105 msgid "Class A" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:104 +#: ../../content/applications/hr/fleet.rst:105 msgid "Agilia" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:106 +#: ../../content/applications/hr/fleet.rst:107 msgid "A3" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:106 +#: ../../content/applications/hr/fleet.rst:107 msgid "Serie 3" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:106 +#: ../../content/applications/hr/fleet.rst:107 msgid "Class B" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:106 +#: ../../content/applications/hr/fleet.rst:107 msgid "Ampera" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:108 +#: ../../content/applications/hr/fleet.rst:109 msgid "A4" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:108 +#: ../../content/applications/hr/fleet.rst:109 msgid "Serie 5" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:108 +#: ../../content/applications/hr/fleet.rst:109 msgid "Class C" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:108 +#: ../../content/applications/hr/fleet.rst:109 msgid "Antara" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:110 +#: ../../content/applications/hr/fleet.rst:111 msgid "A5" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:110 +#: ../../content/applications/hr/fleet.rst:111 msgid "Serie 6" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:110 +#: ../../content/applications/hr/fleet.rst:111 msgid "Class CL" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:110 +#: ../../content/applications/hr/fleet.rst:111 msgid "Astra" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:112 +#: ../../content/applications/hr/fleet.rst:113 msgid "A6" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:112 +#: ../../content/applications/hr/fleet.rst:113 msgid "Serie 7" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:112 +#: ../../content/applications/hr/fleet.rst:113 msgid "Class CLS" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:112 +#: ../../content/applications/hr/fleet.rst:113 msgid "AstraGTC" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:114 +#: ../../content/applications/hr/fleet.rst:115 msgid "A7" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:114 +#: ../../content/applications/hr/fleet.rst:115 msgid "Serie Hybrid" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:114 +#: ../../content/applications/hr/fleet.rst:115 msgid "Class E" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:114 +#: ../../content/applications/hr/fleet.rst:115 msgid "Combo Tour" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:116 +#: ../../content/applications/hr/fleet.rst:117 msgid "A8" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:116 +#: ../../content/applications/hr/fleet.rst:117 msgid "Serie M" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:116 +#: ../../content/applications/hr/fleet.rst:117 msgid "Class GL" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:116 +#: ../../content/applications/hr/fleet.rst:117 msgid "Corsa" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:118 +#: ../../content/applications/hr/fleet.rst:119 msgid "Q3" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:118 +#: ../../content/applications/hr/fleet.rst:119 msgid "Serie X" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:118 +#: ../../content/applications/hr/fleet.rst:119 msgid "Class GLK" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:118 +#: ../../content/applications/hr/fleet.rst:119 msgid "Insignia" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:120 +#: ../../content/applications/hr/fleet.rst:121 msgid "Q5" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:120 +#: ../../content/applications/hr/fleet.rst:121 msgid "Serie Z4" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:120 +#: ../../content/applications/hr/fleet.rst:121 msgid "Class M" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:120 +#: ../../content/applications/hr/fleet.rst:121 msgid "Meriva" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:122 +#: ../../content/applications/hr/fleet.rst:123 msgid "Q7" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:122 +#: ../../content/applications/hr/fleet.rst:123 msgid "Class R" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:122 +#: ../../content/applications/hr/fleet.rst:123 msgid "Mokka" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:124 +#: ../../content/applications/hr/fleet.rst:125 msgid "TT" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:124 +#: ../../content/applications/hr/fleet.rst:125 msgid "Class S" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:124 +#: ../../content/applications/hr/fleet.rst:125 msgid "Zafira" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:126 +#: ../../content/applications/hr/fleet.rst:127 msgid "Class SLK" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:126 +#: ../../content/applications/hr/fleet.rst:127 msgid "Zafira Tourer" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:128 +#: ../../content/applications/hr/fleet.rst:129 msgid "Class SLS" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:134 +#: ../../content/applications/hr/fleet.rst:135 msgid "Add a new model" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:136 +#: ../../content/applications/hr/fleet.rst:137 msgid "New vehicle models can easily be added to the database. To add a new model, navigate to :menuselection:`Fleet app --> Configuration --> Vehicle Models`. Click :guilabel:`Create` and a vehicle model form will load. Enter the following information on the form, then click :guilabel:`Save`. Be advised, some fields are specific to Belgian based companies, so not all fields or sections may be visible depending on the location of the company." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:142 +#: ../../content/applications/hr/fleet.rst:143 msgid ":guilabel:`Model name`: enter the model name in the field." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:143 +#: ../../content/applications/hr/fleet.rst:144 msgid ":guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. If the manufacturer is not configured, type in the manufacturer and then click :guilabel:`Create` or :guilabel:`Create & Edit`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:146 +#: ../../content/applications/hr/fleet.rst:147 msgid ":guilabel:`Vehicle Type`: select one of two preconfigured vehicle types, either :guilabel:`Car` or :guilabel:`Bike`, from the drop-down menu. The vehicle types are hardcoded in Odoo and are integrated with the *Payroll* application since vehicles can be part of an employee's benefits. Adding additional vehicle types is not possible as it will affect payroll." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:150 +#: ../../content/applications/hr/fleet.rst:151 msgid ":guilabel:`Category`: select the category the vehicle is categorized under from the drop-down menu. To create a new category, type in the category and then click :guilabel:`Create (new category)`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:155 +#: ../../content/applications/hr/fleet.rst:156 msgid "When the manufacturer is selected, the logo for the manufacturer will automatically load in the image box in the top right corner." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:159 +#: ../../content/applications/hr/fleet.rst:160 msgid "Information tab" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:162 +#: ../../content/applications/hr/fleet.rst:163 msgid "Model" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:164 +#: ../../content/applications/hr/fleet.rst:165 msgid ":guilabel:`Seats Number`: enter how many passengers the vehicle can accommodate." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:165 +#: ../../content/applications/hr/fleet.rst:166 msgid ":guilabel:`Doors Number`: enter the number of doors the vehicle has." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:166 +#: ../../content/applications/hr/fleet.rst:167 msgid ":guilabel:`Color`: enter the color of the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:167 +#: ../../content/applications/hr/fleet.rst:168 msgid ":guilabel:`Model Year`: enter the year the vehicle was manufactured." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:168 +#: ../../content/applications/hr/fleet.rst:169 msgid ":guilabel:`Trailer Hitch`: check this box if the vehicle has a trailer hitch installed." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:171 +#: ../../content/applications/hr/fleet.rst:172 #: ../../content/applications/hr/payroll.rst:213 msgid "Salary" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:174 +#: ../../content/applications/hr/fleet.rst:175 msgid "The :guilabel:`Salary` section only appears for Belgian-based companies, and only if the company has their localization setting set to Belgium. The cost values are all **monthly** with the exception of the :guilabel:`Catalog Value (VAT Incl.)`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:178 +#: ../../content/applications/hr/fleet.rst:179 msgid ":guilabel:`Can be requested`: check this box if employees can request this model vehicle." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:179 +#: ../../content/applications/hr/fleet.rst:180 msgid ":guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's Suggested Retail Price)` for the vehicle at the time of purchase or lease." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:181 +#: ../../content/applications/hr/fleet.rst:182 msgid ":guilabel:`C02 fee`: this value is automatically calculated based on Belgian laws and regulations, and cannot be modified. The value is based on the value entered in the :guilabel:`CO2 Emissions` field in the :guilabel:`Engine` section of the vehicle form." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:186 +#: ../../content/applications/hr/fleet.rst:187 msgid "Modifying the :guilabel:`CO2 Emissions` field will adjust the value in the :guilabel:`CO2 fee` field." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:189 +#: ../../content/applications/hr/fleet.rst:190 msgid ":guilabel:`Cost (Depreciated)`: enter the monthly cost for the vehicle, which appears in the salary configurator that is available to a future employee when they are offered a job position. This value impacts the gross and net salary of the employee who is assigned to the vehicle. This figure is depreciated over time according to local tax laws. The :guilabel:`Cost (Depreciated)` does not depreciate automatically on the *vehicle model*, it only depreciates based on the *contract* linked to a specific vehicle and not on the general model." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:195 +#: ../../content/applications/hr/fleet.rst:196 msgid ":guilabel:`Total Cost (Depreciated)`: this value is the :guilabel:`Cost (Depreciated)` and the :guilabel:`C02 fee` fields combined, and also is depreciated over time." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:199 +#: ../../content/applications/hr/fleet.rst:200 msgid "Engine" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:201 +#: ../../content/applications/hr/fleet.rst:202 msgid ":guilabel:`Fuel Type`: select the type of fuel the vehicle uses form the drop-down menu. The options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Hybrid Diesel`, :guilabel:`Hybrid Gasoline`, :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:205 +#: ../../content/applications/hr/fleet.rst:206 msgid ":guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the vehicle produces in grams per kilometer (g/km). This information is provided by the car manufacturer." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:207 +#: ../../content/applications/hr/fleet.rst:208 msgid ":guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in grams per kilometer (g/km) for a similar sized vehicle." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:209 +#: ../../content/applications/hr/fleet.rst:210 msgid ":guilabel:`Transmission`: select the transmission type from the drop-down menu, either :guilabel:`Manual` or :guilabel:`Automatic`." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:211 +#: ../../content/applications/hr/fleet.rst:212 msgid ":guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the vehicle uses in kilowatts (kW)." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:213 +#: ../../content/applications/hr/fleet.rst:214 msgid ":guilabel:`Horsepower`: enter the vehicle's horsepower in this field." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:214 +#: ../../content/applications/hr/fleet.rst:215 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/configuration.rst:217 +#: ../../content/applications/hr/fleet.rst:218 msgid ":guilabel:`Tax Deduction`: this field auto-populates according to the engine specifications, and cannot be modified. The percentage is based on the localization settings and local tax laws." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:221 +#: ../../content/applications/hr/fleet.rst:222 msgid "Vendors tab" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:223 +#: ../../content/applications/hr/fleet.rst:224 msgid "Vehicle specific vendors, such as car dealerships, are not listed separately from other vendors. The vendors that a vehicle can be purchased from also appear in the list of vendors used by the *Purchase* app." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:227 +#: ../../content/applications/hr/fleet.rst:228 msgid "The vendor(s) the vehicle can be purchased from may be added in this tab. To add a vendor, click :guilabel:`Add`, and a pop-up loads with a list of all the vendors currently in the database. Select the vendor to add by clicking the checkbox next to the vendor name, then click :guilabel:`Select`. There is no limit to the number of vendors that can be added to this list." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:232 +#: ../../content/applications/hr/fleet.rst:233 msgid "If a vendor is not in the database, add a vendor by clicking :guilabel:`Create`. A vendor form will load. Enter the information in the vendor tab, then click :guilabel:`Save & Close` to add the vendor and close the window, or :guilabel:`Save & New` to add the current vendor and create another new vendor." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:-1 +#: ../../content/applications/hr/fleet.rst:-1 msgid "Vendor form to fill out when adding a new vendor." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:244 +#: ../../content/applications/hr/fleet.rst:245 msgid "Model Category" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:246 -msgid "To best organize a fleet, it is recommended to have vehicle models housed under a specific category, to more easily see what kinds of vehicles are in the fleet. Model categories are set on the :ref:`vehicle model form `." +#: ../../content/applications/hr/fleet.rst:247 +msgid "To best organize a fleet, it is recommended to have vehicle models housed under a specific category, to more easily see what kinds of vehicles are in the fleet. Model categories are set on the :ref:`vehicle model form `." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:250 +#: ../../content/applications/hr/fleet.rst:251 msgid "To view all the models currently set up, navigate to :menuselection:`Fleet application --> Configuration --> Model Category`. All models are displayed in a list view." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:254 +#: ../../content/applications/hr/fleet.rst:255 msgid "Add a new model category" msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:256 +#: ../../content/applications/hr/fleet.rst:257 msgid "To add a new category, click :guilabel:`Create`. A new entry line appears at the bottom of the list. Type in the new category, then click :guilabel:`Save` to save the entry." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:259 +#: ../../content/applications/hr/fleet.rst:260 msgid "To reorganize how the categories appear in the list, click on the up and down arrows to the left of the category to be moved, and drag the line to the desired position. The order of the list does not affect the database in any way. However, it may be preferable to view the vehicle categories in a specific order, for example, by size, or the numbers of passengers the vehicle can carry." msgstr "" -#: ../../content/applications/hr/fleet/configuration.rst:-1 +#: ../../content/applications/hr/fleet.rst:-1 msgid "List view of the models in the fleet." msgstr "" +#: ../../content/applications/hr/fleet.rst:270 +msgid ":doc:`fleet/new_vehicle`" +msgstr "" + +#: ../../content/applications/hr/fleet.rst:271 +msgid ":doc:`fleet/service`" +msgstr "" + #: ../../content/applications/hr/fleet/new_vehicle.rst:3 msgid "Create new vehicles" msgstr "" @@ -1139,7 +1139,7 @@ msgid "Model tab" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:139 -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 `." +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:144 diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 7c555783e..09f9ed0a7 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 saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -29,7 +29,7 @@ msgid "**Odoo Barcode** allows users to assign barcodes to individual products a msgstr "" #: ../../content/applications/inventory_and_mrp/barcode.rst:15 -msgid "`Odoo Tutorials: Barcode Basics `_" +msgid "`Odoo Tutorials: Barcode `_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations.rst:5 @@ -215,10 +215,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:8 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:6 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:6 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:8 msgid "Overview" msgstr "" @@ -940,14 +937,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/uom.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/packaging.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:12 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:22 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:48 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 @@ -2186,105 +2183,6 @@ msgstr "" msgid "If multiple routes are enabled for a product but no preferred route is set for its reordering rule, the product is reordered using the selected route that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:3 -msgid "Scrap inventory" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:5 -msgid "In some cases, a product in inventory may be damaged or found to be defective. If it is not possible to repair or return the product, Odoo *Inventory* allows users to scrap it, ensuring that usable inventory counts remain accurate." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:10 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:25 -msgid "Scrap orders can be viewed by navigating to :menuselection:`Inventory --> Operations --> Scrap`. Each scrap order shows the date and time the order was created, along with the product and quantity that was scrapped." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:14 -msgid "To view the total quantity of each item scrapped, navigate to :menuselection:`Inventory --> Configuration --> Locations`. Remove the :guilabel:`Internal` filter from the :guilabel:`Search...` bar to display virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` location." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:19 -msgid "By default, scrapping a product removes it from physical inventory, and places it in a virtual location titled *Virtual Locations/Scrap*. A virtual location is **not** a physical space, but rather a designation in Odoo that is used to track items that are no longer in physical inventory." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:68 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:30 -msgid "Learn more" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:25 -msgid "For more information about virtual locations, see the documentation about the different types of :ref:`locations `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:29 -msgid "Scrap from stock" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:31 -msgid "To scrap a product located in inventory, begin by navigating to :menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap Orders` page, click :guilabel:`Create` to configure a new scrap order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:35 -msgid "On the scrap order, select the product being scrapped from the :guilabel:`Product` drop-down menu, then enter the quantity in the :guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different location from their respective drop-down menus." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:-1 -msgid "A new scrap order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:45 -msgid "Finally, click :guilabel:`Validate` to scrap the product. The on-hand inventory count for the scrapped product updates to subtract the scrapped quantity." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:49 -msgid "Scrap from a receipt, transfer, or delivery" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:51 -msgid "It is also possible to scrap products during the receipt, transfer, and delivery operations. This can be necessary if any products are found to be defective when receiving them into inventory, transferring them from one location to another, or preparing them for delivery." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:55 -msgid "To scrap a product during the receipt, transfer, or delivery operations, begin by navigating to the :menuselection:`Inventory` app. On the :guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or :guilabel:`Delivery Orders` card, depending on the type of operation the product is being scrapped from." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:61 -msgid "For the :guilabel:`Internal Transfers` card to appear on the :menuselection:`Overview` page of the :menuselection:`Inventory` app, the :guilabel:`Storage Locations` setting must be enabled. To do so, navigate to :menuselection:`Configuration --> Settings`, then enable the checkbox next to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:66 -msgid "Alternatively, a list of all delivery orders, receipts, and transfers can be viewed by navigating to :menuselection:`Inventory --> Operations --> Transfers`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:69 -msgid "Next, open a delivery order, receipt, or transfer from the corresponding page by clicking on it. A :guilabel:`Scrap` button appears at the top of the page. Click it to open the :guilabel:`Scrap` pop-up window." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:-1 -msgid "The scrap pop-up in the Inventory app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:78 -msgid "The :guilabel:`Scrap` button will only appear on a receipt that has been validated. This is because Odoo only allows products to be scrapped once they have been entered into inventory." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:81 -msgid "On the :guilabel:`Scrap` pop-up window, select the product being scrapped from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the :guilabel:`Quantity` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:84 -msgid "The :guilabel:`Source Location` defaults to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different location from their respective drop-down menus." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:88 -msgid "Finally, click :guilabel:`Done` to scrap the product. After doing so, the :guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart button appears in the top right of the page. Click it to view all of the scrap orders created from that operation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:-1 -msgid "The Scraps smart button." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -4123,12 +4021,12 @@ msgid "After cancelling the shipping request, you can change the carrier you wan msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:50 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:122 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:123 msgid ":doc:`multipack`" msgstr "" @@ -4213,87 +4111,149 @@ msgid "Click the green button on the Dropship card to view all dropship orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:3 -msgid "How to invoice the shipping cost to the customer?" +msgid "Shipping cost invoicing" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:7 +msgid "Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping factors like distance, weight, and method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:10 -msgid "There are two ways to invoice the shipping costs:" +msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:12 -msgid "Agree with the customer over a cost and seal it down in the sale order" +msgid "Agree with the customer on a fixed cost and :ref:`include it in the sale order. `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:15 -msgid "Invoice the real cost of the shipping." +msgid ":ref:`Invoice shipping costs to the customer post-delivery `, reflecting the actual expenses incurred by the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:20 -msgid "To configure the price of your delivery methods, go to the **Inventory** app, click on :menuselection:`Configuration --> Delivery --> Delivery Methods`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:21 +msgid "To set prices to delivery methods, go to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable the :guilabel:`Delivery Methods` feature. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:23 -msgid "You can manually set a price for the shipping: It can be fixed or based on rules." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:26 -msgid "Or you can use the transportation company computation system by :doc:`integrating a third-party shipper <../setup_configuration/third_party_shipper>`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:30 -msgid "How to invoice the shipping costs to the customer?" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 +msgid "Add shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:33 -msgid "Invoice the price set on the sale order" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:32 +msgid "Next, configure the the price of each delivery method by going to :menuselection:`Inventory app --> Configuration --> Shipping Methods` and click the :guilabel:`Create` button. Doing so opens a form to provide details about the shipping provider, including:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:35 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:57 -msgid "On your sale order, choose the carrier that will be used. Click on **Delivery Method** to choose the right one." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:36 +msgid ":guilabel:`Shipping Method` (*required*) the name of the delivery method (e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:41 -msgid "The price is computed when you **save** the sale order or when you click on **Set price**." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:38 +msgid ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, if using a third-party carrier Ensure the integration with the shipping carrier is properly installed and select the provider from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:44 -msgid "To invoice the price of the delivery charge on the sale order, click on **Set price**, it will add a line with the name of the delivery method as a product. It may vary from the real price." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:48 -msgid "When you create the invoice, it will take the price set on the sale order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:55 -msgid "Invoice the real shipping costs" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:63 -msgid "The price is computed when you **save** the sale order. Confirm the sale order and proceed to deliver the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:66 -msgid "The real shipping cost is computed when the delivery order is validated, you can see the real cost in the chatter of the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:72 -msgid "Go back to the sale order, the real cost is now added to the sale order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:78 -msgid "When you create the invoice, it will take the price computed by the carrier." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 -msgid "If you split the delivery and make several ones, each delivery order will add a line to the sale order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:23 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:121 +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/advanced_operations_shipping/invoicing.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 +msgid ":guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:51 +msgid ":guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line ` as the delivery charge." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:68 +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/advanced_operations_shipping/invoicing.rst:59 +msgid "Invoice cost on sales order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:61 +msgid "To invoice shipping costs on the sales order, before the item is delivered, go to the :menuselection:`Sales app` and select the desired sales order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:64 +msgid "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-right corner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Click \"Add Shipping\" button at the bottom right, near the total." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:70 +msgid "In the :guilabel:`Add a shipping method` pop-up window, choose the intended carrier in the :guilabel:`Shipping Method` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:73 +msgid "Then, click the :guilabel:`Get Rate` button to the calculate shipping price based on real-time shipping data Odoo's shipping carrier integration." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:76 +msgid "The :guilabel:`Cost` is automatically calculated using the weight of the items in the order. Finally, click the :guilabel:`Add` button to close the window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Calculate shipping by selecting a shipping method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:85 +msgid "On the sales order, the delivery product appears in the :guilabel:`Order Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost calculated in the :guilabel:`Add a shipping method` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Show delivery product on the sales order line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:93 +msgid "Finally, after the product is delivered, click the :guilabel:`Create invoice` button, and an invoice is created that includes the shipping cost that was added earlier." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Show \"Create Invoice\" button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:100 +msgid "Then, click the :guilabel:`Create and View Invoice` button, and a draft invoice is generated, with the shipping cost included in the :guilabel:`Invoice Lines` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Show delivery product in the invoice line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:110 +msgid "Invoice real shipping costs" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:112 +msgid "To modify the invoice to reflect the real cost of shipping, follow the steps :ref:`above ` to create an invoice with a delivery product with a :guilabel:`Unit Price` of zero." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:116 +msgid "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the real shipping cost. Finally, invoice the customer the adjusted shipping cost by clicking :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:-1 +msgid "Show delivery product on the invoice line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/invoicing.rst:125 msgid ":doc:`labels`" msgstr "" @@ -4377,121 +4337,112 @@ msgid "Half page letter size FedEx shipping label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:3 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:85 -msgid "How to print shipping labels?" +msgid "Print shipping labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:8 -msgid "Odoo can handle various delivery methods, including third party shippers linked with the transportation company tracking system. It allows you to manage the transport company, the real prices and the destination. And finally, you will be able to print the shipping labels directly from Odoo." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:7 +msgid "Integrate Odoo with :doc:`third-party shipping carriers <../setup_configuration/third_party_shipper>` to automatically generate shipping labels that includes prices, destination addresses, tracking numbers, and barcodes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 -msgid "Install the shipper company connector module" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:14 +msgid "To generate labels for a third-party shipping carrier, first :doc:`install the third-party shipping connector <../setup_configuration/third_party_shipper>`. Then, configure and activate the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to :guilabel:`Get Rate and Create Shipment` to generate shipping labels. Finally, provide the company's :ref:`source address ` and :ref:`product weights `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:20 -msgid "In the **Inventory** module, click on :menuselection:`Configuration --> Settings`. Under **Shipping Connectors**, flag the transportation companies you want to integrate :" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:27 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:28 -msgid "Then click on **Apply**." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:-1 +msgid "Set the \"Get Rate and Create Shipment\" option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:30 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:35 -msgid "Configure the delivery method" +msgid "Print tracking labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:32 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:37 -msgid "To configure your delivery methods, go to the **Inventory** module, click on :menuselection:`Configuration --> Delivery Methods`." +msgid "Tracking labels are generated after the delivery order (DO) is validated." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:35 -msgid "The delivery methods for the chosen shippers have been automatically created." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:34 +msgid "When both the *Sales* and *Inventory* apps are installed, begin on the :menuselection:`Sales app`, and proceed to the desired quotation to :ref:`add the shipping cost `, confirm the sales order, and validate the |DO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:41 -msgid "In the **Pricing** tab, the name of the provider means that the delivery will be handled and computed by the shipper system." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:44 -msgid "The configuration of the shipper is split into two columns :" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:38 +msgid "If only the *Inventory* app is installed, create :abbr:`DOs (Delivery Orders)` directly in the :menuselection:`Inventory` app , :ref:`add the third-party carrier ` in the :guilabel:`Carrier` field, and validate the |DO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:46 -msgid "The first one is linked to **your account** (develop key, password,...). For more information, please refer to the provider website." +msgid "Add shipping on quotation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:49 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:64 -msgid "The second column varies according to the **provider**. You can choose the packaging type, the service type, the weight unit..." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:48 +msgid "To generate a tracking label for an order, begin by creating a quotation in :menuselection:`Sales app --> Orders --> Quotations`, clicking :guilabel:`New`, and filling out the quotation form. Then, click the :guilabel:`Add Shipping` button in the bottom-right corner of the quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:52 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:67 -msgid "Uncheck **Test Mode** when you are done with the testings." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:-1 +msgid "Show the \"Add Shipping\" button on the quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:55 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:79 -msgid "Company configuration" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:56 +msgid "In the resulting pop-up window, select the intended carrier from the :guilabel:`Shipping Method` drop-down menu. Clicking :guilabel:`Get Rate` displays the shipping cost for the customer, via the third-party carrier in the :guilabel:`Cost` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:57 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:81 -msgid "In order to compute the right price, the provider needs your company information. Be sure your address and phone number are correctly encoded." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:61 +msgid "If clicking :guilabel:`Get Rate` results in an error, ensure the :ref:`warehouse's address ` and :ref:`weight of products in the order ` are properly configured." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:64 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:88 -msgid "To check your information, go to the **Settings** application and click on **General Settings**. Click on the first link **Configure your company data**." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:65 +msgid "Click :guilabel:`Add` to add the cost to the quotation, which is listed as the :ref:`configured delivery product `. Finally, click :guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` smart button to access the |DO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:68 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:92 -msgid "Product configuration" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:-1 +msgid "Show \"Get rate\" pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:70 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:94 -msgid "The shipper companies need the weight of your product, otherwise the price computation cannot be done." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:75 +msgid "For users who do not have the *Sales* app installed, the shipping carrier is specified in a delivery order's :guilabel:`Carrier` field of the :guilabel:`Additional Info` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:73 -msgid "Go the **Sales** module, click on :menuselection:`Sales --> Products`. Open the products you want to ship and set a weight on it." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:0 +msgid "Show the \"Additional Info\" tab of a delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:80 -msgid "The weight on the product form is expressed in kilograms. Don't forget to do the conversion if you are used to the imperial measurement system." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:85 +msgid "Validate delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:87 -msgid "The delivery order created from the sale order will take the shipping information from it, but you can change the carrier if you want to." +msgid "On a delivery order form, navigate to the :guilabel:`Additional Info` tab to ensure the third-party shipping carrier has been added to the :guilabel:`Carrier` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:90 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:137 -msgid "If you create a delivery transfer from the inventory module, you can add the third party shipper in the additional info tab." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:91 +msgid "If the *Sales* app is not installed, the third-party carrier is set in the :guilabel:`Carrier` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:96 -msgid "Click on **Validate** to receive the tracking number and **the label(s)**." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:94 +msgid "After the items in the order have been packed, click :guilabel:`Validate` to get the shipping carrier's tracking number, and generate the shipping label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:98 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:153 -msgid "The label to stick on your package is available in the history underneath :" +msgid "Create or select an existing delivery order by going to the :menuselection:`Inventory` app, and selecting the :guilabel:`Delivery Orders` card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:104 -msgid "Click on it to open the document and print it :" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:101 +msgid "The :guilabel:`Tracking Reference` number is generated in the :guilabel:`Additional Info` tab of the delivery order. Click the :guilabel:`Tracking` smart button to access the tracking link from the shipping carrier's website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:110 -msgid "If you are doing multi-packages shippings, most of the time, there will be one label per package. Each label will appear in the delivery history." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:105 +msgid "The tracking label is found in PDF format in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:-1 +msgid "Show generated shipping label in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:112 +msgid "For multi-package shipping, one label is generated per package. Each label appears in the chatter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/labels.rst:119 +msgid "Sample label generated from Odoo's shipping connector with FedEx." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/multipack.rst:3 @@ -5694,10 +5645,6 @@ msgstr "" msgid "Install the *Delivery Costs* module." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:30 -msgid "Add shipping method" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:32 msgid "To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`." msgstr "" @@ -5734,59 +5681,47 @@ msgstr "" msgid "For more details on configuring custom shipping methods, such as :ref:`fixed price `, :ref:`based on rules `, or :ref:`pickup in store ` options, refer to their respective sections below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:59 -msgid ":guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable website from the drop-down menu, or leave it blank to apply the method to all web pages." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:61 -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/delivery_method.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:66 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/delivery_method.rst:65 -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/delivery_method.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:71 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/delivery_method.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:76 msgid "Fixed price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:78 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/delivery_method.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:84 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/delivery_method.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:88 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/delivery_method.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:91 msgid ":guilabel:`Shipping Method`: `Flat-rate shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:92 msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:93 msgid ":guilabel:`Fixed Price`: `$20.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:94 msgid ":guilabel:`Free if order amount is above`: `$100.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:95 msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" msgstr "" @@ -5794,27 +5729,27 @@ msgstr "" msgid "Example of filling out a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:104 msgid "Based on rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:106 msgid "To calculate the price of shipping based on pricing rules, set the :guilabel:`Provider` field to the :guilabel:`Based on Rules` option. Optionally, adjust :guilabel:`Margin on Rate` and :guilabel:`Additional margin` to include additional shipping costs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:111 msgid "Create pricing rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:113 msgid "Navigate to the :guilabel:`Pricing` tab and click :guilabel:`Add a line`. Doing so opens the :guilabel:`Create Pricing Rules` window, where the :guilabel:`Condition` related to the product weight, volume, price, or quantity is compared to a defined amount to calculate the :guilabel:`Delivery Cost`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:118 msgid "Once finished, click either :guilabel:`Save & New` to add another rule, or :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:121 msgid "To charge customers $20 in shipping for orders with five or fewer products, set the :guilabel:`Condition` to `Quantity <= 5.00`, and the :guilabel:`Delivery Cost` to `$20`." msgstr "" @@ -5822,37 +5757,37 @@ 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/delivery_method.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:128 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/delivery_method.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:133 msgid "Calculate delivery cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:135 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/delivery_method.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:139 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/delivery_method.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:143 msgid "With the two following rules set up:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:142 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:145 msgid "If the order contains five or fewer products, shipping is $20" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:146 msgid "If the order contains more than five products, shipping is $50." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:148 msgid ":guilabel:`Margin on Rate` is `10%` and :guilabel:`Additional margin` is `$9.00`." msgstr "" @@ -5860,51 +5795,51 @@ msgstr "" msgid "Show example of \"Based on rules\" shipping method with margins configured." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:154 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/delivery_method.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:160 msgid "Pickup in store" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:162 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/delivery_method.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:165 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/delivery_method.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:172 msgid ":ref:`Invoice cost of shipping `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:177 msgid "Add shipping" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:179 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/delivery_method.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:183 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/delivery_method.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:186 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/delivery_method.rst:188 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:191 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/delivery_method.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:194 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/delivery_method.rst:195 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:198 msgid "`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order `S00088`." msgstr "" @@ -5912,11 +5847,12 @@ msgstr "" msgid "Show delivery order on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:255 msgid "Delivery order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:208 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 "" @@ -5993,6 +5929,7 @@ 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:35 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:174 msgid "Warehouse configuration" msgstr "" @@ -6309,107 +6246,405 @@ msgid "First, verify that product being shipped has a weight that is supported b msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:3 -msgid "How to integrate a third party shipper?" +msgid "Third-party shipping carriers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:10 -msgid "Odoo can handle various delivery methods, including third party shippers. Odoo can be linked with the transportation company tracking system. It will allow you to manage the transport company, the real prices and the destination." +msgid "Users can link third-party shipping carriers to Odoo databases, in order to verify carriers' delivery to specific addresses, :doc:`automatically calculate shipping costs `, and :doc:`generate shipping labels <../advanced_operations_shipping/labels>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 +msgid "In Odoo, shipping carriers can be applied to a sales order (SO), invoice, or delivery order. For tips on resolving common issues when configuring shipping connectors, skip to the :ref:`Troubleshooting ` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 +msgid ":doc:`dhl_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 +msgid ":doc:`sendcloud_shipping`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 -msgid "In the inventory module, click on :menuselection:`Configuration --> Settings`. Under **Shipping Connectors**, flag the transportation companies you want to integrate :" +msgid ":doc:`ups_credentials`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 +msgid "The following is a list of available shipping connectors in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:29 +msgid "Carrier" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:30 +msgid "Region availability" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:31 -msgid "If you want to integrate delivery methods in your e-commerce, you'll have to install the **eCommerce Delivery** module." +msgid "FedEx" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:34 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:36 +msgid "All" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:33 +msgid ":doc:`DHL `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:35 +msgid ":doc:`UPS `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:37 +msgid "US Postal Service" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:38 +msgid "United States of America" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:39 +msgid ":doc:`Sendcloud `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:40 -msgid "The delivery methods for the chosen shippers have been automatically created. Most of the time, there will be **2** delivery methods for the same provider: one for **international** shipping and the other for **domestic** shipping." +msgid "EU" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:41 +msgid "Bpost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:42 +msgid "Belgium" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:43 +msgid "Easypost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:44 +msgid "North America" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:45 -msgid "You can create other methods with the same provider with other configuration, for example the **Packaging Type**." +msgid "Shiprocket" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:48 -msgid "You can change the **Name** of the delivery method. This is the name that will appear on your ecommerce." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:46 +msgid "India" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:51 -msgid "Flag **Shipping enabled** when you are ready to use it." +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:53 +msgid ":ref:`Install the shipping connector `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:54 +msgid ":ref:`Set up delivery method `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:55 +msgid ":ref:`Activate production environment `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:56 -msgid "In the pricing tab, the name of the provider chosen under the **Price computation** means that the pricing will be computed by the shipper system." +msgid ":ref:`Configure warehouse `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:59 -msgid "The configuration of the shipper is split into two columns:" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:57 +msgid ":ref:`Specify weight of products `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:61 -msgid "The first one is linked to **your account** (developer key, password,...). For more information, please refer to the provider website." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:62 +msgid "Install shipping connector" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:69 -msgid "Finally you can limit the delivery method to a few destinations. You can limit it to some countries, states or even zip codes. This feature limits the list of countries on your e-commerce. It is useful for the domestic providers. For example, USPS US only delivers from the United States to the United States." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:64 +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:97 -msgid "Go the menu :menuselection:`Sales --> Sales --> Products`. Open the products you want to ship and set a weight on it." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:66 +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:71 +msgid ":doc:`Delivery methods ` 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 "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Options of available shipping connectors in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:82 +msgid "Delivery method" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:84 +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:89 +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:92 +msgid "Additional delivery methods can be created for specific purposes, such as :doc:`packaging <../../product_management/product_tracking/packaging>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:96 +msgid ":doc:`Configure delivery methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:99 +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:104 -msgid "The weight on the product form is expressed in kilograms. Don't forget to make the conversion if you are used to the imperial measurement system." +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:109 -msgid "Sale process" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:106 +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:112 -msgid "Sale order" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:108 +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:117 -msgid "You can now choose the carrier on your sale order. Click on **Delivery method** to choose the right one." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:111 +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:120 -msgid "The price is computed when you save the sale order or when you click on **Set price**." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:114 +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:118 +msgid "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate shipping labels <../advanced_operations_shipping/labels>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:123 -msgid "If you want to invoice the price of the delivery charge on the sale order, click on **Set price**, it will add a line with the name of the delivery method as a product. It may vary from the real price." +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:127 -msgid "Otherwise, the real price (computed when the delivery is validated) will automatically be added to the invoice. For more information, please read the document :doc:`../advanced_operations_shipping/invoicing`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:125 +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 this :doc:`doc about invoicing real shipping costs <../advanced_operations_shipping/invoicing>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:132 -msgid "Delivery" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:129 +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:134 -msgid "The delivery created from the sale order will take the shipping information from it. You can change the carrier if you want to." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:131 +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:143 -msgid "The weight is computed based on the products weights. The shipping cost will be computed once the transfer is validated." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:133 +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 -msgid "Click on **Validate** to receive the tracking number. The **Carrier Tracking ref** field will automatically be filled. Click on the **Tracking** button to check your delivery on the provider website." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:140 +msgid "Screenshot of a FedEx shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:160 -msgid ":doc:`../advanced_operations_shipping/invoicing`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:140 +msgid "**Shipping Method** configuration page for `FedEx US`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:161 -msgid ":doc:`../advanced_operations_shipping/labels`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:142 +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:149 +msgid ":doc:`DHL credentials `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:150 +msgid ":doc:`Sendcloud credentials `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:151 +msgid ":doc:`UPS credentials `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:156 +msgid "Production environment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:158 +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:162 +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 "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Show the \"Test Environment\" smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:176 +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:180 +msgid "On the warehouse configuration page, open the warehouse contact page by clicking the :guilabel:`Company` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Highlight the \"Company\" field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:187 +msgid "Verify that the :guilabel:`Address` and :guilabel:`Phone` number are correct, as they are required for the shipping connector to work properly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Show company address and phone number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:197 +msgid "Product weight" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:199 +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:202 +msgid "Then, switch to the :guilabel:`Inventory` tab, and define the :guilabel:`Weight` of the product in the :guilabel:`Logistics` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +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:210 +msgid "Apply third-party shipping carrier" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:212 +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:214 +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:221 +msgid "Sales order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:223 +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 "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +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:232 +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:236 +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:238 +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:243 +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:249 +msgid ":doc:`Charge customers for shipping after product delivery <../advanced_operations_shipping/invoicing>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:257 +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:263 +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:269 +msgid ":doc:`Generate shipping labels <../advanced_operations_shipping/labels>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Show the delivery order's \"Additional info\" tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:278 +msgid "Troubleshooting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:280 +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:283 +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:286 +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:289 +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:293 +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:297 +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:302 +msgid "Debug log" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:304 +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 "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Show the \"No Debug\" smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:313 +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:319 +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 "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +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:328 +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 "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:-1 +msgid "Show debug request history in Settings > Technical > Logging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:3 @@ -7108,135 +7343,6 @@ msgstr "" msgid "The delivery order is now ready to be processed and can be validated too." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:3 -msgid "Cycle counts" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:5 -msgid "For most companies, warehouse stock only needs to be counted once a year. This is why, by default, after making an *inventory adjustment* in Odoo, the scheduled date for the next inventory count is set for the 31st of December of the current year." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:9 -msgid "However, for some businesses, it's crucial to have an accurate inventory count at all times. These companies use *cycle counts* to keep critical stock levels accurate. Cycle counting is a method by which companies count their inventory more often in certain *locations*, to ensure that their physical inventory counts match their inventory records." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:15 -msgid "Activate storage locations" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:17 -msgid "In Odoo, cycle counts are location-based. Therefore, the *storage locations* feature needs to be enabled before performing a cycle count." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:20 -msgid "To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down to the :guilabel:`Warehouse` section. Then, click the checkbox next to :guilabel:`Storage Locations`. Click :guilabel:`Save` to save all changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:-1 -msgid "Enabled storage locations setting in inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:29 -msgid "Change inventory count frequency by location" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:31 -msgid "Now that the storage locations setting is enabled, the inventory count frequency can be changed for specific locations created in the warehouse." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:34 -msgid "To view and edit locations, navigate to :menuselection:`Inventory app --> Configuration --> Locations`. This reveals a :guilabel:`Locations` page containing every location currently created and listed in the warehouse." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:38 -msgid "From this page, click into a location to reveal the settings and configuration page for that location. Click :guilabel:`Edit` to edit the location settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:41 -msgid "Under the :guilabel:`Cyclic Inventory` section, locate the :guilabel:`Inventory Frequency (Days)` field, which should be set to `0` (if this location has not been edited previously). In this field, change the value to whichever number of days is desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:-1 -msgid "Location frequency setting on location." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:50 -msgid "A location that needs an inventory count every 30 days should have the :guilabel:`Inventory Frequency (Days)` value set to `30`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:53 -msgid "Once the frequency has been changed to the desired number of days, click :guilabel:`Save` to save changes. Now, once an inventory adjustment is applied to this location, the next scheduled count date is automatically set, based on the value entered into the :guilabel:`Inventory Frequency (Days)` field." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:59 -msgid "Count inventory by location" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:61 -msgid "To perform a cycle count for a specific location in the warehouse, navigate to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`. This reveals an :guilabel:`Inventory Adjustments` page containing all products currently in stock, with each product listed on its own line." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:66 -msgid "From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at the top of the page, under the :guilabel:`Search...` bar), can be used to select specific locations and perform inventory counts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:-1 -msgid "Inventory adjustments page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:74 -msgid "To select a specific location and view all products within that location, click :guilabel:`Group By`, then click :guilabel:`Add Custom Group` to reveal a new drop-down menu to the right." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:77 -msgid "Click :guilabel:`Location` from the drop-down menu, then click :guilabel:`Apply`. The page now displays condensed drop-down menus of each location in the warehouse that has products in stock, and a cycle count can be performed for all products in that location." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:82 -msgid "In large warehouses with multiple locations and a high volume of products, it might be easier to search for the specific location desired. To do this, from the :guilabel:`Inventory Adjustments` page, click :guilabel:`Filters`. Then, click :guilabel:`Add Custom Filter` to reveal a new menu to the right. Click this menu to reveal three drop-downs." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:87 -msgid "For the first field, click and select :guilabel:`Location` from the drop-down. For the second field, leave the :guilabel:`contains` value as is. For the third field, type in the name of the location that is being searched for. Click :guilabel:`Apply` for that location to appear on the page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:-1 -msgid "Applied filters and group by on inventory adjustments page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:97 -msgid "Change full inventory count frequency" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:99 -msgid "While cycle counts are typically performed per location, the scheduled date for full inventory counts of everything in-stock in the warehouse can also be manually changed to push the date up sooner than the date listed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:103 -msgid "To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration --> Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day and Month` setting field, which includes a drop-down that is set to `31` :guilabel:`December` by default." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:-1 -msgid "Frequency field in inventory app settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:112 -msgid "To change the day, click the `31`, and change it to a day within the range `1-31`, depending on the desired month of the year." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:115 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:196 -msgid "Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the desired month." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:118 -msgid "Once all changes have been made, click :guilabel:`Save` to save all changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst:121 -msgid ":doc:`../inventory_management/count_products`" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -8335,15 +8441,15 @@ msgstr "" msgid "Inventory adjustments" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:5 msgid "In any warehouse management system, the recorded inventory counts in the database might not always match the actual inventory counts in the warehouse. The discrepancy between the two counts can be due to damages, human errors, theft, or other factors. As such, inventory adjustments must be made to reconcile the differences, and ensure that the recorded counts in the database match the actual counts in the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:12 msgid "Inventory Adjustments page" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:14 msgid "To view the *Inventory Adjustments* page, navigate to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`." msgstr "" @@ -8351,100 +8457,100 @@ msgstr "" msgid "In stock products listed on the Inventory adjustments page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:21 msgid "On the :guilabel:`Inventory Adjustments` page, all products that are currently in stock are listed, with each product line containing the following information:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:24 msgid ":guilabel:`Location`: the specific location in the warehouse where a product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:25 msgid ":guilabel:`Product`: the product whose quantity is listed on the inventory adjustment line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:26 msgid ":guilabel:`Lot/Serial Number`: the tracking identifier assigned to the specific product listed. It can contain letters, numbers, or a combination of both." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:30 msgid "If a specific product has a quantity of more than `1.00` in stock, and more than one serial number (or lot number) assigned to it, each uniquely-identified product is displayed on its own product line with its own lot/serial number, displayed under the :guilabel:`Lot/Serial Number` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:35 msgid ":guilabel:`On Hand Quantity`: the quantity of the product currently recorded in the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:36 msgid ":guilabel:`UoM`: the *unit of measure* in which the product is measured. Unless otherwise specified (i.e., in :guilabel:`Pounds` or :guilabel:`Ounces`), the default :abbr:`UoM (Unit of Measure)` is :guilabel:`Units`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:39 msgid ":guilabel:`Counted Quantity`: the real quantity counted during an inventory count. This field is left blank by default, but can be changed, depending on if it matches the :guilabel:`On Hand Quantity` or not." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:42 msgid ":guilabel:`Difference`: the difference between the :guilabel:`On Hand Quantity` and :guilabel:`Counted Quantity`, once an inventory adjustment is made. The difference is automatically calculated after every inventory adjustment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:45 msgid ":guilabel:`Scheduled Date`: the date at which a count should be made. If not otherwise specified, this date will default to the 31st of December of the current year." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:47 msgid ":guilabel:`User`: the person assigned to the count in the database. This can either be the person physically counting the inventory, or applying the count in the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:49 msgid ":guilabel:`Product Category`: the category assigned internally to a specific product. Unless otherwise specified (i.e., as :guilabel:`Consumable` or :guilabel:`Rental`), the default *Product Category* is set to :guilabel:`All`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:52 msgid ":guilabel:`Available Quantity`: the quantity of a specific product that is currently available, based on any outstanding/uncompleted sales orders, purchase orders, or manufacturing orders that might change the available quantity once fulfilled." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:55 msgid ":guilabel:`Accounting Date`: the date on which the adjustments will be accounted in the Odoo *Accounting* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:57 msgid ":guilabel:`Company`: the company whose database these inventory adjustments are being made on. The company is listed in the top right corner of the database, next to the user currently logged in." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:61 msgid "Some columns are hidden by default. To reveal these columns, click the :guilabel:`additional options` button (three dots icon) to the far right of the form's top row, and select any desired column to reveal by clicking the checkbox next to that option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:66 msgid "Create an inventory adjustment" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:68 msgid "To create a new inventory adjustment from the :menuselection:`Inventory Adjustments` page, click :guilabel:`Create`. Doing so creates a new, blank inventory adjustment line at the bottom of the page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:72 msgid "On this blank inventory adjustment line, click the drop-down menu under the :guilabel:`Product` column, and select a product. If the selected product is tracked using either lots or serial numbers, the desired lot or serial number can also be chosen from the drop-down menu under the :guilabel:`Lot/Serial Number` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:77 msgid "Next, set the value in the :guilabel:`Counted Quantity` column to the quantity counted for that product during the inventory adjustment process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:81 msgid "The :guilabel:`Counted Quantity` for new inventory adjustments is set to `0.00` by default. An inventory move with `0.00` :guilabel:`Quantity Done` is recorded in the product's inventory adjustment history, so it should be set to reflect the actual quantity counted." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:85 msgid "To the right of the :guilabel:`Counted Quantity` column, the :guilabel:`Scheduled Date` and :guilabel:`User` can also be changed via their respective drop-down menus. Changing the :guilabel:`Scheduled Date` changes the date that the inventory adjustment should be processed on, and selecting a responsible :guilabel:`User` assigns a user to the specific inventory adjustment (for traceability purposes)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:91 msgid "Once all changes have been made to the new inventory adjustment line, click away from the line. Doing so saves the adjustment, and moves the line to the top of the page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:96 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:156 msgid "If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the :guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the quantities match, and haven't been changed at all, no value appears in the :guilabel:`Difference` column." msgstr "" @@ -8452,19 +8558,19 @@ msgstr "" msgid "Difference column on inventory adjustments page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:104 msgid "At this stage, the count (:dfn:`inventory adjustment`) is recorded, but not yet applied. This means that the quantity on hand before the adjustment has not yet been updated to match the new, real counted quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:108 msgid "There are two ways to apply the new inventory adjustment. The first way is to click the :guilabel:`Apply` button on the line at the far right of the page. The second way is to click the checkbox on the far left of the line. Doing so reveals new button options at the top of the page, one of which is an :guilabel:`Apply` button. Clicking this button instead causes an :guilabel:`Inventory Adjustment Reference / Reason` pop-up window to appear." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:114 msgid "From this pop-up menu, a reference or reason can be assigned to the inventory adjustment. By default, the :guilabel:`Inventory Reference / Reason` field is pre-populated with the date the adjustment is being made on, but can be changed to reflect whatever reference or reason is desired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:118 msgid "Once ready, click :guilabel:`Apply` to apply the inventory adjustment." msgstr "" @@ -8472,19 +8578,19 @@ msgstr "" msgid "Apply all option applies the inventory adjustment once a reason is specified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:125 msgid "Count products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:127 msgid "Counting products is a recurring activity in a warehouse. Once a count is complete, go to :menuselection:`Inventory app --> Operations --> Inventory Adjustments` to update the :guilabel:`Counted Quantity` column for each product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:131 msgid "On each product line, identify whether the value in the :guilabel:`On Hand Quantity` column recorded in the database matches the newly-counted value. If the recorded value and the counted value do match, click the :guilabel:`Set` button (target icon) at the far right of the product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:135 msgid "Doing so copies the value from the :guilabel:`On Hand Quantity` column over to the :guilabel:`Counted Quantity` column, and sets the value of the :guilabel:`Difference` column to `0.00`. Subsequently, once applied, an inventory move with `0.00` :guilabel:`Quantity Done` is recorded in the product's inventory adjustment history." msgstr "" @@ -8492,19 +8598,19 @@ msgstr "" msgid "Zero count inventory adjustment move." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:144 msgid "If the newly-counted value for a given product does **not** match the value in the :guilabel:`On Hand Quantity` recorded in the database, instead of clicking the :guilabel:`Set` button, record the real value in the field in the :guilabel:`Counted Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:148 msgid "To do so, click the field in the :guilabel:`Counted Quantity` column on the specific inventory adjustment line for the product whose count is being changed. This automatically assigns a :guilabel:`Counted Quantity` of `0.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:152 msgid "To change this value, type in a new value that matches the real, newly-counted value. Then, click away from the line. Doing so saves the adjustment, and automatically adjusts the value in the :guilabel:`Difference` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:162 msgid "Subsequently, once applied, a move with the difference between the :guilabel:`On Hand Quantity` and the :guilabel:`Counted Quantity` is recorded in the product's inventory adjustment history." msgstr "" @@ -8512,19 +8618,19 @@ msgstr "" msgid "Inventory Adjustments History dashboard detailing a list of prior product moves." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:170 msgid "Sometimes a count occurs, but cannot be applied in the database right away. In the time between the actual count and applying the inventory adjustment, product moves can occur. In that case, the on-hand quantity in the database can change and no longer be consistent with the counted quantity. As an extra precaution, Odoo asks for confirmation before applying the inventory adjustment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:177 msgid "Change inventory count frequency" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:179 msgid "By default, the *scheduled date* for inventory adjustments are always scheduled for the 31st of December of the current year. However, for some companies, it is crucial that they have an accurate inventory count at all times. In such cases, the default scheduled date can be modified." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:183 msgid "To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration --> Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day and Month` setting, which includes a drop-down menu that is set to `31 December` by default." msgstr "" @@ -8532,27 +8638,32 @@ msgstr "" msgid "Adjust the next inventory count date with the Annual Inventory Day and Month setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:191 msgid "To change the day, click the :guilabel:`31`, and change it to a day within the range `1-31`, depending on the desired month of the year." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:115 +msgid "Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the desired month." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:197 msgid "Once all desired changes have been made, click :guilabel:`Save` to save all changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:202 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:200 msgid "Plan big inventory counts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:202 msgid "To plan big inventory counts, such as a full count of everything currently in stock, first navigate to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:205 msgid "Then, select the desired products to be counted by clicking the checkbox on the far left of each product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:209 msgid "To request a count of **all** products currently in stock, click the checkbox at the very top of the table, in the header row next to the :guilabel:`Location` label. This selects **all** product lines." msgstr "" @@ -8560,36 +8671,36 @@ msgstr "" msgid "Request a count popup on inventory adjustments page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:217 msgid "Once all desired products have been selected, click the :guilabel:`Request a Count` button at the top of the page. This causes a :guilabel:`Request a Count` pop-up window to appear. From this pop-up, fill in the following information:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:221 msgid ":guilabel:`Inventory Date`: the planned date of the count." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:224 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:222 msgid ":guilabel:`User`: the user responsible for the count." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:223 msgid ":guilabel:`Accounting Date`: the date at which the inventory adjustment will be accounted." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:226 -msgid ":guilabel:`Count`: to leave the on-hand quantity of each product line blank, select :guilabel:`Leave Empty`. To prefill the on-hand quantity of each product line with the current value recorded in the database, select :guilabel:`Set Current Value`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:224 +msgid ":guilabel:`Count`: to leave the on-hand quantity of each product line blank, select :guilabel:`Leave Empty`. To pre-fill the on-hand quantity of each product line with the current value recorded in the database, select :guilabel:`Set Current Value`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:228 msgid "Finally, once ready, click :guilabel:`Confirm` to request the count." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:231 msgid "In the Odoo *Barcode* app, users can only view inventory counts that are assigned to **them**, and are scheduled for **today** or **earlier**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:237 -msgid ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:235 +msgid ":doc:`cycle_counts`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:3 @@ -8740,6 +8851,130 @@ msgstr "" msgid "After adding all the products already stored in the new warehouse, click :guilabel:`Validate Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will update to reflect those in the :guilabel:`Counted` column and the products added will appear in the inventory of the new warehouse." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:3 +msgid "Cycle counts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:5 +msgid "For most companies, warehouse stock only needs to be counted once a year. This is why, by default, after making an *inventory adjustment* in Odoo, the scheduled date for the next inventory count is set for the 31st of December of the current year." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:9 +msgid "However, for some businesses, it's crucial to have an accurate inventory count at all times. These companies use *cycle counts* to keep critical stock levels accurate. Cycle counting is a method by which companies count their inventory more often in certain *locations*, to ensure that their physical inventory counts match their inventory records." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:15 +msgid "Activate storage locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:17 +msgid "In Odoo, cycle counts are location-based. Therefore, the *storage locations* feature needs to be enabled before performing a cycle count." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:20 +msgid "To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down to the :guilabel:`Warehouse` section. Then, click the checkbox next to :guilabel:`Storage Locations`. Click :guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:-1 +msgid "Enabled storage locations setting in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:29 +msgid "Change inventory count frequency by location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:31 +msgid "Now that the storage locations setting is enabled, the inventory count frequency can be changed for specific locations created in the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:34 +msgid "To view and edit locations, navigate to :menuselection:`Inventory app --> Configuration --> Locations`. This reveals a :guilabel:`Locations` page containing every location currently created and listed in the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:38 +msgid "From this page, click into a location to reveal the settings and configuration page for that location. Click :guilabel:`Edit` to edit the location settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:41 +msgid "Under the :guilabel:`Cyclic Inventory` section, locate the :guilabel:`Inventory Frequency (Days)` field, which should be set to `0` (if this location has not been edited previously). In this field, change the value to whichever number of days is desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:-1 +msgid "Location frequency setting on location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:50 +msgid "A location that needs an inventory count every 30 days should have the :guilabel:`Inventory Frequency (Days)` value set to `30`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:53 +msgid "Once the frequency has been changed to the desired number of days, click :guilabel:`Save` to save changes. Now, once an inventory adjustment is applied to this location, the next scheduled count date is automatically set, based on the value entered into the :guilabel:`Inventory Frequency (Days)` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:59 +msgid "Count inventory by location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:61 +msgid "To perform a cycle count for a specific location in the warehouse, navigate to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`. This reveals an :guilabel:`Inventory Adjustments` page containing all products currently in stock, with each product listed on its own line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:66 +msgid "From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at the top of the page, under the :guilabel:`Search...` bar), can be used to select specific locations and perform inventory counts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:-1 +msgid "Inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:74 +msgid "To select a specific location and view all products within that location, click :guilabel:`Group By`, then click :guilabel:`Add Custom Group` to reveal a new drop-down menu to the right." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:77 +msgid "Click :guilabel:`Location` from the drop-down menu, then click :guilabel:`Apply`. The page now displays condensed drop-down menus of each location in the warehouse that has products in stock, and a cycle count can be performed for all products in that location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:82 +msgid "In large warehouses with multiple locations and a high volume of products, it might be easier to search for the specific location desired. To do this, from the :guilabel:`Inventory Adjustments` page, click :guilabel:`Filters`. Then, click :guilabel:`Add Custom Filter` to reveal a new menu to the right. Click this menu to reveal three drop-downs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:87 +msgid "For the first field, click and select :guilabel:`Location` from the drop-down. For the second field, leave the :guilabel:`contains` value as is. For the third field, type in the name of the location that is being searched for. Click :guilabel:`Apply` for that location to appear on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:-1 +msgid "Applied filters and group by on inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:97 +msgid "Change full inventory count frequency" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:99 +msgid "While cycle counts are typically performed per location, the scheduled date for full inventory counts of everything in-stock in the warehouse can also be manually changed to push the date up sooner than the date listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:103 +msgid "To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration --> Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day and Month` setting field, which includes a drop-down that is set to `31` :guilabel:`December` by default." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:-1 +msgid "Frequency field in inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:112 +msgid "To change the day, click the `31`, and change it to a day within the range `1-31`, depending on the desired month of the year." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:118 +msgid "Once all changes have been made, click :guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:121 +msgid ":doc:`count_products`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:3 msgid "Resupply from another warehouse" msgstr "" @@ -8804,6 +9039,105 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:5 +msgid "In some cases, a product in inventory may be damaged or found to be defective. If it is not possible to repair or return the product, Odoo *Inventory* allows users to scrap it, ensuring that usable inventory counts remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:25 +msgid "Scrap orders can be viewed by navigating to :menuselection:`Inventory --> Operations --> Scrap`. Each scrap order shows the date and time the order was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:14 +msgid "To view the total quantity of each item scrapped, navigate to :menuselection:`Inventory --> Configuration --> Locations`. Remove the :guilabel:`Internal` filter from the :guilabel:`Search...` bar to display virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:19 +msgid "By default, scrapping a product removes it from physical inventory, and places it in a virtual location titled *Virtual Locations/Scrap*. A virtual location is **not** a physical space, but rather a designation in Odoo that is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:68 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:30 +msgid "Learn more" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:25 +msgid "For more information about virtual locations, see the documentation about the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:31 +msgid "To scrap a product located in inventory, begin by navigating to :menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:35 +msgid "On the scrap order, select the product being scrapped from the :guilabel:`Product` drop-down menu, then enter the quantity in the :guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:45 +msgid "Finally, click :guilabel:`Validate` to scrap the product. The on-hand inventory count for the scrapped product updates to subtract the scrapped quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:51 +msgid "It is also possible to scrap products during the receipt, transfer, and delivery operations. This can be necessary if any products are found to be defective when receiving them into inventory, transferring them from one location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:55 +msgid "To scrap a product during the receipt, transfer, or delivery operations, begin by navigating to the :menuselection:`Inventory` app. On the :guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or :guilabel:`Delivery Orders` card, depending on the type of operation the product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:61 +msgid "For the :guilabel:`Internal Transfers` card to appear on the :menuselection:`Overview` page of the :menuselection:`Inventory` app, the :guilabel:`Storage Locations` setting must be enabled. To do so, navigate to :menuselection:`Configuration --> Settings`, then enable the checkbox next to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:66 +msgid "Alternatively, a list of all delivery orders, receipts, and transfers can be viewed by navigating to :menuselection:`Inventory --> Operations --> Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:69 +msgid "Next, open a delivery order, receipt, or transfer from the corresponding page by clicking on it. A :guilabel:`Scrap` button appears at the top of the page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:78 +msgid "The :guilabel:`Scrap` button will only appear on a receipt that has been validated. This is because Odoo only allows products to be scrapped once they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:81 +msgid "On the :guilabel:`Scrap` pop-up window, select the product being scrapped from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:84 +msgid "The :guilabel:`Source Location` defaults to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:88 +msgid "Finally, click :guilabel:`Done` to scrap the product. After doing so, the :guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart button appears in the top right of the page. Click it to view all of the scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:3 msgid "Locations" msgstr "" @@ -8889,7 +9223,7 @@ msgid "To create the location hierarchy in the example above, set the warehouse msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:5 -msgid "Routes and Pull/Push Rules" +msgid "Routes and push/pull rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:7 @@ -8921,86 +9255,86 @@ msgid "View of a generic push to rule when receiving products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:36 -msgid "Here is an example of a fulfillment route. In the morning, items are picked for all the orders that need to be prepared during the day. These items are picked from storage locations and moved to the picking area, close to where the orders are packed. Then, the orders are packed in their respective boxes and conveyors bring them close to the shipping docks, ready to be delivered to customers." +msgid "Here is an example of a fulfillment route. In the morning, items are picked for all the orders that need to be prepared during the day. These items are picked from storage locations and moved to the picking area, close to where the orders are packed. Then, the orders are packed in their respective boxes, and conveyor belts bring them to the shipping docks, ready to be delivered to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:-1 msgid "View of a generic pull from rule when preparing deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:46 msgid "Pull rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:48 msgid "With *Pull Rules*, a demand for some products triggers procurements, while *Push Rules* are triggered by products arriving in a specific location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:51 msgid "Pull Rules are used to fulfill a sales order. Odoo generates a need at the *Customer Location* for each product in the order. Because pull rules are triggered by a need, Odoo looks for a pull rule defined on the *Customer Location*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:55 msgid "In this case, a \"delivery order\" pull rule that transfers products from the *Shipping Area* to the *Customer Location* is found, and a transfer between the two locations is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:58 msgid "Then, Odoo finds another pull rule that tries to fulfill the need for the *Shipping Area*: the \"packing\" rule that transfers products from the *Packing Area* to the *Shipping Area*. Finally, other pull rules are triggered until a transfer between the *Stock* and the *Picking Area* is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:64 msgid "All these product transfers are automatically generated by Odoo based on the pull rules, starting from the end (the customer location) and going backward (the stock warehouse). While working, the operator processes these transfers in the opposite order: first the picking, then the packing, and finally the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:70 msgid "Push rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:72 msgid "On the other hand, *Push Rules* are much easier to understand. Instead of generating documents based on needs, they are triggered in real time when products arrive in a specific location. Push rules basically say: \"when a product arrives at a specific location, move it to another location.\"" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:76 msgid "An example of a push rule would be: when a product arrives in the *Receipt Area*, move it to the *Storage Location*. As different push rules can be applied to different products, the user can assign different storage locations for different products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:80 msgid "Another push rule could be: when products arrive at a location, move them to the *Quality Control Area*. Then, once the quality check is done, move them to their *Storage Location*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:84 msgid "Push rules can only be triggered if there are no pull rules that have already generated the product transfers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:88 msgid "Sets of push/pull rules like those are called *Routes*. The grouping on the rule decides if products are grouped in the same transfer or not. For example, during the picking operation, all orders and their products are grouped in one transfer, whereas the packing operation respects the grouping per customer order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:96 msgid "Use routes and rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:98 msgid "Since *Routes* are a collection of *Push and Pull Rules*, Odoo helps you manage advanced route configurations such as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:101 msgid "Manage product manufacturing chains." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:102 msgid "Manage default locations per product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:103 msgid "Define routes within the stock warehouse according to business needs, such as quality control, after-sales services, or supplier returns." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:105 msgid "Help rental management by generating automated return moves for rented products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:107 msgid "To configure a route for a product, first, open the :guilabel:`Inventory` application and go to :menuselection:`Configuration --> Settings`. Then, in the :guilabel:`Warehouse` section, enable the :guilabel:`Multi-Step Routes` feature and click :guilabel:`Save`." msgstr "" @@ -9008,27 +9342,27 @@ msgstr "" msgid "Activate the Multi-Step Routes feature in Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:116 msgid "The :guilabel:`Storage Locations` feature is automatically activated with the :guilabel:`Multi-Step Routes` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:119 msgid "Once this first step is completed, the user can use pre-configured routes that come with Odoo, or they can create custom routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:123 msgid "Pre-configured routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:125 msgid "To access Odoo's pre-configured routes, go to :menuselection:`Inventory --> Configuration --> Warehouses`. Then, open a warehouse form. In the :guilabel:`Warehouse Configuration` tab, the user can view the warehouse's pre-configured routes for :guilabel:`Incoming Shipments` and :guilabel:`Outgoing Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:-1 -msgid "A preconfigured warehouse in Odoo Inventory." +msgid "A pre-configured warehouse in Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:134 msgid "Some more advanced routes, such as pick-pack-ship, are also available. The user can select the route that best fits their business needs. Once the :guilabel:`Incoming Shipments` and :guilabel:`Outgoing Shipments` routes are set, head to :menuselection:`Inventory --> Configuration --> Routes` to see the specific routes that Odoo generated." msgstr "" @@ -9036,7 +9370,7 @@ msgstr "" msgid "View of all the preconfigured routes Odoo offers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:143 msgid "On the :guilabel:`Routes` page, click on a route to open the route form. In the route form, the user can view which places the route is :guilabel:`Applicable On`. The user can also set the route to only apply on a specific :guilabel:`Company`. This is useful for multi-company environments; for example, a user can have a company and warehouse in Country A and a second company and warehouse in Country B." msgstr "" @@ -9044,7 +9378,7 @@ msgstr "" msgid "View of a route example applicable on product categories and warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:153 msgid "At the bottom of the route form, the user can view the specific :guilabel:`Rules` for the route. Each :guilabel:`Rule` has an :guilabel:`Action`, a :guilabel:`Source Location`, and a :guilabel:`Destination Location`." msgstr "" @@ -9052,11 +9386,11 @@ msgstr "" msgid "An example of rules with push & pull actions in Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:162 msgid "Custom Routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:164 msgid "To create a custom route, go to :menuselection:`Inventory --> Configuration --> Routes`, and click on :guilabel:`Create`. Next, choose the places where this route can be selected. A route can be applicable on a combination of places." msgstr "" @@ -9064,15 +9398,15 @@ msgstr "" msgid "View of a pick-pack-ship route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:172 msgid "Each place has a different behavior, so it is important to tick only the useful ones and adapt each route accordingly. Then, configure the :guilabel:`Rules` of the route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:175 msgid "If the route is applicable on a product category, the route still needs to be manually set on the product category form by going to :menuselection:`Inventory --> Configuration --> Product Categories`. Then, select the product category and open the form. Next, click :guilabel:`Edit` and under the :guilabel:`Logistics` section, set the :guilabel:`Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:180 msgid "When applying the route on a product category, all the rules configured in the route are applied to **every** product in the category. This can be helpful if the business uses the dropshipping process for all the products from the same category." msgstr "" @@ -9080,7 +9414,7 @@ msgstr "" msgid "View of a route applied to the \"all\" product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:188 msgid "The same behavior applies to the warehouses. If the route can apply to :guilabel:`Warehouses`, all the transfers occurring inside the chosen warehouse that meet the conditions of the route's rules will then follow that route." msgstr "" @@ -9088,11 +9422,11 @@ msgstr "" msgid "View of the warehouse drop-down menu when selecting applicable on warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:196 msgid "If the route is applicable on :guilabel:`Sales Order Lines`, it is more or less the opposite. The route must be manually chosen when creating a quotation. This is useful if some products go through different routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:200 msgid "Remember to toggle the visibility of the :guilabel:`Route` column on the quotation/sales order. Then, the route can be chosen on each line of the quotation/sales order." msgstr "" @@ -9100,11 +9434,11 @@ msgstr "" msgid "View of the menu allowing to add new lines to sales orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:207 msgid "Finally, there are routes that can be applied to products. Those work more or less like the product categories: once selected, the route must be manually set on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:210 msgid "To set a route on a product, go to :menuselection:`Inventory --> Products --> Products` and select the desired product. Then, go to the :guilabel:`Inventory` tab and under the :guilabel:`Operations` section, select the :guilabel:`Routes`." msgstr "" @@ -9112,15 +9446,15 @@ msgstr "" msgid "View of a product form, where the route must be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:220 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:219 msgid "Rules must be set on the route in order for the route to work." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:222 msgid "Rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:224 msgid "The rules are defined on the route form. First, go to :menuselection:`Inventory --> Configuration --> Routes` and open the desired route form. Next, click :guilabel:`Edit` and in the :guilabel:`Rules` section, click on :guilabel:`Add a line`." msgstr "" @@ -9128,27 +9462,27 @@ msgstr "" msgid "View of the rules menu, where it is possible to add new rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:232 msgid "The available rules trigger various actions. If Odoo offers *Push* and *Pull* rules, others are also available. Each rule has an :guilabel:`Action`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:236 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:235 msgid ":guilabel:`Pull From`: this rule is triggered by a need for the product in a specific location. The need can come from a sales order being validated or from a manufacturing order requiring a specific component. When the need appears in the destination location, Odoo generates a picking to fulfill this need." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:239 msgid ":guilabel:`Push To`: this rule is triggered by the arrival of some products in the defined source location. In the case of the user moving products to the source location, Odoo generates a picking to move those products to the destination location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:243 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:242 msgid ":guilabel:`Pull & Push`: this rule allows the generation of pickings in the two situations explained above. This means that when products are required at a specific location, a transfer is created from the previous location to fulfill that need. This creates a need in the previous location and a rule is triggered to fulfill it. Once the second need is fulfilled, the products are pushed to the destination location and all the needs are fulfilled." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:248 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:247 msgid ":guilabel:`Buy`: when products are needed at the destination location, a request for quotation is created to fulfill the need." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:249 msgid ":guilabel:`Manufacture`: when products are needed in the source location, a manufacturing order is created to fulfill the need." msgstr "" @@ -9157,55 +9491,47 @@ msgid "Overview of a \"Pull From\" rule that creates a transfer between the stoc "zone." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:257 msgid "The :guilabel:`Operation Type` must also be defined on the rule. This defines which kind of picking is created from the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:260 msgid "If the rule's :guilabel:`Action` is set to :guilabel:`Pull From` or :guilabel:`Pull & Push`, a :guilabel:`Supply Method` must be set. The :guilabel:`Supply Method` defines what happens at the source location:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:264 msgid ":guilabel:`Take From Stock`: the products are taken from the available stock of the source location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:267 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:266 msgid ":guilabel:`Trigger Another Rule`: the system tries to find a stock rule to bring the products to the source location. The available stock is ignored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:268 msgid ":guilabel:`Take From Stock, if Unavailable, Trigger Another Rule`: the products are taken from the available stock of the source location. If there is no stock available, the system tries to find a rule to bring the products to the source location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:273 -msgid "In the *Scheduling* section, you can determine how Odoo behaves when one of the chain's pickings is rescheduled. In case you decide to **Propagate Rescheduling**, the next move is also to be rescheduled." +msgid "Example flow" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:277 -msgid "If you prefer having the choice to reschedule the next move, you can decide to receive an alert in the form of a *next activity*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:281 -msgid "Sample full route flow" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:283 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:275 msgid "In this example, let's use a custom *Pick - Pack - Ship* route to try a full flow with an advanced custom route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:286 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:278 msgid "First, a quick look at the route's rules and their supply methods. There are three rules, all :guilabel:`Pull From` rules. The :guilabel:`Supply Methods` for each rule are the following:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:289 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:281 msgid ":guilabel:`Take From Stock`: When products are needed in the :guilabel:`WH/Packing Zone`, *picks* (internal transfers from :guilabel:`WH/Stock` to :guilabel:`WH/Packing Zone`) are created from :guilabel:`WH/Stock` to fulfill the need." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:292 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:284 msgid ":guilabel:`Trigger Another Rule`: When products are needed in :guilabel:`WH/Output`, *packs* (internal transfers from :guilabel:`WH/Packing Zone` to :guilabel:`WH/Output`) are created from :guilabel:`WH/Packing Zone` to fulfill the need." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:287 msgid ":guilabel:`Trigger Another Rule`: When products are needed in :guilabel:`Partner Locations/Customers`, *delivery orders* are created from :guilabel:`WH/Output` to fulfill the need." msgstr "" @@ -9213,7 +9539,7 @@ msgstr "" msgid "Overview of all the transfers created by the pick - pack - ship route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:303 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:295 msgid "This means that, when a customer orders products that have a *pick - pack - ship* route set on it, a delivery order is created to fulfill the order." msgstr "" @@ -9221,7 +9547,7 @@ msgstr "" msgid "View of the operations created by a pull from transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:311 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:303 msgid "If the source document for multiple tranfers is the same sales order, the status is not the same. The status will be :guilabel:`Waiting Another Operation` if the previous transfer in the list is not done yet." msgstr "" @@ -9229,7 +9555,7 @@ msgstr "" msgid "View of the transfers' various statuses at the beginning of the process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:319 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:311 msgid "To prepare the delivery order, packed products are needed at the output area, so an internal transfer is requested from the packing zone." msgstr "" @@ -9237,7 +9563,7 @@ msgstr "" msgid "View of the detailed operations for a transfer between the packing and output zones." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:318 msgid "Obviously, the packing zone needs products ready to be packed. So, an internal transfer is requested to the stock and employees can gather the required products from the warehouse." msgstr "" @@ -9245,11 +9571,11 @@ msgstr "" msgid "View of the detailed operations for a transfer between the stock and packing zones." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:333 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:325 msgid "As explained in the introduction of the documentation, the last step in the process (for this route, the delivery order) is the first to be triggered, which then triggers other rules until we reach the first step in the process (here, the internal transfer from the stock to the packing area). Now, everything is ready to be processed so the customer can get the ordered items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:338 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:330 msgid "In this example, the product is delivered to the customer when all the rules have been triggered and the transfers are done." msgstr "" @@ -11982,7 +12308,7 @@ msgid "To check the version number of an Odoo database, navigate to :menuselecti msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:26 -msgid "To switch to a newer version of Odoo, see the documentation on :ref:`upgrading a database `." +msgid "To switch to a newer version of Odoo, see the documentation on :doc:`upgrading a database <../../../../administration/upgrade>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:30 @@ -14365,16 +14691,16 @@ msgstr "" msgid "Set a product's units of measure using your own units in Odoo Purchase" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality.rst:8 +#: ../../content/applications/inventory_and_mrp/quality.rst:7 msgid "Quality" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality.rst:10 +#: ../../content/applications/inventory_and_mrp/quality.rst:9 msgid "**Odoo Quality** helps ensure product quality throughout manufacturing processes and inventory movements. Conduct quality checks, automate quality inspection frequency, and create quality alerts when issues arise." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality.rst:15 -msgid "`Odoo Tutorials: Managing Quality Checks `_" +#: ../../content/applications/inventory_and_mrp/quality.rst:14 +msgid "`Odoo Tutorials: Quality Overview `_" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types.rst:5 diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index d51bd2c4d..b4e591053 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2734,34 +2734,34 @@ msgid "To create (or edit) a mailing list, go to :menuselection:`Mailing Lists - msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:64 -msgid "To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`" +msgid "To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1 msgid "View of the mailing list page in the SMS marketing application." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:71 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:70 msgid "To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all the choices Odoo makes available." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:74 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:73 msgid "When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that chosen field even further becomes available — either with a default recipient filter equation that appears automatically (which can be customized to fit any business need), or, if no default recipient filter equation is present, an :guilabel:`Add Filter` button will appear." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:79 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:78 msgid "Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can be configured similar to an equation. You can create multiple recipient rules, if necessary." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:82 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:81 msgid "Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into whatever criteria is configured in those fields. Multiple rules can be added." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:86 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:85 msgid "If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors, customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more specific recipient rules are entered." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:90 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:89 msgid "For instance, the message below will only be sent to contacts in the database that are located in the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`)." msgstr "" @@ -2769,15 +2769,15 @@ msgstr "" msgid "Contact recipients on SMS marketing." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:99 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:98 msgid "Writing SMS messages" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:101 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:100 msgid "Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the :guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message Service)` mailings it will take to deliver the complete message." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:107 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:106 msgid "To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the :guilabel:`Information` icon." msgstr "" @@ -2785,19 +2785,19 @@ msgstr "" msgid "SMS price check icon." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:115 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:114 msgid "Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app; :abbr:`SMS (Short Message Service)` messages will not be sent without credits." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:119 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:118 msgid "`Odoo SMS - FAQ `_" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:122 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:121 msgid "Track links used in SMS messages" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:124 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:123 msgid "When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates link trackers to gather analytical data and metrics related to those specific links, which can be found by going to :menuselection:`Configuration --> Link Tracker`." msgstr "" @@ -2805,15 +2805,15 @@ msgstr "" msgid "SMS Link Tracker page." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:133 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:132 msgid "Adjust SMS settings" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:135 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:134 msgid "Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus avoiding all future mailings." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:139 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:138 msgid "An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of the :guilabel:`Settings` tab, as well." msgstr "" @@ -2821,39 +2821,39 @@ msgstr "" msgid "SMS Settings tab." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:147 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:146 msgid "Send SMS messages" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:149 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:148 msgid "Once a mailing is created, choose when Odoo should deliver the message from the following options:" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:151 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:150 msgid ":guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list is highly refined, or in cases that involve fast approaching deadlines, such as a \"flash sale.\"" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:153 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:152 msgid ":guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the best option for mailings related to a specific event. Such a method can also be used to promote a limited-time offer, or to help plan a company's content strategy in advance." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:156 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:155 msgid ":guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are used as recipients." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:161 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:160 msgid "Visualize reports" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:163 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:162 msgid "On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the header menu), there are options to apply different combinations of :guilabel:`Filters` and :guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`, :guilabel:`List`, and :guilabel:`Cohort` views.)" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:168 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:167 msgid "Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of :abbr:`SMS (Short Message Service)` mailings." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:171 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:170 msgid "For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop down menu)." msgstr "" @@ -2861,14 +2861,70 @@ msgstr "" msgid "Reporting page in SMS Marketing." msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:180 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:179 +msgid "SMS messages can be sent using automated actions in Odoo. Odoo *Studio* is required to use automated actions." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:182 +msgid "To install Odoo *Studio*, go to :menuselection:`Apps application`. Then, using the :guilabel:`Search...` bar, and search for `studio`." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:185 +msgid "If it is not already installed, click :guilabel:`Install`." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:187 +msgid "Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the cost. Consult `support `_, or reach out to the database's customer success manager, with any questions on upgrading." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:191 +msgid "To use automated actions, navigate in :ref:`developer mode `, to :menuselection:`Settings app --> Technical menu --> Automation section --> Automated Actions`. Then, click :guilabel:`New` to create a new action." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:195 +msgid "Enter an :guilabel:`Action Name`, and select a :guilabel:`Model` to implement this action on." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:197 +msgid "Ensure the :guilabel:`Active` toggle is set to *on*, represented by a full-green switch, in order for the automated action to run." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:200 +msgid "Set the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On Update`, :guilabel:`On Creation & Update`, :guilabel:`On Deletion`, :guilabel:`Based on Form Modification`, or :guilabel:`Based on Timed Condition`." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:204 +msgid "Based on the selection for the :guilabel:`Trigger`, additional fields may populate." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:206 +msgid "Under the :guilabel:`Apply on` field, a record filter using a domain can be created. Ensure a model has been selected before setting any domains on the :guilabel:`Apply on` field. Click :guilabel:`Edit Domain` to set record parameters." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:210 +msgid "Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS Text Message`. Next, set the :guilabel:`SMS Template`, and choose whether the SMS message should be logged as a note, by ticking the checkbox next to :guilabel:`Log as Note`." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1 +msgid "Automated action template with action to do, SMS template and log as note highlighted." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:218 +msgid "To implement the automated action, save it; either by navigating away, or manually saving it (using the :guilabel:`☁️ (cloud)` icon)." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:222 msgid ":doc:`sms_campaign_settings`" msgstr "" -#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:181 +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:223 msgid ":doc:`mailing_lists_blacklists`" msgstr "" +#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:224 +msgid ":doc:`../../../essentials/in_app_purchase`" +msgstr "" + #: ../../content/applications/marketing/sms_marketing/pricing.rst:5 msgid "Pricing and FAQ" msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index 146905ee3..61e08424d 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -217,7 +217,152 @@ msgid "Removing a contact from an event causes Google to send a cancellation to msgstr "" #: ../../content/applications/productivity/calendar/google.rst:154 -msgid "Events can be created in Google Calendar without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails." +msgid "Events can be created in *Google Calendar* without sending a notification by selecting :guilabel:`Don't Send` when prompted to send invitation emails." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:158 +#: ../../content/applications/productivity/calendar/outlook.rst:211 +msgid "Troubleshoot sync" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:160 +msgid "There may be times when the *Google Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:163 +msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click the :guilabel:`Calendar` tab." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:-1 +#: ../../content/applications/productivity/calendar/outlook.rst:-1 +msgid "Reset buttons highlighted on the calendar tab of the user." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:172 +#: ../../content/applications/productivity/calendar/outlook.rst:225 +msgid "Next, click :guilabel:`Reset Account` under the correct calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:175 +#: ../../content/applications/productivity/calendar/outlook.rst:228 +msgid "Reset options" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:177 +msgid "The following reset options are available for troubleshooting Google calendar sync with Odoo:" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:-1 +msgid "Google calendar reset options in Odoo." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:183 +#: ../../content/applications/productivity/calendar/outlook.rst:237 +msgid ":guilabel:`User's Existing Events`:" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:185 +#: ../../content/applications/productivity/calendar/outlook.rst:239 +msgid ":guilabel:`Leave them untouched`: no changes to the events." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:186 +msgid ":guilabel:`Delete from the current Google Calendar account`: delete the events from *Google Calendar*." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:188 +#: ../../content/applications/productivity/calendar/outlook.rst:242 +msgid ":guilabel:`Delete from Odoo`: delete the events from the Odoo calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:189 +msgid ":guilabel:`Delete from both`: delete the events from both *Google Calendar* and Odoo calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:191 +#: ../../content/applications/productivity/calendar/outlook.rst:246 +msgid ":guilabel:`Next Synchronization`:" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:193 +msgid ":guilabel:`Synchronize only new events`: sync new events on *Google Calendar* and/or Odoo calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:195 +msgid ":guilabel:`Synchronize all existing events`: sync all events on *Google Calendar* and/or Odoo calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:198 +#: ../../content/applications/productivity/calendar/outlook.rst:253 +msgid "Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar synchronization." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:202 +msgid "Google OAuth FAQ" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:204 +msgid "At times there can be misconfigurations that take place, and troubleshooting is needed to resolve the issue. Below are the most common errors that may occur when configuring the *Google Calendar* for use with Odoo." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:209 +msgid "Production vs. testing publishing status" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:211 +msgid "Choosing :guilabel:`Production` as the :guilabel:`Publishing Status` (instead of :guilabel:`Testing`) displays the following warning message:" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:214 +msgid "`OAuth is limited to 100 sensitive scope logins until the OAuth consent screen is verified. This may require a verification process that can take several days.`" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:217 +msgid "To correct this warning, navigate to the `Google API Platform `_. If the :guilabel:`Publishing Status` is :guilabel:`In Production`, click :guilabel:`Back to Testing` to correct the issue." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:222 +msgid "No test users added" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:224 +msgid "If no test users are added to the :guilabel:`OAuth consent screen`, then an :guilabel:`Error 403: access_denied` populates." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:-1 +msgid "403 Access Denied Error." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:231 +msgid "To correct this error, return to the :guilabel:`OAuth consent screen`, under :guilabel:`APIs & Services`, and add test users to the app. Add the email to be configured in Odoo." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:235 +msgid "Application Type" +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:237 +msgid "When creating the credentials (OAuth *Client ID* and *Client Secret*), if :guilabel:`Desktop App` is selected for the :guilabel:`Application Type`, an :guilabel:`Authorization Error` appears (:guilabel:`Error 400:redirect_uri_mismatch`)." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:-1 +msgid "Error 400 Redirect URI Mismatch." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:245 +msgid "To correct this error, delete the existing credentials, and create new credentials, by selecting :guilabel:`Web Application` for the :guilabel:`Application Type`." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:248 +msgid "Then, under :guilabel:`Authorized redirect URIs`, click :guilabel:`ADD URI`, and type: `https://yourdbname.odoo.com/google_account/authentication` in the field, being sure to replace *yourdbname* in the URL with the **real** Odoo database name." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:253 +msgid "Ensure that the domain (used in the URI: `https://yourdbname.odoo.com/google_account/authentication`) is the exact same domain as configured in the `web.base.url` system parameter." +msgstr "" + +#: ../../content/applications/productivity/calendar/google.rst:257 +msgid "Access the `web.base.url` by activating :ref:`developer mode `, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:3 @@ -225,169 +370,271 @@ msgid "Outlook Calendar synchronization" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:5 -msgid "Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of their tasks and appointments across all related applications." +msgid "Synchronizing a user's *Outlook Calendar* with Odoo is useful for keeping track of tasks and appointments across all related applications." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:9 -msgid ":doc:`/applications/general/users/azure`" +msgid ":doc:`../../general/users/azure`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:10 -msgid ":doc:`/applications/general/email_communication/azure_oauth`" +msgid ":doc:`../../general/email_communication/azure_oauth`" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:13 -msgid "Register the application with Microsoft Azure" +msgid "Microsoft Azure setup" msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:15 -msgid "To sync the Outlook Calendar with Odoo's Calendar, a Microsoft Azure account is needed. Creating an account is free for users who have never tried or paid for Azure. For more information, `click here `_." +msgid "To sync the *Outlook Calendar* with Odoo's *Calendar*, a Microsoft *Azure* account is required. Creating an account is free for users who have never tried, or paid for, *Azure*. For more information, view the account options on the `Azure website `_." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:19 -msgid "Refer to `Microsoft's documentation `_ on how to set up an Microsoft Entra ID (formally called *Microsoft Azure Active Directory (Azure AD)*), which is a representation of an organization to manage and register apps." +#: ../../content/applications/productivity/calendar/outlook.rst:20 +msgid "Refer to `Microsoft's documentation `_ on how to set up a Microsoft *Entra ID* (formally called Microsoft *Azure Active Directory (Azure AD)*). This is an API console to manage and register Microsoft applications." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:24 -msgid "Then, `Register an Application `_, choosing the appropriate :guilabel:`Supported account type`. Users who wish to connect their Outlook calendar to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`." +#: ../../content/applications/productivity/calendar/outlook.rst:25 +msgid "Existing Microsoft *Entra ID* users should log in at the `Microsoft Azure developer portal `_. Next, select :guilabel:`View` under the section labeled :guilabel:`Manage Microsoft Entra ID`." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:30 -msgid "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and copy the Odoo database URI (URL) followed by `/microsoft_account/authentication`." +msgid "Register application" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:34 -msgid "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`." +#: ../../content/applications/productivity/calendar/outlook.rst:32 +msgid "After logging in with the Microsoft *Entra ID*, `register an application `_." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:35 +msgid "To create an application, click :guilabel:`+ Add` in the top menu. From the resulting drop-down menu, select :guilabel:`App Registration`." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:-1 +msgid "Microsoft Azure management page with + Add and App Registration menu highlighted." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:42 +msgid "Enter a unique :guilabel:`Name` for the connected application." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:44 +msgid "Choosing the appropriate :guilabel:`Supported account type` is essential, or else the connected application will not work. Users who wish to connect their *Outlook Calendar* to Odoo should select the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported account types`." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:50 +msgid "When configuring the :guilabel:`Redirect URI`, choose the :guilabel:`Web` option from the first drop-down menu. Then, enter the Odoo database URI (URL) followed by `/microsoft_account/authentication`." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:55 +msgid "Enter `https://yourdbname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect URI`. Replace `yourdbname.odoo.com` with the :abbr:`URL (Uniform Resource Locator)`." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:59 +msgid "Ensure the database's :abbr:`URL (Uniform Resource Locator)` (domain) used in the URI is the exact same domain as the one configured on the `web.base.url` system parameter." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:62 +msgid "Access the `web.base.url` by activating :ref:`developer mode `, and navigating to :menuselection:`Settings app --> Technical header menu --> Parameters section --> System Parameters`. Then, select it from the :guilabel:`Key` list on the :guilabel:`System Parameters` page." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:-1 msgid "The \"Supported account type\" and \"Redirect URI\" settings in the Microsoft Entra ID portal." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:41 -msgid "For more information on the restrictions and limitations of URIs, `check this page `_." +#: ../../content/applications/productivity/calendar/outlook.rst:71 +msgid "For more information on the restrictions and limitations of URIs, check Microsoft's `Redirect URI (reply URL) restrictions and limitations `_ page." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:44 -msgid "Regarding the application credentials, the user *must* add a client secret, which allows Odoo to authenticate itself, requiring no interaction from the user's side. :guilabel:`Certificates` are optional." +#: ../../content/applications/productivity/calendar/outlook.rst:75 +msgid "Finally, on the application registration page, click :guilabel:`Register` button to complete the application registration. The :guilabel:`Application (client) ID` is produced. Copy this value, as it is needed later, in the :ref:`outlook_calendar/odoo_setup`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:48 -msgid "To do add a client secret, click :guilabel:`Add a certificate or secret` and then click :guilabel:`New client secret`. Next, type a :guilabel:`Description` and select when the client secret :guilabel:`Expires`." +#: ../../content/applications/productivity/calendar/outlook.rst:-1 +msgid "Application client ID highlighted in the essentials section of the newly created\n" +"application." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:52 -msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months), so there is no need to re-synchronize soon. Finally, click :guilabel:`Add` to generate the client secret (:guilabel:`Secret ID`)." +#: ../../content/applications/productivity/calendar/outlook.rst:85 +msgid "Create client secret" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:57 +#: ../../content/applications/productivity/calendar/outlook.rst:87 +msgid "The second credential needed to complete the synchronization of the Microsoft *Outlook Calendar* is the *Client Secret*. The user **must** add a client secret, as this allows Odoo to authenticate itself, requiring no interaction from the user's side. *Certificates* are optional." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:91 +msgid "To add a client secret, click :menuselection:`Certificates & secrets` in the left menu. Then click :guilabel:`+ New client secret` to create the client secret." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:-1 +msgid "New client secret page with certificates and secrets menu and new client secret option\n" +"highlighted." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:99 +msgid "Next, type a :guilabel:`Description`, and select when the client secret :guilabel:`Expires`. Available options include: :guilabel:`90 days (3 months)`, :guilabel:`365 days (12 months)`, :guilabel:`545 days (18 months)`, :guilabel:`730 days (24 months)` or :guilabel:`Custom`. The :guilabel:`Custom` option allows the administrator to set a :guilabel:`Start` and :guilabel:`End` date." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:105 +msgid "Finally, click :guilabel:`Add` to :guilabel:`Add a client secret`." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:108 +msgid "Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed expiration date for the client secret (24 months or custom), so there is no need to re-synchronize soon." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:112 +msgid "Copy the :guilabel:`Value` for use in the next section." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:115 +msgid "Client secret values cannot be viewed, except immediately after creation. Be sure to save the secret when created *before* leaving the page." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:121 msgid "Configuration in Odoo" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:59 -msgid "In the Odoo database, go to :menuselection:`Settings --> General Settings --> Integrations` and activate the :guilabel:`Outlook Calendar` setting." +#: ../../content/applications/productivity/calendar/outlook.rst:123 +msgid "In the Odoo database, go to :menuselection:`Settings app --> Integrations section`, and tick the checkbox beside the :guilabel:`Outlook Calendar` setting. Remember to click :guilabel:`Save` to implement the changes." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:-1 msgid "The \"Outlook Calendar\" setting activated in Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:66 -msgid "From the Microsoft Azure portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, and paste it into the :guilabel:`Client ID` field in Odoo." +#: ../../content/applications/productivity/calendar/outlook.rst:131 +msgid "From the Microsoft *Azure* portal, under the :guilabel:`Overview` section of the application, copy the :guilabel:`Application (Client) ID`, if it has not already been copied, and paste it into the :guilabel:`Client ID` field in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:-1 msgid "The \"Client ID\" in the Microsoft Azure portal." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:73 -msgid "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` section, copy the :guilabel:`Client Secret Value` and paste it into the :guilabel:`Client Secret` field in Odoo." +#: ../../content/applications/productivity/calendar/outlook.rst:139 +msgid "Copy the previously-acquired :guilabel:`Value` (Client Secret Value), and paste it into the :guilabel:`Client Secret` field in Odoo." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:-1 msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:80 +#: ../../content/applications/productivity/calendar/outlook.rst:146 msgid "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:85 +#: ../../content/applications/productivity/calendar/outlook.rst:151 msgid "Sync with Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:89 +#: ../../content/applications/productivity/calendar/outlook.rst:155 msgid "Odoo highly recommends testing the Outlook calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Outlook Calendar with the user's production database." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:93 +#: ../../content/applications/productivity/calendar/outlook.rst:159 msgid "If the user has any past, present, or future events on their Odoo calendar before syncing their Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as new events, causing an email notification to be sent from Outlook to all the event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:97 +#: ../../content/applications/productivity/calendar/outlook.rst:163 msgid "To avoid unwanted emails being sent to all past, present, and future event attendees, the user must add the events from the Odoo calendar to the Outlook calendar before the first ever sync, delete the events from Odoo, and then start the sync." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:101 +#: ../../content/applications/productivity/calendar/outlook.rst:167 msgid "Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a notification to all event participants every time an event is edited (created, deleted, unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be fixed from Odoo's side." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:106 +#: ../../content/applications/productivity/calendar/outlook.rst:172 msgid "In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:108 +#: ../../content/applications/productivity/calendar/outlook.rst:174 msgid "Creating an event in Odoo causes Outlook to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:109 +#: ../../content/applications/productivity/calendar/outlook.rst:175 msgid "Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:110 +#: ../../content/applications/productivity/calendar/outlook.rst:176 msgid "Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:111 +#: ../../content/applications/productivity/calendar/outlook.rst:177 msgid "Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:112 +#: ../../content/applications/productivity/calendar/outlook.rst:178 msgid "Adding a contact to an event causes Outlook to send an invitation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:113 +#: ../../content/applications/productivity/calendar/outlook.rst:179 msgid "Removing a contact from an event causes Outlook to send a cancellation to all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:182 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:118 -msgid "In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync button. The page will redirect to a Microsoft login page, and the user is asked to log in to their account, if they are not already, and grant the required permissions." +#: ../../content/applications/productivity/calendar/outlook.rst:184 +msgid "In the Odoo database, open to the *Calendar* module, and click the :guilabel:`Outlook` sync button on the right-side of the page, beneath the monthly calendar." msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:-1 msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:126 -msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (Outlook and Odoo)." +#: ../../content/applications/productivity/calendar/outlook.rst:191 +msgid "The synchronization is a two-way process, meaning that events are reconciled in both accounts (*Outlook* and Odoo). The page redirects to a Microsoft login page, and the user is asked to log in to their account, if they are not already. Finally, grant the required permissions by clicking :guilabel:`Accept`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:130 -msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook `. The configuration of Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and represent an organization that helps the user to manage a specific instance of Microsoft cloud services for their internal and external users." +#: ../../content/applications/productivity/calendar/outlook.rst:-1 +msgid "Authentication process on Microsoft Outlook OAuth page." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:137 -msgid ":doc:`/applications/general/integrations/mail_plugins/outlook`" +#: ../../content/applications/productivity/calendar/outlook.rst:201 +msgid "All users that want to use the synchronization simply need to :ref:`sync their calendar with Outlook `. The configuration of Microsoft's *Azure* account is only done once, as Microsoft *Entra ID* tenants' client IDs and client secrets are unique, and help the user manage a specific instance of Microsoft cloud services for internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:138 +#: ../../content/applications/productivity/calendar/outlook.rst:207 +msgid ":doc:`../../general/integrations/mail_plugins/outlook`" +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:208 msgid ":doc:`google`" msgstr "" +#: ../../content/applications/productivity/calendar/outlook.rst:213 +msgid "There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo. Sync issues can be seen in the database logs." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:216 +msgid "In these cases, the account needs troubleshooting. A reset can be performed using the :guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings app --> Manage Users`. Then, select the user to modify the calendar, and click on the :guilabel:`Calendar` tab." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:230 +msgid "The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with Odoo:" +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:-1 +msgid "Outlook calendar reset options in Odoo." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:240 +msgid ":guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft Outlook Calendar*." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:243 +msgid ":guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:248 +msgid ":guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or Odoo calendar." +msgstr "" + +#: ../../content/applications/productivity/calendar/outlook.rst:250 +msgid ":guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar* and/or Odoo calendar." +msgstr "" + #: ../../content/applications/productivity/discuss.rst:6 msgid "Discuss" msgstr "" @@ -749,7 +996,7 @@ msgstr "" #: ../../content/applications/productivity/documents.rst:16 #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17 -#: ../../content/applications/productivity/voip/onsip.rst:19 +#: ../../content/applications/productivity/voip/onsip.rst:33 msgid "Configuration" msgstr "" @@ -2276,35 +2523,35 @@ msgstr "" msgid "Spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:14 +#: ../../content/applications/productivity/spreadsheet.rst:15 msgid "Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:17 +#: ../../content/applications/productivity/spreadsheet.rst:18 msgid ":doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) `." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:18 -msgid ":doc:`Use default templates or create new ones `." -msgstr "" - #: ../../content/applications/productivity/spreadsheet.rst:19 -msgid "Format data." +msgid ":doc:`Use formulas and functions `." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:20 -msgid "Use formulas and functions." +msgid ":doc:`Use default templates or create new ones `." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:21 +msgid "Format data." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:22 msgid "Sort and filter data." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:26 +#: ../../content/applications/productivity/spreadsheet.rst:27 msgid "Glossary" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:28 +#: ../../content/applications/productivity/spreadsheet.rst:29 msgid "Some of Spreadsheet's main :abbr:`UI (user interface)` elements are highlighted and defined below." msgstr "" @@ -2312,38 +2559,2516 @@ msgstr "" msgid "Spreadsheet main UI elements" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:34 +#: ../../content/applications/productivity/spreadsheet.rst:35 msgid "Menu bar" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:35 +#: ../../content/applications/productivity/spreadsheet.rst:36 msgid "Top bar" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:36 +#: ../../content/applications/productivity/spreadsheet.rst:37 msgid "Formula bar" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:37 +#: ../../content/applications/productivity/spreadsheet.rst:38 msgid "Filters button" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:38 +#: ../../content/applications/productivity/spreadsheet.rst:39 msgid "Row header" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:39 +#: ../../content/applications/productivity/spreadsheet.rst:40 msgid "Column header" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:40 +#: ../../content/applications/productivity/spreadsheet.rst:41 msgid "Cell menu" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:41 +#: ../../content/applications/productivity/spreadsheet.rst:42 msgid "Bottom bar" msgstr "" +#: ../../content/applications/productivity/spreadsheet/functions.rst:3 +msgid "Functions" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:5 +msgid "Spreadsheet functions are divided in the following categories:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:7 +msgid ":ref:`Array `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:8 +msgid ":ref:`Database `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:9 +msgid ":ref:`Date `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:10 +msgid ":ref:`Engineering `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:11 +msgid ":ref:`Filter `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:12 +msgid ":ref:`Financial `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:13 +msgid ":ref:`Info `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:14 +msgid ":ref:`Logical `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:15 +msgid ":ref:`Lookup `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:16 +msgid ":ref:`Math `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:17 +msgid ":ref:`Misc `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:18 +msgid ":ref:`Odoo `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:19 +msgid ":ref:`Operators `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:20 +msgid ":ref:`Statistical `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:21 +msgid ":ref:`Text `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:22 +msgid ":ref:`Web `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:25 +msgid "Formulas containing functions that are not compatible with Excel are replaced by their evaluated result when exporting a spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:31 +msgid "Array" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:37 +#: ../../content/applications/productivity/spreadsheet/functions.rst:89 +#: ../../content/applications/productivity/spreadsheet/functions.rst:125 +#: ../../content/applications/productivity/spreadsheet/functions.rst:201 +#: ../../content/applications/productivity/spreadsheet/functions.rst:215 +#: ../../content/applications/productivity/spreadsheet/functions.rst:231 +#: ../../content/applications/productivity/spreadsheet/functions.rst:341 +#: ../../content/applications/productivity/spreadsheet/functions.rst:371 +#: ../../content/applications/productivity/spreadsheet/functions.rst:403 +#: ../../content/applications/productivity/spreadsheet/functions.rst:437 +#: ../../content/applications/productivity/spreadsheet/functions.rst:563 +#: ../../content/applications/productivity/spreadsheet/functions.rst:577 +#: ../../content/applications/productivity/spreadsheet/functions.rst:613 +#: ../../content/applications/productivity/spreadsheet/functions.rst:655 +#: ../../content/applications/productivity/spreadsheet/functions.rst:743 +#: ../../content/applications/productivity/spreadsheet/functions.rst:795 +msgid "Name and arguments" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:38 +#: ../../content/applications/productivity/spreadsheet/functions.rst:90 +#: ../../content/applications/productivity/spreadsheet/functions.rst:126 +#: ../../content/applications/productivity/spreadsheet/functions.rst:202 +#: ../../content/applications/productivity/spreadsheet/functions.rst:216 +#: ../../content/applications/productivity/spreadsheet/functions.rst:232 +#: ../../content/applications/productivity/spreadsheet/functions.rst:342 +#: ../../content/applications/productivity/spreadsheet/functions.rst:372 +#: ../../content/applications/productivity/spreadsheet/functions.rst:404 +#: ../../content/applications/productivity/spreadsheet/functions.rst:438 +#: ../../content/applications/productivity/spreadsheet/functions.rst:564 +#: ../../content/applications/productivity/spreadsheet/functions.rst:578 +#: ../../content/applications/productivity/spreadsheet/functions.rst:614 +#: ../../content/applications/productivity/spreadsheet/functions.rst:656 +#: ../../content/applications/productivity/spreadsheet/functions.rst:744 +#: ../../content/applications/productivity/spreadsheet/functions.rst:796 +msgid "Description or link" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:39 +msgid "ARRAY.CONSTRAIN(input_range, rows, columns)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:40 +msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:41 +msgid "CHOOSECOLS(array, col_num, [col_num2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:42 +msgid "`Excel CHOOSECOLS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:43 +msgid "CHOOSEROWS(array, row_num, [row_num2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:44 +msgid "`Excel CHOOSEROWS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:45 +msgid "EXPAND(array, rows, [columns], [pad_with])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:46 +msgid "`Excel EXPAND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:47 +msgid "FLATTEN(range, [range2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:48 +msgid "Flattens all the values from one or more ranges into a single column (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:49 +msgid "FREQUENCY(data, classes)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:50 +msgid "`Excel FREQUENCY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:51 +msgid "HSTACK(range1, [range2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:52 +msgid "`Excel HSTACK article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:53 +msgid "MDETERM(square_matrix)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:54 +msgid "`Excel MDETERM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:55 +msgid "MINVERSE(square_matrix)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:56 +msgid "`Excel MINVERSE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:57 +msgid "MMULT(matrix1, matrix2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:58 +msgid "`Excel MMULT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:59 +msgid "SUMPRODUCT(range1, [range2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:60 +msgid "`Excel SUMPRODUCT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:61 +msgid "SUMX2MY2(array_x, array_y)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:62 +msgid "`Excel SUMX2MY2 article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:63 +msgid "SUMX2PY2(array_x, array_y)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:64 +msgid "`Excel SUMX2PY2 article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:65 +msgid "SUMXMY2(array_x, array_y)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:66 +msgid "`Excel SUMXMY2 article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:67 +msgid "TOCOL(array, [ignore], [scan_by_column])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:68 +msgid "`Excel TOCOL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:69 +msgid "TOROW(array, [ignore], [scan_by_column])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:70 +msgid "`Excel TOROW article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:71 +msgid "TRANSPOSE(range)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:72 +msgid "`Excel TRANSPOSE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:73 +msgid "VSTACK(range1, [range2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:74 +msgid "`Excel VSTACK article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:75 +msgid "WRAPCOLS(range, wrap_count, [pad_with])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:76 +msgid "`Excel WRAPCOLS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:77 +msgid "WRAPROWS(range, wrap_count, [pad_with])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:78 +msgid "`Excel WRAPROWS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:83 +msgid "Database" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:91 +msgid "DAVERAGE(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:92 +msgid "`Excel DAVERAGE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:93 +msgid "DCOUNT(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:94 +msgid "`Excel DCOUNT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:95 +msgid "DCOUNTA(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:96 +msgid "`Excel DCOUNTA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:97 +msgid "DGET(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:98 +msgid "`Excel DGET article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:99 +msgid "DMAX(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:100 +msgid "`Excel DMAX article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:101 +msgid "DMIN(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:102 +msgid "`Excel DMIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:103 +msgid "DPRODUCT(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:104 +msgid "`Excel DPRODUCT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:105 +msgid "DSTDEV(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:106 +msgid "`Excel DSTDEV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:107 +msgid "DSTDEVP(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:108 +msgid "`Excel DSTDEVP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:109 +msgid "DSUM(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:110 +msgid "`Excel DSUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:111 +msgid "DVAR(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:112 +msgid "`Excel DVAR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:113 +msgid "DVARP(database, field, criteria)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:114 +msgid "`Excel DVARP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:119 +msgid "Date" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:127 +msgid "DATE(year, month, day)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:128 +msgid "`Excel DATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:129 +msgid "DATEDIF(start_date, end_date, unit)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:130 +msgid "`Excel DATEDIF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:131 +msgid "DATEVALUE(date_string)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:132 +msgid "`Excel DATEVALUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:133 +msgid "DAY(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:134 +msgid "`Excel DAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:135 +msgid "DAYS(end_date, start_date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:136 +msgid "`Excel DAYS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:137 +msgid "DAYS360(start_date, end_date, [method])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:138 +msgid "`Excel DAYS360 article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:139 +msgid "EDATE(start_date, months)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:140 +msgid "`Excel EDATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:141 +msgid "EOMONTH(start_date, months)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:142 +msgid "`Excel EOMONTH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:143 +msgid "HOUR(time)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:144 +msgid "`Excel HOUR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:145 +msgid "ISOWEEKNUM(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:146 +msgid "`Excel ISOWEEKNUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:147 +msgid "MINUTE(time)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:148 +msgid "`Excel MINUTE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:149 +msgid "MONTH(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:150 +msgid "`Excel MONTH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:151 +msgid "NETWORKDAYS(start_date, end_date, [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:152 +msgid "`Excel NETWORKDAYS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:153 +msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:154 +msgid "`Excel NETWORKDAYS.INTL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:155 +msgid "NOW()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:156 +msgid "`Excel NOW article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:157 +msgid "SECOND(time)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:158 +msgid "`Excel SECOND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:159 +msgid "TIME(hour, minute, second)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:160 +msgid "`Excel TIME article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:161 +msgid "TIMEVALUE(time_string)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:162 +msgid "`Excel TIMEVALUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:163 +msgid "TODAY()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:164 +msgid "`Excel TODAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:165 +msgid "WEEKDAY(date, [type])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:166 +msgid "`Excel WEEKDAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:167 +msgid "WEEKNUM(date, [type])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:168 +msgid "`Excel WEEKNUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:169 +msgid "WORKDAY(start_date, num_days, [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:170 +msgid "`Excel WORKDAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:171 +msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:172 +msgid "`Excel WORKDAY.INTL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:173 +msgid "YEAR(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:174 +msgid "`Excel YEAR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:175 +msgid "YEARFRAC(start_date, end_date, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:176 +msgid "Exact number of years between two dates (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:177 +msgid "MONTH.START(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:178 +msgid "First day of the month preceding a date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:179 +msgid "MONTH.END(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:180 +msgid "Last day of the month following a date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:181 +msgid "QUARTER(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:182 +msgid "Quarter of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:183 +msgid "QUARTER.START(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:184 +msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:185 +msgid "QUARTER.END(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:186 +msgid "Last day of the quarter of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:187 +msgid "YEAR.START(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:188 +msgid "First day of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:189 +msgid "YEAR.END(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:190 +msgid "Last day of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:195 +msgid "Engineering" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:203 +msgid "DELTA(number1, [number2])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:204 +msgid "`Excel DELTA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:209 +msgid "Filter" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:217 +msgid "FILTER(range, condition1, [condition2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:218 +msgid "`Excel FILTER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:219 +msgid "UNIQUE(range, [by_column], [exactly_once])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:220 +msgid "`Excel UNIQUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:225 +msgid "Financial" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:233 +msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:234 +msgid "`Excel ACCRINTM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:235 +msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:236 +msgid "`Excel AMORLINC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:237 +msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:238 +msgid "`Excel COUPDAYS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:239 +msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:240 +msgid "`Excel COUPDAYBS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:241 +msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:242 +msgid "`Excel COUPDAYSNC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:243 +msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:244 +msgid "`Excel COUPNCD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:245 +msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:246 +msgid "`Excel COUPNUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:247 +msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:248 +msgid "`Excel COUPPCD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:249 +msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:250 +msgid "`Excel CUMIPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:251 +msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:252 +msgid "`Excel CUMPRINC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:253 +msgid "DB(cost, salvage, life, period, [month])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:254 +msgid "`Excel DB article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:255 +msgid "DDB(cost, salvage, life, period, [factor])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:256 +msgid "`Excel DDB article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:257 +msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:258 +msgid "`Excel DISC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:259 +msgid "DOLLARDE(fractional_price, unit)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:260 +msgid "`Excel DOLLARDE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:261 +msgid "DOLLARFR(decimal_price, unit)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:262 +msgid "`Excel DOLLARFR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:263 +msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:264 +msgid "`Excel DURATION article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:265 +msgid "EFFECT(nominal_rate, periods_per_year)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:266 +msgid "`Excel EFFECT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:267 +msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:268 +msgid "`Excel FV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:269 +msgid "FVSCHEDULE(principal, rate_schedule)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:270 +msgid "`Excel FVSCHEDULE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:271 +msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:272 +msgid "`Excel INTRATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:273 +msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:274 +msgid "`Excel IPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:275 +msgid "IRR(cashflow_amounts, [rate_guess])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:276 +msgid "`Excel IRR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:277 +msgid "ISPMT(rate, period, number_of_periods, present_value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:278 +msgid "`Excel ISPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:279 +msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:280 +msgid "`Excel MDURATION article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:281 +msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:282 +msgid "`Excel MIRR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:283 +msgid "NOMINAL(effective_rate, periods_per_year)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:284 +msgid "`Excel NOMINAL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:285 +msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:286 +msgid "`Excel NPER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:287 +msgid "NPV(discount, cashflow1, [cashflow2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:288 +msgid "`Excel NPV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:289 +msgid "PDURATION(rate, present_value, future_value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:290 +msgid "`Excel PDURATION article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:291 +msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:292 +msgid "`Excel PMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:293 +msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:294 +msgid "`Excel PPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:295 +msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:296 +msgid "`Excel PV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:297 +msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:298 +msgid "`Excel PRICE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:299 +msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:300 +msgid "`Excel PRICEDISC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:301 +msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:302 +msgid "`Excel PRICEMAT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:303 +msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:304 +msgid "`Excel RATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:305 +msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:306 +msgid "`Excel RECEIVED article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:307 +msgid "RRI(number_of_periods, present_value, future_value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:308 +msgid "`Excel RRI article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:309 +msgid "SLN(cost, salvage, life)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:310 +msgid "`Excel SLN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:311 +msgid "SYD(cost, salvage, life, period)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:312 +msgid "`Excel SYD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:313 +msgid "TBILLPRICE(settlement, maturity, discount)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:314 +msgid "`Excel TBILLPRICE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:315 +msgid "TBILLEQ(settlement, maturity, discount)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:316 +msgid "`Excel TBILLEQ article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:317 +msgid "TBILLYIELD(settlement, maturity, price)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:318 +msgid "`Excel TBILLYIELD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:319 +msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:320 +msgid "`Excel VDB article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:321 +msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:322 +msgid "`Excel XIRR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:323 +msgid "XNPV(discount, cashflow_amounts, cashflow_dates)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:324 +msgid "`Excel XNPV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:325 +msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:326 +msgid "`Excel YIELD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:327 +msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:328 +msgid "`Excel YIELDDISC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:329 +msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:330 +msgid "`Excel YIELDMAT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:335 +msgid "Info" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:343 +msgid "ISERR(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:344 +#: ../../content/applications/productivity/spreadsheet/functions.rst:346 +#: ../../content/applications/productivity/spreadsheet/functions.rst:348 +#: ../../content/applications/productivity/spreadsheet/functions.rst:350 +#: ../../content/applications/productivity/spreadsheet/functions.rst:352 +#: ../../content/applications/productivity/spreadsheet/functions.rst:354 +#: ../../content/applications/productivity/spreadsheet/functions.rst:356 +#: ../../content/applications/productivity/spreadsheet/functions.rst:358 +msgid "`Excel IS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:345 +msgid "ISERROR(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:347 +msgid "ISLOGICAL(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:349 +msgid "ISNA(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:351 +msgid "ISNONTEXT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:353 +msgid "ISNUMBER(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:355 +msgid "ISTEXT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:357 +msgid "ISBLANK(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:359 +msgid "NA()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:360 +msgid "`Excel NA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:365 +msgid "Logical" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:373 +msgid "AND(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:374 +msgid "`Excel AND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:375 +msgid "FALSE()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:376 +msgid "`Excel FALSE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:377 +msgid "IF(logical_expression, value_if_true, [value_if_false])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:378 +msgid "`Excel IF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:379 +msgid "IFERROR(value, [value_if_error])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:380 +msgid "`Excel IFERROR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:381 +msgid "IFNA(value, [value_if_error])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:382 +msgid "`Excel IFNA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:383 +msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:384 +msgid "`Excel IFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:385 +msgid "NOT(logical_expression)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:386 +msgid "`Excel NOT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:387 +msgid "OR(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:388 +msgid "`Excel OR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:389 +msgid "TRUE()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:390 +msgid "`Excel TRUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:391 +msgid "XOR(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:392 +msgid "`Excel XOR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:397 +msgid "Lookup" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:405 +msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:406 +msgid "`Excel ADDRESS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:407 +msgid "COLUMN([cell_reference])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:408 +msgid "`Excel COLUMN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:409 +msgid "COLUMNS(range)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:410 +msgid "`Excel COLUMNS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:411 +msgid "HLOOKUP(search_key, range, index, [is_sorted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:412 +msgid "`Excel HLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:413 +msgid "INDEX(reference, row, column)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:414 +msgid "`Excel INDEX article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:415 +msgid "LOOKUP(search_key, search_array, [result_range])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:416 +msgid "`Excel LOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:417 +msgid "MATCH(search_key, range, [search_type])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:418 +msgid "`Excel MATCH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:419 +msgid "ROW([cell_reference])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:420 +msgid "`Excel ROW article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:421 +msgid "ROWS(range)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:422 +msgid "`Excel ROWS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:423 +msgid "VLOOKUP(search_key, range, index, [is_sorted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:424 +msgid "`Excel VLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:425 +msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:426 +msgid "`Excel XLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:431 +msgid "Math" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:439 +msgid "ABS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:440 +msgid "`Excel ABS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:441 +msgid "ACOS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:442 +msgid "`Excel ACOS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:443 +msgid "ACOSH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:444 +msgid "`Excel ACOSH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:445 +msgid "ACOT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:446 +msgid "`Excel ACOT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:447 +msgid "ACOTH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:448 +msgid "`Excel ACOTH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:449 +msgid "ASIN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:450 +msgid "`Excel ASIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:451 +msgid "ASINH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:452 +msgid "`Excel ASINH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:453 +msgid "ATAN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:454 +msgid "`Excel ATAN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:455 +msgid "ATAN2(x, y)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:456 +msgid "`Excel ATAN2 article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:457 +msgid "ATANH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:458 +msgid "`Excel ATANH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:459 +msgid "CEILING(value, [factor])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:460 +msgid "`Excel CEILING article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:461 +msgid "CEILING.MATH(number, [significance], [mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:462 +msgid "`Excel CEILING.MATH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:463 +msgid "CEILING.PRECISE(number, [significance])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:464 +msgid "`Excel CEILING.PRECISE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:465 +msgid "COS(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:466 +msgid "`Excel COS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:467 +msgid "COSH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:468 +msgid "`Excel COSH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:469 +msgid "COT(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:470 +msgid "`Excel COT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:471 +msgid "COTH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:472 +msgid "`Excel COTH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:473 +msgid "COUNTBLANK(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:474 +msgid "`Excel COUNTBLANK article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:475 +msgid "COUNTIF(range, criterion)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:476 +msgid "`Excel COUNTIF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:477 +msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:478 +msgid "`Excel COUNTIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:479 +msgid "COUNTUNIQUE(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:480 +msgid "Counts number of unique values in a range (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:481 +msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:482 +msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:483 +msgid "CSC(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:484 +msgid "`Excel CSC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:485 +msgid "CSCH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:486 +msgid "`Excel CSCH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:487 +msgid "DECIMAL(value, base)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:488 +msgid "`Excel DECIMAL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:489 +msgid "DEGREES(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:490 +msgid "`Excel DEGREES article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:491 +msgid "EXP(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:492 +msgid "`Excel EXP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:493 +msgid "FLOOR(value, [factor])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:494 +msgid "`Excel FLOOR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:495 +msgid "FLOOR.MATH(number, [significance], [mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:496 +msgid "`Excel FLOOR.MATH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:497 +msgid "FLOOR.PRECISE(number, [significance])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:498 +msgid "`Excel FLOOR.PRECISE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:499 +msgid "ISEVEN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:500 +msgid "`Excel ISEVEN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:501 +msgid "ISO.CEILING(number, [significance])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:502 +msgid "`Excel ISO.CEILING article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:503 +msgid "ISODD(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:504 +msgid "`Excel ISODD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:505 +msgid "LN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:506 +msgid "`Excel LN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:507 +msgid "MOD(dividend, divisor)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:508 +msgid "`Excel MOD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:509 +msgid "MUNIT(dimension)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:510 +msgid "`Excel MUNIT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:511 +msgid "ODD(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:512 +msgid "`Excel ODD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:513 +msgid "PI()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:514 +msgid "`Excel PI article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:515 +msgid "POWER(base, exponent)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:516 +msgid "`Excel POWER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:517 +msgid "PRODUCT(factor1, [factor2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:518 +msgid "`Excel PRODUCT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:519 +msgid "RAND()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:520 +msgid "`Excel RAND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:521 +msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:522 +msgid "`Excel RANDARRAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:523 +msgid "RANDBETWEEN(low, high)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:524 +msgid "`Excel RANDBETWEEN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:525 +msgid "ROUND(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:526 +msgid "`Excel ROUND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:527 +msgid "ROUNDDOWN(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:528 +msgid "`Excel ROUNDDOWN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:529 +msgid "ROUNDUP(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:530 +msgid "`Excel ROUNDUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:531 +msgid "SEC(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:532 +msgid "`Excel SEC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:533 +msgid "SECH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:534 +msgid "`Excel SECH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:535 +msgid "SIN(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:536 +msgid "`Excel SIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:537 +msgid "SINH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:538 +msgid "`Excel SINH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:539 +msgid "SQRT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:540 +msgid "`Excel SQRT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:541 +msgid "SUM(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:542 +msgid "`Excel SUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:543 +msgid "SUMIF(criteria_range, criterion, [sum_range])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:544 +msgid "`Excel SUMIF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:545 +msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:546 +msgid "`Excel SUMIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:547 +msgid "TAN(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:548 +msgid "`Excel TAN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:549 +msgid "TANH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:550 +msgid "`Excel TANH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:551 +msgid "TRUNC(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:552 +msgid "`Excel TRUNC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:557 +msgid "Misc" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:565 +msgid "FORMAT.LARGE.NUMBER(value, [unit])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:566 +msgid "Apply a large number format (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:571 +msgid "Odoo" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:579 +msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:580 +msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:581 +msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:582 +msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:583 +msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:584 +msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:585 +msgid "ODOO.FISCALYEAR.START(day, [company_id])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:586 +msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:587 +msgid "ODOO.FISCALYEAR.END(day, [company_id])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:588 +msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:589 +msgid "ODOO.ACCOUNT.GROUP(type)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:590 +msgid "Returns the account ids of a given group (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:591 +msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:592 +msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:593 +msgid "ODOO.LIST(list_id, index, field_name)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:594 +msgid "Get the value from a list (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:595 +msgid "ODOO.LIST.HEADER(list_id, field_name)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:596 +msgid "Get the header of a list (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:597 +msgid "ODOO.FILTER.VALUE(filter_name)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:598 +msgid "Return the current value of a spreadsheet filter (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:599 +msgid "ODOO.PIVOT(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:600 +msgid "Get the value from a pivot (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:601 +msgid "ODOO.PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:602 +msgid "Get the header of a pivot (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:607 +msgid "Operators" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:615 +msgid "ADD(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:616 +msgid "Sum of two numbers (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:617 +msgid "CONCAT(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:618 +msgid "`Excel CONCAT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:619 +msgid "DIVIDE(dividend, divisor)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:620 +msgid "One number divided by another (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:621 +msgid "EQ(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:622 +msgid "Equal (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:623 +msgid "GT(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:624 +msgid "Strictly greater than (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:625 +msgid "GTE(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:626 +msgid "Greater than or equal to (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:627 +msgid "LT(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:628 +msgid "Less than (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:629 +msgid "LTE(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:630 +msgid "Less than or equal to (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:631 +msgid "MINUS(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:632 +msgid "Difference of two numbers (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:633 +msgid "MULTIPLY(factor1, factor2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:634 +msgid "Product of two numbers (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:635 +msgid "NE(value1, value2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:636 +msgid "Not equal (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:637 +msgid "POW(base, exponent)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:638 +msgid "A number raised to a power (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:639 +msgid "UMINUS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:640 +msgid "A number with the sign reversed (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:641 +msgid "UNARY.PERCENT(percentage)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:642 +msgid "Value interpreted as a percentage (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:643 +msgid "UPLUS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:644 +msgid "A specified number, unchanged (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:649 +msgid "Statistical" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:657 +msgid "AVEDEV(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:658 +msgid "`Excel AVEDEV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:659 +msgid "AVERAGE(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:660 +msgid "`Excel AVERAGE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:661 +msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:662 +msgid "Weighted average (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:663 +msgid "AVERAGEA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:664 +msgid "`Excel AVERAGEA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:665 +msgid "AVERAGEIF(criteria_range, criterion, [average_range])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:666 +msgid "`Excel AVERAGEIF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:667 +msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:668 +msgid "`Excel AVERAGEIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:669 +msgid "COUNT(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:670 +msgid "`Excel COUNT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:671 +msgid "COUNTA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:672 +msgid "`Excel COUNTA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:673 +msgid "COVAR(data_y, data_x)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:674 +msgid "`Excel COVAR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:675 +msgid "COVARIANCE.P(data_y, data_x)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:676 +msgid "`Excel COVARIANCE.P article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:677 +msgid "COVARIANCE.S(data_y, data_x)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:678 +msgid "`Excel COVARIANCE.S article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:679 +msgid "LARGE(data, n)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:680 +msgid "`Excel LARGE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:681 +msgid "MAX(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:682 +msgid "`Excel MAX article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:683 +msgid "MAXA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:684 +msgid "`Excel MAXA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:685 +msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:686 +msgid "`Excel MAXIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:687 +msgid "MEDIAN(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:688 +msgid "`Excel MEDIAN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:689 +msgid "MIN(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:690 +msgid "`Excel MIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:691 +msgid "MINA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:692 +msgid "`Excel MINA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:693 +msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:694 +msgid "`Excel MINIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:695 +msgid "PERCENTILE(data, percentile)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:696 +msgid "`Excel PERCENTILE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:697 +msgid "PERCENTILE.EXC(data, percentile)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:698 +msgid "`Excel PERCENTILE.EXC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:699 +msgid "PERCENTILE.INC(data, percentile)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:700 +msgid "`Excel PERCENTILE.INC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:701 +msgid "QUARTILE(data, quartile_number)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:702 +msgid "`Excel QUARTILE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:703 +msgid "QUARTILE.EXC(data, quartile_number)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:704 +msgid "`Excel QUARTILE.EXC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:705 +msgid "QUARTILE.INC(data, quartile_number)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:706 +msgid "`Excel QUARTILE.INC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:707 +msgid "SMALL(data, n)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:708 +msgid "`Excel SMALL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:709 +msgid "STDEV(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:710 +msgid "`Excel STDEV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:711 +msgid "STDEV.P(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:712 +msgid "`Excel STDEV.P article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:713 +msgid "STDEV.S(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:714 +msgid "`Excel STDEV.S article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:715 +msgid "STDEVA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:716 +msgid "`Excel STDEVA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:717 +msgid "STDEVP(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:718 +msgid "`Excel STDEVP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:719 +msgid "STDEVPA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:720 +msgid "`Excel STDEVPA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:721 +msgid "VAR(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:722 +msgid "`Excel VAR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:723 +msgid "VAR.P(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:724 +msgid "`Excel VAR.P article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:725 +msgid "VAR.S(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:726 +msgid "`Excel VAR.S article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:727 +msgid "VARA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:728 +msgid "`Excel VARA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:729 +msgid "VARP(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:730 +msgid "`Excel VARP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:731 +msgid "VARPA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:732 +msgid "`Excel VARPA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:737 +#: ../../content/applications/productivity/whatsapp.rst:576 +msgid "Text" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:745 +msgid "CHAR(table_number)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:746 +msgid "`Excel CHAR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:747 +msgid "CLEAN(text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:748 +msgid "`Excel CLEAN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:749 +msgid "CONCATENATE(string1, [string2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:750 +msgid "`Excel CONCATENATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:751 +msgid "EXACT(string1, string2)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:752 +msgid "`Excel EXACT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:753 +msgid "FIND(search_for, text_to_search, [starting_at])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:754 +msgid "`Excel FIND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:755 +msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:756 +msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:757 +msgid "LEFT(text, [number_of_characters])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:758 +msgid "`Excel LEFT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:759 +msgid "LEN(text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:760 +msgid "`Excel LEN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:761 +msgid "LOWER(text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:762 +msgid "`Excel LOWER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:763 +msgid "MID(text, starting_at, extract_length)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:764 +msgid "`Excel MID article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:765 +msgid "PROPER(text_to_capitalize)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:766 +msgid "`Excel PROPER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:767 +msgid "REPLACE(text, position, length, new_text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:768 +msgid "`Excel REPLACE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:769 +msgid "RIGHT(text, [number_of_characters])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:770 +msgid "`Excel RIGHT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:771 +msgid "SEARCH(search_for, text_to_search, [starting_at])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:772 +msgid "`Excel SEARCH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:773 +msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:774 +msgid "`Excel TEXTSPLIT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:775 +msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:776 +msgid "`Excel SUBSTITUTE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:777 +msgid "TEXT(number, format)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:778 +msgid "`Excel TEXT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:779 +msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:780 +msgid "`Excel TEXTJOIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:781 +msgid "TRIM(text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:782 +msgid "`Excel TRIM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:783 +msgid "UPPER(text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:784 +msgid "`Excel UPPER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:789 +msgid "Web" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:797 +msgid "HYPERLINK(url, [link_label])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:798 +msgid "`Excel HYPERLINK article `_" +msgstr "" + #: ../../content/applications/productivity/spreadsheet/insert.rst:3 msgid "Link Odoo data" msgstr "" @@ -2737,7 +5462,7 @@ msgid "VoIP services in Odoo with Axivox" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:6 -#: ../../content/applications/productivity/voip/onsip.rst:6 +#: ../../content/applications/productivity/voip/onsip.rst:20 msgid "Introduction" msgstr "" @@ -4363,12 +7088,12 @@ 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:134 +#: ../../content/applications/productivity/voip/onsip.rst:148 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:145 +#: ../../content/applications/productivity/voip/onsip.rst:159 msgid "For a list of comprehensive country codes, visit: `https://countrycode.org `_." msgstr "" @@ -5276,23 +8001,39 @@ msgstr "" msgid "Use VoIP services in Odoo with OnSIP" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:8 +#: ../../content/applications/productivity/voip/onsip.rst:6 +msgid "OnSIP :abbr:`VoIP (voice over internet protocol)` services are only available in the **United States** (US). OnSIP :abbr:`VoIP (voice over internet protocol)` services are widely available in the lower-48, contiguous United States. In Alaska or Hawaii, charges for service can be higher." +msgstr "" + +#: ../../content/applications/productivity/voip/onsip.rst:10 +msgid "Additionally, a :abbr:`US (United States)` billing address, and :abbr:`US (United States)` credit card are required to use the service." +msgstr "" + +#: ../../content/applications/productivity/voip/onsip.rst:13 +msgid "Before setting up an account with OnSIP, the business will need to make sure the business telephone numbers are portable to OnSIP." +msgstr "" + +#: ../../content/applications/productivity/voip/onsip.rst:16 +msgid "OnSIP makes every attempt to work with all telephone service providers. However, certain local or regional guidelines may preclude the company's current provider from releasing the number." +msgstr "" + +#: ../../content/applications/productivity/voip/onsip.rst:22 msgid "Odoo *VoIP* can be set up to work together with `OnSIP (Odoo Landing Page) `_. OnSIP is a VoIP provider. An account is needed with OnSIP in order to use this service." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:12 +#: ../../content/applications/productivity/voip/onsip.rst:26 msgid "Before setting up an account with OnSIP, make sure the company's home area, and the areas that will be called, are covered by OnSIP services." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:15 +#: ../../content/applications/productivity/voip/onsip.rst:29 msgid "After opening an OnSIP account, follow the configuration procedure below to configure it on an Odoo database." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:21 +#: ../../content/applications/productivity/voip/onsip.rst:35 msgid "To configure the Odoo database to connect to OnSIP services, first navigate to the :menuselection:`Apps application` from the main Odoo dashboard. Then, remove the default `Apps` filter from the :guilabel:`Search...` bar, and search for `VoIP OnSIP`." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:25 +#: ../../content/applications/productivity/voip/onsip.rst:39 msgid "Next, install the :guilabel:`VOIP OnSIP` module." msgstr "" @@ -5300,23 +8041,23 @@ msgstr "" msgid "View of OnSIP app in the app search results." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:32 +#: ../../content/applications/productivity/voip/onsip.rst:46 msgid "Odoo VoIP setting" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:34 +#: ../../content/applications/productivity/voip/onsip.rst:48 msgid "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to the :guilabel:`Integrations` section, and locate the :guilabel:`Asterisk (VoIP)` fields. Then, proceed to fill in those three fields with the following information:" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:38 +#: ../../content/applications/productivity/voip/onsip.rst:52 msgid ":guilabel:`OnSIP Domain`: the domain that was assigned when creating an account on `OnSIP `_." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:40 +#: ../../content/applications/productivity/voip/onsip.rst:54 msgid ":guilabel:`WebSocket`: `wss://edge.sip.onsip.com`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:41 +#: ../../content/applications/productivity/voip/onsip.rst:55 msgid ":guilabel:`VoIP Environment`: :guilabel:`Production`" msgstr "" @@ -5324,15 +8065,15 @@ msgstr "" msgid "VoIP configuration settings in Odoo Settings app." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:48 +#: ../../content/applications/productivity/voip/onsip.rst:62 msgid "To access the OnSIP domain, navigate to `OnSIP `_ and log in. Then, click the :guilabel:`Administrators` link in the top-right of the page." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:51 +#: ../../content/applications/productivity/voip/onsip.rst:65 msgid "Next, in the left menu, click :guilabel:`Users`, and then select any user. By default, the selected user opens on the :guilabel:`User Info` tab." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:54 +#: ../../content/applications/productivity/voip/onsip.rst:68 msgid "Click on the :guilabel:`Phone Settings` tab to reveal OnSIP configuration credentials (first column)." msgstr "" @@ -5341,43 +8082,43 @@ msgid "Domain setting revealed (highlighted) on administrative panel of OnSIP ma "console." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:63 +#: ../../content/applications/productivity/voip/onsip.rst:77 msgid "Odoo user setting" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:65 +#: ../../content/applications/productivity/voip/onsip.rst:79 msgid "Next, the user needs to be set up in Odoo. Every user associated with an OnSIP user **must** also be configured in the Odoo user's settings/preferences." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:68 +#: ../../content/applications/productivity/voip/onsip.rst:82 msgid "To do that, navigate to :menuselection:`Settings app --> Manage Users --> Select the User`." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:70 +#: ../../content/applications/productivity/voip/onsip.rst:84 msgid "On the user form, click :guilabel:`Edit` to configure the user's OnSIP account. Then, click the :guilabel:`Preferences` tab, and scroll to the :guilabel:`VoIP` section." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:73 +#: ../../content/applications/productivity/voip/onsip.rst:87 msgid "In this section, fill in the fields with OnSIP credentials." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:75 +#: ../../content/applications/productivity/voip/onsip.rst:89 msgid "Fill in the following fields with the associated credentials listed below:" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:77 +#: ../../content/applications/productivity/voip/onsip.rst:91 msgid ":guilabel:`VoIP Username` / :guilabel:`Extension Number` = OnSIP :guilabel:`Username`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:78 +#: ../../content/applications/productivity/voip/onsip.rst:92 msgid ":guilabel:`OnSIP Auth Username` = OnSIP :guilabel:`Auth Username`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:79 +#: ../../content/applications/productivity/voip/onsip.rst:93 msgid ":guilabel:`VoIP secret` = OnSIP :guilabel:`SIP Password`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:80 +#: ../../content/applications/productivity/voip/onsip.rst:94 msgid ":guilabel:`External device number` = OnSIP :guilabel:`Ext.` (extension without the `x`)" msgstr "" @@ -5386,31 +8127,31 @@ msgid "OnSIP user credentials with username, auth username, SIP password, and ex "highlighted." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:88 +#: ../../content/applications/productivity/voip/onsip.rst:102 msgid "The OnSIP extension can be found in the *User* banner line above the tabs." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:90 +#: ../../content/applications/productivity/voip/onsip.rst:104 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:92 +#: ../../content/applications/productivity/voip/onsip.rst:106 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:96 +#: ../../content/applications/productivity/voip/onsip.rst:110 msgid "Additional setup and troubleshooting steps can be found on `OnSIP's knowledge base `_." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:100 +#: ../../content/applications/productivity/voip/onsip.rst:114 msgid "Incoming calls" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:102 +#: ../../content/applications/productivity/voip/onsip.rst:116 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:105 +#: ../../content/applications/productivity/voip/onsip.rst:119 msgid "To ignore the call, click the red :guilabel:`📞 (phone)` icon." msgstr "" @@ -5418,20 +8159,20 @@ msgstr "" msgid "Incoming call shown in the Odoo VoIP widget." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:113 +#: ../../content/applications/productivity/voip/onsip.rst:127 msgid ":doc:`voip_widget`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:116 +#: ../../content/applications/productivity/voip/onsip.rst:130 #: ../../content/applications/productivity/voip/voip_widget.rst:32 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:119 +#: ../../content/applications/productivity/voip/onsip.rst:133 msgid "Missing parameters" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:121 +#: ../../content/applications/productivity/voip/onsip.rst:135 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 "" @@ -5439,15 +8180,15 @@ msgstr "" msgid "Missing parameter message in the Odoo VoIP widget." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:129 +#: ../../content/applications/productivity/voip/onsip.rst:143 msgid "Incorrect number" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:131 +#: ../../content/applications/productivity/voip/onsip.rst:145 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:138 +#: ../../content/applications/productivity/voip/onsip.rst:152 msgid "For example, `16505555555` (where `1` is the international prefix for the United States)." msgstr "" @@ -5455,23 +8196,23 @@ msgstr "" msgid "Incorrect number message populated in the Odoo VoIP widget." msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:149 +#: ../../content/applications/productivity/voip/onsip.rst:163 msgid "OnSIP on mobile phone" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:151 +#: ../../content/applications/productivity/voip/onsip.rst:165 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:154 +#: ../../content/applications/productivity/voip/onsip.rst:168 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:158 +#: ../../content/applications/productivity/voip/onsip.rst:172 msgid ":doc:`devices_integrations`" msgstr "" -#: ../../content/applications/productivity/voip/onsip.rst:159 +#: ../../content/applications/productivity/voip/onsip.rst:173 msgid "`OnSIP App Download `_" msgstr "" @@ -6465,10 +9206,6 @@ msgstr "" msgid "The available :guilabel:`Header types` are as follows:" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:576 -msgid "Text" -msgstr "" - #: ../../content/applications/productivity/whatsapp.rst:577 msgid "Image" msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 87db51138..d75bf3e6f 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -48,23 +48,22 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../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:13 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 +#: ../../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/six.rst:14 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:52 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 #: ../../content/applications/sales/point_of_sale/restaurant.rst:20 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 @@ -408,7 +407,8 @@ msgid "Make sure to be aware of the latest EU regulations when receiving contact msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 msgid "Pricing" msgstr "" @@ -437,11 +437,14 @@ msgid "Credits may also be purchased by navigating to the :menuselection:`Settin msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:-1 +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 msgid "Buy credits in the Odoo IAP settings." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 -msgid "Users of Odoo Online (SaaS) Enterprise automatically have free trial credits in their database to test any IAP features." +#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:87 +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16 +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78 +msgid "Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App Purchase)` features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 @@ -588,64 +591,473 @@ msgstr "" msgid "View of the badges page in Odoo" msgstr "" +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 +msgid "Lead enrichment" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5 +msgid "*Lead enrichment* is a service that provides business information for a contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for existing leads in an Odoo database." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9 +msgid "The information provided by lead enrichment can include general information about the business (including full business name and logo), social media accounts, :guilabel:`Company type`, :guilabel:`Founded` information, :guilabel:`Sectors` information, the number of :guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21 +msgid "The *leads* feature **must** be activated in the *CRM* settings page in order to use lead enrichment. To access the *CRM* settings, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the :guilabel:`CRM` section activate the :guilabel:`Leads` option and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 +msgid "Lead enrichment set up" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29 +msgid "To set up lead enrichment in the *CRM* application, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Then, under the :guilabel:`Lead Generation` section, tick the checkbox next to :guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on demand only` or :guilabel:`Enrich all leads automatically`. Click the :guilabel:`Save` button to activate the changes." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 +msgid "CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n" +"leads on demand only chosen." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 +msgid "Enrich leads" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43 +msgid "Enrichment of leads is based on the domain of the email address of the customer set on the lead. There are two different ways that a lead can be enriched: *automatically* or *manually*." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 +msgid "Automatically enrich leads" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49 +msgid "During set up, if :guilabel:`Enrich all leads automatically` was selected on the *CRM* :guilabel:`Settings` page, then no action needs to be taken by the user to enrich the lead. A scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a remote database is contacted." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55 +msgid "To access the cron that runs for the automatic lead enrichment, activate :ref:`developer mode `, and navigate to :menuselection:`Settings app --> Technical menu --> Automation section --> Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any necessary adjustments. In the :guilabel:`Execute Every` field, enter a value greater than, or equal to, five minutes." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62 +msgid "The following is an example of lead enrichment data that has been autocompleted successfully:" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 +msgid "Chatter showing lead enrichment data." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 +msgid "Manually enrich leads" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71 +msgid "If the :guilabel:`Enrich leads on demand only` option was selected on the *CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead Enrichment`, each lead that a user wishes to enrich **must** be manually enriched. This is achieved by clicking the :guilabel:`Enrich` button in the top menu of the lead." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76 +msgid "The same information will be retrieved at the same :abbr:`IAP (In-App Puchase)` credit cost (one per enrichment). This method of enrichment is useful when every lead does not need to be enriched, or cost is an issue." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 +msgid "Manual enrich button feature highlighted on the CRM lead." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85 +msgid "Manually enrich leads in bulk using the *list* view. First, navigate to :menuselection:`CRM app --> Leads`, and click the list view button (:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for the leads that should be manually enriched. Finally, click the :guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting drop-down menu. This can also be achieved from the *My Pipeline* page. To do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. Either route reveals leads and opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96 +msgid "Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 +msgid "See here for full pricing information: `Lead Generation by Odoo IAP `_." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102 +msgid "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the :guilabel:`Lead Generation` section, under the :guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 +msgid "Buy credits from the lead enrichment settings." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110 +msgid "Credits and balances may also be purchased by navigating to the :menuselection:`Settings app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119 +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83 +msgid ":doc:`../../../essentials/in_app_purchase`" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122 +msgid "When collecting a company's contact information, make sure to be aware of the latest EU regulations. For more information about General Data Protection Regulation, refer to: `Odoo GDPR `__." +msgstr "" + #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 -msgid "Enrich your contacts base with Partner Autocomplete" +msgid "Enrich contacts with partner autocomplete" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 -msgid "Partner Autocomplete helps you to enrich your contacts database with corporate data. Select one of the companies suggested in the dropdown, and quickly get all the information you need." +msgid "*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one of the companies suggested in the drop-down menu. Instantly get valuable company information full of hard-to-find data for a desired company." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 -msgid "Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature." +msgid "A company **cannot** already be manually entered in the *Contacts* application prior to enriching it with data." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14 +msgid "The information provided by partner autocomplete can include general information about the business (including full business name and logo), social media accounts, :guilabel:`Company type`, :guilabel:`Founded` information, :guilabel:`Sectors` information, the number of :guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21 +msgid "When getting a company's contact information make sure to be aware of the latest EU regulations. For more information about General Data Protection Regulation refer to: `Odoo GDPR `_. In Odoo, individual contact information cannot be searched for with the partner autocomplete feature." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29 +msgid "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1 -msgid "View of settings page and the activations of the feature in Odoo" +msgid "View of settings page and the activations of the feature in Odoo." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18 -msgid "Enrich your contacts with corporate data" +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 +msgid "Enrich contacts with corporate data" msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:22 -msgid "From any module, once you start to create a new contact typing the name of it, the system will suggest a potential match. If you select it, the contact will be populated with corporate data." +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 +msgid "From any module, as the user is typing in the name of a new company contact, Odoo reveals a large drop-down menu of potential match suggestions. If any are selected, the contact is then populated with corporate data related to that specific selection." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23 -msgid "For example, after typing *Odoo*, you will get the following information:" +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 +msgid "For example, after typing `Odoo`, the following information populates:" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1 msgid "Creating a new contact in Odoo" msgstr "" +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49 +msgid "In the chatter, the following information populates about the company, after clicking on the desired pre-populated contact:" +msgstr "" + #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1 msgid "View of the information being shown about odoo with the autocomplete option in Odoo" msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:33 -msgid "Partner Autocomplete also works if you enter a VAT number instead of a company name." +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57 +msgid "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of company name." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 -msgid "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be used. Each request will consume one credit." +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63 +msgid "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be used. Each request consumes one credit." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41 -msgid "To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP --> View My Services` and select a package." +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66 +msgid "To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the :guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select a desired package." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:44 -msgid "If you run out of credits, the only information that will be populated when clicking on the suggested company will be the website link and the logo." +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 +msgid "If the database runs out of credits, the only information populated when clicking on the suggested company will be the website link and the logo." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46 -msgid "If you are on Odoo Online and you have the Enterprise version, you benefit from free trial credits to test the feature." +#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 +msgid "Learn about our `Privacy Policy `_." msgstr "" -#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48 -msgid "Learn about our *Privacy Policy* `here `_." +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 +msgid "Utilize activities for sales teams" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5 +msgid "*Activities* are follow-up tasks tied to a record in an *Odoo* database. Activities can be scheduled on any page of the database that contains a chatter thread, Kanban view, list view, or activities view of an application." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 +msgid "The summary view of activities for leads and opportunities in an Odoo database." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 +msgid "Planned Activities for Leads and Opportunities." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 +msgid "Activity types" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18 +msgid "A set of preconfigured activity types is available in the *CRM* app. To view the list of available activity types, navigate to the :menuselection:`CRM app --> Configuration --> Activity Types`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22 +msgid "Additional activity types are available within the database, and can be utilized through different applications. To access the complete list of activity types, go to the :menuselection:`Settings app`, then scroll to the :guilabel:`Discuss` section, and click :guilabel:`Activity Types`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 +msgid "The preconfigured activity types for the *CRM* app are as follows:" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 +msgid ":guilabel:`Email`: adds a reminder to the chatter that prompts the salesperson to send an email." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30 +msgid ":guilabel:`Call`: opens a calendar link where the salesperson can schedule time to call the contact." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32 +msgid ":guilabel:`Meeting`: opens a calendar link where the salesperson can schedule time to have a meeting with the contact." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 +msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35 +msgid ":guilabel:`Upload Document`: adds a link on the activity where an external document can be uploaded. Note that the *Documents* app is **not** required to utilize this activity type." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39 +msgid "If other applications are installed, such as *Sales* or *Accounting*, other activity types are made available in the *CRM* app." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:43 +msgid "Create a new activity type" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45 +msgid "To create a new activity type, click :guilabel:`New` at the top-left of the page to open a blank form." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:48 +msgid "At the top of the form, start by choosing a :guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:51 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:54 +msgid "Action" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 +msgid "The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:59 +msgid "If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61 +msgid "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63 +msgid "If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:-1 +msgid "The Activity settings on a new activity type with emphasis on the Action field." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:71 +msgid "The actions available to select on an activity type vary, depending on the applications currently installed in the database." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:75 +msgid "Default user" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 +msgid "To automatically assign this activity to a specific user when this activity type is scheduled, choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the activity is assigned to the user who creates the activity." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:82 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84 +msgid "To include notes whenever this activity type is created, enter them into the :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:88 +msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:93 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95 +msgid "To automatically suggest, or trigger, a new activity after an activity has been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:99 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101 +msgid "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:-1 +msgid "The Next Activity section on a new activity type form." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:109 +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:137 +msgid "In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity deadline`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:114 +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:142 +msgid "This :guilabel:`Schedule` field information can be altered before the activity is scheduled." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116 +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:119 +msgid "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 +msgid "A schedule activity pop-up with emphasis on the recommended activities." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:128 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130 +msgid "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:133 +msgid "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select the activity that should be launched once this activity is completed." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:147 +msgid "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`, marking the activity as *Done* immediately launches the next activity listed in the :guilabel:`Trigger` field." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:152 +msgid "Activity tracking" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154 +msgid "To keep the pipeline up to date with the most accurate view of the status of activities, as soon as a lead is interacted with, the associated activity should be marked as *Done*. This ensures the next activity can be scheduled as needed. It also prevents the pipeline from becoming cluttered with past due activities." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:159 +msgid "The pipeline is most effective when it is kept up-to-date and accurate to the interactions it is tracking." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:163 +msgid "Activity plans" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:165 +msgid "Activity types with the *Chaining Type* set to *Trigger New Activity* provide the opportunity to preplan a sequence of customized activities. Once an activity is marked as *Done*, the next activity is automatically scheduled." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169 +msgid "The *Chaining Type* setting on an activity type provides the opportunity to preplan a sequence of events, that can aide in the sales process." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:173 +msgid "A salesperson adds a new lead to their pipeline, and schedules an *Email* activity for the following day. The email activity type is configured with the following settings:" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:176 +msgid ":guilabel:`Chaining Type`: `Suggest Next Activity`" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:177 +msgid ":guilabel:`Suggest`: `Call`, `Meeting`" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 +msgid ":guilabel:`Schedule`: `2 days after previous activity deadline`" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:180 +msgid "After sending an email to the lead, the salesperson clicks :guilabel:`DONE & SCHEDULE NEXT` on the :guilabel:`Schedule Activity` pop-up window. This opens a new pop-up window, where the suggested next activities are listed as recommendations for next steps." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 +msgid "Schedule an activity pop-up window with recommended activities." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188 +msgid "The *suggested* or *triggered* activities may vary, depending on a variety of factors. See below for some suggested sequences:" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:193 +msgid "Sample #1" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 +msgid "A salesperson adds a lead to the pipeline and schedules an *email* activity." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:196 +msgid "The *email* activity suggests scheduling a *call* or a *meeting* within two days of the previous deadline." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:198 +msgid "Both the *call* and the *meeting* activities trigger a *create quote* activity." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:199 +msgid "After the quote is sent, a *follow-up on quote* activity is scheduled within five days." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:201 +msgid "Sample #2" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:203 +msgid "A lead is :doc:`added to the pipeline <../acquire_leads/generate_leads>` through the website's contact form. The salesmanager assigns a salesperson and schedules an activity for a *call*." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:206 +msgid "The *call* activity triggers an *upload document* activity, so the salesperson can send over a proposal after a successful phone call." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208 +msgid "The *upload document* activity suggests scheduling a *request signature* activity or a *meeting*. The salesperson chooses to schedule a meeting." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:211 +msgid "Sample #3" +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213 +msgid "A salesmanager notices several of their salespeople are neglecting to follow-up on their leads in a timely manner. As a result, high-value targets are not receiving adequate attention." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216 +msgid "The salesmanager creates a new activity type, titled *follow-up*, which is configured with the :guilabel:`Action` set to :guilabel:`Reminder`." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218 +msgid "The salesmanager adds *follow-up* as the next activity triggered or suggested to all of their teams activities." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:220 +msgid "After a salesperson schedules an *email* activity, a *follow-up* activity is scheduled for the next day. After they schedule a *meeting* activity, a *follow-up* activity is scheduled two days later." +msgstr "" + +#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 +msgid ":doc:`Activities `" msgstr "" #: ../../content/applications/sales/crm/performance.rst:5 @@ -1104,54 +1516,6 @@ msgstr "" msgid "To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top of the sales team configuration page. This will assign any leads that are currently unassigned and match this team's specified domain." msgstr "" -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3 -msgid "Track your prospects visits" -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5 -msgid "Tracking your website pages will give you much more information about the interests of your website visitors." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8 -msgid "Every tracked page they visit will be recorded on your lead/opportunity if they use the contact form on your website." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14 -msgid "To use this feature, install the free module *Lead Scoring* under your *Apps* page (only available in Odoo Enterprise)." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21 -msgid "Track a webpage" -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23 -msgid "Go to any static page you want to track on your website and under the *Promote* tab you will find *Optimize SEO*" -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29 -msgid "There you will see a *Track Page* checkbox to track this page." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35 -msgid "See visited pages in your leads/opportunities" -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37 -msgid "Now each time a lead is created from the contact form it will keep track of the pages visited by that visitor. You have two ways to see those pages, on the top right corner of your lead/opportunity you can see a *Page Views* button but also further down you will see them in the chatter." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43 -msgid "Both will update if the viewers comes back to your website and visits more pages." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52 -msgid "The feature will not repeat multiple viewings of the same pages in the chatter." -msgstr "" - -#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55 -msgid "Your customers will no longer be able to keep any secrets from you!" -msgstr "" - #: ../../content/applications/sales/point_of_sale.rst:6 msgid "Point of Sale" msgstr "" @@ -1417,113 +1781,162 @@ msgstr "" msgid "Making a product available in your POS." msgstr "" +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 +msgid "ePOS printers" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5 +msgid "ePOS printers are designed to work seamlessly with Point of Sale systems. Once connected, these devices automatically share information, allowing for direct printing of tickets from the POS system to the ePOS printer." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 +msgid "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK Javascript protocol `_ are compatible with Odoo **without** needing an :doc:`IoT Box `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 +msgid "Thermal printers using ESC/POS or StarPRNT protocol are compatible **with** an :doc:`IoT Box `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 +msgid "Epson printers using only USB connections are compatible **with** an :doc:`IoT Box `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:18 +msgid "Epson printers that connect via Bluetooth are **not compatible**." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:21 +msgid ":doc:`https`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22 +#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 +msgid ":doc:`epos_ssc`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 +msgid "Directly supported ePOS printers" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 +msgid "The following ePOS printers are directly compatible with Odoo without needing an :doc:`IoT Box `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 +msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 +msgid "Epson TM-H6000IV-DT (Receipt printer only)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32 +msgid "Epson TM-T70II-DT" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33 +msgid "Epson TM-T88V-DT" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34 +msgid "Epson TM-L90-i" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 +msgid "Epson TM-T20II-i" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 +msgid "Epson TM-T70-i" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 +msgid "Epson TM-T82II-i" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 +msgid "Epson TM-T83II-i" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 +msgid "Epson TM-U220-i" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 +msgid "Epson TM-m10" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 +msgid "Epson TM-P20 (Wi-Fi® model)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 +msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 +msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:44 +msgid "Epson TM-P80 (Wi-Fi® model)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:47 +msgid "ePOS printers with IoT Box integration" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:49 +msgid "The following printers require an :doc:`IoT Box ` to be compatible with Odoo:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 +msgid "Epson TM-T20 family (incompatible ePOS software)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 +msgid "Epson TM-T88 family (incompatible ePOS software)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:54 +msgid "Epson TM-U220 family (incompatible ePOS software)" +msgstr "" + #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 -msgid "ePOS printers are designed to work seamlessly with Point of Sale systems. Once connected, the two devices automatically share information, enabling the direct printing of tickets from the POS system to the ePOS printer." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:12 -msgid "These `Epson ePOS printers `_ are compatible with Odoo:" +msgid "To work with Odoo, some printer models that can be used without an :doc:`IoT box ` may require :doc:`the HTTPS protocol ` to establish a secure connection between the browser and the printer. However, trying to reach the printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can temporarily :ref:`force the connection `, which allows you to reach the page in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 -msgid "TM-H6000IV-DT (Receipt printer only)" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:16 -msgid "TM-T70II-DT" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:17 -msgid "TM-T88V-DT" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:18 -msgid "TM-L90-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:19 -msgid "TM-T20II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:20 -msgid "TM-T70-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:21 -msgid "TM-T82II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 -msgid "TM-T83II-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:23 -msgid "TM-T88V-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 -msgid "TM-U220-i" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:25 -msgid "TM-m10" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:26 -msgid "TM-m30" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:27 -msgid "TM-P20 (Wi-Fi® model)" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 -msgid "TM-P60II (Receipt: Wi-Fi® model)" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:29 -msgid "TM-P60II (Peeler: Wi-Fi® model)" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:30 -msgid "TM-P80 (Wi-Fi® model)" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:32 -msgid "To work with Odoo, some models that can be used without an :doc:`IoT box ` may require :doc:`the HTTPS protocol ` to establish a secure connection between the browser and the printer. However, trying to reach the printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can temporarily :ref:`force the connection `, which allows you to reach the page in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:40 msgid "The connection is lost after closing the browser window. Therefore, this method should only be used as a **workaround** or as a pre-requisite for the :ref:`following instructions `." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "For a long-term solution, you must generate a **self-signed certificate**. Then, export and import it into your browser." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "**Generating** an SSL certificate should only be done **once**. If you create another certificate, devices using the previous one will lose HTTPS access." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:58 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33 msgid "Windows 10 & Linux OS" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:62 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:191 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166 msgid "Generate a self-signed certificate" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 msgid "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to [IP address] (unsafe)`." msgstr "" @@ -1531,44 +1944,44 @@ msgstr "" msgid "warning page about the connection privacy on Google Chrome" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:72 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:201 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176 msgid "Warning page on Google Chrome, Windows 10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:74 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:203 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178 msgid "Then, sign in using your printer credentials to access the ePOS printer settings. To sign in, enter `epson` in the :guilabel:`ID` field and your printer serial number in the :guilabel:`Password` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:78 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:207 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 msgid "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` section, and click :guilabel:`create` to generate a new **Self-Signed Certificate**. The :guilabel:`Common Name` should be automatically filled out. If not, fill it in with the printer IP address number. Select the years the certificate will be valid in the :guilabel:`Validity Period` field, click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the printer." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:85 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:214 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189 msgid "The self-signed certificate is generated. Reload the page and click :guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure **Selfsigned Certificate** is correctly selected in the :guilabel:`Server Certificate` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 msgid "Export a self-signed certificate" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195 msgid "The export process is heavily dependent on the :abbr:`OS (Operating System)` and the browser. Start by accessing your ePOS printer settings on your web browser by navigating to its IP address (e.g., `https://192.168.1.25`). Then, force the connection as explained in the **Generate a self-signed certificate tab**." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:96 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:225 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200 msgid "If you are using **Google Chrome**," msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202 msgid "click :guilabel:`Not secure` next to the search bar, and :guilabel:`Certificate is not valid`;" msgstr "" @@ -1576,45 +1989,45 @@ msgstr "" msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208 msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:105 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:234 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209 msgid "add `.crt` at the end of the file name to ensure it has the correct extension;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:106 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:235 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210 msgid "select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom of the pop-up window;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:108 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:125 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229 msgid "save, and the certificate is exported." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86 msgid "Make sure that the certificate ends with the extension `.crt`. Otherwise, some browsers might not see the file during the import process." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:243 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 msgid "If you are using **Mozilla Firefox**," msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:116 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 msgid "click the **lock-shaped** icon on the left of the address bar;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:246 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221 msgid "go to :menuselection:`Connection not secure --> More information --> Security tab --> View certificate`;" msgstr "" @@ -1622,122 +2035,122 @@ msgstr "" msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:123 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:252 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 msgid "scroll down to the :guilabel:`Miscellaneous` section;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:124 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:253 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228 msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 msgid "The import process is heavily dependent on the :abbr:`OS (Operating System)` and the browser." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109 msgid "Windows 10" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 msgid "Windows 10 manages certificates, which means that self-signed certificates must be imported from the certification file rather than the browser. To do so," msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "right-click on the certification file and click :guilabel:`Install Certificate`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:142 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 msgid "select where to install the certificate and for whom - either for the :guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, click :guilabel:`Next`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120 msgid "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in the following store`, click :guilabel:`Browse...`, and select :guilabel:`Trusted Root Certification Authorities`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:151 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "Linux" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:158 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133 msgid "open Chrome;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "go to :menuselection:`Settings --> Privacy and security --> Security --> Manage certificates`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 msgid "go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select the exported certification file;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:163 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:164 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:165 -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:175 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150 msgid "restart your browser." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:170 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:171 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "go to :menuselection:`Settings --> Privacy & Security --> Security --> View Certificates... --> Import`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:173 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:174 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:177 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "Mac OS" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:179 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "On Mac OS, you can secure the connection for all browsers by following these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:181 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 msgid "open Safari and navigate to your printer's IP address. Doing so leads to a warning page;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157 msgid "on the warning page, go to :menuselection:`Show Details --> visit this website --> Visit Website`, validate;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:184 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "reboot the printer so you can use it with any other browser." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:186 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 msgid "To generate and export an SSL certificate and send it to IOS devices, open **Google Chrome** or **Mozilla Firefox**. Then," msgstr "" @@ -1749,7 +2162,7 @@ msgstr "" msgid "Connection to the printer not secure button in Google Chrome" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:240 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215 msgid "Make sure that the certificate ends with the extension `.crt`. Otherwise, some browsers might not find the file during the import process." msgstr "" @@ -1757,99 +2170,99 @@ msgstr "" msgid "Connection is not secure button in Mozilla Firefox" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 msgid "To import an SSL certificate into an Android device, first create and export it from a computer. Next, transfer the `.crt` file to the device using email, Bluetooth, or USB. Once the file is on the device," msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:262 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:263 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:264 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242 msgid "The specific steps for installing a certificate may vary depending on the version of Android and the device manufacturer." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:270 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 msgid "iOS" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247 msgid "To import an SSL certificate into an iOS device, first create and export it from a computer. Then, transfer the `.crt` file to the device using email, Bluetooth, or any file-sharing service." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:276 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251 msgid "Downloading this file triggers a warning pop-up window. Click :guilabel:`Allow` to download the configuration profile, and close the second pop-up window. Then," msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:279 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:281 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:283 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:284 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259 msgid "click :guilabel:`Install` on the top right of the certificate warning screen and the pop-up window;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:286 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:290 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265 msgid "The certificate is installed, but it still needs to be authenticated. To do so," msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:292 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "go to :menuselection:`Settings --> General --> About > Certificate Trust Settings`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:293 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:294 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:297 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 msgid "If you need to export SSL certificates from an operating system or web browser that has not been mentioned, search for `export SSL certificate` + `the name of your browser or operating system` in your preferred search engine." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:300 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275 msgid "Similarly, to import SSL certificates from an unmentioned OS or browser, search for `import SSL certificate root authority` + `the name of your browser or operating system` in your preferred search engine." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:305 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:307 +#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "To confirm your printer's connection is secure, connect to its IP address using HTTPS. For example, navigate to `https://192.168.1.25` in your browser. If the SSL certificate has been applied correctly, you should no longer see a warning page, and the address bar should display a padlock icon, indicating that the connection is secure." msgstr "" @@ -1858,7 +2271,7 @@ msgid "Secure connection (HTTPS)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 -msgid "If **Direct Devices** is enabled in a Point of Sale settings (for example, if you use an ePos printer), HTTP becomes the default protocol." +msgid "If **Direct Devices** is enabled in a Point of Sale settings (for example, if you use an :doc:`ePos printer `), HTTP becomes the default protocol." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 @@ -1881,10 +2294,6 @@ msgstr "" msgid "**Value**: `True`" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 -msgid ":doc:`epos_ssc`" -msgstr "" - #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "" @@ -1979,10 +2388,10 @@ msgid ":doc:`payment_methods/terminals`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:78 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:46 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:49 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:63 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "Once the payment method is created, you can select it in your POS settings. To do so, go to the :ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` section." msgstr "" @@ -2043,98 +2452,114 @@ msgid "Connecting an **Adyen payment terminal** allows you to offer a fluid paym msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 -msgid "Adyen works only with businesses processing **more** than **10 million annually** or invoicing a **minimum** of **1,000** transactions **per month**." +msgid "Adyen payment terminals do not require an :doc:`IoT Box `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:15 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10 +msgid "Adyen terminals can be used in many countries, but not worldwide. Check the `List of countries supported by Adyen `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12 +msgid "Adyen works only with businesses processing more than **$10 million annually** or invoicing a minimum of **1,000 transactions per month**." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 +msgid "`List of payment methods supported by Adyen `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 +msgid "`List of Adyen terminals `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22 msgid "Start by creating your Adyen account on `Adyen's website `_. Then, board your terminal following the steps described on your terminal's screen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:19 -msgid "`Adyen Docs - Payment terminal quickstart guides `_." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 +msgid "`Adyen Docs - Payment terminal quickstart guides `_" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:25 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:27 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "The **Adyen API key** is used to authenticate requests from your Adyen terminal. To generate an API key, go to your :menuselection:`Adyen account --> Developers --> API credentials`, and **create** new credentials or select **existing** ones. Click :guilabel:`Generate an API key` and save the key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the payment method creation `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:34 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "`Adyen Docs - API credentials `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48 msgid "The **Adyen Terminal Identifier** is the terminal's serial number, which is used to identify the hardware." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:45 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "To find this number, go to your :menuselection:`Adyen account --> Point of Sale --> Terminals`, select the terminal to link with, and save its serial number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field at :ref:`the payment method creation `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:53 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "For Odoo to know when a payment is made, you must configure the terminal **Event URLs**. To do so," msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:55 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:56 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected terminal;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:58 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:60 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66 msgid "Click the **pencil icon** button and enter your server address, followed by `/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:67 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:37 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:40 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:69 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "Finally, fill in the mandatory fields with your :ref:`Adyen API key `, :ref:`Adyen Terminal Identifier `, and :guilabel:`Adyen Merchant Account`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:83 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:51 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:89 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:54 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:87 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96 msgid "Pay with a payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:85 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:91 msgid "When processing a payment, select :guilabel:`Adyen` as the payment method. Check the amount and click on :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment Successful`." msgstr "" @@ -2148,7 +2573,7 @@ msgstr "" msgid "This option is only available after receiving an error message informing you that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:94 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:100 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" @@ -2162,52 +2587,62 @@ msgstr "" msgid "Connecting a 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/ingenico.rst:8 -msgid "Please note that Ingenico is currently only available for customers in the Benelux." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 +msgid "Worldline payment terminals require an :doc:`IoT Box `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:15 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 +msgid "Worldline is currently only available in Belgium, the Netherlands and Luxembourg." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11 +msgid "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as they support the TLV communication protocol through TCP/IP." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT Box" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:17 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 msgid "Connecting an Ingenico Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect an IoT Box to your database, please refer to the :doc:`IoT documentation `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:23 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:26 msgid "Configure the Lane/5000 for Ingenico BENELUX" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:28 msgid "Click on the F button of the terminal, then go in the :menuselection:`PoS Menu --> Settings` and enter the settings password." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Now, click on connection change and TCP/IP. Type the IP of your *IoT Box* (you can find it on the form view of your IoT Box). Then, enter 9000 as port. The terminal will restart. Once it is done, go on your *IoT Box* form in Odoo and verify that the terminal has been found." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:39 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:42 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:53 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:56 msgid "In your *PoS interface*, when processing a payment, select a *Payment Method* using a payment terminal. Check that the amount in the tendered column is the one that has to be sent to the payment terminal and click on *Send*. When the payment is successful, the status will change to *Payment Successful*." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:62 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:65 msgid "If you want to cancel the payment request, click on cancel. You can still retry to send the payment request." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:65 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:68 msgid "If there is any issue with the payment terminal, you can still force the payment using the *Force Done*. This will allow you to validate the order in Odoo even if the connection between the terminal and Odoo has issues." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:71 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:74 msgid "This option will only be available if you received an error message telling you the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:74 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:77 msgid "Once your payment is processed, on the payment record, you’ll find the type of card that has been used and the transaction ID." msgstr "" @@ -2280,7 +2715,7 @@ msgid "Paying with Six" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:79 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101 msgid "Once your payment is processed, the type of card used and the transaction ID appear on the payment record." msgstr "" @@ -2301,30 +2736,46 @@ msgid "Stripe" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 -msgid ":doc:`Use Stripe as payment provider. <../../../../finance/payment_providers/stripe>`" +msgid "Stripe payment terminals do not require an :doc:`IoT Box `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:17 -msgid "Activate **Stripe** in the settings by going to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals` and enabling :guilabel:`Stripe`." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10 +msgid "Stripe terminals can be used in many countries, but not worldwide. Check the `global availability for Stripe Terminal `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:20 -msgid "Then, create the payment method:" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 +msgid "Stripe's integration works with `Stripe Terminal smart readers `_" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 -msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, click :guilabel:`Create`, and complete the :guilabel:`Method` field with your payment method's name;" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 +msgid ":doc:`Stripe as payment provider <../../../../finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 +msgid "`List of payment methods supported by Stripe `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 -msgid "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use a Payment Terminal` field as :guilabel:`Stripe`;" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:26 -msgid "Enter your payment terminal serial number in the :guilabel:`Stripe Serial Number` field;" +msgid "Activate **Stripe** in the settings by going to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals` and enabling :guilabel:`Stripe`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 +msgid "Then, create the payment method:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, click :guilabel:`Create`, and complete the :guilabel:`Method` field with your payment method's name;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31 +msgid "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use a Payment Terminal` field as :guilabel:`Stripe`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33 +msgid "Enter your payment terminal serial number in the :guilabel:`Stripe Serial Number` field;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 msgid "Click :guilabel:`Don't forget to complete Stripe connect before using this payment method.`" msgstr "" @@ -2332,23 +2783,23 @@ msgstr "" msgid "payment method creation form" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41 msgid "Click :guilabel:`Identify Customer` to allow this payment method **exclusively** for identified customers. For any unidentified customers to be able to pay with Stripe, leave the :guilabel:`Identify Customer` field unchecked." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:37 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44 msgid "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account` can stay empty to use the default accounts." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:39 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46 msgid "Find your payment terminal serial number under the device or on `Stripe's dashboard `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:43 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:45 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52 msgid "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a configuration page. Fill in all the information to create your Stripe account and link it with Odoo. Once the forms are completed, the API keys (:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on **Stripe's** website. To do so, click :guilabel:`Get your Secret and Publishable keys`, click the keys to copy them, and paste them into the corresponding fields in Odoo. Your terminal is ready to be configured in a POS." msgstr "" @@ -2356,83 +2807,83 @@ msgstr "" msgid "stripe connection form" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:57 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64 msgid "When you use **Stripe** exclusively in Point of Sale, you only need the **Secret Key** to use your terminal." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:59 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66 msgid "When you use Stripe as **payment provider**, the :guilabel:`State` can stay set as :guilabel:`Disabled`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:61 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68 msgid "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button does not work. To retrieve the API keys manually, log in to your `Stripe dashboard `_, type `API` in the search bar, and click :guilabel:`Developers > API`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:67 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:69 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76 msgid "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the admin PIN code, validate and select your network." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:73 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80 msgid "The device must be connected to a secured WI-FI network." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 msgid "Your Odoo database and payment terminal must share the same network." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:75 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82 msgid "You must enter the admin PIN code to access your payment terminal settings. By default, this code is `07139`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:79 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 msgid "Link the payment method to a POS" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "To add a **payment method** to your point of sale, go to :menuselection:`Point of Sale --> Configuration --> Settings`. Select the POS, scroll down to the :guilabel:`Payments` section, and add your payment method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:95 msgid "When processing a payment, select :guilabel:`Stripe` as the payment method. Check the amount and click :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment Successful`. To cancel the payment request, click :guilabel:`cancel`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:97 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104 msgid "The terminal must have at least 10% battery level to use it." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:105 msgid "The device does not work for payments under €0.50." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:101 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111 msgid "Payment terminal unavailable in your Stripe account" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:106 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:113 msgid "If the payment terminal is unavailable in your Stripe account, you must add it manually:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115 msgid "Log into your `Stripe's dashboard `_ and go to :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:110 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:117 msgid "Add a location by clicking the :guilabel:`+ New` button or selecting an already created location;" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:118 msgid "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill in the required information." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:122 msgid "You must provide a **registration code**. To retrieve that code, swipe right on your device, enter the admin PIN code (by default: `07139`), validate, and click :guilabel:`Generate a registration code`." msgstr "" @@ -2480,43 +2931,43 @@ msgstr "" msgid "Worldline" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 -msgid "Please note that Worldline is currently only available in the Benelux." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 +msgid "Odoo is compatible with Worldline terminals that use the CTEP protocol (e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact your payment provider to ensure your terminal's compatibility." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:17 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 msgid "Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect one to your database, please refer to the :doc:`IoT documentation `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:22 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28 msgid "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> 0 --> 9`. Enter the technician password **\"1235789\"** and click on :menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). Finally, press **Stop** three times; the terminal automatically restarts." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:33 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37 msgid "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> 0 --> 9`. Enter the technician password **\"1235789\"** and click on :menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK` (*TCP Configuration client* screen)." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:38 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:44 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 msgid "To set up the hostname, enter your IoT box's IP address' sequence numbers and press **OK** at each \".\" until you reach the colon symbol." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "" @@ -2528,51 +2979,55 @@ msgstr "" msgid "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> 19 --> OK --> 4 --> OK --> OK`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:53 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 msgid "Your IoT box's IP address is available in your IoT Box application's database." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:56 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60 msgid "Port number" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:58 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:62 msgid "On the *Port number* screen, enter **9001** (or **9050** for Windows) and click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67 +msgid "For **Windows** IoT devices, it is necessary to add a firewall exception. Follow the :ref:`additional instructions in the Windows IoT documentation ` to add the exception to Windows Firewall." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:79 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:80 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "To reach Wordline's technical assistance, call `02 727 61 11` and choose \"merchant\". Your call is automatically transferred to the desired service." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:82 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 msgid "Configure the cashier terminal if you have both a customer and a cashier terminal." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:83 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:84 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93 msgid "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:98 msgid "When processing a payment, select *Worldline* as payment method. Check the amount and click on *Send*. Once the payment is successful, the status changes to *Payment Successful*." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:99 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:108 msgid "In case of connexion issues between Odoo and the payment terminal, force the payment by clicking on *Force Done*, which allows you to validate the order. This option is only available after receiving an error message informing you that the connection failed." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:102 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:111 msgid "To cancel the payment request, click on **cancel**." msgstr "" @@ -3077,11 +3532,15 @@ msgstr "" msgid ":doc:`restaurant/bill_printing`" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:24 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 +msgid ":doc:`configuration/epos_printers`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 msgid "Reprint a receipt" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 msgid "From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then, select the corresponding order and click :guilabel:`Print Receipt`." msgstr "" @@ -3089,23 +3548,23 @@ msgstr "" msgid "Print receipt button from the backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:34 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 msgid "You can filter the list of orders using the search bar. Type in your reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:40 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 msgid "Invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 msgid "Point of Sale allows you to issue and print invoices for :ref:`registered customers ` upon payment and retrieve all past invoiced orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:46 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 msgid "An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal `, previously :ref:`set up `." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 msgid "To define what journals will be used for a specific POS, go to the :ref:`POS' settings ` and scroll down to the accounting section. Then, you can determine the accounting journals used by default for orders and invoices in the :guilabel:`Default Journals` section." msgstr "" @@ -3113,35 +3572,35 @@ msgstr "" msgid "accounting section in the POS settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:63 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 msgid "Invoice a customer" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 msgid "Upon processing a payment, click :guilabel:`Invoice` underneath the customer's name to issue an invoice for that order." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:68 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 msgid "Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued and ready to be downloaded and/or printed." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:72 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 msgid "To be able to issue an invoice, a :ref:`customer ` must be selected." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:75 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 msgid "Retrieve invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 msgid "access all orders made through your POS by going to :menuselection:`Point of Sale --> Orders --> Orders`;" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 msgid "to access an order's invoice, open the **order form** by selecting the order, then click :guilabel:`Invoice`." msgstr "" @@ -3149,19 +3608,19 @@ msgstr "" msgid "invoice smart button from an order form" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:88 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 msgid "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in the :guilabel:`Status` column." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 msgid "You can filter the list of orders to invoiced orders by clicking :guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:94 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 msgid "QR codes to generate invoices" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 msgid "Customers can also request an invoice by scanning the **QR code** printed on their receipt. Upon scanning, they must fill in a form with their billing information and click :guilabel:`Get my invoice`. On the one hand, doing so generates an invoice available for download. On the other hand, the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the Odoo backend." msgstr "" @@ -3169,7 +3628,7 @@ msgstr "" msgid "order status change" msgstr "" -#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:105 +#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 msgid "To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of Sale --> Configuration --> Settings`. Then, select the POS in the :guilabel:`Point of Sale` field, scroll down to the :guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on ticket`." msgstr "" @@ -10204,19 +10663,23 @@ msgstr "" msgid "In the example above, the *Trigger on* is set to *Timed condition*, therefore, a *Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email to the customer* action was adopted, an *Email template* can be chosen." msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 -msgid "As a result, this alert will send a rating survey after one month, to the customers who have purchased that specific product. The survey will appear in the chatter of your respective subscription." +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 +msgid "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`. For more information on sending SMS messages, visit :doc:`../../marketing/sms_marketing/essentials/sms_essentials`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:60 +msgid "As a result, this alert sends a rating survey after one month, to the customers who have purchased that specific product. The survey appears in the chatter of your respective subscription." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:-1 msgid "Satisfaction survey in Odoo Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:63 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "Modify an existing automatic alert" msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:65 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid "By default, Odoo suggests you an automatic alert called *Take action on less satisfied clients*." msgstr "" @@ -10224,15 +10687,15 @@ msgstr "" msgid "Modify an existing automatic alert in Odoo Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:71 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the customer. This action is automatically assigned to the salesperson who manages the subscription, and the due date is 5 days after the triggering of this action. This alert ensures that your clients are happy and that you are taking actions if they are not. It helps to keep your customer retention rates very high." msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:79 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 msgid "By editing the alert, you can modify the *Apply on*, the *Action* and *Activity* sections, and adapt them to your own needs." msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:88 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:80 #: ../../content/applications/sales/subscriptions/reports.rst:120 @@ -10240,7 +10703,7 @@ msgstr "" msgid ":doc:`../subscriptions`" msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:81 #: ../../content/applications/sales/subscriptions/reports.rst:121 @@ -10248,7 +10711,7 @@ msgstr "" msgid ":doc:`plans`" msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:90 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:82 #: ../../content/applications/sales/subscriptions/reports.rst:122 @@ -10256,6 +10719,10 @@ msgstr "" msgid ":doc:`products`" msgstr "" +#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 +msgid ":doc:`../../essentials/in_app_purchase`" +msgstr "" + #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close a subscription" msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 2f92336a5..7f4fc3b11 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo saas-16.4\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-03-25 15:45+0000\n" +"POT-Creation-Date: 2024-04-30 06:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -4493,53 +4493,53 @@ msgid "Add a CNAME record" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:152 -msgid "Creating a CNAME record to forward your domain name to the address of your Odoo database is required." +msgid "Adding a CNAME record to forward your domain name to the address of your Odoo database is required." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:157 +#: ../../content/applications/websites/website/configuration/domain_names.rst:156 #: ../../content/applications/websites/website/configuration/domain_names.rst:211 msgid "Odoo Online" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:159 +#: ../../content/applications/websites/website/configuration/domain_names.rst:158 msgid "The CNAME record's target address should be your database's address as defined at its creation (e.g., `mycompany.odoo.com`)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:162 +#: ../../content/applications/websites/website/configuration/domain_names.rst:161 #: ../../content/applications/websites/website/configuration/domain_names.rst:221 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:164 -msgid "The CNAME record's target address can be the project's main address, which can be found on Odoo.sh by going to :menuselection:`Settings --> Project Name`, or a specific branch (production, staging or development) by going to :menuselection:`Branches --> select the branch --> Settings --> Custom domains`, and clicking :guilabel:`How to set up my domain?`. A message indicates which address your CNAME record should target." +#: ../../content/applications/websites/website/configuration/domain_names.rst:163 +msgid "The CNAME record's target address should be the project's main address, which can be found on Odoo.sh by going to :menuselection:`Settings --> Project Name`, or a specific branch (production, staging or development) by going to :menuselection:`Branches --> select the branch --> Settings --> Custom domains`, and clicking :guilabel:`How to set up my domain?`. A message indicates which address your CNAME record should target." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:170 +#: ../../content/applications/websites/website/configuration/domain_names.rst:169 msgid "The specific instructions depend on your DNS hosting service." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:173 +#: ../../content/applications/websites/website/configuration/domain_names.rst:172 msgid "`GoDaddy: Add a CNAME record `_" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:174 +#: ../../content/applications/websites/website/configuration/domain_names.rst:173 msgid "`Namecheap: How to create a CNAME record for your domain `_" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:175 +#: ../../content/applications/websites/website/configuration/domain_names.rst:174 msgid "`OVHcloud: Add a new DNS record `_" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:176 +#: ../../content/applications/websites/website/configuration/domain_names.rst:175 msgid "`Cloudflare: Manage DNS records `_" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:179 -msgid "Creating a CNAME record to map the `www` subdomain (`www.yourdomain.com`) as some visitors are used to typing `www.` before entering a domain name." +msgid "Odoo only supports subdomains. To use your naked domain name :dfn:`(a domain name without any subdomains or prefixes)` (`yourdomain.com`), create a redirection 301 to redirect visitors to `www.yourdomain.com`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:183 -msgid "You own the domain name `yourdomain.com`, and your Odoo Online database's address is `mycompany.odoo.com`. You want to access your Odoo database primarily with the domain `www.yourdomain.com` but also with the naked domain :dfn:`(a domain name without any subdomains or prefixes)` `yourdomain.com`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:184 +msgid "You own the domain name `yourdomain.com`, and your Odoo Online database's address is `mycompany.odoo.com`. You want to access your Odoo database primarily with the domain `www.yourdomain.com` and also with the naked domain `yourdomain.com`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:188 @@ -6281,7 +6281,3 @@ msgstr "" #: ../../content/applications/websites/website/reporting/link_tracker.rst:53 msgid "Integrated with :ref:`analytics/google-analytics`, those trackers allow you to see the number of clicks and visitors to keep you on top of your marketing campaigns." msgstr "" - -#: ../../content/applications/websites/website/reporting/link_tracker.rst:55 -msgid "The integration with the :doc:`CRM ` application allows you to understand where your leads and opportunities are coming from." -msgstr ""